# 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. --- ## 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. --- ## Help Center ### [Quick Start [Chat]](https://help-en.salesmartly.com/docs/live-chat-introduction) 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. ### [Quick Start [New Online Chat]](https://help-en.salesmartly.com/docs/newonlinechat) 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. Interface Overview 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. 3. Getting Started with the Multi-functional Chat Window The chat window integrates a variety of tools designed to enhance your response efficiency: Translation: Click the [Translate] icon above the input field. The system will automatically translate the customer's foreign language into Chinese, while simultaneously translating your Chinese reply into the customer's language, enabling seamless, barrier-free communication. File Sharing: Support is now available for sending images, audio, video, and attachments, catering to the needs of various real-world communication scenarios. Quick Replies: Click [Quick Reply] at the bottom to instantly send pre-configured common phrases with a single click. Hosting: You can choose whether to enable hosting for the current conversation. Once enabled, user messages can be managed automatically (triggering FAQ automation and automated workflows). This allows agents to either handle messages manually or rely on the robot to automatically reply, thereby improving message processing efficiency. invtie to review: From the chat interface, agents can send a rating invitation to the user. Upon receiving the invitation, the customer can provide a score and leave feedback. 4. Building Comprehensive Customer Profiles You can enrich user profiles to facilitate targeted marketing by updating customer details in the right-hand panel, including information such as visit history, source channels, language used, and location. Basic Information: Contains fundamental customer details, including phone number, email address, and region. Visitor Tags: Merchants can add tags and notes to visitors (e.g., "High Intent," "Price Sensitive") to streamline future visitor management. Contact Person: View the customer's browsing history and traffic source here. By combining this with device and IP information, agents can better anticipate customer needs. Session information: Categorize and mark the current interaction (using Session Tags) to facilitate subsequent QA and performance reviews by team leaders in [Client] > [Session Management]. Additionally, you can customize the layout of customer information groups by clicking the Gear icon. 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 reallocation 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”? Click the small triangle in the bottom-right corner of the chat box to pin the session to the top. Administrators can also pin sessions belonging to other agents. 5. 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. ### [Quickly Retrieve Session and Customer Information](https://help-en.salesmartly.com/docs/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. Functional Description 1. Retrieve your session/client 1.1 Filter/Search customers and sessions You can filter and search for conversations/customers in the upper left navigation bar, which will double your search efficiency in actual work. • Merchants can filter based on channel or message viewing, which can effectively and quickly view unread or unreplied user messages, and can filter users from specific channels. • The corresponding number of sessions will be counted behind the channel, so merchants can quickly understand the conversation status of each channel. • Merchants can choose to sort the listing sequence by newest or oldest. • Search for customers by name, quickly find customers, and start chatting. • Filter customers based on their visitor tags, mobile phone numbers, email addresses, and last reply time to help you find customers quickly. 1.2 Active Sessions/History Sessions You can switch between active/historical sessions to quickly filter customers within a time range. • Active conversations: conversations with messages in the past 7 days. • Historical conversations: conversations with no messages for more than 7 days. 2. View basic session information 2.1 Session status description By viewing the three session states of " Robot ", " Unassigned ", and " All Members (Assigned) ", agents 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 a robot 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 Members (Assigned) status. 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 • The conversation list shows the reception customer service When the conversation list setting is turned on to display the currently received customer service , the conversation list will display the name of the most recently received customer service. Click on the upper right corner ... > click on list settings > check the box to display the currently receiving customer service • The conversation list shows the last reply time When the conversation list setting is turned on to display the last reply time , the conversation list will display the last reply time of the customer service. Click on the upper right corner ... > click on list settings > check the box to show the last reply time 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 (custom grouping) 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. ### [Translate Customer Language](https://help-en.salesmartly.com/docs/translate-customer-languages) 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. ### [Multi-function Chat Window](https://help-en.salesmartly.com/docs/multi-functional-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) Now single messages support reply, translation, identifying visitor language, message withdrawal, @members and other functions. Move the mouse pointer into the message to pop up executable operations. 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. ### [Use Common Phrases](https://help-en.salesmartly.com/docs/use-common-words) 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. ### [Improve Customer Profile](https://help-en.salesmartly.com/docs/refine-customer-profiles) 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. 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. 4. Add a guest tag 4.1 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. 5. Session tags 5.1 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. 5.2 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. 6. Blacklist 6.1 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. 6.2 Remove from blacklist You can go to [ Client - Customer List ] > select a customer > click Details > click Remove from Blacklist. ### [Add Order Information](https://help-en.salesmartly.com/docs/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 the order number, name, status, platform, remarks, and amount. Chinese Version： Number: used to distinguish and track each order, usually composed of letters and numbers, to facilitate merchants and customers to query order status records. Name: Indicating the customer's name facilitates order management and communication, reducing errors and confusion. Status: The status of the order; you can choose from four statuses: payment on behalf of others, in progress, paid, and canceled. Platform: The platform where the order is placed; you can choose Amazon, TikTok Shop, Shopify, SHOPYY, Shopline, Shoplazza, WordPress, UEESHOP and others. Remarks: You can add information according to your needs, such as order item type, item quantity, customer region, etc. Amount: The transaction amount of the order Creation time and creator: The system automatically generates the new order information according to the time and operator, and editing will not be affected. 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]. ### [Using AI to Make Chatting More Convenient](https://help-en.salesmartly.com/docs/use-ai-to-make-chatting-easier) 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 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, then click Configure. Select the social media account you want to link, and click OK. At the same time, you need to start it in the [ Automated Process ] interface. For detailed information on creating and using automation processes, please refer to the automation process documentation. 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 ### [Quick Start: Customer Management](https://help-en.salesmartly.com/docs/customer-management-introduction) 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. ### [Customer List](https://help-en.salesmartly.com/docs/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. ### [Session Management](https://help-en.salesmartly.com/docs/conversation-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. ### [Form Management](https://help-en.salesmartly.com/docs/order-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) ### [Tag Management](https://help-en.salesmartly.com/docs/tags-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.) ### [Word Library](https://help-en.salesmartly.com/docs/material-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. ### [Quick Start [Marketing]](https://help-en.salesmartly.com/docs/group-plan) 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 . ### [Mass Messaging](https://help-en.salesmartly.com/docs/mass-message) 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 ]. ### [Third-party (EDM) Distribution](https://help-en.salesmartly.com/docs/third-party-distribution) Introduction There are two ways to send mass emails: Email mass email and third-party (EDM) mass email. • Email Bulk: To contact your customers directly through your email. • EDM sending: Through the 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 mass 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. Functional Description 1. Create a bulk email plan 1.1 Email bulk sending 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 , then you can send the plan. After clicking Create Plan, the steps to set up email are as follows: Email settings: fill in the email plan name, and email title, select target customers, edit email content, or select an email template. Content editing: You can directly edit or select a template to set the appearance and content of the email. After setting, you can click Preview to view the setting effect. Sending settings: Select and fill in the sending frequency and sending time. After setting, click OK to start sending emails to customers. 1.2 EDM sending In [ Marketing - Third-party Distribution ], click Create Plan . In the Create Mass Sending Plan interface, modify the mass sending plan name, filter the audience, enter the email subject, edit the email content, and sender's email address, and customize the sending frequency and sending time, and then you can send the plan. 2. Check the effect of the plan After sending an email, you can view the sending status, number of sends, number of successful sends, number of independent opens, etc., so that the boss can clearly grasp the reach effect of each email plan, and each good email can be traced, helping merchants to quickly understand the effectiveness of email marketing, continuously iterate email content, and improve marketing conversion efficiency. • The effect of Email mass messaging plan can be viewed in [ Marketing-Mass Message ] to view the specific information and effects of the Email channel. • The effect of the EDM mass messaging plan can be viewed in [ Marketing - Third-Party Distribution ]. Specifically, taking EDM as an example, click the number of sends in the plan or click Insights to view the sending effect of a single plan and view the following information: • Basic information: record email plan configuration information and preview the original email content. • Transaction data: Overall transaction data statistics to realize the attribution of order data generated by opening the independent station store through email. • Email funnel conversion: The full-link data conversion funnel from sending emails, delivery, opening, and clicking, to purchasing is visible. • Customer behavior analysis: intuitively presents the recipients’ behavior data such as opening, clicking, purchasing, unsubscribing, and reporting spam. • Sending details: Lists the sending records of all emails for each plan, which can be quickly filtered according to email status and customer behavior, and supports exporting to Excel for secondary data processing. Click to view the content of the sent email: 3. Other operations After creating a plan, you can view data, copy the plan, and save a draft. • View insights: Support viewing email plan details and mass sending data, including conversion effects, sending details and other data. • Copy a plan: Reuse the configuration and email content/style of an existing plan to quickly create a new email plan. You can reuse old templates without having to edit them from scratch. • Save draft: When editing an email plan, you can save it as a draft so that you can continue to improve it next time. 4. Email (EDM) binding domain name EDM mass sending usually uses public links, which may be restricted by the recipient due to excessive sending times. In this case, you can try to bind the customer's own second-level domain name address as the sending link to reduce the chance of being restricted. How to bind? Please refer to How to bind a domain name for bulk email (EDM). document Frequently Asked Questions 1. What is EDM marketing? EDM is the abbreviation of Email Direct Marketing, which is email marketing, or email marketing for short. It is a direct sales method that uses emails (Emails) to communicate with target customers. When companies send EDM emails to target customers, they can establish communication channels with target customers and directly convey relevant information to them to promote sales. When using a third party to send emails, the sender of the emails that customers see is you, and the reply emails are also replied to your corporate email. Since EDM is sent through a third-party server, when a customer refuses to receive, complains, or unsubscribes, it will only affect the third-party's sending server and sending IP, and will not affect your corporate email, which can protect your corporate email. However, third-party sending requires relevant fees. ### [Group Messaging Template (WhatsApp API and Email)](https://help-en.salesmartly.com/docs/template-for-whatsapp-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. ### [Diversion Link](https://help-en.salesmartly.com/docs/split-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. ### [Messenger Marketing Messages Guide (Beta)](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. 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. ### [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) 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. ### [AI Robots](https://help-en.salesmartly.com/docs/ai-robot) 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. ### [Automated Processes](https://help-en.salesmartly.com/docs/automate-processes) Introduction With this function, you can create an automated response process so that the robot can help you reply to visitor messages, solve visitors' initial doubts, guide visitors to place orders, etc., thereby improving customer consultation efficiency and reducing customer complaint rates. Functional Description 1. Create an automated process 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. 2. Introduction to automation process 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 begin to execute. 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. 3. Select the trigger Click the trigger module to add and delete triggers, edit and modify trigger conditions, etc. • Add a trigger: Click +Add Trigger, select the trigger you want to add in the trigger form and click it. Some triggers also require editing the trigger conditions. After editing, the trigger has been added. • Delete trigger: Move the mouse to the trigger you want to delete > click ╳ to delete the trigger. • Edit trigger conditions: If you want to modify the trigger conditions, click the trigger module to modify the conditions of the trigger you want to modify, or edit the trigger conditions when adding a new trigger. For example, if you select a keyword trigger, you need to complete the keywords of the trigger process and select the matching status. 3.1 Introduction to trigger types Trigger description: Triggers are divided into four categories : customer type, customer behavior, timeout without response, and customer source . • Customer Type: refers to the trigger applicable to determine the customer type. • Customer behavior: refers to triggers related to customer behavior, such as customer message intent recognition. • No reply after timeout: refers to the trigger when the customer service or customer fails to respond within the time limit. • Customer Source: Triggers related to the customer's source, currently only available in the Facebook channel. Note: The icons below the triggers, conditions, and actions represent the available channel scenarios. Omnichannel means that this module can be used in all channels. • Customer Type ◦ New Visitor (Omnichannel): This event can be triggered when a customer receives a message for the first time on the platform (the chat plug-in channel can be triggered when the customer visits the website for the first time) ◦ Old Visitor (Chat Plug-in Channel): This can be triggered for daily visitors (i.e., the corresponding contact was created more than 24 hours ago). • Customer Behavior ◦ Visitor message (omnichannel): trigger the content of the message sent by the customer through keyword matching and other methods. ◦ Visitor Intent Identification (AI) (Omnichannel): You can customize the questions/statements that visitors may send based on your specific business scenarios, and trigger them when the messages sent by customers are similar enough (automatically identify customer message intent through the AI big model). ◦Chat window expand (Chat plugin channel): ] Triggered when a visitor clicks the chat plugin live chat button on the website. ◦ Visit a specific page (chat plug-in channel): This function can be triggered when a visitor visits a specific webpage URL on a website that has integrated the chat plug-in. ◦ Visitor retention (chat plug-in channel): triggered when a visitor opens a chat window on the website and submits personal information through pre-chat surveys or high-level information retention. • Timeout without reply ◦ Customer service timeout (omnichannel): This triggers when a customer service representative does not respond after you send a message to the customer within the time interval you set. ◦ Visitor timeout and no response (omnichannel): This triggers when the customer service staff sends a message and the customer does not respond within the time interval you set. • Customer source ◦ Click Ad (Messenger): This is triggered when a Facebook user clicks on your ad and a chat is generated. ◦ Messenger URL: Support can be triggered when a Facebook user initiates a chat through your public page's Messenger address. ◦ Messenger chat plugin (Messenger): It can be triggered when a Facebook user initiates a chat by embedding the official Messenger chat plug-in in your website. 4. Add steps Click "+" to add a new step and select a condition or action. 4.1 Conditions introduction After adding the conditions , when the automated process runs to the conditions , it will automatically determine whether the conditions are matched and then continue to run according to the process you set. • Guest language: When this condition is reached, the system will automatically determine whether the visitor language matches the condition, and then continue to run according to the process you set. Note: In the chat plug-in, the system determines whether it meets the language conditions you set based on the browser language. Other channels determine whether it meets the language conditions you set based on the language of the visitor information. Telegram and Instagram cannot obtain the language, so if the automated process with this condition is applied to these two channels, only the process that does not match the condition will be triggered. • Auto schedule: When this condition is reached, the system will automatically determine whether the visitor's access period matches the automatic execution period condition you set, and then continue to run according to the process you set. (When setting the automatic execution period, you can set it by dragging the blue box). • Random branch: This condition allows different visitors to trigger automated branching processes according to different rules. • Customer attributes/behavior: Automated conditioner, new customer attributes support combined filtering of user attribute conditions; contacts that meet the combined conditions will go to the matching branch, and contacts that do not meet the conditions will go to the unmatched branch. 4.2 Action introduction Actions are actions that the system actively performs on visitors, such as sending messages and ending sessions. • Send message: When the system executes this action, it will send a message to the visitor. The message type can be text, picture, voice, video, or a combination of these. Text and picture information can also add buttons to continue to the next action. In addition, "variable information" can be added to text messages. Currently, six variables are supported: mobile phone number, email address, name, message-sending time, remark name, and remarks. • Ask a question (chat plugin): When the system performs this action, it sends the visitor the questions that need to be asked. • End Session: When the system performs this action, the session will be automatically ended and the session will not appear on the chat page. You need to view the session with the visitor in [ Session Management ]. • Promotional card: When the system executes this action, it will send a promotion card to the visitor, who can receive the coupon by filling in the email address. To use this action, you need to complete the discount, promotional copy, button text and other information. • Handle Facebook comments (Facebook comments): When the system performs this action, it will automatically reply, like, and hide the comments on Facebook posts. The reply comment type can be text, image, or a combination of text and image. • Turn to unassigned sessions: When the system performs this action, it will transfer the session to the unassigned session list. Note: An assigned session cannot be transferred to an unassigned session. • Delay: When the system executes this action, it will delay the execution of the next action. Therefore, after setting this delayed action, you need to add other actions for it to take effect. • Send a private message to a Facebook comment (Facebook comments): You can use the robot to automatically send private messages to the commenters in response to the comments on Facebook public pages - ordinary posts/advertising posts/live broadcast posts. • Assign customer service: Online chat sessions can be automatically assigned to designated customer service personnel for delayed waiting. • Handle Instagram comments(ins post comments): You can use robots to automatically process comment messages under Instagram posts/stories/REELS (for example, automatically reply to hide/delete comments. • Invite to Review (Chat Plug-in): You can automatically send invitations to review cards to your website visitors through the robot. • Send a private message to Instagram comments (Instagram post comments): The robot can automatically send private messages to commenters on Instagram posts/stories/REELS • Quick Buttons (Chat Plugin): Automatically send chat messages with buttons to your customers via the bot. • Add Guest Tags: Automatically tag your customers with guest tags. • Send email: When the system executes this action, an email will be sent to the visitor. • External requests: Supports initiating HTTP requests to your server or first party to achieve cross-system data docking. • Add conversation tag: You can automatically tag your conversations with conversation tags. 5. Connect triggers, conditions, and actions After setting up the triggers, conditions, and actions, you need to connect the nodes through wires. If you want to disassociate, move the mouse to the connection line and click ╳ to disassociate. Simple example: As shown in the figure below, when a new user (trigger) comes in, information (action) in different languages will be sent based on the country/region (condition) . 6. Automation templates When you create a process, you can choose an automation template to make the plug-in automation process more efficient and convenient. After selecting a template to create, you only need to modify a small amount of preset images or text to create a complete automated process that complies with the business template, saving you time and energy. Note: The channel icons below the automated process represent the channels in which the template can be created. Different templates have their specific channels for creation. Simple case (welcome new customers) If you choose the Welcome New Customers template when creating a message, you can directly enter the interface below. You only need to modify the content of the message to complete a simple automated process of welcoming new customers. On this basis, you can also add other conditions or actions, such as identifying the visitor's language, labeling the visitor, etc. Automation templates can help you create an automation process faster. 7. Testing After completing the above steps, click Create , select the category and name it to create your automated process. At the same time, you can also click Test to experience the process effect. 8. Other operations • Automatic layout: After clicking, the overall layout of the automation process you set will be automatically adjusted; • Automation Guide: Here is a simple automation setup tutorial that can help you quickly create and set up automation tutorials; • Categorize the automation process In [ Robot-Automated Process ], click the + sign next to All Categories > enter the category name > click OK to create your automated process category. After creating the category, click Save on the Edit Automation page , and then in Category , select the category you want to classify the automation. • Data, edit, test, copy, delete automation processes In the automation process list, you can view the automation processes you created, view their activation status, support channels, and categories, and perform operations such as data, editing, testing, copying, and deleting automation processes. In addition to clicking the Edit button after the automation process you selected to edit the automation process, you can also click the name of the automation process to enter the editing page. 9. Apply automated processes 9.1 Activate the automated process to make it effective After creating an automated process, click Activate to activate the automation; or click Start in the [ Automated Process ] interface to activate the automated process. See the figure below. 9.2 Association automation Once you’ve activated your created automation, you can apply it to your chat plugins and social media. How to configure automation - After editing the automation process, click Save > then 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. In addition, you can • Configure automation in the [ Integration ] interface In [ Integration-Chat Plugin ], find the chat plugin you need to associate > click Edit Automation (please create a chat plugin before operation) > then select the automation process you need to associate with the chat plugin (the default is to associate all automation processes). (The picture takes the messenger channel as an example) • If it is Messenger & Comment Channel SaleSmartly also supports synced automation , you can select an existing homepage and automate it to other homepages. FAQs 1. After deleting the automated processes of a certain category, will these automated processes still exist in "All Categories"? If you delete a category, the automated processes under that category will no longer appear in all categories, so you need to be careful. ### [AI Knowledge Management](https://help-en.salesmartly.com/docs/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. ### [Quick Start [Report]](https://help-en.salesmartly.com/docs/analysis-introduction) 1. Introduction SaleSmartly’s analytics tools transform raw data into actionable insights. Track performance across channels, teams, and customer interactions through visual dashboards, interactive charts, and real-time metrics. Optimize marketing strategies, audit team productivity, and refine customer engagement all in one place. This section outlines key features and uses cases to help you harness the full potential of your data. 2. Key Features 2.1. Channel Analysis Channel analysis helps track and summarize customer interactions across various social media platforms, providing insights into customer engagement and service performance. With this feature, you can analyze key metrics such as total customers, new and returning customers, active customer service agents, and response rates across channels including WhatsApp, Messenger, Email, Instagram, Line, and chat plug-ins. Track customer engagement, chat activity, and agent responses over time, with filtering options available at the top for specific channels/dates. Filter by social media accounts or team members to refine audits with precision. 2.2. Service Overview Monitor real-time customer service efficiency with live metrics and historical trends. View real-time statistics on new sessions, ongoing conversations, and active agents. Analyze conversation trends over a selected period, with the option to view data by hour or day. 2.2.1 View daily service data View real-time statistics on new sessions, ongoing conversations, and active agents. 2.2.2 View session volume trends Analyze conversation trends over a selected period, with the option to view data by hour or day. Note: When viewing hourly data, the selected date range must not exceed seven days. 2.3. Performance Report 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. It offers enhanced filtering options and customizable field displays, along with essential features like data export, enabling comprehensive quality checks on member service across multiple dimensions. ### [Channel Analysis](https://help-en.salesmartly.com/docs/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. ### [Service Overview](https://help-en.salesmartly.com/docs/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. ### [Performance Report](https://help-en.salesmartly.com/docs/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]. ### [Subscription](https://help-en.salesmartly.com/docs/cost-center) 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. ### [Quick Start [Setup]](https://help-en.salesmartly.com/docs/settings-introduction) 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. ### [Quick Start [App Store]](https://help-en.salesmartly.com/docs/app-store-introduction) 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 ### [How to Access OpenAI Assistants](https://help-en.salesmartly.com/docs/openai-assistants) 1. Introduction This article will show you how to configure OpenAI Assistants. 2. Operation Process 2.1. Register an OpenAI account (1) Open https://platform.openai.com/apps , and click to register. After registration, select the API platform to enter. 2.2. Create your Assistants and copy the Assistant ID and API key (1) Go to the OpenAI dashboard and click [Log in] at the top right to sign in to your OpenAI account. After logging in, create a new project and fill in the required details as prompted. Once the project is created, click on [Dashboard] and navigate to [Assistants]. (2) Enter the OpenAI dashboard and click Create in [Assistants] to create your Assistants. After the creation is completed, the assistant ID will be displayed at the top. (3) Click API keys to generate a key and save it. 2.3. Install your Assistants on SaleSmartly (1) Log in to SaleSmartly, open [App Store] - [AI Tools] - [OpenAI Assistants], and click Install Now. (2) Click Add in the installation pop-up window and paste the key and ID here. Multiple assistants can be installed. (3) Create or edit a robot in [Robot]-AI Robot to call the assistant to reply to customer information. For more robot configuration, see the AI Robot Configuration Guide Frequently asked questions 1. What is the difference between ChatGPT and OpenAI? It can be understood that in OpenAI Assistants, you can upload documents and call external codes to create a robot, similar to a personal GPT. ChatGPT is a public robot, and OpenAI is a robot that can be trained by itself. Note: SaleSmartly cannot train ChatGPT. If you need training, please refer to the official training documentation of ChatGPT, which requires certain programming knowledge: https://platform.openai.com/docs/introduction ### [Introduction to GPTs and Assistant?](https://help-en.salesmartly.com/docs/introduction-of-gpts-and-assistant) 1. Introduction This article will introduce you to OpenAI Assistants (GPTs API version) 2. Introduction to GPTs and Assistant? 2.1. What are GPTs? GPTs is a customizable version based on chat GPT, which allows users to create their own GPTs role. Users can customize the GPT name and description, and upload specified content for personalized replies. For example, you can create a professional customer service robot based on your own product, and train it by uploading product-related introductions and help documents. Then GPTs will answer questions based on the training content. 2.2. What is Assistant? Assistant can be understood as the API version of GPTs. Using Assistant, you can create GPTs through code and connect the Assistant to different products (through SaleSmartly, you can connect GPTs to mainstream social media software such as Facebook, WhatsApp, TikTok, etc) 2.3. Differences between GTPs and Assistant Both GPTs and Assistant are OpenAI's intelligent assistants, and both support custom content addition. However, GPTs is only available to Plus members and can only be used on the OpenAI official website. It cannot be connected to other systems using the API, and there is a limit on the number of times GPTs can be used. The assistant supports creation on the official website and API calls (through the SaleSmartly robot, it can be directly accessed without technical development ). Assistant billing has no membership restrictions and is charged only based on usage (ensuring that the account has a balance or is bound to a credit card), and there is no limit on the number of times it can be used. 3. How to create an Assistant This content is mainly for creating an Assistant from the interface. If you create it from the API, you can ignore it. Enter OpenAI’s Playground: https://platform.openai.com/assistants 4. How to access the SaleSmartly platform 4.1. Open https://platform.openai.com/apps, and click to register. After registration, select the API platform to enter. 4.2. Create your own Assistants and copy the Assistant ID and API key (1) Enter the OpenAI backend and click Create in [ Assistants ] to create your Assistants. After the creation is completed, the assistant ID will be displayed at the top. (2) Click API keys to generate a key and save it 4.3. Install your Assistants on SaleSmartly (1) Log in to SaleSmartly, open [App Store] - [AI Tools] - [OpenAI Assistants], and click Install Now. (2) Click Add in the installation pop-up window and paste the key and ID here. Multiple assistants can be installed. (3) Create or edit a robot in [Robot]-AI Robot to call the assistant to reply to customer information. For more robot configuration, see the AI Robot Configuration Guide ### [Tutorial on Configuring the Coze (Chinese Version)](https://help-en.salesmartly.com/docs/guide-to-configure-coze-robot) 1. Function Introduction This article will explain how to obtain the API of the button robot. After obtaining it, you can fill in the installation in [App Store-Coze (Chinese Version)]. This article introduces the domestic version of the button access process. The international version can be viewed: Tutorial on configuring Coze bot 2. Operation process 2.1. Enter the button homepage Click to log in to the button platform After successfully logging in, open the homepage of the domestic version of KouZi and find the KouZi API in the lower left corner. There will be slight differences between different versions. You can refer to the following two pictures: 2.2. Create a new App Find [Authorization] - [OAuth Application] - [Create a new application] Fill in the information: Application Type Selection 【ordinary】 Select [Service Application] as the client type. The application name can be filled in according to your needs, but it cannot be repeated with other ones. 2.3. Get Public Keys and pem files Click [Create Key], the public key will be generated in the red box and the pem file will be automatically downloaded 2.4. Get the Client ID After the creation is successful, it will automatically jump back to the [Authorization] page, where the application ID is the Client ID we need later 2.5. Create a robot and publish it to the API Go back to the button homepage, find [Workspace], create a new plug-in and fill in the relevant information After successful creation, it will automatically jump to the operation page, and then click Publish Then the official will pop up a page for you to configure the agent. Here you can choose to configure or skip, which will not affect the final release. You can edit it later. You must check Agent as API and click Publish again. 2.6. Get Bot ID After completion, you will be redirected to the operation page, and the last part of the URL is the Bot ID. 2.7. Fill in the acquired information into SaleSmartly You can fill in the name yourself. It is not mandatory to be consistent with the button. Other information can be obtained according to the above tutorial. 2.8. Call in AI robot Create or edit a robot in [Robot]-[AI Robot] to call it. For more robot configurations, see the AI Robot Configuration Guide. Frequently asked questions 1. What is the difference between Coze (Chinese version) and Coze (international version)? Model compatibility: Currently, the domestic version is only compatible with the "Skylark Large Model" as its dialogue engine, while the international version is compatible with large models such as "GPT 3.5/GPT 4" to drive dialogue. Integration capabilities: Domestic users can directly integrate the software into popular platforms such as WeChat and Lark, while international users can seamlessly integrate it into widely used platforms such as Facebook Messenger, Slack, Telegram, etc. 2. When installing Coze (Chinese version) in SaleSmartly, it prompts that the operation failed Cause: After creating the robot, you did not click [ Publish] Solution: For details, see [Step 5: Create a robot and publish an API], click to jump: https://help.salesmartly.com/docs/pei-zhi-kou-zi-ji-qi-ren-jiao-cheng#0e0ccfd76bfbc9a0b9bb8e39bf4533fa ### [Tutorial on Configuring Coze Bot](https://help-en.salesmartly.com/docs/guide-to-configure-coze-bot) 1. Introduction This article will explain how to obtain the API of Coze Bot. After obtaining it, you can fill in the installation in [App Market-Coze]. 2. Operation process 2.1. Go to Coze homepage Click to log in to the Coze platform 2.2. Create a new App After logging in, go to the Coze International homepage. On the left sidebar, navigate to API Management → Authorization → OAuth Apps → Create new app. Fill in the information: Select Normal for App type Select Service Application as the Client type You can fill in the App name according to your needs, but it cannot be repeated with other ones. 2.3. Get Public Keys and pem files Click Generate Key, the Public Keys will be generated in the red box and the pem file will be automatically downloaded. Make sure to select all the options. 2.4. Get the Client ID After the creation is successful, it will automatically jump back to the Authorization page, where the APP ID is the Client ID we need later 2.5. Create a robot and publish it to the API Return to the Coze homepage, locate [Development] on the left, then click [Create] on the right to set up a new agent and select Agent as the type. After successful creation, it will automatically jump to the operation page, and then click Publish Then the official will pop up a page for you to configure the agent. Here you can choose to configure or skip, which will not affect the final release. You can edit it later You must check Agent as API and click Publish again. 2.6. Get Bot ID After completion, you will be redirected to the operation page, and the last part of the URL is the Bot ID 2.7. Fill in the acquired information into SaleSmartly You can fill in the name yourself, it is not mandatory to be consistent with Coze; other information can be obtained according to the above tutorial 2.8. Call in AI robot Create or edit a robot in [Robot]-[AI Robot] to call it. For more robot configurations, see the AI Robot Configuration Guide. Frequently asked questions 1. What is the difference between Coze (international version) and Button (domestic version)? Model compatibility: Currently, the domestic version is only compatible with the "Skylark Large Model" as its dialogue engine, while the international version is compatible with large models such as "GPT 3.5/GPT 4" to drive dialogue. Integration capabilities: Domestic users can directly integrate the software into popular platforms such as WeChat and Lark, while international users can seamlessly integrate it into widely used platforms such as Facebook Messenger, Slack, Telegram, etc. 2. When installing Coze in SaleSmartly, it prompts that the operation failed Cause: Not clicking [ Publish] after creating the robot Solution: For details, see [Step 5: Create a robot and publish an API], click to jump: https://help.salesmartly.com/docs/pei-zhi-coze-bot-jiao-cheng#0e0ccfd76bfbc9a0b9bb8e39bf4533fa ### [How to Obtain HelpLook API Token?](https://help-en.salesmartly.com/docs/get-helplook-token) 1. Introduction This guide explains how to obtain HelpLook Token. Once obtained, you can enter the token in [App Store → HelpLook] to complete the installation. 2. Step-by-Step Guide If you don’t have a HelpLook account, visit the HelpLook official website and sign up (click here). After registering, log in to your HelpLook account. Go to the dashboard and go to Set Up → Knowledge Base Portal → API Token. Find the token displayed in the red-boxed section below, then click Copy to save your AI Token. ### [How to Obtain the GPTbots API Key?](https://help-en.salesmartly.com/docs/GPTbots-API-key) 1. Introduction This article will explain how to obtain the GPTBots API. After obtaining it, you can fill it the installation in [App Market-GPTBots]. 2. Step by Step Guide 2.1. Enter the GPT Bots official website Register or log in to the GPTBots official website and create an agent, and make sure the agent is in the published state. 2.2. Enter the agent and enable the API In the agent editing page, click the integration menu to enable the API service and create an APIKEY. After creation, save the APIKEY. 2.3. Fill in the obtained key into SaleSmartly After entering the API key, the corresponding agent will be automatically obtained according to the key. When generating the API key, please make sure that the agent is in the published state. If it is not published, it will not be obtained! 2.4. Call in AI robot Create or edit a robot in [Robot]-[AI Robots] to call it. For more robot configurations, see the AI Robot Configuration Guide. ### [How to Get Dify API Key?](https://help-en.salesmartly.com/docs/ru-he-huo-qu-Dify-API-key) 1. Introduction This article will explain how to obtain Dify's API. After obtaining it, you can install it in [App Store-Dify]. 2. Operation process 2.1. Log in to Dify Register or log in to the Dify Official Website (https://dify.ai/) and create an agent. Note: Currently, SaleSmartly only supports access to enabled chatflow, chat assistant, and Agent type robots. Please confirm whether the type is supported before adding! 2.2. Enter the published agent and enable the API In the agent editing page, click the Access API menu and click API key to create an APIKEY. After the creation is complete, save the APIKEY. Please note that the agent must be running to successfully bind in SaleSmartly! 2.3. Fill in the obtained key into SaleSmartly After entering the API key, the corresponding agent will be automatically obtained according to the key. When generating the API key, please make sure that the agent is in the published state. If it is not published, it will not be obtained! 2.4. Call in AI robot Create or edit a robot in [Robot]-[AI Robots] to call it. For more robot configurations, see the AI Robot Configuration Guide. ### [How to Configure Google Translate API Key?](https://help-en.salesmartly.com/docs/configure-the-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. ### [How to Obtain DeepL API Key?](https://help-en.salesmartly.com/docs/get-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. ### [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) 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. ### [How to Obtain Tencent Translator Secret ID and Secret Key?](https://help-en.salesmartly.com/docs/tencent-translate-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 ### [How to Obtain the Youdao Translation Application ID and Application Key](https://help-en.salesmartly.com/docs/id-and-key-of-youdao-translations) 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. ### [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) 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 1Click here to enter the machine translation console. Entrance 2Click on a machine translation-related product to enter the [Machine Translation Landing Page] - click on [Management Console] to enter the machine translation console. Entrance 3Click 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. ### [How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?](https://help-en.salesmartly.com/docs/aws-translate-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) ### [How to Retrieve SendCloud API Parameters for Integration](https://help-en.salesmartly.com/docs/get-parameters-of-sendcloud-api) 1. Introduction Learn how to fetch SendCloud API credentials to seamlessly connect email workflows with SaleSmartly. 2. Step-by-Step Guide 2.1. Register or log in to SendCloud (International Version) Log in to the SendCloud (International Version) official website. If you don’t have an account, you can register first. Website: https://web.sendcloud.net/ 2.2. Get API parameters 2.2.1 After logging in to SendCloud official website, select API_User List in the Send Settings list on the left menu. 2.2.2 If there is no user in the list, you can choose to create a new API_USER. 2.2.3 Click the Generate New API_KEY button, select the corresponding user, set the expiration time, and enter the password and verification code to generate the API_KEY. Copy this API_KEY, which will be used when integrating it into the SaleSmartly system later. 2.2.4 Click [Add Webhook]. 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]. 2.2.5 Return to the SaleSmartly app store and fill in the copied API_USER and API_KEY into the configuration to complete. ### [How to Set Up DuoPlus Cloud Phone for Multi-Account Verification](https://help-en.salesmartly.com/docs/duoplus-cloud-phone) 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. ### [How to Set Up a ChatGPT API Key for SaleSmartly Integration](https://help-en.salesmartly.com/docs/configure-chatgpt-api-key) 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]. ### [How to Send Emails for Free?](https://help-en.salesmartly.com/docs/send-mail-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. ### [How to integrate TikTok ad traffic identifiers?](https://help-en.salesmartly.com/docs/tiktok-VbQe) 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. ### [Project Management](https://help-en.salesmartly.com/docs/project-management) 1. Introduction This section focuses on explaining the related functions of the Project Setup and personal information. 2. Key Features 2.1. Personal information Click on the avatar to view account information, modify password, change online status, log out, select and add new items, etc. 2.2. Project setup If you want to change the project name, just change the name in [Setup-Project Management]. In [Project Setup], you can enable access rights for SaleSmartly technicians. ### [Team](https://help-en.salesmartly.com/docs/team-management) 1. Introduction Team management plays a crucial role in the online customer service system by centralizing the management of customer service members. It enables businesses to add team members, set reception limits, assign roles, and control chat permissions across different channels. With streamlined team deployment and permission control, businesses can enhance collaboration efficiency and service quality. To manage team members, navigate to Setup > Team, where you can add new members, configure their reception limits, define roles, and assign chat permissions. 2. Key Features 2.1. Add members to the project SaleSmartly offers two methods to add members: quick account and password setup or email invitations. 2.1.1 Quick add using account & password This method allows businesses to add internal members using an account name + password. These members are directly assigned to the project but cannot create new projects. Additionally, administrators can reset passwords for smooth account transitions when employees leave. 2.1.2 Add members via email You can also invite members to join your project via email. • If the member’s email address has been registered with a SaleSmartly account, you can log in and see that it has been pulled into your team project. • If the member’s email address is not registered with a SaleSmartly account, the initial password will be sent to the member’s email address, and they can log in to SaleSmartly. 2.2. View and edit member information In the Team, administrators can manage and edit details such as nicknames, email addresses, roles, online hours, reception limits, and channel permissions to enhance team collaboration. 2.2.1 Editing administrator or member permissions You can add roles to team members and select the functional permissions they have, such as online chat, customer management, group messaging plans, robots, data analysis, etc. For customer management, you can set whether members can view data for all the team's customers or only view data for customers for which the agent has permission. This can separate customer data for different customer service staff and prevent them from viewing data outside their authority, thus effectively ensuring the security of corporate data. 2.2.2 Set up employee shifts and schedules By default, employees manually toggle their online/offline status. When switched to online, the customer service representative can receive new conversation messages automatically assigned by the system. At the same time, the administrator can also check whether the customer service representative is at work based on whether the customer service representative is online. Some companies need to force their employees to be online. In this case, you can choose to set up employee schedules so that employee accounts are automatically switched to online status within the specified time and automatically receive new conversation messages on time. You can select customer service members in [Setup-Team], enable scheduling and edit their reception hours. For example, a Monday-Friday 9:00 AM - 9:00 PM schedule will ensure agents remain online and available for customer support during that time. The corresponding customer service account will automatically switch to online status (employees cannot switch status by themselves), so that they can receive new conversation messages automatically assigned by the system. View detailed shift schedules under Member Schedule to monitor team availability. Note: If you want your customer service to be online for a long time, you can set up a shift schedule so that the customer service under your project will be online for a long time. 3. Set Employee Conversation View Permissions (Example: Employees can only view their own conversations) 1.Access the Role Management Backend Log in to the SaleSmartly backend. In the left navigation bar, click Set up → Team then switch to the Role Management tab at the top of the page. 2. Create or Edit a Customer Service Role If you want to set permissions for new employees, click Add Role in the upper right corner. If you want to adjust roles for existing employees, locate the corresponding role (e.g., "Customer Service") and click Edit on the right. Note: System default roles cannot be edited. It is recommended to create a new custom role, such as "Junior Customer Service". 3. Configure Permissions On the role creation/edit page, select and configure the following key items，Once you have finished selecting options, click Save in the upper right corner. 4. Assign the Role Return to the People Management tab, find the corresponding employee, click Edit, and set their Role to the new role you just configured. Frequently asked questions 1. How to reassign conversations after an employee leaves? In [Setup > Team], when deleting an agent, you can transfer their ongoing conversations to other team members. A system notification will confirm the reassignment while preserving message read/unread statuses. This ensures seamless customer follow-up without service interruptions. ### [Monitoring Logs](https://help-en.salesmartly.com/docs/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. ### [How Do I Set up Automatic Session Allocation?](https://help-en.salesmartly.com/docs/automatic-session-assignment) 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: On the homepage, click [Avatar] in the upper right corner and select Online Status Method 2: Go to [Setup] > [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). ### [Custom Field Usage Guide](https://help-en.salesmartly.com/docs/custom-fields) 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. ### [Using SaleSmartly WeChat Mini Program to log in](https://help-en.salesmartly.com/docs/mobile-salesmartly) 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: ### [SaleSmartly Mobile APP Download Guide for Android & iOS](https://help-en.salesmartly.com/docs/android-ios-app-install) 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. ### [How to Access Social Media Chat Channels?](https://help-en.salesmartly.com/docs/chat-plugin) 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. ### [How to Edit and Add Chat Plugin?](https://help-en.salesmartly.com/docs/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: ### [How to Add Chat Plugin to Your Website?](https://help-en.salesmartly.com/docs/chat-plugin-to-a-self-built-site) 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 (2) When using async The script loads and executes without blocking HTML parsing, but the execution order is not guaranteed: html (3) Load the SDK after all page resources are fully loaded The SDK may load more slowly in this case: javascriptwindow.addEventListener('load', () => { // Manually load the SDK here}); (4) Load the script on demand 💡 Tip: Insert the script manually when needed. ### [How to Add a Traffic Widget to the Chat Plugin?](https://help-en.salesmartly.com/docs/traffic-widget-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. ### [How to Add a Chat Plugin to an Independent Website?](https://help-en.salesmartly.com/docs/chat-plug-in-to-the-independent-station) 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 ### [Exclusive Link Custom Domain Name Configuration](https://help-en.salesmartly.com/docs/zhuan-shu-lian-jie-zi-ding-yi-yu-ming-pei-zhi) 1. Introduction Binding your personal domain to a unique link can help you enhance your brand's professionalism and credibility. This article will explain how to bind your personal domain to a unique link for your chat plugin. 2. Operation process 2.1. Enter the SaleSmartly exclusive link and fill in the domain name 2.2. Verify the domain name Verify the CNAME and TXT records generated on the page on a domain name management platform (such as Alibaba Cloud/GoDaddy). The following example uses the Cloudflare platform to illustrate how to configure it. Note: The following instructions use the Cloudflare platform as an example for demonstration purposes. Please be sure to configure your domain according to the specific guidelines within your own domain provider's dashboard. (1) Enter the Cloudflare platform and add a record in the domain name management DNS record (other platforms find DNS management) (2) Add a CNAME record Select Add CNAME record, fill in the host record and record value in the CNAME generated by the exclusive link page with the corresponding content and save (3) Add TXT record Select Add TXT record, fill in the corresponding content of the Certificate Verification TXT Name, Certificate Verification TXT Value, Host Name and Verification TXT Name, Host Name and Verification TXT Value in the TXT record generated by the exclusive link page and save (4) Verify domain name binding is successful on SaleSmartly Click Verify to test the connection. Domain verification typically takes 5-60 minutes to complete. If it fails, wait and click Verify again. After successful verification, you'll see a message saying "In Use." Copy the link to share. Frequently Asked Questions 1. 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 AParsing record value B.example.com-----exclusive link BParsing record value C.example.com-----exclusive link CParsing record value D.example.com-----exclusive link DParsing record value E.example.com-----exclusive link EParsing record value F.example.com-----exclusive link F Note: The above are just examples. Please fill in your own 2. 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. ### [Shoplazza](https://help-en.salesmartly.com/docs/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, select and copy the code you need to install in the list (if there is no plugin code, please create it first). 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. ### [ShopLine](https://help-en.salesmartly.com/docs/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, select and copy the code you need to install in the list (if there is no plugin code, please create it first). 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. ### [WordPress](https://help-en.salesmartly.com/docs/wordpress) Introduction Learn how to install SaleSmartly on your WordPress website. Note: WordPress must be in the business version or a self-built website to use the plugin installation function. Operation Process Solution 1: Install via WordPress plugin 1. Install WordPress plugin (1) After logging in to WordPress, go to "Settings" - " Plugins" - "Install Plugins ", search for "SaleSmartly ", and click " Install Now ". The installation of the plugin requires the WordPress creator package. If you have not activated it, you need to upgrade in advance. (2) The installation button text of the plug-in changes to ' Enable, ' indicating that the installation is successful. If the "Plugin could not be activated because it triggered a fatal error" message appears on the screen when enabling/activating, please refer to Solution 3. 2. Enable and bind the SaleSmartly plugin (1) Go to the ' Plugins' - 'Installed to Plugins' module, find SaleSmartly Chat, click Enable, and then click One-click Bind. (2) After clicking on the one-click binding, you will be redirected to the SaleSmartly login page. After a successful login, you will be automatically redirected to the WordPress-installed plugin page. At this point, the SaleSmartly plugin has been successfully installed and enabled on the WordPress website. Note: If you do not want to use the SaleSmartly plugin temporarily, just click Disable. After disabling, the plugin will no longer be displayed on the website page. Solution 2: Install via JavaScript code 1. Copy the JavaScript code In the [ Integration—Chat Plugin ] module of SaleSmartly, select and copy the code you need to install from the list. If there is no chat plugin JavaScript code, please create it first. Click to see how to create a chat plugin. 2. Install SaleSmartly on WordPress After logging in to WordPress, go to the ' Appearance' - 'Theme Editor ' page, select the website theme, find the ' Theme Footer ' (footer.php) file, paste the JavaScript code in front of it, and click 'Update File' to successfully install it. Solution 3: Install via Header Footer Code Manager plugin 1. Open the header footer code manager page You can quickly jump to the search Header Footer Code Manager page through the link: https://wordpress.com/plugins/header-footer-code-manager/hydesdotblog.wordpress.com 2. Go back to the plugin and click settings 3. Click add 4. Add a name Copy the JS installation code from the SaleSmartly chat plugin, paste it into the Snippet/Code section, and click [Save] below. 5. Save After saving it, open it here and enter the web page to check whether the installation is successful. ### [Shopify](https://help-en.salesmartly.com/docs/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, select and copy the code you need to install in the list (if there is no plugin code, please create it first). 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. ### [BigCommerce](https://help-en.salesmartly.com/docs/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, select and copy the code you need to install in the list (if there is no plugin code, please create it first) 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. ### [OpenCart](https://help-en.salesmartly.com/docs/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, select and copy the code you need to install in the list (if there is no plugin code, please create it first). 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. ### [How to Install SaleSmartly on UEESHOP via JavaScript Code](https://help-en.salesmartly.com/docs/ueeshop-station) 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, select and copy the code you need to install in the list (if there is no plugin code, please create it first). 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. ### [OEMSAAS](https://help-en.salesmartly.com/docs/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 '. ### [MeShop](https://help-en.salesmartly.com/docs/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 '. ### [Shoptop](https://help-en.salesmartly.com/docs/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 SaleSmartly's 'Settings' - 'Channels' - 'Chat Plugin' module, select and copy the code you need to install in the list (if there is no plugin code, please create it first). 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. ### [ZenCart](https://help-en.salesmartly.com/docs/zencart) Function Introduction Learn how to install SaleSmartly in your ZenCart store via JavaScript code Operation Process 1. Copy the JavaScript code In SaleSmartly's [ Integration] - [Chat Plugin ] module, select and copy the code you need to install in the list (if there is no plugin code, please create it first). 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. ### [Shopyy](https://help-en.salesmartly.com/docs/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 SaleSmartly's [Integration] - [Chat Plugin], select and copy the code you need to install in the list (if there is no plugin code, please create it first). 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? ### [LeadongShop](https://help-en.salesmartly.com/docs/leadongshop) Function Introduction Learn how to install SaleSmartly in your LeadongShop store via JavaScript code Operation Process 1. Copy the JavaScript code In SaleSmartly's [ Integration] - [Chat Plugin ] module, select and copy the code you need to install in the list (if there is no plugin code, please create it first). 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. ### [FunPinPin](https://help-en.salesmartly.com/docs/funpinpin) Function Introduction Learn how to install SaleSmartly in your FunPinPin store via JavaScript code Operation Process 1. Copy the JavaScript code In SaleSmartly's [ Integration] - [Chat Plugin ] module, select and copy the code you need to install in the list (if there is no plugin code, please create it first). 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. ### [XShoppy](https://help-en.salesmartly.com/docs/xshoppy) Function Introduction Learn how to install SaleSmartly in your XShoppy store. Operation Process 1. Copy the JavaScript code In SaleSmartly's [ Integration] - [Chat Plugin ] module, select and copy the code you need to install from the list. Note: If there is no plugin code, please create a plugin first. 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. ### [Google Tag Manager Integrates SaleSmartly URL Plugin](https://help-en.salesmartly.com/docs/google-tag-manager-and-salesmartly) 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： ### [Squarespace](https://help-en.salesmartly.com/docs/squarespace) Function Introduction Learn how to install SaleSmartly on your FunPinPin store via JavaScript code. Operation Process 1. Copy the JavaScript code In SaleSmartly's [Integration] - [Chat Plugin] module, select and copy the code you need to install in the list (if there is no plugin code, please create it first). 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. ### [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 SaleSmartly's [ Integration] - [Chat Plugin ] template, select and copy the code you need to install in the list. Note: If there is no plugin code, please create a plugin first. 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) 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. ### [How to Integrate Facebook?](https://help-en.salesmartly.com/docs/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. ### [A Beginner's Guide to Facebook Channels (Summary)](https://help-en.salesmartly.com/docs/integration-of-facebook) 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: ### [Introduction to Facebook (Messenger) Channel Integration](https://help-en.salesmartly.com/docs/facebook-messenger-integrate) 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]. ### [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) This video comes from "Cross-border Navigation": https://www.kjdzd.com/2582 ### [Facebook Group Messaging & Recall Tutorial](https://help-en.salesmartly.com/docs/mass-massage-of-facebook) 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. ### [Tutorial on Automated Comment Control for Facebook Posts](https://help-en.salesmartly.com/docs/post-automation-review-tutorial-of-facebook) 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. ### [Facebook Messenger Sales Chat Tutorial](https://help-en.salesmartly.com/docs/sales-chat-tutorial-of-facebook-messenger) 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. ### [Tutorial on How to Attract Visitors and Traffic with Facebook Ads](https://help-en.salesmartly.com/docs/ad-placement-in-facebook) 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. ### [How to Integrate Telegram Bot?](https://help-en.salesmartly.com/docs/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. ### [Introduction to Telegram Bot Channel Integration](https://help-en.salesmartly.com/docs/channel-integration-related-functions-of-telegram) 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. ### [How to Integrate Email?](https://help-en.salesmartly.com/docs/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. ### [QQ Mail](https://help-en.salesmartly.com/docs/integration-of-email-qq) 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). ### [Sina Mail](https://help-en.salesmartly.com/docs/integration-of-sina-email) 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). ### [Gmail](https://help-en.salesmartly.com/docs/gmail-email) 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. ### [Outlook/Hotmail mailbox](https://help-en.salesmartly.com/docs/hotmail-and-outlook-email) 1. Fill in the information In [Integration], select Add Outlook/Hotmail mailbox and fill in the sender's name and email address. 2. Authorized Email 2.1. Click [Click Authorize]. 2.2. You will be automatically redirected to the Microsoft page, where you will enter your account password to log in to your Microsoft account. 2.3. Accept the authorization. 2.4. After authorization is successful, click [Next]. If your email authorization fails: In your Outlook mailbox, go to Settings > Forwarding and IMAP and enable both "Let devices and apps use POP" and "Let devices and apps use IMAP." 3. Activate Permissions Check the synchronization folder permissions according to your personal needs, and then click Confirm to integrate successfully. Frequently asked questions 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, not the browser login account. 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) 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 ### [NetEase Enterprise Mailbox](https://help-en.salesmartly.com/docs/netease-enterprise-email) 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. ### [Alibaba Enterprise Mailbox](https://help-en.salesmartly.com/docs/ali-email) 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. ### [ZOHO Mailbox](https://help-en.salesmartly.com/docs/zoho-email) 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. ### [Feishu Enterprise Mailbox](https://help-en.salesmartly.com/docs/feishu-enterprise-email) 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 ### [GoDaddy Business Email](https://help-en.salesmartly.com/docs/godaddy-enterprise-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 addressPassword: Email passwordIMAP server: imap.secureserver.netSecurity type: SSLPort: 993 Then enter the outgoing server information: SMTP server: smtpout.secureserver.netSecurity type: SSLPort: 465Official 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. ### [Amazon Mail (WorkMail)](https://help-en.salesmartly.com/docs/amazon-email) 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. ### [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) 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. ### [How to Connect Your YouTube Account?](https://help-en.salesmartly.com/docs/youtube-integration-guide) 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) 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 ReasonVerify 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/ ### [Introduction to Instagram Channel Integration](https://help-en.salesmartly.com/docs/instagram-integration-related-functions) 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. ### [How to Integrate LINE Official Account?](https://help-en.salesmartly.com/docs/integrate-line) 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. ### [How to Integrate LINE into the Chat Plugin?](https://help-en.salesmartly.com/docs/integrate-line-to-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. ### [Introduction to LINE Channel Integration](https://help-en.salesmartly.com/docs/line-integration-related-functions) 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. ### [WhatsApp API Registration and Access Guide](https://help-en.salesmartly.com/docs/api-jie-ru-zhi-nan) 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 ### [Third-Party Registration of WhatsApp Business API Number](https://help-en.salesmartly.com/docs/third-party-registers-whatsapp-business-api) 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/ ### [How to Integrate WhatsApp Business API with Third-Party Platforms](https://help-en.salesmartly.com/docs/business-api-number-of-whatsapp) 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. ### [Cloud API Number Access Tutorial](https://help-en.salesmartly.com/docs/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 ### [WhatsApp Tutorial for Beginners](https://help-en.salesmartly.com/docs/whatsapp-tutorial) 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. ### [Self-Service Registration of WhatsApp API Number](https://help-en.salesmartly.com/docs/self-registration-whatsapp-api) 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 numberSolution: 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 errorSolution: 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. ### [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) 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. ### [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) 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! ### [How to Create & Optimize WhatsApp API Message Templates for Broadcast](https://help-en.salesmartly.com/docs/whatsapp-api-bulk-sending-templates) 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: ### [How to Link Credit Cards to WhatsApp Business Accounts via Meta](https://help-en.salesmartly.com/docs/whatsapp-credit-card-binding-process) 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. ### [How to Manage WhatsApp Message Templates](https://help-en.salesmartly.com/docs/whatsapp-message-template-management) 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 ### [How to Send Bulk WhatsApp Messages](https://help-en.salesmartly.com/docs/mass-message-of-whatsapp) 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 ### [WhatsApp API Costs: Pricing Structure & Fees](https://help-en.salesmartly.com/docs/official-whatsapp-api-fee-description) 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 ### [WhatsApp Marketing Message Lite (MM Lite API)](https://help-en.salesmartly.com/docs/whatsapp-marketing-lite) 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 ### [How to Integrate WeChat Customer Service?](https://help-en.salesmartly.com/docs/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. ### [WeChat Customer Service Integration: Features & Workflow Meta Description](https://help-en.salesmartly.com/docs/relevant-functions-of-wechat-customer-service-channel-integration) 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. ### [Common Reasons for WeChat Customer Service Channel Integration Failure](https://help-en.salesmartly.com/docs/wechat-customer-service-cause-of-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. ### [How to Integrate Slack?](https://help-en.salesmartly.com/docs/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. ### [Slack Integration: Core Features & Automation Setup](https://help-en.salesmartly.com/docs/slack-integration-related-functions) 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. ### [How to Integrate VKontakte (VK) Community](https://help-en.salesmartly.com/docs/integrate-vkontakte) 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 ### [How to integrate TikTok business account?](https://help-en.salesmartly.com/docs/tiktok-business-integrate) 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. ### [How to Integrate WhatsApp App Devices](https://help-en.salesmartly.com/docs/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. ### [WhatsApp Integration Guide for Beginners](https://help-en.salesmartly.com/docs/whatsapp-tutorial-2) 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. ### [WhatsApp App Device Integration: Features & Automation Setup](https://help-en.salesmartly.com/docs/whatsapp-device-integration-related-functions) 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. ### [How to Integrate a WhatsApp App Device (Protocol Number)](https://help-en.salesmartly.com/docs/WhatsApp-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. ### [How to Integrate Telegram App Devices?](https://help-en.salesmartly.com/docs/integrate-telegram-app-deceive) 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. ### [How to Integrate TikTok App](https://help-en.salesmartly.com/docs/integrate-tiktok) 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. ### [How to Integrate Line App (Personal Account)](https://help-en.salesmartly.com/docs/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 NoteBefore 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 methodLog 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 deviceA 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 codeAfter 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 successfulAfter 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 logicAfter 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. ### [How to Integrate Zalo](https://help-en.salesmartly.com/docs/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. ### [How to Integrate WeCom](https://help-en.salesmartly.com/docs/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. ### [How to Set up SaleSmartly for Google Analytics Tracking](https://help-en.salesmartly.com/docs/salesmartly-and-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. let isChatStarted = false; ssq.push('onSendMessage', function(obj) { if (!isChatStarted) { isChatStarted = true; gtag('event', 'chat_started'); // Send event to GA } }); ### [SaleSmartly Chat Plugin JSSDK Developer Documentation](https://help-en.salesmartly.com/docs/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. 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. 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. ssq.push('chatOpen'); 2.2.4 Close the chat window You can close the chat window manually with the program. ssq.push('chatClose'); 2.2.5 Monitor unread messages Monitor unread messages for custom message notifications. 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". 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. 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. 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. ssq.push('onOpenChat', function() { // Reporting data }); 2.2.10 Monitor window closed Monitor the closed window and you can report data for analysis. 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. 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. 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. // 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); }); 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. ssq.push('onReady', () => { // Execute other events }); // Usage Examples： const ss_chat = document.getElementById('ss_chat'); ss_chat.addEventListener('load', (e) => { window.ssq && window.ssq.push('onReady', () => { // Execute other events }); }) 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. 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. 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. 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. ssq.push('hideCloseIcon'); ### [SaleSmartly Android SDK Developer Documentation](https://help-en.salesmartly.com/docs/salesmartly-android-sdk-developer-documentation) Note: Android version >= 7.0 Webview component version >= 53 App Manifest Required Permissions aar package address Portal Initialize SDK SaleSmartyInit.init(Context context,String scriptUrl); scriptUrl is the inserted js, such as https://assets.salesmartly.com/js/project_xxxxx.js Initialize the SaleSmarty webpage SaleSmartyInit.initSaleSmartyView(Activity activity); Note: Initialize the browser as early as possible in the Activity Add the browser to the parent layout SaleSmartyInit.addSaleSmartyView(ViewGroup viewGroup); 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 SaleSmartyInit.uploadUserMessage(String user_id, String user_name, String language, String phone, String email, String description, String[] label_names); Note: Uploading user information does not support callbacks at the moment, user_id and user_name are required Open the window SaleSmartyInit.openSaleSmartyView(); Close the window SaleSmartyInit.closeSaleSmartyView(); Get the number of unread messages SaleSmartyInit.setUnReadMessagesListener(c var0); Note: The parameter c interface will return an int value, which is the number of unread messages. File selection callback SaleSmartyInit.upLoadFiles(int requestCode,Intent var0); 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) SaleSmartyInit.setOnReadyListener(c var0); The monitoring window opens SaleSmartyInit.setOnOpenSaleSmartyViewListener(c var0); // 1.2.0版本默认执行打开操作 The monitoring window is closed SaleSmartyInit.setOnCloseSaleSmartyViewListener(c var0); Demo Example SaleSmartly Android SDK Demo example, click to download ### [SaleSmartly iOS Developer Documentation](https://help-en.salesmartly.com/docs/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: NSCameraUsageDescription 我们需要访问相机以便您能拍照 NSPhotoLibraryAddUsageDescription 请求访问相册 NSMicrophoneUsageDescription 请求访问麦克风 Modify the address where the corresponding code block is loaded File path: plugin-ios/ContentView.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: "https://xxx/")! var body: some View { ZStack { WebView(url: url) .edgesIgnoringSafeArea(.all) Spacer() } } } 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 ### [SaleSmartly Android webview对接](https://help-en.salesmartly.com/docs/salesmartly-android-webview-integration) You can use webview on Android, SaleSmartly Android webview Demo example, click to download App Manifest Required Permissions Webview basic settings // 启用JavaScript webView.settings.javaScriptEnabled = true // 启用 localStorage webView.settings.domStorageEnabled = true Webview handles file upload For detailed code, please see demo webView.webChromeClient = object : WebChromeClient() { override fun onShowFileChooser( webView: WebView, filePathCallback: ValueCallback>, fileChooserParams: FileChooserParams ): Boolean { println("onShowFileChooser") mUploadMessageAboveL = filePathCallback val intent = Intent(fileChooserParams.createIntent()) intent.addCategory(Intent.CATEGORY_OPENABLE) intent.type = "*/*" intent.putExtra(Intent.EXTRA_ALLOW_MULTIPLE, true) // 允许多选 register.launch(Intent.createChooser(intent, "Select File")) return true } } Webview handles full screen video playback For detailed code, please see demo webView.webChromeClient = object : WebChromeClient() { override fun onShowFileChooser( webView: WebView, filePathCallback: ValueCallback>, fileChooserParams: FileChooserParams ): Boolean { println("onShowFileChooser") mUploadMessageAboveL = filePathCallback val intent = Intent(fileChooserParams.createIntent()) intent.addCategory(Intent.CATEGORY_OPENABLE) intent.type = "*/*" intent.putExtra(Intent.EXTRA_ALLOW_MULTIPLE, true) // 允许多选 register.launch(Intent.createChooser(intent, "Select File")) 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) } } 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 ### [A Complete Guide to Master Webhooks](https://help-en.salesmartly.com/docs/webhook-use) 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. ### [How to Use the API](https://help-en.salesmartly.com/docs/api-use) 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) ### [API Interface Header Parameter Acquisition Instructions](https://help-en.salesmartly.com/docs/obtain-instructions-for-the-header-parameter-of-api) 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 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: 填写自己项目的"Token"&chat_user_id=64673427382a7760153e9f81&page=1&page_size=50&project_id=1 !!! warning Warning: API interface document 必需 field must be passed! !!! 填写自己项目的"Token" Get it in 项目设置-企业开发设置-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 Warning: The token always comes first. Only parameters get sorted. !!! 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 For example, suppose your request parameters are: 自己项目的"Token" chat_user_id=64673427382a7760153e9f81 updated_time={"start":1680000000,"end":1714027206} page_size=50 project_id=此处填写左下角项目id page=1 After sorting, the result is: 自己项目的"Token" chat_user_id=64673427382a7760153e9f81 page=1 page_size=50 project_id=此处填写左下角项目id updated_time={"start":1680000000,"end":1714027206} 2. Splicing parameters Connect the sorted parameters together with the & symbol. The concatenated string: 填写自己项目的"Token"&chat_user_id=64673427382a7760153e9f81&page=1&page_size=50&project_id=1&updated_time={"start":1680000000,"end":1714027206} MD5 encryption !!! warning 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: !#twenty three@! ### [Partner Program – New User Registration Guide](https://help-en.salesmartly.com/docs/promotional-rebate-campaign) 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=3238② 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]. ### [Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）](https://help-en.salesmartly.com/docs/ReferralProgram) 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 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 WithdrawalPath: 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 ### [Partner Program -Backend Operation Guide (Affiliate Exclusive)](https://help-en.salesmartly.com/docs/AffiliateExclusive) 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] directly② [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 ### [Affiliate Dashboard – Step-by-Step Guide](https://help-en.salesmartly.com/docs/affiliate-dashboard-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 / Capitalist② 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 ### [SaleSmartly Introduction](https://help-en.salesmartly.com/docs/introduction-of-salesmartly) Discover SaleSmartly's all-in-one customer engagement platform! Streamline live chat, AI automation, and omnichannel support for e-commerce and service teams. Watch the demo now! ### [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 mattersWhen 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 mattersWhen 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 mattersWhen 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 mattersBefore 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 mattersCustomers 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 mattersSellers 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 mattersWhen 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) 1. Optimized Gmail Integration Process The Gmail integration flow now supports official authorization. There is no need to obtain an authorization code. Users can click “Connecting the Mailbox” in the SaleSmartly system, jump to the official Gmail page, and complete authorization with one click. The process is now more convenient and secure. Use Case:When configuring a Gmail account for the first time or switching accounts, users no longer need to copy authorization codes or switch windows. Customer service staff can complete the integration instantly with “Official Authorization,” lowering the entry barrier and making email communication smoother and more efficient. 2. EDM Email Quota Consumption Details Added A new “Credit Consumption Details” feature has been added under App Store → SaleSmartly Email EDM. The system automatically records daily email quota usage and allows users to filter by date to view detailed metrics, helping them better understand their email usage. Use Case:Teams evaluating email campaign frequency or costs can quickly review daily quota consumption using date filters. Clear usage details help teams manage budgets, optimize campaign pacing, and avoid unnecessary quota waste. 3. Add a new product list to the form. A new "Product List" feature has been added to the "Customers" - "Form Management" section, maintaining data synchronization with the "Recommended Products" module on the "Chat" page. Customer service representatives can directly view and manage product data and order status within the form management section without switching pages. Use Case: When customer service representatives need to verify products or orders for customers, they no longer need to switch back and forth between chat windows; they can simply view product information in the [Form Management] section. This helps teams respond quickly to customer needs and improves pre-sales and after-sales consultation and order conversion efficiency. [Form Management] - [Product List] [Chat] - [Recommended Products] 4. Smart Routing Automatically Skips Full WhatsApp Groups Our WhatsApp Group and Community routing now automatically detects when a group reaches its member limit. The system will instantly route new members to the next available group according to your rules. (Regular groups hold 1,024 people. Communities support up to 2,000.) For time-based routing, it only checks groups within the same time period. Use Case:During high traffic from ads or automated campaigns, this ensures customers always find available space without manual monitoring. No more failed join attempts, just smooth group entry and higher conversion rates. WhatsApp Smart Group Traffic Triage Upgrade 5. Now Edit Shared Links After Creation In Report > Channel Analysis, you can now edit existing shared links. Update the link name, choose which channel metrics to show, set passwords, or adjust data access, all without creating new links. Use Case: Quickly adjust what data partners or teams can see. Need to hide TikTok stats or add WhatsApp metrics? Just edit the link. No more resending new links, saving time while keeping full control over your data. Edit existing shared links in Channel Analysis 6. Seamless TikTok Profile Access from Customer Info When TikTok Business Account users contact you, their username in Customer Information > Personal Information now links directly to their TikTok profile. One click takes you to their page. Use Case: 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. Click usernames to jump to TikTok profiles 7. SaleSmartly AI Translation Assistant Released (Powered by AI Large Model) The SaleSmartly AI Translation Assistant is now available under Robot → AI Robots, supported by an internal AI model (ChatGPT-4o mini) with prompt-editing capabilities. Users can switch translation engines in Project Management and use the AI assistant for real-time translation.Custom prompts (up to 1500 characters) are supported, offering flexible tone and style adjustments. Billing remains 1 byte = 1 character. Use Case:For multilingual customer service or cross-border operations, the AI translation assistant produces natural, accurate translations and reduces misunderstandings. Custom prompts allow teams to adapt translation tone to different scenarios, reducing manual proofreading and improving communication quality in pre-sales, after-sales, and technical support. Added the 【SaleSmartly AI Translation Assistant】 feature The prompt words can be modified as needed. Choose to switch AI translation assistant lines yourself 8. Search Chat History by Image, Video, and Text Now you can find exactly what you're looking for, even in multimedia messages.The [Session Management → Search Chat Messages] feature now supports image + text, video + text, and attachment + text search. Use Case: Simply enter a keyword to locate messages like "payment screenshots" or "product demo videos", no more missing key details hidden in attachments. Search results showing image and text messages 9. Conversation Duration Filter: Measure Efficiency in Detail A new Duration filter in [Session Management → Ended Session] helps you analyze performance more precisely. The system automatically calculates each conversation's length (end time − start time), and you can define your own time range. For example: Min = 600 → conversations longer than 600 seconds Max = 3600 → conversations under 3600 seconds Use Case: Identify efficient cases, uncover bottlenecks, and make data-driven decisions to optimize your team's response performance. Filter and sort by conversation duration ### [Changelog-2025.09.30](https://help-en.salesmartly.com/docs/changelog-2025-09-30) 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 ### [Changelog-2025.08.31](https://help-en.salesmartly.com/docs/changelog-2025-08-31) 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 ### [Changelog-2025.07.31](https://help-en.salesmartly.com/docs/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 AddedTwo 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 ### [Changelog-2025.06.30](https://help-en.salesmartly.com/docs/changelog-2025-06-30) 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 ### [Changelog-2025.05.31](https://help-en.salesmartly.com/docs/changelog-2025-05-31) 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. ### [Changelog-2025.04.30](https://help-en.salesmartly.com/docs/changelog-2025-04-30) 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. ### [Changelog-2025.03.31](https://help-en.salesmartly.com/docs/changelog-2025-03-31) 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. ### [Changelog-2025.02.28](https://help-en.salesmartly.com/docs/changelog-2025-02-28) 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 ### [Changelog-2025.01.31](https://help-en.salesmartly.com/docs/changelog-2025-01-31) 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. ### [Changelog-2024.12.31](https://help-en.salesmartly.com/docs/changelog-2024-12-31) 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. ### [Changelog-2024.11.30](https://help-en.salesmartly.com/docs/changelog-2024-011-31) 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. ### [What is SaleSmartly?](https://help-en.salesmartly.com/docs/about-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. ### [How to Choose the Right SaleSmartly Plan for Your Business](https://help-en.salesmartly.com/docs/the-right-salesmartly-package) 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 Cloud devices: WhatsApp App, Telegram App, TikTok App, Zalo 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) ### [How to Contact Us](https://help-en.salesmartly.com/docs/contact-ways) 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 ### [Step 1: Create a SaleSmartly Account](https://help-en.salesmartly.com/docs/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 7 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 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. Integration 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 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. 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. ### [Step 2: Integrate Your Social Media Channels](https://help-en.salesmartly.com/docs/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. ### [Step 3: Start a Conversation](https://help-en.salesmartly.com/docs/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. ### [Step 4: Optimize Chat Efficiency with Automation & AI](https://help-en.salesmartly.com/docs/make-chatting-more-convenient) 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. 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: ### [Step 5: Manage Your Team Effortlessly](https://help-en.salesmartly.com/docs/manage-your-team) 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.🚀 ### [WhatsApp API](https://help-en.salesmartly.com/docs/whatsapp-api-mass-sending) 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. ### [WhatsApp APP](https://help-en.salesmartly.com/docs/whatsapp-app-mass-sending) 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 ### [Facebook Messenger](https://help-en.salesmartly.com/docs/facebook-messenger-mass-sending) 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. ### [Telegram Bot](https://help-en.salesmartly.com/docs/telegram-bot-mass-sending) 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 ### [Email](https://help-en.salesmartly.com/docs/email-mass-sending) 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. ### [Instagram](https://help-en.salesmartly.com/docs/instagram-mass-sending) 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. ### [LINE](https://help-en.salesmartly.com/docs/line-mass-sending) 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. ### [Telegram App](https://help-en.salesmartly.com/docs/telegram-app-mass-sending) 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. ### [TikTok App](https://help-en.salesmartly.com/docs/tiktok-app-mass-sending) 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. ### [Chat Plugin](https://help-en.salesmartly.com/docs/chat-plugin-mass-sending) 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. ### [VKontakte](https://help-en.salesmartly.com/docs/vkontakte-mass-sending) Notice VKontakte integration is currently under development. Stay tuned for updates! ### [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) 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 errorSolution: 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 ### [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) Introduction In order to ensure that you receive and respond to the message reminders from the SaleSmartly WeChat official account in a timely manner, SaleSmartly provides a convenient mobile terminal message reminder function. This guide will explain in detail how to configure your SaleSmartly account on a mobile device to enable real-time push notifications for WeChat official accounts. Currently, app message push is already available on iOS, so there is no need to refer to this tutorial. 1. Follow the SaleSmartly WeChat Official Account 1.1. In [Basic Settings] - [Chat Settings] - check [Official Account Notification] and save. 2. Bind WeChat to receive new message notifications from the official account 2.1. Click [Avatar]-[Project Information] in the upper right corner and find the WeChat icon. 2.2. Open WeChat on your phone and scan the QR code to bind and authorize your WeChat public account with SaleSmartly. 2.3. Click Save after completing the binding. 3. Bind your email address, set your password, and log in to your SaleSmartly account 3.1. If you have not bound your email, you need to set the binding [Email] and [Password] in [Account Information], or use [Account Name] to log in. 3.2. Log in to the SaleSmartly account and password. 3.3. After logging in, make sure the binding with the SaleSmartly project name is successful and consistent. 4. Set up mobile notification permissions 4.1. Please confirm that WeChat on your mobile device has allowed notifications to be sent. Since the settings for different brands and operating systems are different, you can search Baidu or consult the system manufacturer's customer service for details. Take Xiaomi phone as an example: Go to phone settings -> application settings -> WeChat -> Notification management -> Allow notifications, and make sure the "Notification" permission is enabled. 4.2. Enter the details page of the authorized official account, click [Settings], click to turn off the [Message Do Not Disturb] switch, find [Message Notification Management], and click to turn on the [Receive Notifications] switch. 4.3. Confirm that the option [Allow SaleSmartly to send the following notifications] is turned on, and set "Login success reminder", "User binding success notification", "Package expiration reminder", and "Customer consultation reminder" to [Receive] status. 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 5. Save settings and test 5.1. After completing the above settings, save the new notification settings. Send a test message to your project to check whether you can receive instant message notifications on your mobile device. Summarize: Through the above steps, you have successfully set up SaleSmartly's real-time reminder function for WeChat public account messages on the mobile terminal. If you have any questions or encounter problems, please contact SaleSmartly customer service team for help. Please note! Due to the changes in the functionality of different third-party tools, the specific operations may vary. Please refer to the instructions in the actual SaleSmartly application for operation. If you find that the specific path or menu item in the SaleSmartly application does not match this guide, please refer to its official documentation or the in-app help center for the most accurate information. Frequently Asked Questions: 1. Why didn’t my official account receive any information from customers? Refer to step 4: Click here to go directly You need to enable the robot [Hosted Message Reminder] and [Unassigned/Assigned User Message Reminder] to receive public account reminders If you turn on automatic allocation, you will not receive public account message reminders. You need to turn off [Automatic Allocation]--- Note: This setting is only for unallocated customers, and allocated customers are not affected by this function ### [How to Set Member Permissions](https://help-en.salesmartly.com/docs/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. ### [How to Change Your Profile Avatar](https://help-en.salesmartly.com/docs/modify-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! ### [How to Decorate Your Chat Widget](https://help-en.salesmartly.com/docs/chat-plugin-decoration) 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 ### [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) 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 GuideGet third-party translations: How to get the Baidu Translate API key? ### [Why Can't I Select Configuration in Customer Service? Common Fixes](https://help-en.salesmartly.com/docs/unsuccessful-to-configure-customer-service) 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. ### [Does SaleSmartly Support Refunds for Wallet Balances?](https://help-en.salesmartly.com/docs/salesmartly-wallet-balance-refund) 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. ### [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) The following example uses the WhatsApp button to illustrate this. 1. Go to the Public Page 2. Add Button ### [Meta Ads Conversion Guide](https://help-en.salesmartly.com/docs/meta-ad-conversions) 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 ### [SaleSmartly FB Authorization Automation Steps Guide](https://help-en.salesmartly.com/docs/automation-of-facebook) 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. ### [How to Change My Account Password?](https://help-en.salesmartly.com/docs/change-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. ### [How to Register and Log In?](https://help-en.salesmartly.com/docs/register-and-login) 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! ### [How to Enable Dark Mode](https://help-en.salesmartly.com/docs/dark-mode-only) 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. ### [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) 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. ### [Tutorial for Customer Information Import and Export](https://help-en.salesmartly.com/docs/Customer-Information) 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. --- ## Blog ### [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) 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. ### [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) 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 TemplatesInteractive 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 TemplatesMessage 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. ### [WhatsApp API Number Registration Platform Price Comparison: Help You Choose the Most Cost-Effective Service](https://www.salesmartly.com/en/blog/docs/whatsapp-api-registration-platform-price-comparison) 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: NxCloudGreen: 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: ### [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) 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. ### [WhatsApp Business Account Blocked? Here’s Why & What You Can Do](https://www.salesmartly.com/en/blog/docs/whatsapp-account-blocked-unblock) 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 blocked1. Send advertising informationThe 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 timeIn 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 timeIf 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 ServiceIt 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 messagingIf 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 bannedIf 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 batchesIf 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 sellIf 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 patientThe 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 accountOf 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. SummarizeWhatsApp 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. ### [WhatsApp Account Protection(Part 5): User Permission](https://www.salesmartly.com/en/blog/docs/whatsapp-prevent-account-blocked-5) 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 requirementsTo 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 lawsMethod for obtaining user's permission to receive messagesAs 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 tipsMerchants 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 instructionsTell users how they can opt out of receiving certain categories of messages, and respect those requests.3. Clarify the processMake 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. ### [WhatsApp Account Protection(Part 4): Template Quality Monitoring](https://www.salesmartly.com/en/blog/docs/whatsapp-prevent-account-blocked-template-quality-monitor) 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 creationYou 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 processThe 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. SamplesWhatsApp 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 auditCommon 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 ChangesThe 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 RatingEach 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 PauseIf 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 suspensionAfter 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.ComplaintsIf 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! ### [WhatsApp Account Protection (Part 3): How to Add an Unsubscribe Button](https://www.salesmartly.com/en/blog/docs/whatsapp-prevent-account-blocked-unsubscribe) 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 buttonIf 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 buttonCan initiate more conversationsSome 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 blockedIf 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 preferencesCurrently, 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 experienceBefore setting up your unsubscribe button, it’s important to understand how to create a high-quality unsubscribe experience for your customers.Respect all unsubscribe requestsStop 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 unsubscribeAfter 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 toIn 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 businessThe first message after a long period of no marketingMessages sent to customers who have not subscribed ### [WhatsApp Account Protection (Part 2): Operational Guidelines](https://www.salesmartly.com/en/blog/docs/whatsapp-prevent-account-blocked-operation-behavior-compliance) WhatsApp Business: Products and Compliance GuidelinesBefore 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 AppWhatsApp 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 BusinessAdhere 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 TermsThe following sections on Opt-in Requirements and Acceptable Message Types apply specifically to businesses using WhatsApp Business Solutions (WhatsApp Business API).Opt-in RequirementsBefore 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 TypesBusinesses 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 ComplianceBusinesses 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 ContentOrganizations 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 EnforcementIf 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.ConclusionThe 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.Start the free trial now! ### [WhatsApp Account Protection (Part 1): Product and Content Compliance](https://www.salesmartly.com/en/blog/docs/whatsapp-prevent-account-blocked-product-content-compliance) WhatsApp’s Market Dominance and Compliance Risks in Cross-Border E-commerceWhatsApp: The Leading Social Media Platform for Global BusinessAccording 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 & ContentThe 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 WhatsApp1. Pharmaceuticals and Related ProductsThe sale of illegal drugs, prescription medications, or recreational substances is strictly prohibited. This includes, but is not limited to:Narcotics and drug paraphernaliaPrescription drugs such as Amoxicillin and Cephalosporins2. Tobacco Products and AccessoriesSelling cigarettes, cigars, electronic cigarettes, hookahs, and other smoking accessories is not allowed. However, clothing or merchandise featuring tobacco brand logos is permitted.3. Alcoholic BeveragesWhatsApp prohibits transactions involving alcoholic drinks, alcohol production kits, or related equipment. However, businesses may sell:Books or DVDs related to alcoholAccessories such as wine glasses, coolers, and racks4. Unsafe Dietary SupplementsPromoting dietary supplements classified as unsafe by WhatsApp is not allowed. This includes:Anabolic steroids, chitosan, dehydroepiandrosterone (DHEA), ephedra, and human growth hormones5. Weapons, Ammunition, and ExplosivesBusinesses cannot sell firearms, ammunition, fireworks, or any explosives. This includes:Guns and gun partsTaser devicesPepper sprayPaintball gunsGun show promotions6. Live Animals & Animal PartsThe 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 speciesHowever, businesses may sell pet-related products (e.g., toys, collars, cages) and offer pet services such as grooming and boarding.7. Adult Products and ServicesWhatsApp 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 FluidsItems 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 ProductsBusinesses cannot sell medical devices, nicotine-containing smoking cessation products, or health monitoring equipment. This includes:ThermometersBandages, braces, and medical test kitsNicotine patches, gums, and inhalersContact lenses10. Real Money Gambling ServicesBusinesses cannot promote or facilitate gambling, skill-based gaming, or lotteries.11. Devices for Unauthorized Digital Media Access & Electronic InterferenceWhatsApp 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 ServicesBusinesses cannot sell digital content, digital subscriptions, or digital accounts. This includes:Streaming service accountsOnline gaming accounts13. Real, Virtual, or Counterfeit CurrencyTransactions involving cash, coins, counterfeit currency, digital or cryptocurrencies, banknotes, and checks are strictly prohibited.14. Copyright-Infringing ProductsBusinesses cannot sell products that violate third-party intellectual property rights. This includes:Counterfeit or pirated goodsUnauthorized copies of movies, TV shows, broadcasts, games, and music15. Misleading, Deceptive, or Offensive ProductsPromoting fraudulent, misleading, or offensive schemes or products is not allowed. Examples include:Multi-level marketing (MLM) schemesOne-cent auctionsInitial Coin Offerings (ICO) and binary options16. Discriminatory ContentProducts 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 PracticesIf 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 bansBest practices for maintaining a compliant business presence on WhatsAppStay tuned to safeguard your business and maximize the benefits of WhatsApp as a global sales and customer engagement platform. ### [How to Integrate Your WhatsApp App Account: A Step-by-Step Guide](https://www.salesmartly.com/en/blog/docs/whatsapp-app-integration) 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 NumbersWhatsApp personal numberThe 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 AccountWhatsApp 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 APIWhatsApp 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 teamworkAs 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 mustIn 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 importantThe 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 ! ### [WhatsApp + SaleSmartly Automation: Check What Benefits You Can Get](https://www.salesmartly.com/en/blog/docs/whatsapp-salesmartly-automatic) 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 ResearchAs 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 repliesWhatsApp Business offers a built-in automatic reply function, but with two key limitations. Let's explore them:Away messageAway 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 messageA 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-replyWhile 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 SaleSmartlyIf 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 customersAutomatically send a greeting message when a customer starts a conversation.Out-of-hours auto repliesEnsure customers receive immediate responses even outside business hours.Instant customer FAQ responsesCreate keyword-based automated replies to common customer questions.Automatic customer service assignmentDistribute customer inquiries to the right support agents based on predefined rules.Promotional messages & offersSend automated messages about discounts and special offers, taking advantage of WhatsApp's high open rates.How to set up whatsapp automated replies in SaleSmartly1. Integrate your WhatsApp accountLog in to SaleSmartly and connect your WhatsApp API number or WhatsApp App number.2. Create an automated workflowOn 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 automationClick 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 SaleSmartly1. Integrate your WhatsApp accountLog in to SaleSmartly and connect your WhatsApp API number or WhatsApp App number.2. Create an automated workflowOn the [Automation - Automated Process] page, set up triggers (e.g., new visitors, keywords, timeouts) and define automated responses (text, image, video, audio).3. Triggering processClick 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! ### [How to Operate Private Domain Through WhatsApp?](https://www.salesmartly.com/en/blog/docs/whatsapp-private-sphere-operate) 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 identityIn 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 audienceNext, 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 domainSocial 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 addAnother 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 contentWhatsApp 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 OperationsShare and discuss topics that customers are interested in (topics related to your products), such as fitness, beauty, fashion, travel, digital product reviews, etc.User fissionEncourage 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 OptimizationCollect 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. ### [WhatsApp Private Marketing Guide](https://www.salesmartly.com/en/blog/docs/whatsapp-private-marketing) 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 websiteWhat 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 statisticsIn 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 websiteThe 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 websiteWhatsApp’s Private Domain Marketing AdvantagesDirect and personalized communicationWhatsApp 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 interactiveThrough 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 efficiencyCompared 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 communicationBy 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 optimizationWhatsApp 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 websiteWhen implementing WhatsApp private marketing, here are some strategies and best practices that can help businesses effectively use this channel:Build a user basisPromote 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 communicationProvide 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 valueThrough 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 responseMaintain 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 optimizationUtilize 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 ProtectionEnsure 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 channelsCombine 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 marketingCombining 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 websiteWhatsApp 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. SummarizeBy 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. ### [WhatsApp Marketing: Make Your Customer Service Different](https://www.salesmartly.com/en/blog/docs/whatsapp-marketing-customer-service) 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 websiteAt 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 exchangeWhatsApp 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 needsWhen 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 websiteFully understand customer informationAs 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 informationImprove 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 informationWhether 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 websitePersonalized serviceWhat 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 ManagementHaving 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.SummarizeWhatsApp 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~ ### [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: Embed PNG images 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) Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [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) 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 ### [WhatsApp Hidden Features: Essential Tips for Business Success in 2025](https://www.salesmartly.com/en/blog/docs/WhatsApp-hidden-features-guide) 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 ### [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 CampaignIn Meta Ads Manager, click "+ Create". B. Pick the Right ObjectiveFor 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 AdUpload your creative (images/video), write your ad text, and choose your format. Submit it for review, and you're all set. E. Measure Your ResultsTrack 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 Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [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 Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [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) 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 ### [Meta Pixel: Help You Achieve Efficient Facebook Ad Tracking](https://www.salesmartly.com/en/blog/docs/meta-pixel-facebook-advertise) 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 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. ### [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) 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 ### [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 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. ### [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) 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 ChatFacebook 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 salesSome 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 poolTo 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 bansSome 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 Facebook1. Broad user baseAs 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 influenceFacebook 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 capabilitiesFacebook 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 servicesFacebook 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 chat1. Integrate Facebook accountBefore 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 advertisementsIn 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 functionSaleSmartly 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 functionWhen 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 functionYou 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 collaborationSaleSmartly 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 AnalysisSaleSmartly 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. SummarizeIn 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. ### [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) With more than 2.9 billion monthly active users, Facebook provides brands with an unprecedented market advantage to reach a wider customer base. However, with such a large user base, how to accurately identify and develop target customers has become a core challenge in corporate social media marketing strategies. In this article, we will explore how to use Facebook's powerful features to attract and convert potential customers and improve their marketing efficiency and results on Facebook. 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) 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 ### [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 Facebook LinkedIn Twitter/X Telegram YouTube ### [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 Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [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) 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 ### [Instagram Blue Tick Certification Tutorial and Conditions](https://www.salesmartly.com/en/blog/docs/instagram-authentication-condition) 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. ### [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) 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. ### [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) 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 economy1. Large user baseInstagram 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 formsCompared 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 abilityInstagram 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 cooperationBrand 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 influencers1. 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 influencerThere 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. CollaborationAfter 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 future1. Aggregate Instagram accountsUsually, 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 promptlyAfter 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 responsesEnterprises 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. SummarizeIn 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. ### [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) 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 ### [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 insightSaleSmartly 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 (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 Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [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) 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. ### [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 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: TikTokInstagramFacebookYouTubeTwitterVKSnapchat 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 ### [Is your Telegram account blocked? This Tutorial Could Help You](https://www.salesmartly.com/en/blog/docs/telegram-blocked-unblcoked-appeal) 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 30Device 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 Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [How to Optimize Telegram Marketing with Salesmartly](https://www.salesmartly.com/en/blog/docs/salesmartly-optimize-telegram-marketing) 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 TelegramBefore 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 privacyAs 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 groupsTelegram 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 inTelegram's seamless synchronization feature, users can log in from multiple devices at the same time.4. Large market distributionThe 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 TelegramIf 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. SearchIn Telegram, you can search for relevant groups by entering keywords, and then choose the suitable groups to join in.2. Share and recommendYou 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 marketingAfter 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 audienceBefore 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 groupIt 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 informationWhile 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 rulesWe 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 marketingAfter 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 AccountIf 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 tagsCategorizing 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 responsesThe 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. SummarizeTelegram'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. ### [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. Q2: Does the language pack require regular updates? We recommend checking for updates quarterly, as the official translation community continually optimizes terminology. When the client shows "Language pack update available," simply revisit the original download link to upgrade. Q3: How to quickly switch between Chinese and English on mobile? Go to Settings → Language to switch installed language packs anytime. Changing to Chinese takes effect immediately. No need to restart the app. Q4: Is the Chinese language pack secure? Yes. It’s officially supported and accessed directly within Telegram, not from any third-party app. Further Reading A must-have Telegram tool: Introduction to ten practical Telegram robots Telegram channel full analysis: Find more industry resources Your Telegram account is blocked? This tutorial can help you ### [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) Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [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 linkSuitable for stable group management, enterprises can attract users to continue to join the group by sharing long-term links. Short-term group linkApplicable 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 automationWhen 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 automationIf 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 taggingWhen 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: NoFully 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 noAdvanced 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: NoSome 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: YesDesigned 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. Sign Up Free 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 Sign Up Free 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! Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [LINE Community: Bring More Traffic to Your Cross-Border Business](https://www.salesmartly.com/en/blog/docs/line-community-boost-traffic-international-markets) 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. ### [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) 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. ### [How to Use LINE Web Version: Login, Features, and Limitations Explained](https://www.salesmartly.com/en/blog/docs/line-web-use-way-character-summarize) If you want to use LINE on your computer but find it cumbersome to download the client, the LINE web version is a great alternative. However, the LINE web version has fewer ways to be used than other platforms. Today, let's discuss how to use LINE on your computer. 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. Why choose LINE Web? In a fast-paced work environment, efficiency is key. That’s why LINE Web has become the first choice for many users. Here are a few reasons to choose it: Seamless workflow integration : When using a computer, there is no need to switch devices frequently. You can reply to LINE messages directly through the browser to improve work efficiency. Simplified installation process : As a browser extension, it can be installed quickly without complicated settings and is easy to use. Covering core functions : Provides basic communication functions such as sending messages, pictures, and video calls to meet daily needs. Lightweight solution : Reduce the usage of computer resources and keep the system running smoothly. It is suitable for users who pursue minimalism. How to use the LINE web version? Now, the LINE web version of the Chrome browser is not available to use. 1. You need to use the Chrome browser and select [Visit Chrome App Store] in [Extensions]. Chrome browser is currently the only way to log in to the official LINE web version 2. After clicking on LINE, find [Add to Chrome] 3. Confirm to add LINE to the extension 4. After the installation is successful, find the extension logo in the upper right corner of the page and find LINE. 5. Fill in your information or scan the QR code with your mobile LINE app to log in. Features of LINE Web 1. The LINE web version only supports viewing messages within the past 2 weeks 2. You can share your screen directly during a video call 3. You can make the conversation content bold, add a red frame, etc., to help the other party identify the key content. However, this text effect cannot be displayed in the mobile version of Line ⚠️ Note: According to the LINE official announcement, the LINE web version for Chrome services is expected to be discontinued in the first half of 2026. To ensure a seamless transition, users should transfer to the desktop application prior to the discontinuation date. LINE Web Version vs. LINE App: Quick Comparison Feature LINE App (Mobile/Desktop) LINE Web Version Login Phone/email + password or QR QR code only Text Chat ✔ Full support (text, voice messages, video, stickers) ✔ Text chat supported, voice/video not supported Voice/Video Call ✔ Full support ❌ Not supported Group Management ✔ Full group creation and management ✔ Basic group chat supported, limited management functions Stickers & Images ✔ Full support ✔ Yes (simplified preview) File Sharing ✔ Full support ✔ Yes (some format limits) Chat History Sync ✔ Across devices (requires setting adjustment) 🔸Partial sync, only shows history from after web login Notifications ✔ Yes (desktop/mobile) ❌ Typically no push notifications Security ✔ Higher (end-to-end encryption*) 🔸Basic (depends on browser) Stays Logged In ✔ Logs in persistently 🔸Requires frequent re-login Troubleshooting LINE Web Login Issues If you encounter issues logging into the LINE web version, here are common reasons and solutions: 1. QR Code Not Working (No reaction or can't scan) Cause: LINE app not open camera blocked browser issue Fix: Open mobile LINE → Use QR Scanner (Tap [...] > Add Friends > QR Code). Ensure camera permissions are enabled for your browser. Refresh the page or try a different browser (Chrome/Edge/Firefox). Clear the browser cache and reload the page. 2. "Unsupported Region” Error Cause: LINE Web version is currently only available in specific regions. LINE restricts access based on IP address/region. Fix: Try using a tool connected to a supported region (e.g., Japan, Taiwan). If you are in Mainland China, LINE services are restricted, a tool is necessary. Check if a corporate/school firewall is blocking access; try a different network. 3. “Login Failed” After Scanning Cause: Account issues (e.g., frequent logins from different locations, blocking). Login restrictions are enabled in mobile LINE settings. The mobile phone has no internet connection or uses an outdated LINE version. Fix: On your phone, open LINE Settings > Account > Ensure "Allow PC Login" is enabled. Update your mobile LINE app to the latest version. Check your mobile phone's internet connection. 4. Browser/Extension Problems Cause: Browser cache or extensions are interfering. Privacy extensions (AdBlock, Privacy Badger) block resources. Fix: Clear browser cache and cookies. Try accessing LINE Web in an Incognito/Private browser window. Temporarily disable ad-blockers or privacy extensions. Log in to LINE with multiple accounts Nowadays, whether you are doing social platform traffic diversion or a global platform and a direct sales website, multi-account operation is a must. Especially for enterprises, one employee may manage multiple accounts or multiple employees may manage a batch of accounts at the same time. If you switch accounts frequently, it will not only be troublesome but also easily lead to an account ban. Although the LINE web version brings a lot of convenience to office workers, the limitation of only being able to query information within 2 weeks is not very friendly to enterprises. Because it often takes a period of time to negotiate with customers, 2 weeks obviously cannot meet the needs of enterprises, so a basic tool of social media software, SaleSmartly, is needed. SaleSmartly offers powerful message aggregation. As an omnichannel customer communication platform, it provides a unified inbox, consolidating messages from all your channels (including multiple LINE accounts). This allows you to receive and respond to messages from all your business platforms in one place, significantly boosting response efficiency. Capture opportunities instantly, regardless of time zones, save valuable time, and increase order conversion rates! 📕 Learn more about [Omnichannel Aggregation]: Lesson 1 | Why Omnichannel Tools Are Essential for SMBs Going Global As a Meta Technology Partner and certified Meta Business Partner in messaging, SaleSmartly ensures its services and solutions meet the highest standards of security, reliability, and innovation. Integration is straightforward: Open SaleSmartly, find LINE under [Integration], and add your account. See the detailed tutorial: How to Integrate LINE Official Account? Summarize If you want to use LINE on your computer, you can rely on the above two modes. Both the official and SaleSmartly have their own advantages. You can choose according to your business requirements. Both of the above methods require you to register an account on the LINE mobile app in advance. You must prepare your account before using the computer version. Frequently Asked Questions (FAQ) Q1: Can I make video or voice calls on LINE Web? No. The LINE Web version does not support video or voice calls. To use these features, you’ll need to download the LINE desktop or mobile app. Q2: Is the LINE Web version safe to use? Yes. LINE uses secure login verification via QR code or device confirmation. Always make sure you log out of shared computers to protect your account. Q3: Can businesses use LINE Web for customer service? Yes, but with limitations. For full automation, analytics, and team collaboration, it’s better to integrate LINE with SaleSmartly, which supports message routing, AI bots, and CRM synchronization and can be used on a browser without downloading on a desktop. Further Reading Can't Log in to LiNE? Here's How to Fix It on Computer and Mobile! Understand LINE Official Accounts: Chat Mode vs. API Mode Everything You Need to Know About LINE Official Account Pricing in 2025 A Comprehensive Analysis of LiNE Account Suspension: Reasons, Judgment Methods and Appeal Channels ### [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) 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 TikTok1. Register an official LINE accountRemember 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 homepageAdd 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 LINE1. Free and widely usedLINE 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 advertisingCompared 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 trafficLINE 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 functionThe 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 marketing1. Create a LINE official accountMerchants 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 functionMerchants 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 functionsLINE 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 platformLINE 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 customersThe 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 accountIf 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 informationAfter 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 replyIn 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. SummarizeFor 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. ### [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) 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. ### [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) LINE is a widely used communication tool in Taiwan, Japan, and Southeast Asia, making it an essential platform for businesses to connect with Asian customers. However, many users experience login issues after registering a LINE account. If you’ve ruled out common problems like network issues or firewall restrictions but still can’t log in, this guide provides step-by-step solutions for both computer and mobile users to regain access. Solution to the problem of being unable to log in to LINE on PC 1. Check the version of LINE on PC LINE officially announced that starting August 19, 2024, versions below 8.3.0 will no longer be supported. Additionally, macOS 10.15.7 and Windows 8.1 (and earlier) will also lose support. If you can’t log in, updating to the latest version from the official LINE website should resolve the issue. 2. Check whether the LINE mobile version has permissions enabled Enable login permissions on mobile Users who log in to the LINE PC version for the first time must first register a LINE account on their mobile phone or iPad, and then enable permissions on the mobile LINE before they can log in to the LINE PC version normally. Click [Home] - Click [Settings ] in the upper right corner - Enter the settings and click [My Account ] - Turn on [Allow login from other devices]. 3. Browser extensions Many users have reported that when logging in to the LINE web version, they often see the message "Unable to log in at the moment, please try again later". In this case, you can try to log in using the LINE web version. (Note: The web version is only compatible with Google Chrome.) (1) Open [Google Chrome] - Click the [three dots] in the upper right corner - [Extensions] - [Visit Chrome App Store]. (2) After entering the Chrome extension, search for [LINE] and click [LINE extension]. (If the search does not work, keep the English page untranslated and return to search several times until the separate LINE program appears.) (3) Click [Add to Chrome] or [Add to Chrome] - Select [Add Extension] in the pop-up window. (4) After the download is complete, click the extension icon in the upper right corner - click [LINE] - log in to your LINE account according to the pop-up window. Possible reasons and solutions for failing to log in to LINE mobile app 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. ImportantIf 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 + ShareUsers who enjoy your content can instantly share your URL to their LINE Timeline. This helps increase awareness. 2. Like + Add FriendIf 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. Sign Up Free 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! Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [WeChat Official Accounts: A Comprehensive Comparison of the Four Types](https://www.salesmartly.com/en/blog/docs/wechat-public-platform-account-type-comparison) 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. ### [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) 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 churnWeChat 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 hoursWithin 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 diversionAs 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. AuthorizationIn [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 authenticationAfter 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" buttonAfter 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. ### [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) 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 marketing1. Direct communicationEmail 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 marketingEmails 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 managementThrough 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 automationThere 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 analysisEmail 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 accounts1. It requires a lot of time and effortConstantly 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 upWhen 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 overloadFacing 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 complexCommunicating 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 informationManaging 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 SaleSmartly1. Aggregate email accountsSaleSmartly 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 managementIt 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 sendingSaleSmartly 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. SummarizeEmail 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. ### [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) 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. ### [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 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. ### [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) 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) ### [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, requiring companies to have their own sources of goods or a relatively mature supply chain, and undertake complex links such as supply chain management, after-sales service, logistics distribution and return processing. This poses certain challenges to many companies and creators who have just settled in TikTok. In contrast, TikTok Showcase is a more relaxed and easy-to-get-started way to bring goods. You only need to add the product link to the showcase, and you can promote it through TikTok videos, live broadcasts of the small yellow car, etc., and you can earn commissions by placing orders. This article will introduce in detail how to open the TikTok Showcase, and provide detailed guidance on the entire process of bringing goods through the showcase, to help you get started quickly and easily bring goods through the TikTok Showcase! The difference between TikTok Shop and TikTok Showcase TikTok Shop and TikTok Showcase are two different sales models with different functions and applicable groups. The following are the core differences between the two: Differences TikTok Shop TikTok Showcase Open the required account TikTok Shop and TikTok account TikTok account Products that can be promoted Products owned by the TikTok Shop (adding products from other TikTok Shops is not supported) The products selected by the creator from the selection square can come from different TikTok Shops Profit Profit = Revenue - Cost Merchant selling price x commission rate (determined by the merchant) x sales volume Function Product listing, inventory management, order processing, logistics, after-sales and other links Product links can be used for promotions such as showcase homepage, TikTok videos, live streaming of small yellow cars, etc. Target Group Merchants with supply or supply chain advantages Individuals or small teams with creative and traffic-generating abilities Conditions for opening TikTok showcase 1. Age requirement: 18 years old or above. 2. Account status: The TikTok account is active and the content published complies with TikTok's content policy. 3. TikTok account follower requirements: The number of followers must reach more than 1,000, and the number of followers for US accounts must reach more than 5,000. (TikTok is currently adjusting the number of followers required for opening a showcase in the US, and the specific number of followers required will depend on the specific situation) If the number of TikTok followers has not yet reached the requirements for opening the showcase, you can increase the number of followers through the following methods: Operate the account: Post more videos to increase interaction, improve account activity, and increase the number of fans. Buy a TikTok account with thousands of fans: If you are not familiar with how to accumulate fans through content, the easiest way to open a showcase is to buy a TikTok account. Currently, there are four types of TikTok accounts: TikTok white account, TikTok full month account, TikTok account with thousands of fans, and TikTok full month account with thousands of fans. You can choose the account that suits you according to your needs. The characteristics of each account are as follows: Account Type TikTok New Account TikTok Full Moon TikTok has 1000 followers TikTok has 1000 followers in one month Registration Time Newly registered account >One month Unlimited >One month Number of fans 0 Unlimited ≥1000 followers 1000-2000 followers Features No content, no fans, low risk of violation, low weight, need to maintain and create an account by yourself If you have a certain account usage record (browsing, liking, collecting, etc.), the algorithm will give priority to publishing videos. Commercial functions can be enabled (link to homepage, open window, start live broadcast) Considered a mature account, suitable for opening commercial functions or monetization Target Group First-time TikTok users Users who want to increase their account weight and quickly accumulate fans E-commerce sellers, content creators, and users who want to monetize TikTok Quickly promote and commercialize users If you want to quickly open a showcase and sell products, you can choose to buy a TikTok account with 1,000 followers or a TikTok account with 1,000 followers to meet the opening requirements. You can also link the small yellow car to the video and live broadcast to realize commercial realization faster. If you want to explore TikTok content operation first, it is recommended to buy a TikTok white account or a TikTok account with 1,000 followers, accumulate fans through operating the account, and then apply to open a showcase after meeting the fan requirements. How to open TikTok showcase (graphic tutorial) Once your account meets the above conditions, you can follow the steps below to apply for TikTok showcase: (1) Go to your TikTok profile (2) Click the three horizontal lines in the upper right corner (3) Select [TikTok Studio] from the pop-up window at the bottom. (4) After entering the Creator Tools, select [TikTok Shop For Creator] under [Monetization]. (5) If the account meets the requirements for opening a TikTok showcase, the application page will pop up directly. Click [Apply] at the bottom of the page to open the showcase. Once the application is approved, you can display the products on the showcase homepage and include the link to the products promoted by the shared bike in the TikTok video to encourage potential customers to buy. TikTok showcase product promotion process After the previous showcase is successfully opened, you need to create a commission account and select products before you can promote products on TikTok and use the small yellow car to bring goods: 1. Create a commission account (1) Click [Set up account now] on the display page. (2) Prepare for earning in 2 steps (3) Fill in the corresponding information as required (including name, birthday, phone number, etc.) (4) Wait for the review to be completed 2. Go to the product selection square to select products and add them to the window (1) Click [Showcase] on the TikTok homepage. (2) After entering the display window, click [Product Marketplace] (3) Browse the product selection square, select the product you want to promote, click [Add] to add the product to your showcase, and you can start promoting the product. How to increase more revenue through TikTok showcase? 1. Product selection skills Choose products that match the user's interests: For example, select products based on local culture or recent festivals. For example, when Christmas is approaching, related products tend to become popular. You can seize popular trends, plan and layout product links in advance, and increase purchases. Choose products that are supported by data: When selecting products, analyze and compare the links of popular products in the same market, and choose best-selling products that are supported by data. 2. Optimize video content Shoot and edit videos in various styles, and put the same product cart under different videos to test which video style can attract more purchases. By analyzing video data, you can analyze which video types and styles can attract more target customers, and then adjust the direction of video release. 3. Operate multiple TikTok showcase accounts Expand the number of accounts and increase revenue: If you want to achieve scaled revenue, the best strategy is to operate multiple TikTok showcase accounts. Using multiple accounts to promote products on the TikTok app at the same time can increase overall exposure and revenue, and even if some accounts are blocked, you can still maintain a source of income. Centralized management of multiple TikTok accounts: When operating multiple accounts, it is inevitable to encounter information management difficulties. If you want to manage multiple accounts efficiently, you can use SaleSmartly to integrate multiple TikTok showcase accounts, uniformly view customer consultation information received by each account, quickly reply to customers, promote potential customers' orders, and improve conversion rates. Analyze account performance: With SaleSmartly ’s centralized data analysis function, you can easily compare the performance of different TikTok accounts, analyze customer private message behavior, and optimize marketing strategies to more accurately adjust product selection and promotion methods. Further reading Can't follow others on TikTok? Here's a solution! (salesmartly.com) TikTok Hashtag Marketing Guide: How to use TikTok tags to attract more customers? (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) ### [TikTok Multi-Account Management Guide: How to Easily Manage Multiple TikTok Account Orders?](https://www.salesmartly.com/en/blog/docs/tiktok-multi-account-order-management) As TikTok becomes an important platform for the development of e-commerce, many companies have begun to attach importance to operating on TikTok and regard it as an important channel to expand their business. In order to further expand their contact with target customers, companies have adopted a multi-account operation strategy to increase brand exposure, expand traffic sources, and increase order volume. This strategy brings significant advantages, but also challenges in order information management, including confusion in order information, scattered data, and increased time costs. How to achieve centralized management of order information while operating multiple TikTok accounts efficiently has become a problem that companies urgently need to solve. This article will analyze in detail how to manage order information for multiple TikTok accounts to help companies improve operational efficiency and achieve business growth. Why do you need to manage order information for multiple TikTok accounts? It has become a normal practice for enterprises or businesses to operate multiple accounts on the TikTok platform. This model mainly brings the following advantages: Cover more markets: Multi-account operations can attract multi-dimensional audiences through videos of different styles and content, thereby reaching potential customers more widely and maximizing traffic and conversion effects. Differentiate user groups: Multi-account operation can segment content according to different market demands, thereby accurately targeting different customer groups and improving the accuracy and effectiveness of marketing. Risk diversification: Multi-account TikTok marketing can effectively reduce business losses caused by a single account being blocked or insufficient traffic. Even if an account is blocked or traffic is limited, other accounts can still operate normally to ensure business stability. More order volume: Multi-account operations can achieve higher order volume and drive overall sales growth. In summary, although multi-account operation has obvious advantages, it also puts forward higher requirements for the management of order information. Centralized management of order information has become the key for enterprises to improve efficiency and optimize customer service. Common challenges with order information for multiple TikTok accounts Confused order information: Since multiple TikTok accounts may operate different products, the customer sources are also relatively scattered. When customers initiate conversations or inquiries, customer service cannot obtain their order information in a timely manner, resulting in inaccurate responses and affecting order processing efficiency. High time cost: Due to device login restrictions, one device can usually only log in to one TikTok account. If an enterprise wants to manage the order information of multiple accounts, it often needs multiple devices and multiple employees to manage the order information separately, which increases time and labor costs, and the operation is cumbersome, making it difficult to efficiently synchronize all order data. Difficulty in data integration: Order data is scattered across multiple accounts and lacks a unified management platform, making data integration difficult. Enterprises are unable to quickly analyze sales, customer demand, and order status of all TikTok accounts, which affects the formulation and execution of overall operational decisions. Customer communication delays: Multi-account operations require customer service staff to frequently switch between different accounts. When customers initiate inquiries, order information cannot be matched immediately, resulting in delayed responses. In serious cases, important order processing opportunities may be missed, reducing customer satisfaction. How to manage order information of multiple TikTok accounts on one device? In actual operations, customer service staff usually need to manage the order information of multiple TikTok accounts at the same time, and frequent switching of accounts is time-consuming and error-prone. In order to solve this pain point, multiple TikTok accounts can be integrated into one platform through the SaleSmartly backend to achieve centralized management of order information, thereby greatly improving work efficiency. 1. Integrate multiple TikTok accounts into SaleSmartly (1) Go to SaleSmartly official website and register an account: SaleSmartly | Login (2) Click [Integrate] - [TikTok] - [Add Device] to integrate all TikTok accounts into the SaleSmartly platform 2. Note order information: six editing dimensions After integrating all TikTok accounts into SaleSmartly, when a customer asks a question on TikTok, you can view the conversation in [Online Chat] and make notes on the customer's order information in the right window. This includes six dimensions: number, name, status, platform, notes, and amount. After the note is successfully made, the system will automatically generate the creation time and creator to ensure that the order history is traceable and clear. 3. Query and centralized management of order information After filling in the order information on the customer chat page, the company can use the [Form Management] function to centrally view the order information of all TikTok accounts, quickly improving query and management efficiency. Filtering and classification: Supports search conditions by number, customer, session ID, name, status, platform, remarks, creator, and updater to meet data analysis needs in different scenarios. Order export and data analysis: All order data can be exported as Excel tables to facilitate more in-depth data analysis and summary, helping companies optimize their operational strategies. Frequently asked questions How to avoid TikTok account being blocked when operating multiple accounts? Avoid frequently switching between multiple accounts on the same device. Ensure that the content published by each account is original and compliant, and avoid duplicate content or violation of platform rules. Maintain account independence through virtual environments (such as fingerprint browsers). Can I log in to multiple TikTok accounts on one device? It is generally not recommended to log in to multiple TikTok accounts on one device, as this may result in the account being restricted or even banned. A safer and more efficient way is to use independent devices to operate multiple accounts separately and integrate all accounts into one backend through the SaleSmartly platform to achieve centralized management of order information and customer inquiries. Further reading TikTok Operation Guide: 20 Professional Tips to Create Popular Videos (salesmartly.com) How to open a TikTok showcase? Teach you how to use a TikTok account with thousands of followers to quickly get on the small yellow car! (salesmartly.com) TikTok Shop Entry Guide: How to choose between self-operation and fully managed model for cross-border sellers? (salesmartly.com) Mastering TikTok’s Profit Model: In-depth Analysis of TikTok’s Money-Making Strategy (salesmartly.com) ### [How to Generate More Leads via TikTok DMs? Boost Your Sales Efficiency with TikTok DM Leads!](https://www.salesmartly.com/en/blog/docs/boost-tiktok-dm-leads-with-ads) As a powerhouse for global e-commerce, TikTok has become a go-to platform for e-commerce businesses to launch ads, attract high-potential customers, and elevate brand visibility and sales. Among its diverse ad formats, TikTok Direct Message (DM) Ads stand out by enabling direct, real-time interactions with users. These ads streamline lead generation, foster deeper customer engagement, and ultimately drive higher conversion rates. In this guide, we’ll break down what TikTok DM Ads are, how to set them up, optimization strategies, and how they compare to other TikTok ad formats to help you maximize leads and chat efficiency. What Are TikTok Direct Message Ads? TikTok DM Ads allow businesses to set Direct Message as their campaign objective. When users encounter your ad, they can instantly click a CTA button to start a private conversation with your brand via TikTok, WhatsApp, Messenger, or your website’s chat plugin. This eliminates barriers for interested users, turning casual viewers into qualified leads and accelerating sales conversations. Why TikTok DM Ads Work: 3 Key Benefits 1. Shorten the Conversion Funnel Traditional TikTok ads risk losing leads when users don’t know how to connect. DM Ads solve this with a prominent chat button that redirects users straight to a messaging interface. One click = instant access to your team, reducing drop-offs and speeding up the path to purchase. 2. Boost Conversion Rates with Real-Time Engagement DM Ads capitalize on user interest in the moment. By letting customers message your team immediately, you address questions, clarify doubts, and build trust faster—especially critical for high-value products, services, or complex purchases. 3. Build a Rich Lead Database Every DM interaction captures valuable data: user preferences, pain points, and contact details. Integrate these leads with platforms like WhatsApp, Messenger, or your website’s chat (via tools like SaleSmartly) to nurture them with personalized campaigns, retargeting, or loyalty programs. Over time, this fuels long-term customer relationships and maximizes ROI. How to Set Up TikTok Direct Message Ads 1. Log in to TikTok Ads Manager and click [Create Ad]. 2. Under Campaign Objective, select [Lead Generation] → [Continue]. 3. Pick where you want to collect leads through [Optimization location]: Website Instant Form TikTok Direct Message Instant Messaging Apps If directing leads to a messaging app, input a URL to redirect users to: Messenger WhatsApp Private platforms or websites (custom URL) For Messenger and WhatsApp, copy and paste your account link to funnel users directly. For custom URLs, businesses gain flexibility. Input any link to guide customers to their preferred communication channel. To integrate TikTok DM leads into your own private platform, you can use SaleSmartly’s website chat plugin. Here’s how: In SaleSmartly, go to [Integrations] → [Chat Plugin] → [Copy Link]. Paste this link into the Instant Messaging URL field in TikTok Ads Manager. Now, users clicking on your DM ad will be directed to your website chat, where you can manage conversations within SaleSmartly. Since TikTok DM ads only allow a single link for lead collection, larger businesses may face overwhelming traffic through that lone URL. This is where smart diversion links come in: they seamlessly display as one public link to users but are configured behind the scenes to distribute incoming leads across multiple accounts, either randomly or based on predefined criteria like agent availability or expertise. To set up a distribution link in SaleSmartly, integrate multiple accounts into SaleSmartly. Go to [Traffic Distribution Links] > [Create Link] and [select a routing strategy]. Add the distribution link to the TikTok ad’s [Instant Messaging URL]. When users click the ad, the system will automatically route them to an available agent, ensuring prompt responses and a higher engagement rate. 4. Enable Time Scheduling, like date and time, to specify when your team can respond. 5. Choose an optimization goal—either [Conversations] or [Clicks], then click [Next]. 6. To run TikTok DM ads, you must connect a TikTok Business Account that will receive incoming messages. If you haven’t linked your account yet, do so now. Ensure the email address used to register your TikTok Ads Manager account matches the one associated with your TikTok Business Account. 7. Once your TikTok Business Account is connected, you can designate it as both your advertising identity and the primary inbox for receiving and managing direct messages from interested customers. 8. Choose creative options for your ad: Upload a video Select from media library Create a new video 9. If you don’t want the ad to appear on your TikTok profile, check “Show as ad only” to keep the creative off your profile. 10. In the [Ad Copy] section, craft a compelling CTA encouraging users to send a direct message. 11. Review the settings and hit [Publish]. Optimization Tips for TikTok DM Ads 1. Craft Irresistible CTAs Use engaging CTA phrases to encourage users to send a message, such as “Chat with us to unlock exclusive deals of SaleSmartly!” 2. Create Urgency Incorporate limited-time offers or countdowns to prompt users to take immediate action, e.g., “24-hour flash sale. Click to chat before it’s gone!” 3. Automate Responses/AI Chatbots DM Ads can generate a high volume of inquiries, making it essential to respond quickly. By integrating your TikTok account into SaleSmartly, all messages from TikTok and other social media channels can be received and managed in one place such as SaleSmartly. Using SaleSmartly’s automation features and AI chatbots, businesses can instantly greet new leads, guide them through the sales process, and ensure no inquiries are missed and maximize the impact of TikTok DM Ads. When to Use TikTok DM Ads E-commerce DM Ads can be used to promote limited-time offers, free samples, or product launches to capture valuable leads. B2B Lead Generation B2B businesses can leverage TikTok DM Ads to directly connect with potential clients, reducing the time and effort required for lead qualification. By engaging users through targeted video content and guiding them to WhatsApp or another messaging app, businesses can nurture prospects more effectively. Education Brands can use TikTok DM Ads to share informative videos, tutorials, and industry insights, prompting users to inquire about courses. Engaging in direct conversations builds trust and increases enrollment rates. TikTok DM Ads vs. Other Formats Beyond Direct Message Ads, TikTok offers a diverse range of advertising formats, including In-Feed Ads, TopView Ads, and Spark Ads. Each serving a unique purpose. Let’s break down how they differ in reach, engagement, and campaign objectives. Ad Type Placement User Interaction Best For DM Ads For You Page (FYP) Direct chat via button Lead generation, instant conversions In-Feed Ads FYP scroll Likes, comments, CTA clicks Brand awareness, traffic & conversions TopView Ads App launch (full-screen) Non-skippable video High exposure for major campaigns Spark Ads Organic posts boosted Engage with existing content User engagement & brand virality Further Reading Which Platform Delivers Better Rol? TikTokvs Instagram Advertising Mastering TikTok Monetization: An in-Depth Guide to Revenue Strategies How to Add WhatsApp and LINE Contacts on TikTok? Seamlessly Directing Customers to Your Private Traffic 20 Essential TikTok Tips: How to Create Viral Videos Like a Pro ### [TikTok Business vs. TikTok Personal Accounts: The 2025 Ultimate Guide of Pros, Cons, Use Cases & Tools](https://www.salesmartly.com/en/blog/docs/tiktok-business-account-tiktok-personal-account) With over 1 billion monthly active users, TikTok isn’t just trending. It’s central to global growth and e-commerce. But your success hinges on one critical choice upfront: Business or Personal account? Before you begin leveraging TikTok, choosing the right account type is a critical decision. TikTok offers two primary account types: Business Account and Personal Account. Each comes with distinct features, limitations, and implications. Picking the wrong one can result in restricted visibility, monetization challenges, limited tools, and even copyright risks. This guide offers an in-depth comparison between TikTok Business and Personal accounts, helping you choose the account type that best aligns with your strategy. Pros & Cons: TikTok Personal Account ✅ Pros: Easy to set up, flexible to useYou can register quickly using just an email or a social media login. No business documentation required. You're free to post lifestyle, daily updates, or creative content without business-related constraints. More authentic engagementPersonal accounts foster stronger emotional connections with followers, often resulting in more active comment sections, ideal for building a personal brand or becoming a niche KOL. Great for testing content ideasLow risk and no cost make personal accounts ideal for experimenting with different content directions and gaining early traction. ❌ Cons: Limited Business ToolsNo access to shopping cart, external links (unless you have 1,000+ followers), or advertising tools. Analytics are basic, making it harder to optimize content effectively. Weaker brand credibilityLacks a professional image, which may reduce appeal to B2B clients or partners. Music copyright risksAlthough the full TikTok music library is available, using copyrighted music for promotional purposes can lead to penalties or reduced reach. Pros & Cons: TikTok Business Account ✅ Pros: Professional branding with credibilityThe verified blue badge enhances trust and is ideal for establishing a professional identity, particularly effective for B2B audiences such as wholesalers or brand partners. Advanced marketing tools Conversions: Add external links, in-app shopping cart, or TikTok Shop. Analytics: Access audience insights, geographic breakdowns, and conversion funnels. Advertising: Run Spark Ads and other native ad formats. Priority content reviewBusiness accounts get faster approval for promotional content. Efficient lead generation and conversionCollect leads via forms, integrate with CRMs, and enjoy higher conversion rates compared to personal accounts. ❌ Cons: Higher entry barrierRequires business verification (license, tax documents, etc.), which takes 7–10 days. Creative limitationsContent must follow commercial guidelines. The music library features over 13,000 royalty-free tracks. Higher operational costMay involve annual or verification fees, plus additional investment in ads and team resources. Key Feature Comparison: TikTok Personal vs Business Accounts Feature Personal Account Business Account Music Library Full access 13,000+ royalty-free tracks only Monetization Tools Creator Fund, gifts, tips Shopping cart, TikTok Shop, lead forms button Analytics Basic (views, likes, comments) Advanced (audience profile, demographics, funnels) Content Tools None Scheduled posts, TikTok Creative Center Ad Access Limited to boosted videos Full ad suite (Spark Ads, shopping ads) TikTok Shop Not supported Supported (for affiliate members) Third-party integration (e.g., SaleSmartly) Supported Supported Use Cases: When to Use Personal vs Business Accounts TikTok Personal Account: Best For Content Creators/Influencers: Gain followers using trending music and monetize via the Creator Fund. Casual Users: Share daily life and videos. Testing Stage: Try content formats without music restrictions or formal investment. TikTok Business Account: Best For E-commerce Brands: Convert directly via TikTok Shop cart+ external store links. B2B Lead Generation: Collect leads via forms and CRM integration. Advertisers: Run Spark Ads and collaborate with influencers. Data-driven Operators: Optimize content based on region, gender, or behavior. How to Switch from Personal to Business Account on TikTok Open the TikTok app and log in. Go to your Profile. Tap the menu icon in the top-right corner. Select Settings and privacy. Tap Account → Switch to Business Account. Choose your category and tap Next. For a detailed walkthrough: A Step-by-Step Guide to Verifying Your TikTok Business Account SaleSmartly + TikTok: Unlock More Business Capabilities SaleSmartly integrates with both TikTok Personal and Business Accounts, helping brands streamline customer interactions and elevate social media performance. Key Challenges: High message volume Time zone delays High manual labor cost SaleSmartly Solutions: Automated Replies: Set welcome messages and keyword-triggered auto-replies with SaleSmartly to boost response speed and ease customer support load. Marketing Scripts & AI Response Library: Users can manually create marketing scripts based on market trends and pre-set them in SaleSmartly. When relevant inquiries arise, the system instantly responds with the appropriate preloaded script to ensure timely, relevant communication. Cross-channel Support Routing: With team scheduling, SaleSmartly intelligently routes inquiries from TikTok and other channels for timely and professional responses. Real-time Auto Translation: Communicate with global users in 134+ languages. SaleSmartly translates instantly to enhance customer satisfaction and expand global reach. Choosing Your TikTok Account in 2 Simple Steps Step 1: Define Your Goal Goal Recommended Account Key Features Sell products / eCommerce ✅ Business Account Shopping cart, external store link Spark Ads Generate B2B leads ✅ Business + SaleSmartly Auto lead form collection Real-time ad lead distribution CRM integration Build personal brand ✅ Personal Account Full music library Creator Fund Test content direction ✅ Start with Personal → Later switch to Business Keep followers after switching Step 2: Audit Your Workflow Demands Scenario Recommended Solution Benefits Over 100 messages/day Business + SaleSmartly 70% boost in auto replies AI understands real user intent 24/7 multi-timezone handling Need a unified platform for management Business + SaleSmartly Aggregate TikTok, WhatsApp, and Instagram in one dashboard Auto-assign chats to teams Basic interaction only Personal Account (Basic features are enough) - Switching Flexibility Personal → Business: Easy switch, follow A Step-by-Step Guide to Verifying Your TikTok Business Account Business → Personal: Possible, but may lose historical data Final Thoughts: Align Your Account Type with Your Business Goals Choosing the right TikTok account type is essential for maximizing value. Both Business and Personal accounts have their strengths and ideal use cases. By understanding these differences and aligning your choice with your business objectives and strategy, you can significantly impact your marketing outcomes and long-term success on TikTok. Further Reading A Detailed Guide to Building TikTok's Overseas Operating Environment How to Generate More Leads via TikTok DMs? Boost Your Sales Efficiency with TikTok DM Leads! How to Enable TikTok Showcase? Quickly Add Yellow Shopping Cart with a 1,000-Follower Account 20 Essential TikTok Tips: How to Create Viral Videos Like a Pro ### [TikTok GMV Max Mandatory July 15: Global Seller Action Plan](https://www.salesmartly.com/en/blog/docs/tiktok-gmv-max-ads) Starting July 15, 2025, TikTok will require all merchants to switch to GMV Max, its AI-driven advertising system. Legacy manual ad products, including Live Shopping Ads, Video Shopping Ads, and Shopping Center Ads, will be fully discontinued. This phased transition underscores TikTok’s firm commitment to automating and streamlining its e-commerce advertising ecosystem. ⏰ Key Transition Timeline: June 1, 2025: TikTok disables manual ad creation for new stores. June 25, 2025: All new stores (Shop level) are required to adopt GMV Max ads exclusively and must operate via a single authorized agency. July 15, 2025: All merchants, including existing stores, will be forced to migrate to GMV Max under the same one-agency policy. This major transition marks a fundamental transformation in TikTok's e-commerce advertising model. Gone are the days of low-cost, scattergun bidding, cross-border sellers must now quickly adapt to new rules and refine their advertising strategies to remain competitive. In this blog, we’ll help you understand what GMV MAX really is and how cross-border sellers can seize the opportunity on TikTok to successfully adapt and grow. What Exactly is GMV Max? GMV stands for Gross Merchandise Volume, i.e., the total value of merchandise sold. GMV Max is TikTok’s fully automated, AI-powered advertising tool, designed to maximize your sales volume. It supports two types of campaigns: product ads and live-stream ads. Its operation is relatively simple. Sellers only need to set a budget and a target ROI on TikTok, and the system will automatically handle audience targeting, creative selection, ad placement, and other complex tasks. 🧩 What is ROI?ROI = Revenue ÷ Ad Spend. For example, if you expect £200 in sales from a £100 ad budget, your ROI target is 2. ⭐ Optimization Tips: Analyze your GMV sources (video, product, livestream), and allocate budget proportionally. It typically takes around two weeks for the ads to optimize, so you may need to adjust your return on investment (ROI). If your daily ad budget runs out too quickly, try increasing your ROI target. This signals to the system that you expect more GMV from each pound spent. For example, setting an ROI of 4 tells the system you want £4 in return for every £1 spent. On the other hand, setting the ROI too high may slow down your budget spend. What Are the Benefits of GMV Max? As TikTok’s AI-powered, platform-wide advertising solution, GMV Max stands out with three core strengths: automation efficiency, omnichannel reach and smart performance optimization. 1. Smart One-Click Campaigns: The system automatically determines the optimal campaign setup, no manual configuration needed. This dramatically reduces time and effort for merchants. 2. Omnichannel Traffic Synergy: GMV Max seamlessly integrates paid ads with organic traffic growth. Strong-performing ads can trigger a ripple effect, boosting natural exposure across your store, something manual ads struggle to achieve. 3. Precision Performance Control: TikTok’s algorithm dynamically adjusts your ads in real time based on ROI and GMV metrics, responding to market trends and user behavior automatically. 4. Lower Entry Barrier: Even merchants without a professional ad team can launch campaigns effortlessly, making GMV Max especially valuable for small and mid-sized businesses. Currently, GMV Max supports six Southeast Asian countries and the U.S., with a focus on Product GMV Max (product video ads). 📘 Learn more via TikTok’s official resource: What is Product GMV Max? Why GMV Max Benefits Cross-Border Sellers 1. AI-Driven Automation Boosts Efficiency GMV Max’s AI handles creative assembly, audience targeting, and budget allocation. Merchants only need to define ROI goals. TikTok does the rest. This drastically cuts down on manual workload, especially for SMEs that lack dedicated ad teams, allowing them to focus on product development and content creation. 2. Unified Traffic Flow Amplifies Growth GMV Max blurs the lines between paid ads and organic reach. If a video performs well during ad testing, the system will boost its exposure and drive organic traffic across your store, creating a compound growth effect. 3. More Platform Support and Visibility TikTok is prioritizing GMV Max in its tech roadmap, investing in smarter algorithms and enhanced features. High-performing merchants get more exposure and better ad delivery, giving them a competitive edge in global e-commerce. Key Challenges for Cross-Border Sellers 1. Stricter Requirements on Creative Quality In GMV Max, creatives are the entry ticket. The system conducts hundreds of test impressions to assess performance. High CTR and conversion rates lead to scale, poor-performing creatives stall, even with a high budget. To stand out, you need to focus on high-quality creative production, leverage influencer (KOL) content for trust and engagement, and prepare multiple versions of ads to test performance variations. 2. Single-Agency Restriction Every store can only work with one authorized agency. A poor choice, e.g., slow support or unprofessional handling, can hurt your GMV growth. Vet your agency thoroughly based on: experience, service quality, and responsiveness. Also, maintain close communication to ensure alignment. 3. Cold Start Learning Curve GMV Max needs 7–14 days to gather data and optimize performance. Merchants who delay adoption may experience inconsistent results or a temporary sales dip. To mitigate this, launch test ads early to accumulate data, monitor metrics closely during the learning phase, and adjust creatives and products quickly based on early signals. How SaleSmartly Helps Maximize GMV Max Performance While GMV Max relies entirely on TikTok’s AI algorithm, that doesn’t mean cross-border merchants are powerless. With SaleSmartly, you can confidently face GMV Max challenges and unlock new growth potential. 1. Customer Data Analytics With SaleSmartly’s Data Analytics, you can track inquiries and behavior during the cold start period. This lets you refine product selections and creatives based on actual customer feedback, accelerating GMV Max learning. 2. Multi-Account Management Use Multi-Account Aggregation to manage ads across multiple TikTok stores from one dashboard.Avoid constant account switching and unify your performance data to shape a more strategic ad plan. 3. Auto-Replies & AI Chatbots Leverage Auto-Reply & AI Robot features to respond instantly when customers inquire.For example, if a customer asks about sizing, the system can auto-reply with size charts and suggest matching items, driving conversion without delay. Final Thoughts As TikTok fully rolls out GMV Max, the future of e-commerce advertising will revolve around content quality and user experience, with AI steering the ad delivery process. This creates massive upside for merchants with strong products and creatives, but risks obsolescence for those still relying on outdated manual strategies. Now is the time for businesses to embrace the shift. They need to gain a deep understanding of how TikTok GMV Max works, optimize their products and creatives, and choose the right agency partners to grow sustainably on the TikTok e-commerce platform. 🎯 SaleSmartly is your omnichannel platform to help you navigate GMV Max and grow your TikTok business. Before investing heavily, give SaleSmartly a try. Start your free 7-day trial today! Recommended Reading TikTok Multi-Account Management Guide: How to Easily Manage Multiple TikTok Account Orders? How to Enable TikTok Showcase? Quickly Add Yellow Shopping Cart with a 1,ooo-Follower Account 20 Essential TikTok Tips: How to Create Viral Videos Like a Pro Mastering TikTok Monetization: An In-Depth Guide to Revenue Strategies Ultimate Guide to Set Up Automatic Replies on TikTok for Personal, Business, and TikTok Shop Accounts ### [2025 TikTok Monetization Guide: How to Start Earning from Content Creation with Zero Experience](https://www.salesmartly.com/en/blog/docs/tiktok-content-make-money-tips) In 2025, TikTok is estimated to have 1.59 billion monthly active users worldwide, a huge opportunity for anyone looking to monetize. The good news? You don’t need to show your face or even create original videos. With the right approach, you can earn steadily by producing content that resonates with viewers. This guide will walk you through exactly how beginners can start creating and monetizing content on TikTok, step by step. Let’s get started. The Core of TikTok Content Monetization Cross-cultural gaps easily: Fun, entertaining, and lifestyle-focused clips capture attention across regions. Cut production costs: Repurposed content can reduce production expenses by over 60% compared to fully original videos, making it especially suitable for small businesses or new creators. Increase algorithm advantage: High-quality clips that have already proven popular perform even better when re-edited for TikTok, giving them a higher chance of being recommended than brand-new content. 3 Niches with the Best Monetization Potential Not all content can be monetized effectively. For beginners, it’s best to start with niches that attract steady traffic and have simple conversion paths. Pets Loved worldwide, instantly relatable, and language-free. Pet videos often get over a million views, with viral clips easily passing 5 million views (think cats knocking things over or funny dog reactions). Fashion & Beauty Style, makeup, and beauty content consistently drive high engagement. For example, in 2024 TikTok Shop sold 370 million beauty items, with the US market contributing 79.3% of sales and generating over $1.34 billion. This niche is perfect for building influencer brands, developing long-term followers, and monetizing through brand deals, e-commerce, or live selling. Particularly strong in North America, the Middle East, and South America. Life Tips Quick, practical tips that people love to watch to the end and save for later. These videos are easy to mass-produce, require little editing, and work across multiple regions. Monetization options include affiliate sales, advertising, and even selling the accounts themselves. How to Source Content for TikTok 1. Cross-platform sourcing Collect content from Douyin, Kuaishou, Instagram Reels, or stock libraries like Pexels and Pixabay. Prioritize high-engagement videos with no watermarks or brand logos. 2. Data-driven filtering Use TikTok Creator Studio to find trending topics (e.g., “#CleanTok” in the US, “#ASMR” in Europe). Look for clips with 500K+ views and 30%+ completion rates in the last 7 days. 3. Compliance checks Use AI tools to check copyright and avoid sensitive political or religious content. Ensure compliance with GDPR when handling user data in Europe. 3 Steps to Create TikTok-Friendly Viral Videos The first step to monetization is traffic. The simplest way is to re-edit existing clips into TikTok-ready content. Step 1. Find Content -Sources: Douyin, Kuaishou, YouTube Shorts, or stock libraries. -Selection criteria: ✅Universal appeal (pets, DIY, ASMR). ✅High quality (1080p+, 15–30 seconds). ✅No watermarks or brand marks. Step 2. Edit Smartly Don’t just repost, make at least 3 edits with CapCut (free on mobile & desktop): -Highlight key moments: Keep only the best 3–5 seconds (e.g., a cat’s sudden reaction, the last touch of cake decoration). -Swap audio: Use trending sounds from TikTok (e.g., US Billboard tracks). Avoid local-language songs. -Add subtitles & emojis: Use English captions (Arial, 24px). Highlight key points with emojis like 🔥💡. Step 3. Post Strategically -Hashtags: 1 broad (#PetLovers) + 1–2 niche (#CatFunny) + 1 trending (#FYP). Total: 5–8. -Timing: Post during peak hours in your target market (US: 7–11 PM; SEA: 6–9 PM). Use TikTok Analytics to confirm when your followers are active. 3 Ways to Monetize TikTok Content Once you start getting views, here are the main ways to earn: 1. Creator Rewards – Earn Directly from Views Eligibility: Available in certain regions (US, SEA). No follower requirement; originality is key. Tip: Focus on videos with strong watch-through rates (grab attention in the first 3 seconds). 2. Brand Deals – Collaborate with Sponsors How to get deals: ✅TikTok Creator Marketplace. ✅Direct brand outreach via DMs Tip: Integrate products naturally (e.g., showing your dog enjoying a food brand) instead of doing obvious ads. 3. Affiliate Sales – Earn Commissions from TikTok Shop Requirements: In some regions, 1,000+ followers and TikTok Shop approval. Product strategy: ✅Match products to your niche (pets → pet supplies). ✅Prioritize affordable, repeat-purchase items. 4. Cross-channel Growth – Build Private Traffic Use TikTok to funnel followers to your website, community, mini-apps, or email list. This builds owned traffic and long-term monetization potential. Common Mistakes to Avoid ❌ Reposting videos without changes: Don’t repost unedited content. Flagged as duplicates. Always edit. ❌ Deleting videos after posting: Don’t delete published videos. Reduces account performance. Hide instead. ❌ Ignoring analytics: Track completion rate and engagement weekly from TikTok Analytics to adjust content strategy. Scale Faster with SaleSmartly Running one TikTok account limits growth. To expand and manage 2–3 accounts in different niches (e.g., fashion, pets, food). SaleSmartly makes multi-account operations easier with messaging, analytics, and customer management tools. Sign Up Free ✅ Multi-Account Management Manage all TikTok Shop messages in one place with the feature of [Omnichannel Chat] in SaleSmartly, without constant switching. Aggregate data to refine ad strategies in SaleSmartly. ✅ Analytics Integration SaleSmartly collects customer inquiries in real time, links them to TikTok accounts, and adjusts content direction based on purchase behavior. ✅ Smart Tagging With SaleSmartly [Customer Relationship Management], customers can be tagged by region, niche, or product category (e.g., “US-Pets,” “SEA-Food”). Automate classification, filter quickly, and manage leads at scale to enhance conversion rates. Conclusion TikTok monetization is simpler than it looks: choose the right niche → edit smartly → use the right tools. Even without prior experience, you can earn thousands of dollars monthly in your free time. Start today by picking one video, re-editing it, and posting it. That’s the first step to building your TikTok income stream. Further Reading TikTok GMV Max Mandatory July 15: Global Seller Action Plan How to Generate More Leads via TikTok DMs? Boost Your Sales Efficiency with TikTok DM Leads! TikTok Multi-Account Management Guide: How to Easily Manage Multiple TikTok Account Orders? How to Add WhatsApp and LiNE Contacts on TikTok? Seamlessly Directing Customers to Your Private Traffic ### [TikTok Black Friday Playbook: Maximize Sales & Traffic](https://www.salesmartly.com/en/blog/docs/tiktok-black-friday-customer-service-flow-handling) Introduction Every year, TikTok becomes a battlefield for Black Friday traffic. During the 2024 season, the hashtag “BlackFridayDeals” reached over 200 million views, and TikTok Shop US surpassed $100 million in sales in a single day.By 2025, content under the “BlackFriday” hashtag has already passed three million videos and more than 54 billion views. This makes Black Friday one of the most important opportunities of the year for sellers. With this surge comes a flood of comments and direct messages. Many merchants enjoy a sudden wave of attention but struggle with the same problems.-Customer service teams cannot respond fast enough. -Repetitive questions drain time. -Messages are spread across multiple platforms. -Long waits cause high-intent customers to leave. Traffic arrives, but most sellers cannot catch it. This guide explains how small and mid-sized businesses can use a customer service system, using SaleSmartly as the example, to handle TikTok Black Friday traffic more effectively. From faster responses to automated workflows and long-term user retention, you will learn how to turn one-time visitors into lasting customer assets. Why TikTok Black Friday Traffic Is Hard to Handle and How to Fix It Pain Point One: Sudden Traffic Surges Make Instant Replies Impossible TikTok traffic during Black Friday is unpredictable. Large numbers of users may rush into your comments and messages late at night or from different time zones. Human agents cannot stay online around the clock, and once a customer waits longer than two minutes, the chance of losing them increases sharply. Solution: Create a Customer Service System That Responds at Any Time AI-powered detection, automated replies and human handoff create a twenty-four-hour support system that ensures no message is missed. With SaleSmartly, you can: • Identify customer intent automatically• Respond instantly in any language• Maintain round-the-clock conversation coverage• Reduce waits and improve conversion rates Shorter response times lead to better customer experience and higher sales. Pain Point Two: Repetitive Questions Prevent Agents From Focusing on High-Intent Customers Most Black Friday questions are basic and repeated. They usually involve product details, discount information or shipping timelines.Agents spend so much time answering these questions that they do not have enough energy left for high-value customers.Some even miss returning customers who are ready to buy again. Solution: Use Automation Tools to Answer Questions Precisely and Consistently Automated workflows and preset knowledge bases help answer common questions instantly.The system identifies keywords and triggers the appropriate response, allowing robots to handle simple questions while forwarding more complex ones to human agents. With SaleSmartly, you can: • Greet customers automatically when they open the chat• Preload answers for frequently asked questions• Solve up to seventy percent of inquiries through automation• Allow human agents to concentrate on important cases Automation improves efficiency and keeps customers engaged. Pain Point Three: Low Team Coordination Leads to Long Wait Times During traffic peaks, some agents receive a heavy load of messages while others have very few. This imbalance creates longer waiting times and reduces the overall productivity of the team. Solution: Use Smart Assignment to Improve Collaboration A customer service system distributes conversations fairly and intelligently so every customer is served quickly. With SaleSmartly, you can: • Assign chats based on language, question type or workload• Ensure that every customer receives a quick reply• Improve team performance through balanced task distribution Your team works more efficiently and customers receive faster responses. Pain Point Four: Messages Are Spread Across TikTok, Instagram, WhatsApp and Other Channels Many sellers manage several platforms at once. Constantly switching between TikTok, Instagram and WhatsApp increases the risk of missed replies. Solution: Integrate All Channels Into One Unified Inbox With omnichannel integration, all messages appear in one interface. An agent can manage everything without switching apps. With SaleSmartly, you can: • Sync customer identities across platforms• View all message history and customer fields in one place• Build long-term relationships with unified data This centralised workflow allows businesses to handle every conversation efficiently. SaleSmartly Helps You Turn Black Friday Traffic Into Long-Term Customer Assets The real value of TikTok Black Friday traffic goes far beyond the first purchase. Long-term benefits include: • Lower remarketing costs• Ongoing customer reach• Higher repeat purchase rates• Better customer insights• Reduced advertising expenses Catching traffic is only the first step. Turning that traffic into lasting, loyal customers is what truly drives growth. SaleSmartly helps sellers move from catching traffic to keeping it, ultimately transforming one-time interactions into long-term private domain assets. Omnichannel Integration: Manage Customer Data More Effectively SaleSmartly connects TikTok, Facebook, WhatsApp, Instagram, Telegram and other major platforms.All customer records, tags and notes are unified in one place, allowing sellers to turn new inquiries into long-lasting customer relationships. Customer Segmentation for More Accurate Marketing During Black Friday, you can tag users based on their behavior, such as:• TikTok Black Friday inquiry• High-intent customer• Added to cart but not purchased• Returning customer• Customer sensitive to delivery speed• Customer focused on price Categorize new and existing customers by intent, channel, or preference. Then use SaleSmartly to:• Targeted promotions• New product announcements• Abandoned cart reminders• Final Black Friday countdown alerts Personalised marketing converts far better than generic broadcasts. Automation That Helps Traffic Convert Itself SaleSmartly strengthens operations through automated workflows. Customer needs are met instantly while reducing the workload of human agents. SaleSmartly provides:• A twenty-four-hour intelligent chatbot• Automatic welcome messages• A preset library for common questions• Automatic answers for frequent inquiries• Intent detection and customer tagging• Smart recommendations and promotions Automation improves conversion rates, saves labor and ensures that no customer goes unnoticed. Data Insights to Support Smarter Decisions SaleSmartly offers detailed visual reports based on customer conversations. You can check: • Peak inquiry periods• Frequently asked questions• Agent response performance• Comparison of channel effectiveness These insights make it easier to improve strategy and plan future marketing efforts. Conclusion For every brand selling internationally, Black Friday is one of the most important growth opportunities of the year.Handling TikTok traffic and improving conversion rates is nearly impossible with manual service alone. A platform like SaleSmartly helps you:• Provide 24/7 continuous customer service• Handle repetitive questions automatically• Manage all channels in a single workspace• Segment customers for better retention• Use data to support sustained growth This is how one-time Black Friday traffic becomes long-term customer value that continues to pay off even after the season ends. Frequently Asked Questions 1. Can SaleSmartly integrate directly with TikTok? How? Yes. Inside SaleSmartly, navigate to Integrations, select TikTok, and click Add Account to connect your TikTok profiles. 2. How do I set up automated replies for common questions? Use the Chatbot module to create a knowledge base. Add common questions and answers, then configure trigger keywords or welcome message flows. The system will automatically reply based on customer intent or keywords. 3. How can I ensure fast responses and avoid missing messages during peak traffic? SaleSmartly uses a combination of smart chatbots, automatic conversation routing, and unified channel management to accelerate responses and prevent missed messages. Further Reading 🚀 Calling All Cross-Border Sellers! SaleSmartly’s Black Friday Event Is Here Cross-Border Essentials: Why Multi-Channel Tools Are Vital for SMBs How to Set Up TikTok Auto Replies: A Guide for Personal, Business, and Shop Accounts Solving Support Team Chaos: How to Manage Permissions and Improve Efficiency ### [How to Use TikTok Bulk Messaging: A Complete Guide to Tools, Strategy and Conversion](https://www.salesmartly.com/en/blog/docs/tiktok-bulk-messaging-guide) You will learn • How TikTok bulk messaging strengthens content marketing• How to select a safe and stable TikTok bulk messaging tool• How to send bulk messages through a SaaS platform• How to manage and convert traffic after the broadcast By the end of this guide, you will understand how to use TikTok as a true acquisition channel and build a system that drives continuous growth. Introduction TikTok has become one of the fastest-growing platforms for global customer acquisition. With more than 1.5 billion active users worldwide, the platform has evolved far beyond entertainment. Today, it is one of the most important channels for product discovery, brand storytelling, and direct customer engagement. More and more cross-border sellers, online stores, and global brands now treat TikTok as a core traffic and conversion engine. However, many teams struggle when trying to scale communication on TikTok. Common issues include: -Slow manual messaging -Strict platform rules -Rising service costs and scattered workflows -Bulk messaging tools can solve these problems, but only when used correctly and safely This guide explains how bulk messaging works on TikTok, how to choose the right SaaS tool, and how to convert the traffic you gain from a broadcast into measurable revenue. 1. How TikTok Bulk Messaging Supports Content Marketing TikTok provides massive natural traffic, but reaching the right customers consistently remains difficult. Many businesses rely on content to attract attention, yet they fail to convert that reach into real conversations. Below are the pain points most teams experience. Current challenges in TikTok marketing • Managing multiple TikTok accounts forces sellers to jump between profiles• TikTok does not provide native bulk messaging, so brands must send messages one by one• Messages often look generic, making it hard to personalize communication• There is no easy way to track results or measure conversion These limitations slow down customer acquisition and reduce the return on content production. What bulk messaging solves A professional bulk messaging tool helps you reach relevant users quickly and with precision. Bulk messaging allows you to: • Send personalized greetings to users who have interacted with your content• Announce new arrivals, promotions, and content updates to warm audiences• Re-engage users who showed interest but never returned• Collect data from replies to evaluate your content strategy For example, sellers can send: “Hi Anna, thanks for checking out our skincare video. Here is the product you asked about.” or “Your item is now back in stock. Tap to claim the Black Friday offer before it ends.” This approach raises engagement and improves how many users click through or respond. Bulk messaging is essential for TikTok private traffic Most brands want to convert TikTok viewers into “owned audiences” that they can reach repeatedly. Bulk messaging provides a structured way to build and maintain those relationships. However, TikTok does not provide built-in bulk messaging. This means brands need a secure and compliant third-party tool to handle this process without violating platform rules. Tools like SaleSmartly allow businesses to send personalized, rule-compliant messages at scale while keeping accounts safe. 2. How to Choose the Right TikTok Bulk Messaging Tool Not all bulk messaging tools are safe for TikTok. Because the platform places strict limits on messaging behavior, choosing the wrong tool can lead to reduced reach or even account restrictions. Before selecting a system, evaluate three core areas: security, stability, and functionality. 2.1 Security: The First Requirement A safe tool must follow TikTok’s platform rules. It should also offer strong data protection. This matters because bulk messaging involves sensitive information such as customer IDs, chat history, and behavioral data. Here is what to check: Security checklist • Does the tool comply with TikTok’s policies for messaging behavior• Does it use secure authorization instead of risky third-party plugins• Does it hold internationally recognized security certifications• Does it provide clear data protection policies SaleSmartly meets all of these requirements. It holds CCRC cybersecurity certification and both ISO 27001 and ISO 27701, which are global standards for information security and privacy management. These certifications show that customer data is stored and handled safely. TikTok is strict about automation. When sellers use unsafe tools, their accounts may face restricted messaging or temporary freezes. This is why security should be the first factor in your decision. 2.2 Stability: Can It Handle Large-Scale Messaging A good bulk messaging tool must deliver messages reliably, even when sending to thousands of users. Stability checklist • Does the tool send messages consistently without delays• Does it support multiple TikTok accounts logged in at the same time• Does it run smoothly during large broadcast campaigns• Does it track send rate, read rate, and message failures Many TikTok sellers operate multiple accounts across regions. Without stability, messages may fail, creating gaps in customer communication. SaleSmartly offers multi-account login and a unified inbox, which makes it easier to manage bulk messaging across all your profiles. 2.3 Functionality: Does It Support Real Marketing Operations A bulk messaging tool should do more than simply push messages. It should help you build a long-term communication strategy. Here are the key features a professional system should provide: Functional checklist • Bulk messaging on TikTok• Support for other major channels such as WhatsApp, Instagram, Facebook, Telegram, and email• Contact segmentation and labels• Scheduling and frequency control• Message personalization with variables• Post broadcast analytics• Automatic replies and AI chatbot integration SaleSmartly covers all of these. It supports TikTok along with WhatsApp, Instagram, Facebook, Telegram, YouTube, LINE, WeChat, Zalo, and more. This gives global brands a single control center for all customer communication. Because the platform also includes tagging, automation, and analytics, sellers can not only send bulk messages but also manage follow-up responses and conversion workflows. If your TikTok account attracts large volumes of comments or private messages, these features are essential for operational efficiency. 3. How to Send TikTok Bulk Messages: A Complete Step-by-Step Guide This section shows exactly how to run a TikTok bulk messaging campaign using SaleSmartly. The process works for both TikTok personal accounts and TikTok business accounts. I break the workflow into clear, short steps so your team can follow it easily. Step 1. Connect Your TikTok Account to SaleSmartly SaleSmartly supports both TikTok Personal and TikTok Business accounts. The connection process is secure and uses TikTok’s official authorization. If you are using a TikTok Personal Account Open SaleSmartly > Go to Integration > Choose TikTok APP > Add a Device > Scan the QR code to log in > Your account will sync instantly. If you are using a TikTok Business Account Open SaleSmartly > Go to Integration > Select TikTok Business Account > Add Account > You will be redirected to TikTok’s official login page. Log in with your phone number, email, username or Facebook. Approve the authorization request. After connection, all TikTok messages appear inside one unified inbox. You no longer need to switch apps or check accounts one by one. Step 2. Create a TikTok Bulk Messaging Campaign Go to Broadcasts inside SaleSmartly > Select TikTok as the channel > Create a new broadcast task. You can create as many broadcast tasks as needed. This is useful for segmented campaigns, such as high-intent users or customers who added products to cart without checkout. Step 3. Write and Configure Your TikTok Bulk Message SaleSmartly gives you full flexibility when crafting your message. What you can send • Text messages• Images• Templates from your message library• Personalized content with variables For personalization, you may insert variables like: • Customer name • Date/email/phone number • Social media account • Send time This makes a single message feel personal, even when sent to thousands of users. Schedule and Message Rules SaleSmartly allows complete control over how and when your messages go out. You can: • Set the exact send time• Select a sending frequency• Create recurring broadcasts for long campaigns• Set delivery rules for different customer groups This is especially useful for long sales cycles, seasonal promotions, and follow-up reminders. Step 4. Target the Right Audience For TikTok sellers operating at scale, segmentation is crucial. SaleSmartly lets you filter users based on: • Labels such as High Intent, Viewed Product, Added to Cart, New User• Language preferences• Social platform source• Purchase intent• Manual notes from your team Examples: • Send discount codes to customers who added to the cart but did not purchase• Notify high-intent customers when new stock arrives• Share tutorials only with users who asked about product usage Segmented broadcasts improve response rates and reduce spam risk. Step 5. Track Results After Sending After the campaign is sent, SaleSmartly provides real-time analytics. You can view: • Total messages sent• Delivery rate• Read rate• Click-through rate (if links are included)• Follower behavior after receiving the message These metrics help you understand what content performs well and what needs improvement. You can also compare different TikTok broadcast campaigns side by side to refine your strategy. Read more: [Full Guide] Bulk Messaging for Cross-Border Commerce: How to Activate Private Traffic on TikTok, WhatsApp, and Facebook 4. How to Convert TikTok Bulk Messaging Traffic With Automation Sending a bulk message is only half the job. The real revenue happens after users reply. This is where most TikTok sellers lose traffic. Messages flood in, but no one responds fast enough. High-intent buyers leave. Low-intent users never get nurtured. Automation fixes this. With SaleSmartly, you can build an automated response system that works day and night, replies instantly, and filters high-value users for your team. Below is the full workflow. Set Up TikTok Auto Replies When your TikTok broadcast goes out, many users will reply at the same time. Manual service will not keep up. Auto replies ensure your first response goes out instantly. ①How to set up auto replies Open SaleSmartly > Go to Robot >Select Automation Process > Click New Flow. Add Triggers such as:• User sends a message• User says a keyword• First-time visitor• Visitor timeout without reply Add Actions such as:• Send welcome message• Answer common questions automatically• Assign tags• Route to a support agent Save the flow. ②Examples of effective auto reply flows Flow 1. Black Friday Traffic CatcherTrigger: User replies after a broadcastAction: Instant response with key infoAction: Tag user as High Intent Flow 2. Night Shift Auto SupportTrigger: Message outside business hoursAction: AI bot answers questionsAction: Notify the agent in the morning Flow 3. FAQ Response FlowTrigger: User sends keywords like “price” “shipping” “size”Action: Quick FAQ answers This keeps your response time below two seconds, even during heavy traffic spikes. Create a TikTok AI Chatbot Auto replies handle simple logic. AI handles the rest. SaleSmartly’s AI chatbot recognizes intent, understands complex questions, and responds with the same level of expertise as a trained human agent. How to create an AI chatbot Open SaleSmartly > Go to Robot > Select AI Robots > Click Creating a Robot Agent. Then configure: • Bot name• Language settings• Channels to activate• Personality and response style• Safety settings• Human-like reply timing• Fallback rules The bot can handle: • Product questions• Discount questions• Delivery times• Order status• Size and materials• Customer complaints• Multi-language conversations SaleSmartly supports real-time translation in 134 languages, which is critical for cross-border TikTok sellers. This means a user from Brazil, Thailand, or Saudi Arabia can message you in their language, and your bot replies instantly without confusing the buyer. Use AI to Pre-Qualify and Tag Users When replies flow in after a broadcast, you need to know who is ready to buy. SaleSmartly can tag users automatically: • High Intent• Asked About Price• Cart Abandonment• Returning Customer• Shipping Sensitive• Price Sensitive• New User These tags power future remarketing, such as: • Send discount reminders• Send new arrivals• Convert abandoned carts• Notify when stock arrives• Run seasonal campaigns This creates a closed-loop system where every conversation becomes a reusable customer asset. Conclusion TikTok has become one of the strongest engines for global customer acquisition. But as the platform grows more competitive, the winners are not the brands posting the most videos or spending the most on ads. The winners are the ones who communicate faster, personalize content, and follow up with every potential buyer. Bulk messaging is a powerful way to reach your audience at scale, but only when paired with a system that captures replies, nurtures interest, and converts conversations into revenue. SaleSmartly gives TikTok sellers the full workflow they need to turn traffic into long-term customer value: • Bulk messaging across multiple TikTok accounts• AI-powered replies that run 24/7• Multi-language support for global buyers• Automated tags, sequences, and follow-ups• Unified inbox for TikTok, WhatsApp, Instagram, and more• Detailed analytics for message performance If you want to maximize the value of every TikTok conversation and turn your channel into a repeatable revenue engine, this workflow will help you grow faster with fewer resources. Frequently Asked Questions 1. Does SaleSmartly support both TikTok personal and business accounts? Yes. You can connect TikTok personal profiles and TikTok Business accounts. Both can use bulk messaging, automation, and AI bots. 2. Can SaleSmartly connect with channels beyond TikTok? Yes. SaleSmartly supports WhatsApp, Facebook, Instagram, Telegram, YouTube, LINE, Email, VKontakte, Zalo, and more. All messages appear in one shared inbox. 3. Can I schedule TikTok bulk messages? Yes. You can set timed messages, recurring messages, and campaign schedules. You can also personalize them with customer variables such as name, language, or tags. Further Reading TikTok Business vs. Personal Accounts: The 2025 Ultimate Guide of Pros, Cons, Use Cases & Tools TikTok Black Friday Playbook: Maximize Sales & Traffic Top 5 WhatsApp Bulk Messaging Tools for Efficient Marketing 7 AI Tools to Outperform 99% of Cross-Border Sellers ### [Understanding the Business Value of TikTok API](https://www.salesmartly.com/en/blog/docs/tiktok-business-messaging-api) Summary As TikTok's commercialization wave surges, a critical challenge for businesses is clear: converting traffic efficiently is now the key to breaking through hidden growth bottlenecks. This article will systematically unpack the business value and implementation path of the TikTok API by addressing the following questions: What is a TikTok Business Account? Why did TikTok for Business launch its API? What are the core values and use cases of the 3 main TikTok API types? Why is the Business Messaging API so crucial? A detailed look at the core functionalities of the Business Messaging API. How to call the TikTok API? Why do most businesses choose a 'No-Code SaaS' platform to connect? How does SaleSmartly amplify the value of the TikTok API in real-world operations? Introduction For years, TikTok was seen as a powerful traffic engine. Viral content drove massive exposure, and ads amplified reach even further. Today, TikTok has evolved into a full-scale commerce platform. According to eMarketer (2025), TikTok Shop sales in the US are expected to grow 108% year over year, reaching USD 15.82 billion. This shift signals a clear trend. TikTok is no longer just about visibility. It is about conversion. Yet many businesses still face the same challenge. Content sparks interest, ads drive clicks, but conversations stop short of conversion. Users want to ask questions. Brands cannot respond fast enough. The result is lost demand. This gap is exactly why the TikTok API exists. TikTok APIs give businesses an official, scalable way to connect content, ads, conversations, and sales into one continuous flow. In this guide, we explain how TikTok APIs work, why the Business Messaging API matters most, and how companies use no-code SaaS tools like SaleSmartly to unlock real growth without engineering overhead. What Is a TikTok Business Account? Before using any TikTok API, one requirement is non-negotiable.You must have a TikTok Business Account. TikTok Business Accounts are designed for: Brands and advertisers Cross-border eCommerce sellers DTC brands Agencies and marketing service providers Compared with personal accounts, Business Accounts offer clear advantages. They support ad creation and conversion tracking through TikTok Pixel. They provide advanced analytics for audience and content performance. They grant access to official TikTok APIs. They enable higher-volume message management with automation features. In short, TikTok APIs are built for businesses that need scale, data, and control. Why Did TikTok Launch TikTok APIs? By 2025, TikTok’s commercial ecosystem had reached a new level of maturity. Advertising revenue surpassed USD 23.6 billion. TikTok Shop GMV is projected to exceed USD 20 billion globally. Commerce-driven content, ad interactions, and in-app purchases continue to rise rapidly. However, growth exposed a structural problem. Users discover products through content and ads, but cannot easily move into direct conversations. When questions are unanswered, interest fades, and conversions drop. TikTok APIs were introduced to close this gap. They allow brands to connect traffic, messaging, customer data, and sales systems through secure, official integrations. This turns fragmented touchpoints into a measurable, repeatable growth system. Public API access is currently available in regions including Asia-Pacific, Latin America, the Middle East, and North America. 3 Types of TikTok APIs and Their Business Value TikTok for Business offers three primary API categories, each serving a different commercial goal. 1. Marketing API Core valueHelps advertisers manage campaigns at scale and optimize return on ad spend. Common use casesBrands manage creatives, launch ads in bulk, sync product catalogs, and track deep conversion events from a single system. This simplifies campaign execution while improving performance visibility. 2. Organic Content API Core valueSupports brand presence and content optimization through organic performance data. Common use casesBrands analyze engagement metrics and content trends. These insights inform creative strategy and improve alignment between organic content and paid ads. 3. Business Messaging API Core valueConnects TikTok Direct Messages to CRM systems or third-party platforms, enabling scalable, real-time conversations. Common use casesUsers who view ads are guided directly into private conversations. Automated greetings and FAQ replies reduce response time while increasing inquiry conversion rates. Why Business Messaging API Matters Most Among all TikTok APIs, the Business Messaging API plays the most critical role. It connects public traffic with private conversations.It links interest with action.It turns engagement into revenue. With this TikTok Business Messaging API, businesses can: Send and receive TikTok messages in one unified inbox Sync message status in real time Manage conversations efficiently Extend automation across the customer journey From TikTok’s perspective, the goal is simple.Convert momentary interest into meaningful conversations and transactions. If a brand can respond within three minutes of a user inquiry, conversion rates increase significantly. Messaging speed becomes a competitive advantage. Key Features of TikTok Business Messaging API Unified inbox and real-time conversations ·Businesses can interact instantly with users using text, images, and TikTok posts.·Button cards and message templates guide conversations and reduce friction. Automated replies and rule-based triggers Welcome messages are sent automatically when users start a chat. Predefined FAQs allow users to get instant answers. Custom prompts help users express intent through guided topic buttons. Direct access to high-intent users Message ads turn ad views into conversations. TikTok.me short links route traffic from websites, apps, or offline channels directly into TikTok DMs where conversion happens. How to Call TikTok APIs For technical teams, a standard API integration includes several steps. ①First, create and verify a TikTok Business Account.②Second, register as a developer in TikTok’s Developer Portal.③Third, request access to Business Messaging API credentials.④Fourth, authorize your Business Account to the application.⑤Finally, subscribe to Webhooks and configure your server to receive and process messages in real time. This process requires development resources. For many SMBs, it is time-consuming and costly to use this SaaS tool. Why Most Businesses Choose No-Code SaaS Instead For cross-border sellers and growth teams, the practical solution is simpler. Use a tool that already integrates TikTok APIs officially.No development. No maintenance. Faster results. SaleSmartly is one such platform. It offers zero-code access to TikTok APIs and supports: No development cost with instant configuration Multiple TikTok Business Accounts in one inbox Omnichannel messaging across TikTok, WhatsApp, Instagram, Telegram, and more Configuration steps Go to Integrations → Select TikTok Business Account → Add account and authorize with TikTok Log in to your TikTok Business Account to grant permission. You can connect multiple accounts this way. (SaleSmartly supports 7 official login methods for secure authorization.) How SaleSmartly Amplifies TikTok API Value Ad attribution and performance tracking SaleSmartly links TikTok inquiries and leads back to their ad sources.Teams see which content and campaigns drive real conversations and revenue.Ad strategies improve through data-backed optimization. Team collaboration and efficiency Conversations are auto-assigned to the right agents.Chat transfers and shared history ensure smooth handoffs.Managers monitor response time and workload through visual dashboards. Customer data and private traffic assets Customer profiles are built automatically from TikTok interactions.Chat history, intent, and purchase status are recorded in one system.This data supports remarketing, retention, and long-term customer value. Conclusion As TikTok’s traffic dividend continues, APIs are no longer optional. They are essential. Businesses that understand and adopt TikTok APIs early gain faster response times, better conversion paths, and stronger customer relationships. With platforms like SaleSmartly, brands do not need developers to unlock these capabilities. They can focus on content, conversations, and growth while the infrastructure works in the background. TikTok becomes more than a channel.It becomes a sustainable growth engine. FAQ 1. Can individual users access TikTok APIs? No. Only verified TikTok Business Accounts are eligible. 2. What are the main steps to use the TikTok API? Register a Business Account, complete verification, obtain API credentials, authorize the account, and configure Webhooks for message handling. 3. What other channels does SaleSmartly support? In addition to TikTok, SaleSmartly integrates Live Chat, WhatsApp, Facebook, Instagram, Telegram, YouTube, LINE, Email, WeChat, VKontakte, Zalo, and more. Further Reading TikTok Business vs. Personal Accounts: The 2025 Ultimate Guide of Pros, Cons, Use Cases & Tools WhatsApp CRM: Integration and Intelligence That Power Your Customer Growth Engine How to add WhatsApp and LINE contact information on TikTok? Seamlessly guide customers to private domains Never Guess Again: Connect APIs to Power Smarter Decisions with AI Agents Automation ### [The Complete Guide to TikTok API: Capabilities, Access, and Practical Solutions for Businesses](https://www.salesmartly.com/en/blog/docs/tiktok-api-overview-guide) TikTok is no longer just an entertainment platform. It has become a core ecosystem that connects content, brands, and commerce. According to data cited by multiple third-party analytics firms, TikTok users now spend over 90 minutes per day on the app on average across several overseas markets (DataReportal, Sensor Tower, 2024). In many regions, TikTok plays a direct role in how users discover brands, evaluate products, and make purchase decisions. For brands, developers, and cross-border businesses, one question is becoming unavoidable: How can you go deeper into the TikTok ecosystem and turn traffic into real business growth? This is where the TikTok API comes in. TikTok APIs are official interfaces that allow businesses and developers to connect their systems with TikTok accounts, content, data, and advertising capabilities in a compliant way. In this guide, we break down: What TikTok APIs are and how they work The main types of TikTok APIs available today How to apply for TikTok API access How businesses can achieve similar results without building APIs from scratch What This Guide Covers We will answer four key questions: What is the TikTok API? What types of official TikTok APIs are available? How do you apply for a TikTok API key? How can SaleSmartly enhance TikTok operations without custom development? What Is the TikTok API? The TikTok API is a set of official programming interfaces provided by TikTok for developers and businesses. With user authorization and policy compliance, third-party systems can: Access TikTok account, content, data, or commercial features Connect TikTok user interactions with internal business systems Build deeper customer journeys and operational workflows With TikTok APIs, businesses can read public data and trigger platform actions such as content publishing or sharing. This turns TikTok from a standalone traffic pool into an integrated growth channel within a broader marketing system. In short, TikTok APIs allow TikTok to function as a core node in a company’s digital operations rather than just a source of views. What Types of TikTok APIs Are Available? TikTok offers several APIs designed for different business and development needs. Below is a practical breakdown. 1. TikTok Login Kit The TikTok Login Kit is a secure authentication system. It reduces friction during sign-up and provides a unified authorization layer for other APIs. Key Capabilities One-click login using a TikTok account Fewer registration steps, higher conversion rates Access to public profile data after user consent Business Use Case Apps and platforms that want fast access to TikTok’s global user base often use Login Kit.For example, an eCommerce app can enable one-tap TikTok login, then personalize product recommendations based on user interests, improving engagement and conversion. 2. TikTok Share Kit The Share Kit improves content distribution by allowing seamless sharing from third-party apps to TikTok. Key Capabilities One-click sharing of videos or images to TikTok Redirects users to TikTok’s editor for effects, music, and hashtags Supports pre-filled captions and branded hashtags Business Use Case Brands can encourage user-generated content. By pre-filling brand hashtags, each share helps expand reach, attract new users, and generate organic engagement. 3. Content Posting API The Content Posting API allows compliant publishing and management of TikTok content through external systems. Key Capabilities Upload content directly from the web or apps Sync content across platforms Continue editing before final publishing on TikTok Business Use Case Marketing teams managing multiple TikTok accounts can streamline operations. This is especially useful for cross-border brands that publish content at scale. 4. Display API The Display API allows third-party apps to show TikTok content and performance data. Key Capabilities Access public creator profiles Retrieve video metrics such as views, likes, and shares Business Use Case Brands can analyze competitor or partner performance. These insights help optimize content strategy and ad planning with real platform data. 5. Data Portability API Available to users in the EEA and the UK, this API allows users to transfer their data to third-party apps. Key Capabilities Secure transfer of profile and content data with user consent Business Use Case Used mainly by data management or content backup tools that help users migrate or manage their social data. 6. Research API Designed for academic institutions and approved researchers. Key Capabilities Access public data for trend and content ecosystem research Analyze topic diffusion and platform dynamics Business Use Case Used for: Social research Content ecosystem analysis Platform trend insights This API has strict requirements and a high approval threshold. 7. Commercial Content API This API increases transparency around branded and paid content. Key Capabilities Public access to: Paid ad data such as launch dates, targeting info, and reach Advertiser identity and registration country Commercial video links and performance metrics Business Use Case Brands can analyze industry ad trends.For example, searching TikTok ads in the US between June and December 2022 using keywords like “chatbot” helps teams refine creative strategy. 8. TikTok Business API This is TikTok’s core API for advertising and commercial operations. Key Capabilities Campaign creation and management Audience segmentation and targeting Webhooks for real-time updates Lead generation ads and data retrieval Business Use Case The Business API connects ads, content exposure, and sales outcomes. It enables precise targeting and advanced performance analysis. How to Apply for a TikTok API Key The standard process includes: Register a TikTok developer accountVisit TikTok for Developers and sign up. Create an app and submit API requestsProvide use cases, system details, and privacy policies. Wait for TikTok reviewSelect required APIs and submit for approval. Receive API credentialsApproved apps receive API keys and secrets. Important Notes Review standards are strict, especially for Research and Data Portability APIs Ongoing development and maintenance require long-term engineering resources For this reason, TikTok APIs are not the best fit for every business. Most companies want a simpler outcome: convert TikTok traffic into conversations and sales. In many cases, using a mature SaaS platform is more efficient and cost-effective than building API integrations from scratch. Enhancing TikTok Operations with SaleSmartly SaleSmartly is an omnichannel customer communication and marketing automation platform. It connects TikTok traffic directly to conversations and conversions without custom API development. Centralized TikTok Inbox SaleSmartly unifies TikTok DMs into one dashboard. It also supports WhatsApp, Facebook, Telegram, LINE, and more. Agents reply faster from a single interface. AI Customer Service and Automation During high-traffic periods, AI bots handle common questions 24/7. Businesses can tag users automatically and trigger follow-up workflows after TikTok inquiries. Real-Time Multilingual Translation SaleSmartly supports 134 languages with two-way translation. Teams reply in one language while customers receive messages in their own. This removes global communication barriers. TikTok Customer Analytics Built-in reports show how many customers come from TikTok. All data is deduplicated by user identity, not message count, ensuring accurate insights. Sign Up Free Final Thoughts TikTok APIs are powerful tools for developers who need deep platform integration. For most growth-focused businesses, the real priorities are: Capturing TikTok users Maintaining ongoing conversations Turning traffic into long-term assets From this perspective, tools like SaleSmartly offer a faster and more scalable path. They reduce technical overhead and transform fragmented inquiries into structured, actionable customer data that supports real growth. Frequently Asked Questions 1. Can individual developers apply for TikTok APIs? Yes. Individual developers can apply through the TikTok Developer Platform. However, approval for some APIs is difficult. 2. Is the Data Portability API available in China? No. It is currently limited to EEA and UK users. 3. What automation can SaleSmartly support? Common scenarios include: Automatic welcome replies for new TikTok messages Order status updates pulled from eCommerce systems Lead tagging based on product interest Automatic multilingual translation for global support Recommended Reading Understanding the Business Value of TikTok API A detailed guide to building TikTok's overseas operating environment Everything You Need to Know About WhatsApp Business API: Key Features, Use Cases & How to Apply [Full Guide] Bulk Messaging for Cross-Border Commerce: How to Activate Private Traffic on TikTok, WhatsApp, and Facebook ### [TikTok Chatbot 2026: The Definitive Guide to Automating Sales in a $100B Impulse-Driven Market](https://www.salesmartly.com/en/blog/docs/tiktok-chatbot-automation-guide-2026) Introduction: When Success Becomes a Nightmare Imagine this: You wake up to find your TikTok video has hit 1 million views overnight. Your notifications are a blur of "How much?", "Link?", and "Do you ship to the UK?" While this is the dream for every e-commerce seller, it quickly turns into a logistical nightmare. In the world of TikTok Shop, speed is the only currency. A study on 2026 consumer behavior shows that TikTok users expect a response 4x faster than Amazon shoppers. In fact, 47% of users will abandon their interest if they don’t get a reply within 30 minutes. If you are manually replying to comments and DMs, you aren't just losing sleep. You are losing thousands of dollars in "Impulse Revenue." As TikTok Shop's global GMV hits the $100 billion milestone in 2026, the difference between the top 1% of sellers and the rest is one thing: Automation. This guide will show you how to use a TikTok Chatbot to turn viral chaos into a high-converting sales machine. The 2026 Regulatory Landscape: Compliance or Penalty In February 2026, TikTok implemented its most aggressive policy update for sellers: the "2026 TikTok Shop Operational Excellence Framework." This is a mandate for survival on the platform. A. The Phasing Out of Independent Shipping (FBT & CBT) As of early 2026, TikTok Shop in major markets (US, UK, Southeast Asia) has mandated the use of Fulfilled by TikTok (FBT) or Collections by TikTok (CBT). This move ensures standardized delivery speed but places immense pressure on support teams. As logistics speed up, customers expect the pre-sale and after-sale support to match that speed. You cannot have 48-hour delivery paired with a 48-hour response time. B. The "12-Hour Golden Window" TikTok’s Shop Health dashboard now prominently features the 12-Hour Chat Response Rate. Failure to maintain a rate above 90% results in: Suppression of Live Stream reach. Ineligibility for official campaigns (Black Friday, 6.6, 12.12). Higher platform commission fees as a penalty for "Low-Service Quality." For a scaling brand with multiple accounts, maintaining this manually is an operational impossibility. This is where SaleSmartly steps in. Not just as a bot, but as a compliance engine that guarantees your shop stays in the "Green Zone." Beyond Native Tools: Why SaleSmartly is the Professional Standard TikTok’s updated Message Assistant and Lead Genie (January 2026 update) offer basic welcome messages, but professional brands quickly hit a "glass ceiling." The "Glass Ceiling" of Native Tools: No Multi-Channel Context: Native tools don't know if the TikTok user also messaged you on WhatsApp or Instagram. Limited AI Logic: They rely on exact keyword matches, which often leads to "dumb" responses that frustrate users. The SaleSmartly Advantage: SaleSmartly offer Official TikTok Business API, which is designed for high-volume teams. It aggregates comments and DMs from multiple accounts into one desktop dashboard, powered by Intent-Aware AI that understands context, tone, and intent, not just keywords. Masterclass: 5 High-Conversion Automation Workflows Workflow 1: The "Viral Comment" Lead Capture Loop When a creator tags your product, and it hits 1 million views, your comment section becomes your storefront. What SaleSmartly can do: 1. Auto-Like & Reply: The bot likes the comment and replies publicly: "Check your DMs for the exclusive UK link! 🇬🇧". 2. Instant DM: A private message is triggered with the product link and a "New Follower" discount code. Outcome: You convert public curiosity into a private, trackable sale in 1.5 seconds. Workflow 2: Livestream "FOMO" Automation Livestreaming now accounts for 18% of all TikTok Shop transactions. Scenario: During a live session, the DM chat moves too fast for any human to moderate. What SaleSmartly can do: Set triggers for "Flash keywords" (e.g., "GET50"). The AI identifies the user, tags them as [High-Intent_Livestream], and sends an automated DM with a unique, time-sensitive voucher code. Workflow 3: The Cross-Border "Language Bridge" The growth engine for 2026 is Southeast Asia and Latin America. What SaleSmartly can do: Use Real-Time Bi-Directional Translation. When a customer messages you in their native tongue (e.g., Portuguese or Vietnamese), your agent sees it in English. Your reply is automatically translated back. Outcome: Scale into 5 new countries without hiring native speakers. Workflow 4: The 24/7 "Post-Purchase" Peace of Mind With the 2026 FBT policy, customers are hyper-anxious about tracking. What SaleSmartly can do: Integrate your AI Agent with logistics data. When a user asks, "Where is my order?", the AI provides real-time tracking status instantly, even at 3:00 AM. Workflow 5: Omnichannel "Customer Identity" Sync What SaleSmartly can do: Every interaction is synced to the SaleSmartly CRM. If a customer reaches out on TikTok today but later messages you on WhatsApp, your agent sees the entire history. This prevents "data silos" and improves the customer experience. Security & Stability: The Power of Official API-Driven Automation For professional sellers in 2026, the primary concern is no longer just "can it automate," but "is it safe?" Many entry-level tools rely on browser extensions or manual "plug-ins" that simulate human clicks. In the eyes of TikTok’s anti-bot algorithms, these are high-risk triggers for account suspension. A. Cloud-Based Persistence (No-Hang-Up Operation) Unlike traditional tools that require your browser to remain open or your PC to stay powered on, SaleSmartly operates independently in the cloud via the Official TikTok Business API. 24/7 Responsiveness: Your automation workflows are hosted on professional servers. Whether your laptop is closed or you are asleep, your customers receive instant replies. SLA Compliance: This constant uptime allows SaleSmartly users to maintain the "12-Hour Golden Window" required by official standards without fail. B. Enterprise-Grade Account Protection By utilizing the Official API, SaleSmartly never asks for your TikTok login password. Instead, it uses a secure "Token" provided directly by TikTok. Zero-Risk Authorization: This eliminates the risk of account compromise and ensures compliance with TikTok’s Developer Terms of Service. High-Concurrency Handling: During massive sales events, official API-driven tools handle thousands of data packets per second without "bottlenecking," ensuring your automation doesn't crash when traffic peaks. Mastering TikTok Comment Automation: Public Engagement to Private ROI The comment section is where the first spark of purchase intent occurs. SaleSmartly provides a specialized suite to manage this high-volume engagement area. A. Intelligent Comment Monitoring & Auto-Reply SaleSmartly allows you to monitor comments across multiple videos from a single dashboard. Keyword Recognition: Set rules to detect buying intent. If a user comments "Price," "Link," or "In stock?", the system can automatically like the comment and post a public reply. Algorithm Boosting: Instant replies signal to the TikTok algorithm that your content is high-quality, often leading to increased organic reach and hitting the For You Page (FYP). B. The "Comment-to-DM" Bridge The most powerful feature is the ability to trigger a private message based on a public comment. Scenario: A user asks about shipping in your comments. Automation: SaleSmartly publicly replies ("Check your DMs! 🇦🇺") and simultaneously sends a private message with the shipping policy and a direct product link. Compliance Note: Because this DM is triggered by a user's action, it is viewed as requested interaction rather than spam, keeping your messaging standing clean. Global Market Strategy: Adapting to Local Nuances In 2026, "one size fits all" is dead. SaleSmartly allows you to customize your TikTok chatbot based on regional consumer behavior: Southeast Asia (SEA): Consumers here prefer Conversational Commerce. They want to haggle and ask for "Real product photos." Use SaleSmartly to send automated image galleries of your products in real-world settings. The United States & Europe: US consumers value Transparency and Speed. Your TikTok chatbot should prioritize providing tracking links, return policy summaries, and "In-Stock" confirmations. In these regions, Speed is Service. Latin America (LATAM): This market relies heavily on Social Trust. Use SaleSmartly to automatically share "Customer Reviews" or "Unboxing Videos" via DM to build credibility. The "Black Friday 2026" Blueprint: Scaling for the Mega-Peak As we approach the Q4 peak season, the volume of queries on TikTok is expected to triple. Based on the 2025 TikTok BFCM report, brands that utilized AI-driven chatbots saw a 42% higher conversion rate. The SaleSmartly Peak-Season Playbook: Stress-Tested Auto-Replies: Before the rush, bulk-upload FAQs for your BFCM deals. Queue Management: During a "Mega-Live" session, agents focus on "VIP" or "High-Value Order" tags, while the chatbot handles thousands of inventory queries. Post-Purchase Retargeting: After the peak, filter TikTok leads in the CRM and send "New Year Preview" links to turn seasonal buyers into recurring fans. Technical Resilience: Why Enterprise Sellers Choose API over Plug-ins In 2026, browser-based tools are a ticking time bomb. Stability: Browser-based tools crash during high-traffic events. SaleSmartly’s API-driven architecture ensures 99.9% uptime regardless of your local hardware status. Security: SaleSmartly ensures that your customer data is encrypted and handled within a secure, audited environment, meeting GDPR and CCPA standards. This is critical for enterprise sellers who cannot risk data leaks. The ROI of Silence: Reducing "Agent Burnout" Beyond revenue, the hidden ROI is Human Capital Preservation. In 2026, the turnover rate for e-commerce agents is at an all-time high. By automating the "drudgery," your team becomes "Experience Managers." They no longer type the same shipping policy 200 times a day. This shift improves your First Response Time (FRT), boosts employee morale, and ensures your brand image remains premium. Implementation SOP: Build Your Selling Machine in 5 Key Phases Integrating SaleSmartly with TikTok Business is a streamlined process designed for maximum security and operational efficiency. Follow this 15-minute setup guide to activate your 24/7 automated sales engine. Phase 1: Official Channel Authorization (Zero-Risk Compliance) Access the Dashboard: Log in to your SaleSmartly account and navigate to the [Integration] menu on the left sidebar. Select TikTok Business: Select the TikTok Business icon. Secure OAuth Redirect: You will be redirected to the official TikTok Business authorization page. Log in with your TikTok Business account credentials. Grant Permissions: Check all necessary permissions (Read Message, Comment Reply, User Info). SaleSmartly uses secure API tokens, meaning your password is never shared or stored. Click "Authorize" to finalize the sync. Phase 2: Injecting the "Brain" (Knowledge Base Training) AI Agent Configuration: Navigate to the [AI Robot]. Upload Training Data: Import your store’s PDF manuals, CSV FAQ sheets, or shipping policy documents. Dynamic Web Scraping: Enter your website URL (Shopify, Shoplazza, etc.) and let the AI automatically learn your product details and brand voice. Personality Tuning: Set the AI's persona to "Professional," "Friendly," or "Witty" to match your brand's social identity. Phase 3: Activating the Conversion Engine (Comment Automation) Define Trigger Rules: In the [Automation Process], select the "TikTok Business Account Comments." Set Keyword Filters: Add specific buying-intent keywords such as "Price," "Link," "Stock," or "How to buy." Configure Multi-Stage Actions: Public Action: Automatically like the user's comment to boost social proof. Public Action: Post a public reply (e.g., "Just sent the details to your DMs! 📩"). Private Action: Trigger an immediate DM containing the product checkout link and a unique discount code. Phase 4: Global Adaptation (Real-Time Translation) Enable Live Translation: In the chat settings, toggle on [Real-time Translation]. Set Agent Language: Select your team's native language. When a customer messages in Portuguese, Thai, or Spanish, SaleSmartly translates it instantly for your agent and translates the response back to the customer's language. Phase 5: Human-AI Collaboration (The Handoff) Set Escalation Triggers: Define scenarios where a human must take over (e.g., keywords like "Complaint," "Damaged," or "Refund"). Enable Alerts: Configure desktop notifications or the SaleSmartly mobile app push alerts so your agents can jump in the moment a high-value or high-risk conversation is flagged. Conclusion: Winning the 2027 Social Commerce War TikTok Shop is a $100 billion opportunity that demands a 2026-level infrastructure. As we look toward 2027, the trend is clear: Personalization at Scale. By leveraging SaleSmartly’s Official API-driven automation, you are deploying an AI-powered, 130-language sales force that works 24/7. Don't let your next viral video go to waste in an unmanaged inbox. The fast beat the slow, but the automated beat everyone. Read more The Complete Guide to TikTok API: Capabilities, Access, and Practical Solutions for Businesses How to Use TikTok Bulk Messaging: A Complete Guide to Tools, Strategy and Conversion TikTok Business vs. Personal Accounts: The 2025 Ultimate Guide of Pros, Cons, Use Cases & Tools Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [What is VKontakte? Strategies to Leverage Russia's Top Social Media Platforms for Your Brand](https://www.salesmartly.com/en/blog/docs/what-is-vkontakte) Statistics reveal that an impressive 83% of active internet users in Russia engage with VKontakte (VK), surpassing global platforms like Facebook and Twitter. This high penetration rate offers a lucrative opportunity for businesses eyeing the Russian market, as VK provides a vast audience base and substantial traffic. Through VKontakte (VK), companies can reach a wider user base, showcase their products on the platform, establish communication channels with consumers, and increase brand awareness. Mastering VKontakte is essential for any business looking to make significant inroads into the Russian marketplace. How to play VKontakte (VK) VK is a comprehensive social platform that supports music, movies, chat, short videos and multiple formats. It has comprehensive functions, but it cannot make voice and video calls. The core gameplay of VK is to join communities. Users can search for communities of interest or create new communities to attract partners with similar interests. When filling out your personal profile on VK, you can fill in your region and university information, which can help you find friends you may know more accurately. For cross-border e-commerce, VK is an effective and easy-to-use advertising channel, providing a powerful advertising effect evaluation tool. Merchants can expand their influence and enhance brand awareness on VK through a variety of promotion strategies. How to create a community in VKontakte (VK) 1. Log in to your personal homepage on VKontakte, find Community-Create Community 2. Choose the purpose of creating this community. There are three options: sharing content and communication, developing business, and organizing activities. (You can choose private or public) Sharing content and communication: more inclined to personal interests and hobbies Develop business: promote your own products, sell them, and place advertisements Organizing activities: This is quite special. You can choose the start and end time. It is a limited community. 3. After successfully creating the community, click [Manage] Setting up a unique link in VKontakte Set up an exclusive link in the basic information, and you can directly use the brand name, which will make it easier for potential customers to find your VK community. And when promoting externally, you can also directly send this link to customers, allowing them to reach your VK community more conveniently. Open private messaging in VKontakte community VKontakte communities are a bit like Facebook public pages, allowing users to contact each other through private messages when they are interested in community content or have questions, so VK provides an excellent opportunity for companies to communicate directly with customers. Find [Private Message] in [Management], choose to turn on community private messages and check to add it to the left menu. Then when others enter your community homepage, they will be able to see the private message entrance in the red box above. With the private chat entrance, users can contact you even if they don’t follow you. How to efficiently manage incoming messages on VKontakte When operating the VKontakte platform, users often need to not only manage the dynamics of many communities, but also handle information on multiple social media channels across platforms. This is because the marketing activities of brands and companies usually involve multiple social networks, not just VKontakte. In order to improve efficiency and avoid frequent switching between different social media interfaces, users can consider using tools such as SaleSmartly for centralized management. SaleSmartly not only supports VKontakte, but is also compatible with mainstream international social software such as WhatsApp, Facebook Messenger, Instagram, Telegram, LINE, TikTok, etc. With SaleSmartly, users can receive and reply to messages on a unified platform, simplify the social media management process, and interact and communicate with global customers more efficiently. Further reading How to integrate VKontakte community - SaleSmartly - Help Center - SaleSmartly User Guide VKontakte - Wikipedia ### [How to Generate Leads with VKontakte](https://www.salesmartly.com/en/blog/docs/vkontakte-lead-generation) Abstract This guide breaks down the VKontakte platform. You will learn: Why is VKontakte particularly good for lead generation? What are the key advantages of getting leads from VK? A 4-step practical strategy for precise lead generation on VKontakte. How to improve conversion efficiency when leads increase. A real case study: VKontakte lead generation combined with SaleSmartly. Introduction When brands think about global customer acquisition, platforms like Facebook, Instagram, and TikTok usually come to mind first.But in Russian-speaking markets, there is another platform users rely on every day: VKontakte, commonly known as VK. VK is not just a social network. It is a local super app that combines social networking, content discovery, instant messaging, short video, communities, ecommerce, and payments in one ecosystem. In structure and usage, it functions like a mix of Twitter, WhatsApp, YouTube, and Instagram, built specifically for local users. As of September 2025, VKontakte reports approximately 59.5 million daily active users in Russia, reaching over 95% of the Russian internet population.This makes VK one of the most effective and still underutilized channels for reaching Russian-speaking consumers. If your business wants real traction in the Russian market, VK is not optional. It is a strategic entry point.In this guide, we will break down how to use VKontakte to generate leads efficiently and convert them at scale. Why VKontakte Is Ideal for Lead Generation A large and highly intent user base VK users rely on the platform for daily communication, entertainment, news, and shopping. Monthly active users have surpassed 100 million across Russia and its surrounding regions.More importantly, VK users are used to interacting with brands directly inside the platform. A complete local conversion loop Unlike many global platforms, VK allows users to complete the entire journey in one place. They discover contentThey ask questions via messages or communitiesThey place ordersThey complete payments with VK Pay This shortens the decision path and reduces drop-off during conversion. Strong user retention and trust VK is deeply embedded in daily life across Russia and neighboring regions.For many users, it is the primary platform for social interaction and online purchases, which creates long-term engagement and higher response rates for brands. A Fully Integrated Social and Commerce Ecosystem VK offers a wide range of native tools that support both brand building and direct conversion.Users only need one VK ID to access the full ecosystem. -VK Communities Similar to Facebook Pages or official brand accounts, VK Communities act as the central hub for content publishing, audience engagement, and brand trust building. -VK Video and VK Clips VK supports long-form video, short clips, live streams, and creator content.This gives brands flexible ways to showcase products, explain use cases, and tell brand stories in formats users already enjoy. -VK Store and VK Pay VK provides built-in ecommerce features. Users can move from interest to purchase without leaving the platform and pay directly using VK Pay. -VK Ads VK Ads support precise audience targeting based on demographics, interests, behaviors, and community participation.Brands can also run surveys, build custom audiences, and retarget users based on engagement. The Key Advantages of Generating Leads on VKontakte Advantage 1: Highly precise targeting VK offers strong audience discovery tools. You can use advanced search filters to find users by industry, job role, location, and more.You can leverage similar audience algorithms to expand reach efficiently.Interest-based communities are highly active, allowing access to very niche customer groups. This makes VK especially effective for B2B, vertical ecommerce, and specialized products. Advantage 2: Low content cost with conversion-friendly engagement VK users are more receptive to branded content compared to many global platforms.As long as the content provides value and practical insight, engagement remains strong. VK supports multiple content formats, including: long form posts, short updates, videos and clips, live streams, polls and Q and A sessions. This allows brands to explain products clearly and build trust before selling. Advantage 3: High efficiency in direct messages and communities VK grew from a forum and community culture.Users are comfortable having focused conversations around specific topics, rather than passively scrolling feeds. As a result: -Community engagement is higher-Direct message open rates are stronger-The path from question to conversion is shorter Advantage 4: Flexible and cost-efficient advertising options VK Ads support conversion-based billing and detailed audience segmentation.Advertisers can also use automated tools to generate ad creatives, including images, copy, and short videos, reducing production costs. Four Practical Steps to Generate Leads on VKontakte Step 1: Define positioning and build a credible brand profile Before driving traffic, your VK profile must communicate trust. -Clarify who your target customer is-Highlight professional expertise in your bio-Show local services or certifications-Explain what problems you solve On VK, a professional and reliable image converts better than aggressive sales messaging. Step 2: Use content to attract initial followers Consistent, valuable content is the foundation of organic growth. Effective content types include: -Educational posts such as guides, tutorials, and common mistakes-In-depth product demonstrations and use case scenarios-Brand stories that communicate values and mission-Interactive content like polls, questions, and challenges The goal is to attract attention first, then earn trust. Step 3: Combine keyword search and community engagement Search VK using product and scenario keywords to identify potential customers and relevant industry communities. -Join highly relevant communities-Participate through comments and discussions-Engage users through thoughtful replies and direct messages This approach allows precise outreach without relying solely on ads. Step 4: Operate communities to drive conversion and repeat purchase Join existing industry communities where your target customers already gather.Followers of these communities often match your ideal customer profile. At the same time, build your own brand community. -Invite interested users-Publish high-quality content regularly-Encourage discussion and feedback This strengthens trust, increases loyalty, and supports repeat purchases. When Leads Increase, How Do You Improve Conversion Efficiency? Once VK starts generating inquiries, many teams face the same challenge. It is not a lack of leads. It is the inability to handle them efficiently. Common problems include: -Too many messages to reply in time-Scattered conversations across communities and DMs-Language barriers slowing response-Customer data stored in fragmented tools At this stage, manual customer support does not scale and opportunities are lost. This is why many cross-border teams use SaleSmartly to amplify VK lead generation results. Unified inbox across channels Centralize messages from VKontakte, WhatsApp, Telegram, Instagram, Facebook, TikTok, and more into one workspace.No more switching platforms. AI and human collaboration Use AI customer service bots to respond instantly, 24 hours a day.Automate common questions and route complex cases to human agents seamlessly. Real-time translation for Russian conversations SaleSmartly supports real-time translation across 134 languages.Agents can reply in their own language while customers receive responses in Russian instantly. Tagged customer management Label users by status, such as inquired, high intent, or purchased.This enables precise follow-ups, reactivation campaigns, and repeat sales. Free trial available Case Study: VKontakte Lead Generation Powered by SaleSmartly Background A cross-border outdoor equipment brand initially used VK only for content distribution.Despite frequent posting, engagement and conversions remained low.Users viewed content but rarely initiated inquiries. Strategy adjustment The brand clarified its positioning as a professional outdoor equipment expert. Content focused on: Hiking safety tips Equipment selection guides Detailed product showcases Usage tutorials The VK profile highlighted industry certifications, after-sales guarantees, and real customer reviews to build trust. Execution with SaleSmartly The team enabled real-time Russian translation to handle all inquiries smoothly.AI auto replies handled over 70 percent of night time and repetitive questions.All engaged users were tagged and segmented for targeted follow-up campaigns. Free trial available Results Within a short period, the brand gained over 200 highly relevant followers.Community engagement increased significantly.Within six months, the conversion rate from VK inquiries improved by approximately 40%. The core reason behind this growth was simple.Platform opportunity combined with the right strategy and the right tools. Frequently Asked Questions 1. Can I do VK marketing without speaking Russian? Yes. Real-time translation tools like SaleSmartly significantly reduce language barriers and improve communication efficiency. 2. Is it necessary to run ads on VK? Compared to saturated platforms like Facebook and Google, VK Ads currently offer strong cost performance.Precise targeting also helps brands reach high-intent users. 3. Are there other lead generation methods besides posting and ads? Yes. Keyword search, community participation, and building your own brand community are highly effective ways to attract and convert users organically. Recommended Reading 6 Best Ecommerce Website Builders for Cross-Border Sellers in 2026 How to Choose the Right Customer Service System for Global Teams: Features, Team Fit & Budget How to create a Facebook Shop? Easily enter the Facebook sales market What is VKontakte? This article will teach you how to use VK ### [Zalo for Business: The Complete 2026 Master Guide](https://www.salesmartly.com/en/blog/docs/zalo-for-business-guide-vietnam-2026) Part 1: Zalo Web Login & Multi-Account Management: The 2026 Guide to Efficiency Introduction: The Unavoidable Challenge of Zalo in Vietnam For businesses operating in Vietnam, Zalo, developed by the internet company Vinagame (VNG) in 2012, is not an option. It's a necessity. With over 75 million active users, it is the country's dominant social and messaging platform. For sales, marketing, and customer service teams, this often translates to managing multiple Zalo Official Accounts for different brands, departments, or locations. While the Zalo Web login provides desktop access, scaling this for professional use reveals significant inefficiencies. Manually logging in and out of several accounts across multiple browser tabs is a recipe for lost productivity, missed messages, and frustrated teams. This guide goes beyond a simple login tutorial. We will expose the real costs of manual multi-account management and provide a proven, scalable solution used by modern businesses to turn Zalo from an operational headache into a competitive advantage. Before we begin, make sure you have the right Zalo app: On your phone: Get Zalo from Google Play (Android) or the App Store (iOS). On your computer: Download Zalo for Mac or PC (Windows). Why Manual Zalo Web Management Fails Businesses Logging into one Zalo account is straightforward. Managing several for business purposes is where the native system's limits become apparent. 1. The Productivity Drain of Constant Switching Your customer service agent needs to handle queries from three different Zalo Official Accounts. This means three separate browser tabs, three different login sessions, and three streams of notifications to monitor. Research in cognitive science shows that this constant "context switching" can consume up to 40% of a person's productive time. That’s time not spent solving customer problems. 2. High Risk of Errors and Missed Messages Critical inquiries can easily be missed in a cluttered browser. A message buried in an unattended tab leads to slow response times, damaging customer satisfaction. Manually tracking conversations and customer data across accounts is also prone to errors. 3. No Built-in Team Collaboration The native Zalo Web interface is designed for individual use. There is no way to assign conversations between team members, add internal notes, or have a shared view of the inbox. This leads to duplicate responses, confusion, and a lack of accountability. The Modern Solution: Centralized Account Management The answer is not more browser tabs. It’s to eliminate the need for constant Zalo Web logins altogether. This is achieved by using an omnichannel customer engagement platform that integrates directly with Zalo’s official API. How It Works: Platforms like SaleSmartly act as a secure bridge. You connect your Zalo Official Accounts once via the official API. All messages then flow into a single, unified inbox where your team can collaborate, automate responses, and manage conversations alongside other channels like WhatsApp, Facebook Messenger, and Live Chat. Step-by-Step: How to Integrate & Manage Your Zalo Accounts Follow these steps to move from chaos to control. Step 1: Prepare Your Zalo Official Accounts Ensure you have administrator access to the Zalo Official Accounts you wish to manage. You will need this for the authorization step. A Zalo OA can be managed by multiple admins (up to 100 admins per OA). Depending on your operational needs, you can assign different access permissions to each admin. If you do not have administrator access for the OA, please follow these steps: Log in to your OA account via http://oa.zalo.me/manage ➞ then select the OA you want to configure. Step 2: Connect Zalo to Your Central Platform (e.g., SaleSmartly) 1. Log in to SaleSmartly. 2. Navigate to Integration > Zalo App and click "Add a device". 3. Log in to your Zalo to manage your Official Account. 4. Grant the necessary permissions to establish a secure connection. Step 3: Repeat for All Accounts & Invite Your Team Repeat Step 2 for every Zalo Official Account. Then, invite your team members to the SaleSmartly. Assign them roles (e.g., Agent, Admin) in SaleSmartly in seconds. Step 4: Operate from a Single Command Center Open the Omnichannel Inbox. You will now see all live conversations from every connected Zalo account in the SaleSmartly online chat list. Click on any chat to see the full conversation history and customer profile. Business Benefits Boost Response Times by up to 80%: Agents receive all messages in a single, prioritized queue. No more tab switching means faster, more efficient replies. Enable True Omnichannel Service: See a customer’s entire interaction history, whether they messaged you on Zalo, email, or Facebook. This allows for personalized, context-aware support. Streamline Team Collaboration: Managers can assign chats, add private notes, and monitor performance metrics all within one platform. Gain Actionable Insights: Generate detailed reports on Zalo-specific performance (response time, volume, resolution rate) and integrate them with data from all other channels. Part 2: How to Use Zalo for Business in Vietnam: The 2026 Onboarding Guide for Global Brands Vietnam's digital commerce is exploding. For global brands, international e-commerce sellers, and anyone looking to expand in Southeast Asia, establishing a professional presence on Zalo is the first critical step. Unlike Western markets, SMS and traditional email have low open rates in Vietnam, while Zalo dominates daily communication. However, for foreign businesses, the process can be unfamiliar. Understanding Zalo's Business Ecosystem First, know the key tool: the Zalo Official Account (OA). This is Zalo's verified business profile, similar to a Facebook Business Page. It’s different from a personal account and is essential for credible business operations. Key features of a Zalo OA include: A verified badge that builds instant trust. Broadcast messaging to send updates to followers (subject to strict anti-spam rules). Advanced analytics on follower growth and engagement. Official API access, which is the gateway to professional tools like CRM and helpdesk software. A 4-Step Action Plan to Launch Your Zalo Business Presence Step 1: Zalo Account Setup & Verification (The Most Critical Step) This process requires attention to detail to avoid delays. 1. Create a Personal Zalo Account: Download the Zalo app. You must use a Vietnamese phone number to register. This is a non-negotiable requirement. 2. Apply for an Official Account (OA): Inside the app, find the option to register for an OA. You will need: A business license (translated into Vietnamese if foreign). A clear brand logo. Consistent business information (name, address). 3. Submit & Wait for Verification: Review can take from a few days to a few weeks. Having a local partner or legal entity can expedite this. Step 2: Optimize Your Profile for Local Appeal Your OA profile is your digital storefront. Banner & Logo: Use high-quality, visually appealing images. Description: Write a compelling bio in fluent Vietnamese. Clearly state what you offer. Call-to-Action: Prompt users to "Follow" (Quan tâm) to receive updates. Step 3: Develop a "Mobile-First" Content & Engagement Strategy Adopt Local Communication Style: Vietnamese users prefer friendly, informal, and helpful interactions. Use common greetings like "Xin chào" and appropriate emojis. Leverage Native Formats: Prioritize Zalo Stories, short videos, and high-quality images over text-heavy posts. Interactive elements like polls work well. Use Broadcasts Strategically: Send broadcast messages only for high-value announcements (e.g., major sales, new product launches). Always provide a clear opt-out link to comply with local norms. Step 4: Integrate Zalo into Your Global Operations This is where most foreign businesses unlock true efficiency. Do not let Zalo become a siloed app on one employee's phone. Connect Zalo OA to an Omnichannel Platform (e.g., SaleSmartly): 1. In SaleSmartly, go to Integration, select Zalo OA, and enter these credentials to establish the link. 2. Once connected, all Zalo chats will appear in your centralized omnichannel inbox. The Strategic Advantage of Integration: Your global team can manage Vietnamese customer queries from a familiar professional interface without needing the Zalo app installed. You can set up automated welcome messages for new followers and use ai chatbots to handle FAQs 24/7. Route Zalo conversations to specific, Vietnamese-speaking agents automatically based on predefined rules. Maintain a unified customer profile that includes all Zalo interactions seamlessly alongside email, chat, and social media history, providing complete context for every support agent. Conclusion: Zalo Mastery is a Strategic Imperative Success on Zao requires a dual strategy: excellent local execution (verified account, culturally-relevant content) combined with global operational efficiency (integration into your core business platforms). By following this guide, you move beyond just having a Zalo account. You build a scalable, measurable, and professional customer engagement channel for the Vietnamese market, fully integrated into your worldwide business processes. Ready to transform your Zalo strategy from a challenge into an asset? See how SaleSmartly helps hundreds of businesses seamlessly manage Zalo alongside all other customer communication channels. Sign Up Free 👉 Join our Telegram channel to receive practical growth tips, proven playbooks, and the latest product updates: https://t.me/SaleSmartlyGlobal FAQ: Zalo Multi-Account Management 1. Is it safe to connect my Zalo account to a third-party platform? Yes, when using a reputable platform like SaleSmartly. The connection uses safety security, which is a secure, standard method for granting limited access without sharing your password. 2. Can I still use the Zalo mobile app for personal use after connecting? Absolutely. The integration only involves your Zalo Official Account for business messaging. Your personal Zalo account and app usage remain completely unaffected. 3. What happens if Zalo’s authorization changes? Established platform providers like SaleSmartly have dedicated teams to monitor and update integrations immediately when authorization changes, ensuring uninterrupted service for your business. Next Steps for Your Business Ready to transform your Zalo management from chaotic to professional? Start with these resources: Detailed Zalo Integration Guide - Step-by-step setup instructions Zalo Business Introduction - Understand Zalo's role in Vietnam's market ### [What Is Zalo? Complete Introduction in 2025 to Boost Your Business in Vietnam](https://www.salesmartly.com/en/blog/docs/what-is-zalo) As global cross-border e-commerce surges, Southeast Asia has emerged as a strategic focus for brands and merchants. Among these markets, Vietnam stands out with its young population and high internet penetration, driving strong online consumption trends. Zalo, Vietnam’s most widely used messaging and social app, boasts over 70 million active users and has become the go-to platform for users to access information, connect with businesses, and interact with brands. For cross-border sellers and local service providers targeting Vietnam, integrating with Zalo means truly embedding into users’ daily communication habits. SaleSmartly now officially supports integration with Zalo Official Accounts! You can manage customer messages from WhatsApp, Facebook, Zalo, and more all in one platform, streamlining responses, improving follow-ups, and boosting both operational efficiency and customer satisfaction. What Is Zalo? Vietnam’s Local Version of WhatsApp Locally Developed: Zalo was created by the Vietnamese tech company VNG in 2012 and quickly became the country’s dominant messaging app. Massive User Base: With over 70 million monthly active users, Zalo spans every region and demographic in Vietnam, making it the top communication tool in daily life. Localized vs. WhatsApp: Unlike WhatsApp, Zalo is deeply localized with full Vietnamese support and is widely used for government services, healthcare, and education. This gives it a higher level of trust and frequent use among locals. Core Features of Zalo: A Vietnamese Super App Zalo is more than just a messaging app, it’s an all-in-one communication, social, and transaction hub. Key features include: Instant Messaging: Stable and efficient text, voice, and video communication, ideal for customer service. Social Feed: Users can post text, photos, and videos, interact through likes and comments, and stay engaged with friends and brands. Chat Rooms: Group chats and interest-based communities offer brands opportunities to create topic-based groups for customer engagement. Games: Built-in mini-games keep users engaged and provide opportunities for interactive marketing. Zalo Pay: Offers seamless online payments, transfers, and QR code transactions, enabling easy purchases right inside the chat. Zalo Official Account (Zalo OA): Brands can publish content, send messages, provide private customer service, and build long-term relationships, like a localized combination of a public account and service center. Why Use Zalo to Grow Your Business in Vietnam? Zalo is not just a communication tool, it’s a direct line into the everyday lives of Vietnamese consumers. Here’s why it’s a powerful channel for business development: Wide Reach, Low Cost: With 70 M+ users, Zalo spans all major cities and age groups. Compared to email or SMS, it has higher open and engagement rates, making it cost-effective for customer outreach. High Trust, Fast Conversion: Used for official services, Zalo enjoys strong local trust. Messages from businesses via Zalo feel more legitimate, helping drive quicker responses and purchases. Private Channel Building: Brands can build a customer database through Zalo OA, send personalized messages, and run campaigns, creating their own “private traffic pool.” Advertising Integration: Zalo’s ad platform supports various formats like native and image ads. Drive traffic directly to your official account and convert users through chat. Built-in Payment System: Zalo Pay allows in-chat payments, ideal for local e-commerce, appointment-based services, and offline transactions. Third-party Integration Ready: Zalo’s open API connects seamlessly with platforms like SaleSmartly, allowing centralized message management, customer tagging, auto-replies, and chat routing. Zalo + SaleSmartly: Your Gateway to the Vietnamese Market As businesses expand globally, breaking into new markets like Vietnam comes with both challenges and rewards. SaleSmartly’s Zalo integration helps you localize communication and manage customer relationships more efficiently. 1. One Platform, All Channels Slash response times by managing Zalo, WhatsApp, Messenger, and other channels in one unified inbox. No more app-hopping: every message (pre-sale questions, support tickets, or payment issues) lands in a single dashboard. This not only boosts the efficiency of your customer service team but also ensures that no customer message goes unanswered. Your team resolves inquiries faster, misses zero queries, and converts casual chats into loyal buyers.In SaleSmartly, go to Integrations > Zalo App > Add a Device > Activate Equipment, then scan the QR code using Zalo to complete the connection to SaleSmartly. 2. Faster Responses, Better Service Speed is key in cross-border sales. Integrating Zalo into SaleSmartly ensures faster replies with features like auto-assignment, collaborative support, and real-time translation. To enable this, go to Basic Settings > Project Management > Chat Settings > Session Allocation Settings in SaleSmartly, and check Auto Session Allocation. You can customize assignment rules based on whether the visitor is new or returning. The system will automatically route conversations according to your rules, speeding up response times. SaleSmartly also supports real-time, bidirectional translation, so you can chat effortlessly with Vietnamese customers. Messages from customers are translated into Chinese, and your replies are translated into Vietnamese, no language barrier. 3. Smarter Customer Insights, Better Sales Outcomes Understanding customer needs drives conversions. SaleSmartly offers a customer profiling and tagging system, combined with chat history management, to give businesses deeper insights into their audience. These tools help identify customer intent more accurately, enabling personalized follow-up strategies. From the Customer List, you can manage customer data, conversations, forms, and tags. For example, in the SaleSmartly Customer List, you’ll see details such as phone numbers, email addresses, source channels, and visitor tags. You can also re-engage with users, send bulk messages or emails, and assign tags to better organize and manage your contacts. Customer List helps you refine customer profiles by analyzing interaction history and behavioral data, so you can better understand customer needs and create targeted sales strategies that boost conversion rates. 4. Centralized Data, No More Lost Leads Scattered data and employee turnover can hurt cross-border operations. SaleSmartly centralizes all Zalo interactions, past inquiries, and purchase behaviors for easy access and re-marketing. In Channel Analysis in SaleSmartly, view data such as new customers, returning users, and more, helping you assess performance and adjust strategy. In the Service Overview, access real-time stats on chat volume and agent activity. Visual dashboards provide insight into customer service efficiency and trending product inquiries in the Vietnamese market. Final Thoughts: Zalo + SaleSmartly = Local Growth Engine for Vietnam By integrating Zalo, the most trusted communication tool in Vietnam, with SaleSmartly’s global customer service platform, your business gains a powerful edge: better reach, streamlined management, and automated follow-ups. This all-in-one solution helps you build a conversion-driven communication loop tailored for the Vietnamese market. If you’re eyeing Southeast Asia, combining Zalo with SaleSmartly is your first step toward achieving true local growth. Further Reading DTC Customer Loyalty Loop: Turn Service Fixes into Repeat Sales Enhancing Conversational Commerce: SaleSmartly Now Offers Free Real-Time Translation! How to Manage Multiple E-Commerce Accounts? SaleSmartly Makes Global Communication Smarter! Al-Powered Automation: SaleSmartly's New Intent Recognition Feature ### [How to Log In to Zalo Web and Desktop: A Complete Guide with Multi-Account Management Tips](https://www.salesmartly.com/en/blog/docs/zalo-web-desktop-login-multi-account-guide) Overview In Vietnam, using Zalo efficiently is no longer a nice-to-have. It is a core requirement for business survival.Your ability to rely on a computer and manage multiple Zalo accounts directly affects response speed and customer experience. This guide answers the most common questions businesses ask about Zalo: What makes Zalo different from other messaging platforms Why relying on mobile phones for Zalo replies limits growth Zalo Web vs Zalo Desktop and how to choose and log in Common login issues on Zalo Web and Desktop How to manage multiple Zalo accounts efficiently and safely Introduction In Vietnam and across Southeast Asia, Zalo has become one of the most widely used communication tools.According to official Zalo data, by mid-2025, the platform reached approximately 78.3 million monthly active users, with over 2 billion messages sent every day. For cross-border sellers, export companies, and local service providers, Zalo plays a crucial role in handling customer inquiries, pre-sales conversations, and post-sales support. However, many businesses face the same challenges: They can only reply on mobile phones, which slows everything down They want to work on a computer but are unsure how to log in Their teams manage multiple Zalo accounts with no unified system If these problems sound familiar, this article is written for you. We will first explain how to log in to Zalo Web and Zalo Desktop, then address a larger issue that Zalo does not officially solve: how to operate multiple Zalo accounts safely and efficiently at scale. Why Zalo is Non-Negotiable for Business in Vietnam Zalo is Vietnam’s most dominant local messaging platform, with extremely high penetration and daily usage. Compared with other global social platforms, Zalo stands out because: High user stickinessVietnamese users rely on Zalo for daily communication Strong local trustUsers are comfortable interacting with businesses on Zalo Essential business scenariosZalo is used for personal chats, group communication, and commercial conversations Because of this, how well a business uses Zalo directly impacts conversion rates and customer relationships in the Vietnamese market. If you want a deeper understanding of Zalo’s ecosystem, user structure, and business value, you can read our related guide below.➡️ Related reading: What Is Zalo? A 2025 Complete Introduction to Boost Your Business in Vietnam with This Top Social The Problem with Using Only Zalo Mobile for Business Many businesses start by replying to Zalo messages on their phones. This works at a small scale, but problems appear quickly as message volume grows. Common issues include: Low efficiencyTyping on a phone is slower and reduces reply speed Poor collaborationTeams cannot easily share chat history or handle the same customer together Unfriendly workflowSending files from a computer requires extra steps through the phone For businesses that handle frequent inquiries, using Zalo on a computer is essential.To support this, Zalo officially offers two computer-based options: Zalo Web and Zalo Desktop. Benefits of Using Zalo on a Computer Faster repliesDrag and drop documents, images, and videos directly into chats Better for customer service and sales teamsStable long-session usage suits roles that require continuous communication Zalo Web vs Zalo Desktop: Which Should You Choose? Feature Zalo Web Zalo Desktop Access Via browser (Chrome, Safari, etc.) Downloaded application Installation Not required Required Stability Good (depends on browser) Excellent (runs independently) System Notifications Usually limited Full support Best For Quick access, temporary or light use Daily work, heavy usage, and customer support teams How to Log In to Zalo Web and Zalo Desktop Both Zalo Web and Zalo Desktop rely on account authorization from your mobile Zalo app. Step 1: Access the Login Page Zalo WebOpen the official website in your browser: https://zalo.me/pc Zalo DesktopDownload the Windows or Mac version from the Zalo official website, install it, and open the app Step 2: Scan the QR Code or Use Password Login Log in to your Zalo account on the mobile app On your computer, choose QR code scanning or password login Confirm the login request on your mobile app Step 3: Start Using Zalo on Your Computer Once authorization is complete, you can send and receive messages directly from your computer. Common Login Issues and Solutions Nothing happens after scanning the QR codeCheck that both your phone and computer are connected to the internet. Try refreshing the page to generate a new QR code. Can I stay logged in on both phone and computer?Yes. Messages sync in real time across both devices. Why is some chat history missing?Some historical messages may only exist locally. New messages usually sync correctly after login. How to Manage Multiple Zalo Accounts Efficiently Once businesses actively use Zalo for customer acquisition, a major limitation becomes clear.Zalo officially allows only one account to be logged in at a time on a device. This leads to several problems: No unified dashboard to monitor all conversations Customer service agents must constantly log out and switch accounts Businesses are forced to use multiple phones or computers These workarounds reduce efficiency, slow responses, and increase operational costs.They also make team collaboration almost impossible. When official features no longer meet business needs, professional tools become necessary. How SaleSmartly Solves Zalo Multi-Account Management SaleSmartly is an omnichannel customer service and marketing platform designed for scalable messaging operations. Without violating Zalo’s official rules, SaleSmartly allows businesses to centralize multiple Zalo accounts into one system. How the Setup Works The workflow is simple: Authorize multiple Zalo accounts in the Zalo app →Messages sync in real time to SaleSmartly →Agents reply from a single unified inbox without switching accounts How to Integrate Zalo into SaleSmartly Click Integrations Select Zalo App Click Add Device and activate Scan the QR code in the Zalo app to authorize Once integrated, all messages from connected Zalo accounts appear in one shared inbox.Agents can reply, collaborate, and track conversations from a single dashboard. Conclusion In Vietnam’s highly competitive market, response speed and service quality directly influence conversion and repeat purchases. Using Zalo on a computer is only the first step toward higher efficiency.For businesses handling multiple accounts and growing teams, tools like SaleSmartly help remove operational friction and unlock real scalability. By centralizing Zalo conversations and streamlining workflows, teams can focus on what truly matters: customers and growth. Frequently Asked Questions (FAQ) 1. Which teams should use Zalo on a computer? Cross-border ecommerce teams, export companies, local service providers, and customer support teams that communicate with customers on Zalo for extended periods. 2. How many Zalo accounts can SaleSmartly integrate? Multiple accounts can be connected based on business needs and team size. 3. Does Zalo officially support multiple accounts on one device? No. Zalo currently does not support simultaneous multi-account login on a single device. Further Reading What Is Zalo? A 2025 Complete Introduction to Boost Your Business in Vietnam with This Top Social Can't log in to LINE? Here are solutions for both computer and mobile versions! Telegram one account multiple accounts: How to easily log in to Telegram on multiple devices Mastering Multi-Account TikTok Marketing: Advanced Strategy and Analysis Techniques ### [Southeast Asian Social Media Platform Rankings in 2025: Quickly Mastering the Southeast Asian Market](https://www.salesmartly.com/en/blog/docs/eastern-southern-asia-social-media-ranking) Southeast Asia, one of the world's fastest-growing regions, boasts a population of over 650 million and a rapidly expanding social media landscape. With increasing internet penetration, social media platforms have become essential battlegrounds for cross-border businesses looking to enhance brand visibility. Understanding the unique characteristics of these platforms is crucial for effective brand marketing. This article provides an in-depth analysis of the most popular social media platforms across Southeast Asian countries in 2025. Indonesia As of January 2025, Indonesia had approximately 212 million internet users, accounting for about 74.6% of the country's total population. 1. Dominant platforms: WhatsApp, Instagram, Facebook, TikTok, and Telegram have a very high user base in Indonesia and have become the main platforms for daily social interactions. These five platforms meet the needs of a wide range of Indonesian users by providing rich social and entertainment content. 2. Local Forum: Kaskus, as the largest local online community in Indonesia, demonstrates a strong demand for localized content and is also an important venue for local cultural expression. 3. Large scale of e-commerce: According to reports, the scale of Indonesia's e-commerce is expected to reach US$62 billion in 2023, making it the largest e-commerce market in Southeast Asia. The Philippines As of January 2025, the Philippines had around 97.5 million internet users, representing approximately 83.8% of its total population. 1. Dominant Platforms: The top five social media platforms in the Philippines are Facebook, Facebook Messenger, Instagram, TikTok, and X (Twitter). Facebook is the most popular social platform in the Philippines. 2. Local forums: There are some smaller community forums in the Philippines, such as PinoyExchange and SkyscraperCity's Philippine sub-forum, which may be popular among specific interest groups. However, in comparison, the user base and influence of these forums are not as large as those of major social media platforms. 3. High proportion of young people: The average age of the Philippines is 25.1 years old, and the proportion of people under 35 years old is as high as 64.1%, which is the highest proportion of young people among these Southeast Asian countries. TikTok is the most popular software among the younger generation in the Philippines, attracting a large number of young users with its short videos and high interactive nature. Thailand As of January 2025, Thailand recorded about 65.4 million internet users, accounting for roughly 91.2% of its population. 1. Mainstream platforms: The top five social media platforms in Thailand are Facebook, LINE, WhatsApp, TikTok and Instagram, among which Facebook and LINE dominate social media in Thailand. Facebook is widely used for social networking and brand marketing, while LINE is popular among Thai users for its instant messaging function and sticker culture. 2. Local forum: Pantip is an online community popular among Thai users, where users discuss various topics such as entertainment and daily life. 3. Social e-commerce is developing well: Affected by the COVID-19 pandemic, more consumers are gradually accepting the idea of conducting business directly as a retailer on social media platforms or using social media as a platform for promotion. The popularity of social e-commerce in Thailand is growing steadily year by year. Merchants who want to enter the Thai market can try this track. Vietnam As of January 2025, Vietnam had approximately 79.8 million internet users, with a penetration rate of about 78.8%. 1. Mainstream platforms: The five major social media platforms in Vietnam are Facebook, Zalo, TikTok, Messenger and Instagram. Zalo is a local instant messaging application in Vietnam with a huge local user base, equivalent to WeChat in our country. 2. Local forums: For example, VOZ Forum (vozForums) is very popular among Vietnamese netizens. It is a discussion platform for technology and life topics. In addition, Lotus is an emerging social networking platform supported by the Vietnamese government and is also a forum that Vietnamese users love to use recently. 3. Positive government attitude: Compared with other Southeast Asian countries, the Vietnamese government is more active in the management and participation of social media, and many platforms can receive government support. However, the Vietnamese government's supervision of Internet content is relatively stricter than other Southeast Asian countries. Malaysia As of January 2025, Malaysia reported around 34.9 million internet users, making up about 97.7% of its total population. 1. Mainstream platforms: The top five social media platforms in Malaysia are WhatsApp, Facebook, Instagram, Telegram and Messenger. 2. Local Forum: Lowyat Forum is one of the largest online forums in Malaysia, covering multiple fields such as technology, finance and life. 3. Multilingualism: Malaysian social media users often use multiple languages on their platforms, including Malay, English, Mandarin and Tamil, a language diversity that is less common in other regions. Centralizing Multi-Platform Social Media Information in Southeast Asia: SaleSmartly SaleSmartly, an omnichannel customer communication platform, is transforming how businesses manage cross-platform customer interactions through its powerful information integration capabilities. SaleSmartly seamlessly brings together major social platforms, including WeChat, WhatsApp, Facebook Messenger, Instagram, LINE, and TikTok, into one unified smart inbox. This allows businesses to manage and respond to messages from all channels quickly and efficiently. Instead of constantly switching between multiple devices or apps, companies can centralize all communications within SaleSmartly. Every team member can view and handle customer inquiries, order questions, and after-sales requests from various social media accounts and platforms in one place with SaleSmartly. This creates a smart, “one-stop” customer service experience that ensures full coverage across all networks. In other words, when operating in Southeast Asian markets and facing inquiries from multiple social media channels, SaleSmartly ensures seamless communication with potential customers. No matter which platform they use to reach your brand, you can respond swiftly, helping convert more prospects into loyal customers. Sign Up Free Further Reading Mastering Multi-Platform Social Media Management: A Guide for Global Businesses Mining the Hot Land of the Middle East, Salesmartly Participated in the Release of the 2023 Middle East Cross-Border E-C Introduction to Social Media Marketing from Multiple Angles! Learn to Grasp the New Trend ### [The Secrets of Chatbot! What Are the Advantages and Disadvantages of ChatGPT?](https://www.salesmartly.com/en/blog/docs/chatbot-guide-chatgpt-difference-advantage-disadvantage) In recent years, with the widespread adoption of technologies such as big data, cloud computing, and deep learning, chatbots have become increasingly intelligent. For example, OpenAI's GPT-4 architecture enables chatbots to understand context, answer questions, and write articles, demonstrating remarkable creativity and human-like ways of communication. The application scenarios for chatbots are also expanding. From early customer service bots to personal assistants, shopping advisors, and smart home controllers, chatbots have become an indispensable part of people's lives. What is a Chatbot? A chatbot is a computer program that simulates human conversation through natural language to interact with users in real-time. For cross-border e-commerce sellers, chatbots are useful tools for automatically responding to customer queries and providing 24/7 customer support. Moreover, chatbots can personalize product recommendations and promotions based on interests and purchase history, improving sales efficiency and conversion rates. Types of Chatbots 'Script Assistant Bot' that assists users in completing specific tasks through predefined dialogue scripts. 'Intelligent Analysis Bot' that uses AI for information filtering and task analysis to help solve user problems. 'Agent Support Bot' that hands over complex conversations to human assistants when answering basic questions. How Chatbots Work Users interact with chatbots via voice or keyboard, inputting text messages. Chatbots use big data to understand natural language, converting user input into data that computers can process. Dialogue management technology controls the flow of conversation, determining the content and method of response.Chatbots typically decide on a response based on previous conversation history, the type of user question, and context. Chatbots convert the processed data into human language text, known as natural language generation. Chatbots output the response to the user in text or voice form. This process repeats as the conversation continues, until the user's query is resolved or handed over to customer service. The Difference Between ChatGPT and Chatbots The main difference between ChatGPT and traditional chatbots lies in the technology used. ChatGPT is based on AI deep learning technology, predicting answers by analyzing vast amounts of text data. It has advanced language understanding and generation capabilities for more natural, fluid conversations. Advantages: Advanced language understanding and generation capabilities.Disadvantages: May not always precisely answer customer questions. Chatbots are often built on communication software like Messenger, WhatsApp, LINE, etc. They typically respond to questions by matching user input with predefined 'decision tree' dialogue flows. Advantages: Precise control over the quality of dialogue output.Disadvantages: Requires time and effort to set up, with limited and structured response content. In practice, ChatGPT and chatbots are often combined to create higher-level AI chatbots that can more accurately understand and respond to human language, providing a smarter conversational experience. For instance, chatbots can use AI to analyze user chat content, behavior, and preferences for personalized product recommendations, service suggestions, and problem-solving. ChatGPT technology helps chatbots conduct natural conversations, achieving smoother and more authentic dialogue experiences, thus enhancing user stickiness and satisfaction. Applications of Chatbots Chatbot Type Main Function Examples Q&A Systems Answering questions IBM Watson Task-oriented Dialogue Systems Helping users with specific tasks Siri Casual Chat Systems Chatting with users Microsoft Xiaoice Recommendation Systems Actively recommending information Intelligent customer service on various shopping platforms Building a Custom AI Chatbot The role of building a custom chatbot on standalone sites/social media software: Automatically responds to visitor messages with preset phrases, reducing the workload on customer service. Intelligently manages comments on Facebook, Instagram posts. Automatically identifies visitor intentions, tags them, sends products, and directs traffic to third-party products. How to Build a Custom Chatbot There are two ways to build a chatbot: develop it yourself or choose a building tool. Those with technical knowledge may opt for self-development to better meet their own needs. However, for a quick setup, one can choose a building tool like SaleSmartly, where content is added directly. SaleSmartly can accommodate the scenarios mentioned above, using triggers, conditions, and actions to implement different business scenarios. Additionally, standard answers to common questions can be added, and recommendations can be made based on user queries. Common phrases can also be added to create a unique AI corpus. This facilitates quick and efficient responses to user messages, overall improving the efficiency of customer service responses. In this era of digital and smart technology, having a powerful and user-friendly chatbot can bring endless opportunities and possibilities to your business. ### [The 12 Best Omnichannel Customer Service Platforms in 2025](https://www.salesmartly.com/en/blog/docs/2024-cross-border-online-chat-customer-integration-software) In this era of globalization, going international has become an inevitable choice for many businesses looking to expand. However, the challenges that come with it are not to be overlooked. In the diverse landscape of global social media platforms, the key to capturing international market customers is how quickly a business can integrate multi-channel information. A platform that aggregates multi-channel information will become a powerful ally for businesses in their international ventures. Such platforms not only save time and effort but also indirectly boost sales rates and satisfaction. In this article, we will analyze some of the highly recognized chat aggregation software on the market. Whether it's a startup or a large enterprise that has established itself in the domestic market, these platforms can help businesses achieve greater success on the international stage. SaleSmartly SaleSmartly is an all-channel customer communication platform. Teams of any size can respond from a centralized backend to messages from any channel, making communication with customers easier and smarter! Sign Up Free Integrated Social Media: Aggregates Live Chat, Facebook Messenger, WhatsApp, Telegram, Instagram, LINE, Email, WeChat Payment Channels: WeChat, Alipay, Visa, Mastercard, PayPal, USDT, ETH, Bitcoin, USD Coin Free Registration: 14-day free trial Country: China Pricing: Free Plan: 1 member, 1 social media account (all listed), 1,000 conversation quotaVIP Plan: 1 member (expandable), 10 social media accounts (expandable), unlimited conversations, 1 WhatsApp App device (expandable)Business Plan: 11 members (expandable), 10 social media accounts (expandable), unlimited conversations, 1 WhatsApp App device (expandable) After-sales: 1-on-1 product demos by professional technicians, 24/7 AI bot answers, and 7*14-hour human technical support Crisp Crisp is an online customer service system tool for startups, offering excellent real-time customer support and chatbot features. Integrated Social Media: Aggregates Live chat, Facebook Messenger, SMS (WhatsApp and Instagram available with the most expensive package) Payment Channels: PayPal, international credit cards Free Registration: Yes Country: France Pricing:Free Plan: 2 members, no social media integration, unlimited conversationsPro Plan: 4 members, Facebook Messenger integration only, unlimited conversationsUnlimited Plan: 20 members, Facebook Messenger, WhatsApp, and Instagram integration, unlimited conversations After-sales: 5*24-hour customer support JivoChat JivoChat is a powerful online customer service system tool that allows your sales and customer service teams to communicate with users through online chat, phone, email, and social media channels. Agents can receive all messages in a clear and understandable inbox, improving response and problem-solving speed. JivoChat also offers features like automatic triggers, callbacks, and visitor information. Integrated Social Media: Aggregates Live chat, Facebook, WhatsApp, Telegram Payment Channels: PayPal, Visa, Mastercard Free Registration: Yes Country: USA Pricing: Per seat: Pro ($29/seat), Unlimited ($59/seat)Pro Plan: Up to five seatsUnlimited Plan: More than ten seats After-sales: Machine customer service daily, human customer service available during their working hours, time zone issues may occur Chatdaddy Chatdaddy is a leading all-channel real-time chat system that provides businesses with the system features needed for customer service, including email tickets, live chat, knowledge bases, call centers, and more. Integrated Social Media: WhatsApp Payment Channels: Stripe Free Registration: Yes Country: Hong Kong, China Pricing: Charged according to various features of WhatsApp (minimum quarterly purchase required)WhatsApp GPT: Free, Business ($129/month), CustomFree Plan: Normal use of AI featuresBusiness Plan: 3 members, unlimited messages WhatsApp Automation: Business ($29/month), Pro ($129/month), Enhanced ($399/month)Business Plan: 3 seats, 1,500 messagesPro Plan: 5 seats, 30,000 messagesEnhanced Plan: 10 seats, unlimited messages, WhatsApp Business API account integration WhatsApp Business API: Business ($49/month), Pro ($99/month)Business Plan: 5 seatsPro Plan: 10 seats After-sales: 24/7 automated bot answers, human customer service replies during working hours SleekFlow SleekFlow is an AI-based intelligent online customer service system tool that can automatically answer common customer queries and solve customer problems through intelligent bots, without the need for human customer service intervention. Integrated Social Media: Live Chat, Facebook Messenger, WhatsApp, Telegram, Instagram, Line, WeChat, SMS, Viber Payment Channels: Stripe, international credit cards Free Registration: Yes Country: Singapore Pricing: Free, Pro ($99/month), Unlimited ($349/month), and CustomPro Plan ($99/month): 3 seats, 5,000 broadcast messages (WhatsApp messages separate), 2,000 contactsUnlimited Plan ($349/month): 5 seats, unlimited broadcast messages (WhatsApp messages separate), 10,000 contacts After-sales: 24/7 automated bot answers, human customer service replies during working hours Tidio Tidio is an intelligent online website customer service platform that enables real-time interaction and potential customer discovery, with smart chatbots providing quick support for queries. Integrated Social Media: Live Chat, Facebook, Instagram Payment Channels: Visa, Mastercard, American Express, Discover, PayPal, Google Pay Free Registration: Yes Country: USA Pricing: Free, Starter ($29/month), Communicator ($25/month/seat), Automation ($29/month)Starter Plan: 3 seats, 100 live chat conversations, 500 AI chatbot triggersCommunicator Plan: 1-5 seats (charged per seat), unlimited live chat conversations, 100 AI chatbot triggersAutomation Plan: 3 seats, 50 live chat conversations, 2,000 AI chatbot triggers After-sales: 5*24-hour customer support Manychat Manychat is a multilingual online customer service system tool that provides an excellent customer experience for global visitors. Integrated Social Media: Facebook Messenger, Instagram, WhatsApp (additional cost), SMS & Email (available with Pro and Custom plans) Payment Channels: Visa, Mastercard, American Express, Discover Free Registration: Yes Country: USA Pricing: Free, Pro ($25/month), Custom (quote-based)Free Plan: 1 seatPro Plan: 3 seatsSpecific pricing also depends on the number of contacts: 500 ($15/month), 2,500 ($25/month), 5,000 ($45/month), 10,000 ($65/month) After-sales: 5*24-hour customer support eDesk eDesk is an online customer service system specially designed for e-commerce sellers, seamlessly integrating with various popular platforms. The system provides video recordings of website user activity to help boost website sales conversion rates. Integrated Social Media: Facebook Messenger, WhatsApp, Instagram, Line, Telegram Payment Channels: Visa, Mastercard, American Express, Discover Free Registration: Yes Country: USA Pricing: By user: Free, Team ($89/month), Pro ($129/month)Team Plan: 5 devicesPro Plan: 25 devicesBy contact: 400 ($199/month), 1,000 ($399/month), 2,000 ($699/month) After-sales: 7*24-hour customer support Tawk.to Tawk.to is a permanently free online customer service system tool with limited functionality, providing only basic online customer service features. Integrated Social Media: Live Chat Payment Channels: None Free Registration: Yes Country: USA Pricing: Free After-sales: 7*24-hour customer support Zendesk Zendesk is a leading online customer service system service platform that provides all the necessary online chat features and help platform functionalities, including chat paths, visitor tags, user information, chat forms, and automated messages based on triggers, and more. Integrated Social Media: WhatsApp, Gmail, Outlook, Yahoo, Apple Mail Payment Channels: International credit cards, PayPal Free Registration: Yes Country: USA Pricing: Team ($69/month/seat), Growth ($115/month/seat), Professional ($149/month/seat)All plans are for one seat, with additional costs for each extra seat After-sales: 5*24-hour customer support Intercom Intercom is a leading intelligent conversational marketing online customer service system that helps businesses establish closer connections with customers through online chat tools. Integrated Social Media: WhatsApp, Facebook, Instagram, Email, SMS Payment Channels: International credit cards Free Registration: Yes Country: USA Pricing: Essential ($39/month/seat), Advanced ($99/month/seat), Extra ($139/month/seat)Email, WhatsApp, SMS messages are charged extra After-sales: 7*24-hour customer support Respond.io Respond.io is an AI-based online customer service system tool that learns from conversations between users and customers and automatically provides previously used replies when similar inquiries arise. Additionally, Respond.io can perform real-time analysis, tagging, and custom fields, helping customer service focus on the customer experience and ensuring the right information is provided at the right time. Furthermore, Respond.io integrates with multiple instant messaging apps (such as Facebook Messenger, WeChat, Slack, and Kik) to directly receive messages from these apps, improving the efficiency of customer support. Integrated Social Media: Live Chat, Facebook Messenger, WhatsApp (no personal version), Telegram, Instagram, Line, Email, WeChat Payment Channels: Visa, Mastercard, USDT Free Registration: Yes Country: Malaysia Pricing: Team ($97/month), Business ($283/month), and Custom (quote-based)Team Plan: 10 seats, 1,000 active contactsBusiness Plan: 25 seats, 3,000 active contacts After-sales: 7*24-hour customer support Further Reading Top 10 Best WhatsApp CRM Integration Systems in 2025 Southeast Asian social media platform rankings in 2025: quickly mastering the Southeast Asian market Best 10 Live Chat Plugins for Global Expansion in 2025 ### [Step-by-Step Guide to Using SMS Verification Platforms (Including Pricing for Multiple Services)](https://www.salesmartly.com/en/blog/docs/code-receiving-platform) In the current landscape of social networks and online services, we often need to provide phone numbers for account registration and verification code reception. However, phone number authentication has become increasingly stringent, and for international businesses, some websites require foreign accounts for registration. This is where number-receiving platforms come in handy. They provide temporary phone numbers that meet the requirements of various countries and platforms, solving these issues. You can use these virtual numbers to register accounts and receive verification codes without having to give out your real phone number. This protects user privacy and avoids problems with harassment and privacy leaks. Process of Using Number-Receiving Platforms Choose a suitable number-receiving website and create an account. After registering, you can find the recharge button on the website. The specific amount can be decided based on your needs. It's recommended to start with a small amount to test the waters. Select the platform you need service for, such as Facebook, Twitter, PayPal, Amazon, OpenAI, Microsoft, Discord, and Alipay, among various other international platforms. Choose from different countries. Generally, if our network is in the United States and we want to register a Gmail account for the US region, we should prioritize a US number. Numbers from other regions may cause account risk control. Different platforms and country numbers correspond to different prices. After purchasing, the platform will display a string of numbers. Take the received number to the platform registration, find the verification code on the number-receiving platform, fill it back on the platform, and you can register successfully. This registration process is generally universal across number-receiving platforms. There might be design differences between platforms, but the process doesn't change much. So no matter which number-receiving platform you use, just follow this process. Recommended Number-Receiving Platforms The following recommendations are purely for sharing, with no advertising intent. Choose according to your needs. 5sims Pricing (for several popular platforms as examples): Prices are region-based; the following are for the US region: WhatsApp：$0.28-1.32 Facebook：$0.037-0.19 Amazon：$0.066 PayPal:$0.28 OpenAI:$0.079 Prices for Russia: WhatsApp：$0.88 Facebook：$0.022-0.43 Amazon：$0.022-0.43 PayPal:$0.037-0.51 OpenAI:$0.29 Prices for India: WhatsApp：$0.15-0.63 Facebook：$0.055-0.26 Amazon：$0.066-0.43 PayPal:$0.43-0.89 OpenAI:$0.12-0.26 Support: SMSCountries: 180 countriesRental or one-time use: Both are available Wabi Pricing (not platform-specific, mainly for WhatsApp, but can also be used for other platforms): $4-15/月 (varies by region) Most countries, such as the US, UK, Canada, Brazil, and Australia, are $5/month Support: SMSCountries: Over 60 countries/regionsRental or one-time use: One-time use Luban Sms Pricing (for several popular platforms as examples): WhatsApp: $0.18-1 Facebook: $0.03-0.64 Amazon: $0.03-0.64 PayPal: $0.12-0.53 OpenAI: $0.13-1.5 Support: SMSCountries: 221 countriesRental or one-time use: Both are available SMS-BUS Pricing (for several popular platforms as examples): WhatsApp: $0.35 Facebook: $0.14 Amazon: $0.28 PayPal: $0.68 OpenAI: $0.25 Support: SMSCountries: Not specified on the official website, but most countries seem supported in practiceRental or one-time use: Both available (physical and virtual numbers) Online SIM Pricing (for several popular platforms as examples): Prices are region-based; the following are for the US region: WhatsApp: $2 Facebook: $1.28 Amazon: $1.28 PayPal: $1.28 OpenAI: $3 Prices for Russia: WhatsApp: $2 Facebook: $0.27 Amazon: $0.17 OpenAI: $0.4 Prices for India: WhatsApp: $0.86 Facebook: $0.19 Amazon: $0.28 OpenAI: $0.8 Support: SMSCountries: Over 90 countriesRental or one-time use: Both are available Sms Man Pricing (for several popular platforms as examples): Prices are region-based; the following are for the US region: WhatsApp: $0.77 Facebook: $0.27 Amazon: $0.53 PayPal: $1.06 OpenAI: $0.57 Prices for Russia: WhatsApp: $0.22 Facebook: $0.17 Amazon: $0.15 PayPal: $0.29 OpenAI: $0.26 Prices for India: WhatsApp: $0.63 Facebook: $0.13 Amazon: $0.20 PayPal: $0.36 OpenAI: $0.2 Support: SMSCountries: 182 countriesRental or one-time use: Both are available (rental up to 90 days) Google Voice Google Voice is a phone service launched by Google. It's a free virtual US phone number that has the basic functions of a physical SIM card, such as making and receiving calls, receiving text messages, voicemail, call forwarding, etc. Features: No real-name registration is required, one needs a US account for registration No monthly fee, free calls to the US and Canada, and free text messaging Can be used to register on 90% of foreign platforms (except some that do not support virtual numbers); receiving text messages is free. For example, you can use Google Voice to register and receive verification codes for platforms like Facebook, TikTok, Instagram, WhatsApp, etc. The number is for long-term rental Summary While number-receiving platforms can help international businesses overcome most of the account troubles faced during platform registration, some websites and applications may detect and prohibit the use of virtual numbers for registration. Therefore, before using number-receiving platforms, be sure to review the terms and conditions of the respective services. ### [Mining the Hot Land of the Middle East, Salesmartly Participated in the Release of the 2023 Middle East Cross-Border E-C](https://www.salesmartly.com/en/blog/docs/salesmartly-middle-eastern-asian-2023-cross-border) The Middle East's cross-border e-commerce market, with its increasingly young population and growing spending power, is showing unprecedented activity and prosperity, providing broad market opportunities for global companies going overseas. On May 30, to better help merchants seize this emerging market, Shoplazza, in collaboration with Baidu International MediaGo, Dealfy, Mabang Technology, Payssion and SaleSmartly, conducted in-depth insights and analysis on the Middle East cross-border e-commerce market and massive data, and officially released the "New Driving Force for Independent Station Growth - 2023 Middle East Cross-border E-commerce White Paper" (hereinafter referred to as the "White Paper"). This white paper focuses on the Middle East cross-border e-commerce market, deeply analyzes the current market situation, looks forward to future development trends, and provides insights into the opportunities for going overseas in the Middle East. It also proposes a set of comprehensive solutions to address the challenges and problems encountered by merchants in market development, helping Chinese merchants to succeed in the Middle East cross-border e-commerce market. (Get the full report for free at the end of the article) The Middle East cross-border market is booming The cross-border e-commerce market in the Middle East is growing rapidly, and the International Trade Administration predicts that its market value will be close to US$70 billion by 2023. This development momentum is mainly driven by three key factors: a young population structure, high Internet penetration, and government policy support. According to World Bank data, the total population of the Middle East has reached 454 million, more than half of whom are the main consumer groups of cross-border e-commerce and mobile e-commerce. On this basis, the Internet penetration rate of nearly 100% provides a broad market space for cross-border e-commerce. In addition, as a hub for the implementation of my country's "Belt and Road" initiative, the Middle East has brought more opportunities for cross-border merchants. As of January 2020, China has signed cooperation documents on the joint construction of the "Belt and Road" with all Middle Eastern countries. With a younger population, higher internet penetration, and supportive government policies, consumers in the Middle East are increasingly inclined to shop online, and cross-border e-commerce provides consumers with broader and more diversified shopping options. Independent websites lead the new wave in the Middle East At present, the Middle East e-commerce market already has several major players such as Souq (now Amazon Middle East), Noon, and Namshi, but for Chinese merchants, the entry threshold is high, and entering the Middle East market faces certain difficulties. Independent sites, which are more flexible in operation and more conducive to accumulating private domain traffic, have gradually become a new choice for Chinese merchants to tap into the Middle East market. Easy and fast: open your own store and enter the market quickly Through independent websites, Chinese merchants can open stores independently, use templates to build websites, and quickly enter the Middle East market without high threshold qualification requirements. Flexible operation: low-cost operation and free development Independent sites provide merchants with flexible operating space, allowing them to customize personalized business strategies and marketing methods, reduce operating costs, quickly adapt to market changes, and achieve free development. Sedimentation of private domain: Building stable assets and achieving repeat purchases Independent sites allow merchants to communicate directly with customers before, during, and after-sales, and provide personalized services and customized membership systems, thereby creating stable private domain traffic and increasing repurchase rates and loyalty. With the advantages of independent sites, such as simplicity, speed, flexible operation, and private domain accumulation, both small entrepreneurs and medium-sized and large enterprises can achieve breakthroughs and success in the Middle East cross-border market. Exclusive decoding of cross-border marketing in the Middle East As the population in the Middle East becomes increasingly younger, the usage rate of social media has increased significantly in recent years. Middle Eastern users spend an average of 3.5 hours on social media every day, and each person is active on about 8.4 platforms per month. MediaGo, Baidu International's global AI-integrated marketing platform, maintains in-depth cooperation with Snapchat and TikTok. Based on its rich experience in overseas advertising and marketing, it has created overseas marketing solutions for e-commerce brands that are suitable for various media, which can meet the brand, effect, conversion, and other different scenario needs of DTC advertisers. Snapchat Snapchat is one of the most popular social apps among millennials and Generation Z in the Middle East and has a very high penetration rate in the Middle East market. In Saudi Arabia, which has a total population of only 35 million, the number of Snapchat users has exceeded 20 million. This white paper combines Snapchat with the consumption characteristics of the Middle East market to create a three-step marketing plan for e-commerce brands to meet the needs of advertisers in different scenarios such as brand, effect, and conversion. TikTok Among the six Gulf countries, Saudi Arabia and the UAE have the most active TikTok users. According to a study by Statista and AI technology analysis company HypeAuditor, in 2023, the TikTok penetration rate in these two countries will exceed 100%, and the number of TikTok influencers in the UAE ranks 11th in the world, with an average of 380 videos uploaded per person, which is 46% higher than the global average. The characteristics of TikTok users in the Middle East are fun, sincere, and highly receptive to advertising. They pursue value, convenience, and shopping experience. Therefore, for this diverse market, cross-border merchants need to have a deep understanding of local culture and implement precise policies. WhatsApp WhatsApp has more than 115 million users in the Middle East. In the six Gulf countries, WhatsApp is the most used service under Meta. On WhatsApp, merchants can adopt the public domain traffic + private domain operation model to achieve marketing cost reduction and efficiency improvement. For example, customers can be directed to the merchant's independent website landing page through social media operations. In addition, WhatsApp Business API mass marketing can reach a large number of customers at a low cost, and with the help of SaleSmartly batch group management and operation, private domain operations can be achieved to increase repeat purchases. New Path for Cross-Border Logistics in the Middle East Special features of Middle East orders Compared with other regions, the Middle East has special and complex orders. The cash-on-delivery (COD) model is the mainstream logistics model for cross-border e-commerce exports to the Middle East, but it often faces a series of challenges such as unclear addresses, difficult telephone communication, low efficiency of final delivery, and after-sales service problems. This is particularly prominent during the Ramadan promotion. To solve these problems, merchants can introduce order review and order management. It is crucial to pre-review abnormal orders and communicate in real-time. In order to improve management efficiency, and save time and labor costs, using ERP for unified management has become a necessary choice for merchants. By integrating cross-border e-commerce platforms and freight forwarding systems, as well as optimizing logistics operating systems, refined, standardized, and process-based order management can be achieved to alleviate the difficulties caused by the complexity of Middle Eastern orders. Cross-border logistics challenges in the Middle East Cross-border logistics in the Middle East face many challenges, such as logistics timeliness, customs clearance issues, and distribution problems. The timeliness and signing rate under the COD model are closely related, and the timeliness compression, and smooth connection of each link are the key. At the same time, the customs clearance regulations of Middle Eastern countries are strict, and the compliance requirements for specific commodities are high. The customs clearance rate is also a major cost for sellers. On the other hand, last-mile delivery is affected by factors such as geographical environment, cultural and language differences, and the complexity of the COD delivery process, posing challenges to delivery efficiency and customer satisfaction. Faced with these challenges, independent station merchants can choose different logistics solutions according to the conditions of different regions, and use communication tools such as WhatsApp to establish communication relationships with buyers in advance. After the goods are shipped, they can monitor the logistics status on time and maintain communication with customers and logistics providers. Analysis of the local payment landscape in the Middle East With the active promotion of the government and financial regulators, payment habits in the Middle East have gradually shifted from cash on delivery to digital payments. According to consumer research by McKinsey, 60% of Middle Eastern consumers now prefer digital payments. According to Payment data, 47% of online transactions in the Middle East are currently conducted through credit cards, and 21% through bank transfers and local card payments. Mainstream online payment methods such as Mada and STC pay are gradually becoming popular. When merchants prepare online local payment methods, they may face problems such as some payment gateways not supporting local currencies, difficulty in opening multi-currency accounts, and exchange rate fluctuations. Merchants are advised to adopt local payment and US dollar pricing strategies to cope with these challenges. Therefore, merchants need to adjust their payment strategies promptly. They should retain the option of cash on delivery while also actively introducing local online payment methods to adapt to the changing trends in payment methods. Middle East Independent Station Solution In the emerging cross-border e-commerce market, the Middle East is gradually emerging with its unique market environment and consumer demand. To help Chinese merchants successfully build competitive independent websites, Shoplazza has teamed up with ecological partners to launch the Middle East Independent Website Solution, including independent website construction, Middle East marketing strategy, multi-language and multi-currency support, comprehensive payment methods, efficient and high-quality logistics and warehousing services, etc., and is committed to helping Chinese merchants efficiently meet the full module needs of various industries. The above content is derived from the "New Driving Force for Independent Station Growth - 2023 Middle East Cross-border E-commerce White Paper" jointly released by Dianjiang Technology and its partners Baidu International MediaGo, Dealfy, Mabang Technology, Payssion and SaleSmartly. We sincerely thank all excellent cross-border partners for providing valuable information and insights into this white paper. Scan the QR code below to get the full white paper instantly! ### [Mastering Multi-Platform Social Media Management: A Guide for Global Businesses](https://www.salesmartly.com/en/blog/docs/comparison-of-major-social-media-platforms-overseas) The Growing Dominance of Social Media in a Digitally Connected World With the rapid acceleration of global digitalization, social media has become the primary channel for communication, information sharing, and content consumption. According to the latest Digital 2022: Global Overview Report, as of 2022, there were 4.62 billion social media users worldwide, accounting for 58.4% of the global population. This staggering number underscores the immense influence social media holds over people's daily lives. The widespread popularity of social media stems from its interactive and open nature. It provides a broad, unrestricted platform where individuals can share their lives and opinions while gaining access to information and cultural insights from around the world. By breaking geographical boundaries, social media enables people to freely express their thoughts and emotions, fostering global connectivity like never before. Key Characteristics of Major Global Social Media Platforms Facebook As the world’s largest social media platform, Facebook remains the most active network globally. As of April 2023, Facebook had 2.989 billion monthly active users (MAUs). Over 40% of these users come from the Asia-Pacific region, with daily active users in this region accounting for 38% of Facebook’s total engagement. The platform's primary user demographic falls between the ages of 18 and 34, making up 53.4% of its total user base. In terms of content, Facebook is predominantly focused on text and image-based posts, with entertainment, news, and branded content receiving the most engagement. YouTube YouTube, the world’s leading video-sharing platform, has a global user base exceeding 2.527 billion, based on its advertising reach. It also holds the record for the highest average time spent per user, with people spending an average of 23.7 hours per month on the platform. The top three countries by YouTube traffic are the United States, India, and Japan, with a slight male user dominance. The most popular content categories on YouTube include music, gaming, and educational/tutorial videos. Instagram With 2 billion monthly active users as of January 2023, Instagram ranks as the fourth most-used social media platform globally, with the majority of its users concentrated in North America and Europe. Among internet users aged 16 to 24, 48.4% identify Instagram as their favorite social platform, making it particularly appealing to younger audiences. In terms of content, Instagram thrives on fashion & beauty, shopping, music & dance, celebrity influencers, and meme culture. Additionally, Instagram has one of the most well-developed influencer marketing ecosystems, making it a key platform for brands engaging in digital marketing. TikTok TikTok is the fastest-growing social media platform in recent years, surpassing 1 billion monthly active users worldwide. According to Socialinsider’s social media engagement analysis, TikTok’s average interaction rate is significantly higher than that of other platforms, and this gap continues to widen. Geographically, TikTok is most popular in Thailand, the United States, Vietnam, Brazil, and Mexico. As a short-form video-driven platform, TikTok not only fosters viral content but has also integrated e-commerce services, making it one of the most widely used platforms among younger audiences. LINE LINE is an instant messaging app primarily serving Asian markets, with over 840 million registered users. It is most popular in Japan, Taiwan, and Southeast Asia. Beyond messaging, LINE has evolved into a comprehensive digital services hub, offering features such as mobile payments, ticket booking, ride-hailing, and more, positioning itself as an essential tool for daily life in these regions. WhatsApp WhatsApp is one of the world’s most widely used instant messaging platforms, with an astonishing 2.7 billion monthly active users spanning 180 countries. It holds a dominant market share in South America and the Middle East. In response to increasing demand for business communication, WhatsApp has introduced several business-oriented solutions, including WhatsApp Business, WhatsApp Business API/Cloud API, WhatsApp Payments, WhatsApp Channels, and WhatsApp Flows, creating an ecosystem akin to WeChat in China. Telegram Telegram is a privacy-focused messaging app with over 500 million monthly active users, particularly popular in Europe and North America. In the U.S., it has become the second-most downloaded social media app. Telegram distinguishes itself with end-to-end encryption, ensuring that messages, including attachments, do not pass through Telegram’s servers, making it a preferred choice for users concerned about data privacy. How to Efficiently Manage Multiple Social Media Accounts Managing multiple accounts across various social media platforms can be challenging, especially when frequent logins and switches are required. To streamline this process, businesses can adopt multi-account management tools that enable seamless switching and centralized control. SaleSmartly is a comprehensive omnichannel communication platform that consolidates customer interactions across multiple social media accounts, including LiveChat, WhatsApp, Facebook Messenger, Instagram, Telegram, LINE, Email, and WeChat. 1. Aggregate chat SaleSmartly can centralize messages from multiple channels and accounts in one place for marketing and services, avoiding the complicated procedures of frequent number switching and number changing, and reducing the chance of missing customer information, helping users provide better services to customers. 2. AI support In SaleSmartly , you can set up robot services and enter some basic scripts, frequently asked questions and product introductions into the system. When customers ask relevant questions, the robot can directly give corresponding responses, realizing seamless processing of customer messages 24 hours a day, 7 days a week, while reducing the pressure on manual customer service. 3. Collaborative Team Management SaleSmartly enables team-based conversation management, allowing businesses to assign chat sessions to different team members based on specific needs. This fosters better coordination, improved response times, and higher customer satisfaction. 4. Customer Relationship Management (CRM) Integration Businesses can build and maintain a customer database within SaleSmartly, consolidating customer information for personalized follow-ups and proactive engagement. 5. Advanced Data Analytics SaleSmartly provides multi-dimensional data insights, including customer demographics, chat history, and service performance metrics. These analytics help businesses optimize strategies, improve conversion rates, and drive data-informed decision-making. (6) Real-time translation: SaleSmartly includes real-time translation in 134 languages, helping users to have multi-language conversations and opening up new markets. Conclusion Social media has become an integral part of both daily life and business operations, offering powerful tools for communication, branding, and customer engagement. However, each platform serves distinct user demographics and business purposes. For instance: Facebook is the most widely used and versatile platform. Instagram attracts younger audiences and thrives on visual content. TikTok boasts the highest engagement rates among all social platforms. To maximize the impact of social media, businesses must understand the strengths of each platform and tailor their strategies accordingly. By leveraging SaleSmartly’s omnichannel capabilities, companies can efficiently manage their social media presence, automate workflows, and enhance customer interactions—all from a single platform. ### [Introduction to Social Media Marketing from Multiple Angles! Learn to Grasp the New Trend](https://www.salesmartly.com/en/blog/docs/social-media-marketing-intruding) Social media marketing, which was born in the context of mobile Internet, has now attracted widespread attention. Global advertising expenditure has been rising steadily in the past decade. With the development of mobile Internet, people spend more and more time surfing on their mobile phones, and marketers' attention has shifted to online channels. Social media marketing has also accounted for an increasing proportion of the overall advertising budget of enterprises.According to the statistics of global social media data on SaleSmartly's official website in 2023, there are 4.62 billion active Internet users using social media worldwide, accounting for 58.4% of the world's population. This shows the great impact of social media on human beings. Image source: SaleSmartly official websiteWhat is Social Media Marketing?Social Media Marketing is a way of using social networks, online communities, blogs, encyclopedias or other Internet collaborative platforms to conduct marketing, public relations and customer service maintenance and development. Social Media Marketing is also known as Social Media Marketing, Social Media Marketing, Social Media Integrated Marketing , and Mass Weak Relationship Marketing. The two core elements that define social media platforms are: getting people connected and getting people to create or share content.What can brands do with social media? Social media allows brands to market their products and services through social media and increase brand awareness. Through social media, brands can communicate directly with their fans and customers in a more human way and build relationships between brands and consumers.What are the advantages of social media marketing?1. Accurate positioningThe special features of social media marketing can help you accurately locate target customers, push your marketing content to potential customers, and build brand awareness. For example, most of the previous advertising pushes were through television, which could not accurately reach the target audience and required more investment. Social media marketing can achieve accurate push positioning through data analysis, creating greater value at a lower cost.2. Get closer to customersThe interactive nature of social media can bring companies closer to their users. On social platforms, you can interact with your customers in a variety of ways. The interaction can be humorous and interesting, establishing a positive image of the brand in the minds of customers. In addition, as the first voice channel, social media can be used for timely public relations when problems arise in the company, enhancing user dependence, building trust with users and improving brand favorability.3. Diverse marketing strategiesSocial media marketing is a marketing model that is constantly innovating and developing. More and more companies are trying to use social platforms to conduct various online activities, product placement, market research, viral marketing , etc. Social platforms can meet various marketing strategies and help companies attract customers by different means.What are the mainstream social media platforms abroad? Image source: SaleSmartly official websiteFacebookFacebook is the world's largest social software, and it ranks first in more than 100 countries around the world. Facebook is a universal social media network. It has more than 2 billion monthly users, more than a quarter of the world's population, and is the traffic king among many social networking sites, with an unparalleled user base.InstagramInstagram, abbreviated as IG and ins, is a social application software owned by Facebook that provides free online photo and video sharing. It mainly gathers young people, and the content is more eye-catching and more in line with the preferences of mainstream young people.YoutubeYouTube is the world's largest video sharing website. It is owned by Google and was founded in 2005. Users can post, browse and comment on video content. YouTube is a good channel to showcase brand image. Videos have a stronger communication power than text or pictures. Often high-quality YouTube videos will enjoy a higher ranking in search engines, which helps brands quickly increase exposure.TikTokTikTok is one of the fastest growing social platforms and is quickly becoming the social platform of choice for many young people. According to a survey, users spend an average of 22.9 hours per month on the platform, more than any other social network. They follow their favorite TikTok influencers. If an influencer on TikTok recommends a brand, their followers are likely to notice it.What are some tips for social media marketing?Deliver better customer service with omnichannel chatbotsBrands that want to expand their business reach and sales capabilities on social media need to ensure that they also expand customer support and provide quality service to a large number of customers. Chatbots are the most effective way. By using the automation function of chatbots, brands can integrate information from different channels into one page, making it easier for brands to respond to customer inquiries in a timely manner, answer common questions, etc., and set personalized responses to increase authenticity when interacting with customers. This can guide users through the purchase process and increase sales.Omni-channel chatbots can improve efficiency for enterprises. They can integrate different mainstream social media information into the same page, eliminating the need to switch back and forth between pages. They can process customer information more promptly and conduct seamless sales, marketing or services through online chat (Livechat), Messenger, WhatsApp, Telegram, Instagram, Line, Email, WeChat, etc., to obtain a unified customer experience. Image source: SaleSmartly official websiteKeep your social media content updatedIn social media, a platform with rich resources and active users, information is constantly updated. If a company stops updating for too long, it will soon be drowned in countless new information and forgotten by users. Therefore, companies need to maintain the frequency of updates, ensure the continuous output of content, and retain user attention in order to keep the brand fresh.Frequent interaction with usersIf you only use social media to publish some official content without interacting with users and cannot guarantee the high quality of the content, users will lose interest in your content and gradually lose attention. In order to highlight the "human touch" of the brand, the brand should interact with your users in content or comments that are in line with the age group of the target users. At the same time, it can also increase users' discussion of your topic, and the platform will increase the push of your content. ### ["Customer experience is everything" - Salesmartly Founder's Summary at the Amazon Refined Operations Summit](https://www.salesmartly.com/en/blog/docs/salesmartly-social-contact) Cross-border e-commerce continues to be hot, and many platform sellers have turned to independent websites. However, all the "big sellers" on independent websites encounter the same problem: processing a large number of repeated information from users every day, and "improving customer order conversion rate" and "reducing costs and increasing efficiency" have become the primary concerns.On October 21, the Amazon Refined Operations Summit came to a successful conclusion. Karl, the founder of SaleSmartly, shared with everyone how to provide good after-sales service and increase user experience on multiple channels such as independent websites, Messenger, Instagram, WhatsApp, and Email through explanations in different scenarios . He provided solutions for merchants to improve user stickiness and solved the problem of customer retention.Although the summit has ended for more than two months, the following passage may give you some food for thought. Here is the full content: " I called you, do you dare to answer? " As a cross-border e-commerce seller, can you imagine that this is what your customers really want to say to you? Why would customers say this to you when they come to your site? Because we tell our customers: Please contact us by email and we will reply you within 24 hours. Or this: Please submit your contact information and questions in the form and we will reply you by email. As a customer, I was attracted by your advertisement and came to your website. Under what circumstances do I need to contact you? It must be when I have questions . If I need to contact you by email or leave you a message, I have a very low confidence in getting a reply. If it is not a very necessary purchase behavior, I will choose to jump out of the website.Therefore, many novice sellers will have this question: My website clearly has traffic coming in, but why is there no order conversion? At this time, you need to ask yourself: Have you tried using real-time chat tools to quickly answer customers’ questions and promote order conversions? What factors influence customers’ purchasing decisions?Generally there are three factors: product, price, and user experience .Will customers be satisfied because of the good quality of the product? Of course they will. But will they be moved by the good quality of the product? Of course not.Some people may say: That’s not right, my product quality is very good, even my competitors’ are not as good as mine!In fact, if your product quality is not good enough, customers may not even be interested in learning about it. So the conclusion is: customers will be satisfied with the product, but they will not be moved!Will customers be satisfied with the price? If the price is reasonable, customers will be satisfied if they think it is worth it.However, customers will not be moved by price either!If the price is too high, customers will think it is a huge profit and that the high price does not bring high value. If the price is too low, we may not be able to guarantee the quality of the product, which will hurt customers. Customers may also be afraid to buy the product because the price is too low, and they are worried that there may be some problems.Therefore, a reasonable price can only satisfy customers but will not impress them.Let’s look at the service again. As long as we do well enough, customers will not only be satisfied with the good service, but will even be moved!We have encountered this situation many times: in the process of helping customers solve problems, due to the high-quality service, the customers actually expressed their desire to give us red envelopes to express their gratitude.Adobe's research report also shows that "more than half (58%) of people will stop making a purchase decision because a brand cannot provide a service experience of corresponding value." Next, let’s take a look at the channels through which customers can contact us when doing cross-border e-commerce.The conventional ones are Email, Messenger, WhatsApp, and Instagram in Europe and the United States, Line in Southeast Asia, and Telegram in the CIS region.As the cost of Facebook's traffic and conversion ads becomes increasingly high, some sellers have begun using Messenger ads for promotion. When customers become interested in the ads, they contact the sellers through Facebook Messenger.If sellers are placing a large number of Messenger ads on their homepages, seller friends can use the SaleSmartly intelligent customer service tool to communicate with customers efficiently and complete transactions.Some seller friends may worry that they don’t have a customer service team, so how can they handle customer inquiries?SaleSmartly cross-border e-commerce intelligent customer service tool has taken this into consideration for you. In fact, what you need is a [no coding] intelligent question-answering robot . Because most of the questions that customers want to know are repetitive, we can summarize these repetitive questions and achieve intelligent replies without manual operation .Common Scenarios:Scene 1: Welcoming new visitorsWe can randomly send different welcome messages when new visitors open the customer service button, or we can send different statements at different time periods. Scenario 2: Question-answering robot in online storesAccording to statistics, there are four main categories of common problems that customers encounter when visiting our site:1) Shipping costs, 2) Logistics tracking, 3) Return policy, 4) Order relatedFor these four major categories of questions, we will split them into several small detailed questions, configure the corresponding answers, and then we can implement the question-and-answer robot in the online store.In addition, SaleSmartly also supports configuring FAQ questions and answers to achieve intelligent replies based on natural language recognition.Compared with manual customer service, chatbots have the following three advantages:1) Faster response: chatbots can respond faster without waiting in line due to the large number of customer inquiries. Chatbots can increase response time by an average of 3 times.2) Chatbots increase customer support satisfaction by 24% by reducing customer wait time3) Use chatbots to answer repetitive simple questions, allowing team members to focus on higher priority work and VIP customer serviceSo, can customers really accept the services of chatbots?Let's look at an example: When ATMs were introduced in the late 1960s, banks were not sure whether consumers would accept a machine instead of a bank teller. Now we prefer to deposit and withdraw cash through ATMs, and then happily wait in line for manual service to handle more complex transactions, such as loans. In the future, your independent website, your homepage, and chatbots will help you solve some of the repetitive customer consultation problems, while manual services will solve more advanced and complex customer problems.Increasing conversion rates through WhatsAppCompared to other marketing methods such as Messenger, Email, etc., WhatsApp marketing is the most popular marketing channel. Open rate Click-through rate email 18%-22.15% 2.6%-3.43% messenger 80% WhatsApp 98% 45%-60%Market Data for WhatsApp:1) As of 2022, WhatsApp has 2 billion active users worldwide2) According to data from December 2020, the number of messages sent on WhatsApp exceeds 100 billion per day3) WhatsApp is popular among middle-aged and young users4) As of 2022, 50 million companies around the world are using WhatsApp5) Customers’ favorite interactions with businesses on WhatsApp include: tracking orders, event notifications, promotions, and customer serviceIt can be seen that WhatsApp marketing has become an indispensable part of the marketing matrix.Currently, SaleSmartly has officially launched the WhatsApp number rental business, providing WhatsApp services to sellers through the WhatsApp Business API. Using WhatsApp for marketing and customer service can provide customers with a better experience and also lead to better conversion results for the site.To sum up: improving customer experience through real-time chat, using SaleSmartly chatbot to improve response speed and customer satisfaction, and using WhatsApp marketing to improve conversion effects are worthy of sellers’ attention!As a PwC survey report states: Provide customers with an excellent experience, and they will buy more, be more loyal to the brand, and be willing to share their purchase experience with friends. This is also the goal that every company is striving for! ### [Strategic Insights for Cross-Border Sellers: Tapping into the Paris Olympics Hype](https://www.salesmartly.com/en/blog/docs/paris-olympics-marketing) With the opening of the Paris Olympics, in addition to watching TV every day to support the Olympic athletes, cross-border e-commerce bosses should also remember to seize this rare business opportunity. According to Yiwu Customs statistics, Yiwu's sports goods exports reached 1.7 billion yuan in the first two months of 2024 alone, a year-on-year increase of 70.5%, especially exports to France, reaching 540 million yuan, a year-on-year increase of 42%. This data not only shows the global influence of Made in China but also reveals the huge market potential of the Paris Olympics to cross-border e-commerce sellers. Product selection ideas: Accurately locate the hot-selling products of the Paris Olympics Consumer behavior and preference analysis During the Paris Olympics, consumers' purchasing behavior mainly revolved around supporting their favorite sports teams and athletes and collecting Olympic-themed products. They were more inclined to buy commemorative products, items that enhance the viewing experience, and products related to personal health and sports. Therefore, cross-border sellers can select products based on these behavioral patterns. Then, by analyzing historical sales data, consumer reviews, and market trend reports, cross-border bosses can further pinpoint which products may have a higher demand during the Olympics. In addition, you can pay more attention to social media information to ensure that you can get first-hand hot information. Product categories related to the Paris Olympics Sports equipment: such as sportswear, training equipment, sports shoes, etc. Paris Olympic Games-related products: such as mascot dolls, Olympic badges, collector's edition posters, athletes' products, etc. Health products: such as sports supplements, fitness trackers, massage equipment, etc. Movie viewing products: such as projectors, TVs, Bluetooth headsets, etc. Product selection criteria and techniques Product relevance to the Olympics: Choose products that are directly related to the Paris Olympics theme. Market demand: Assess the market demand for products and give priority to products with stable or growing trends. Competition level: Analyze the market competition of similar products and avoid overly saturated markets. Profit margin: Calculate costs and potential selling prices to ensure there is enough profit margin. Supply Chain Readiness Assessment Supplier reputation: Choose suppliers with good production capacity and reputation. Inventory management: ensuring that inventory levels can meet expected sales growth and avoid out-of-stock or overstock. Logistics arrangements: Considering the possible logistics challenges during the Olympic Games, plan a reasonable logistics plan. Marketing ideas: Paris Olympics marketing strategy to win more attention Using the Olympic theme to tell brand stories Combine brand values with the Olympic spirit to tell inspiring brand stories. Show how your product connects to an Olympic athlete or event to create an emotional connection. Collaboration strategies to increase brand exposure Look for partners related to the Olympics for joint promotions. Consider sponsoring a local Olympic athlete or team on a small scale to enhance your brand image. Recruit brand ambassadors, who can be athletes or people associated with the Olympics, to enhance the brand image. Creative marketing campaign suggestions Launch limited edition Olympic-themed merchandise to stimulate customers' purchasing desire. It involves special Olympic offers, such as discounts on purchases over a certain amount, buy one get one free, etc. Organize an online contest to guess the results of the Olympic Games, and give coupons or prizes to customers who guess correctly. Leverage social media and influencer marketing Run topic challenges or hashtag campaigns on social media to increase engagement. Collaborate with KOLs in the sports world and leverage their fan base to spread product information. Publish content related to the Olympics, such as event analysis, behind-the-scenes stories, etc., to attract more traffic. Advertising ideas: Choose the right platform and multi-channel strategy Characteristics of major e-commerce platforms (examples) Amazon: Suitable for promoting high-quality, branded Olympic merchandise, targeting consumers seeking a convenient shopping experience. eBay: Suitable for limited edition, collectible Olympic merchandise, attracting buyers seeking unique items. Alibaba: Suitable for wholesale Olympic merchandise, serving merchants seeking bulk purchases. Multi-channel strategy to attract international buyers Social media advertising: Place targeted ads for popular Olympic events on platforms such as Facebook and Instagram. Content marketing: Publish content such as Olympic event analysis and athlete interviews to attract sports fans. Email Marketing: Send notifications of Olympic promotions and special discounts to increase repurchase rates. Customer communication: Achieving efficient private domain operations through SaleSmartly After launching a series of wonderful marketing activities for the Paris Olympics, it is finally necessary to return to the interaction and communication with customers. Since marketing strategies usually span multiple channels, customer feedback and interaction also come from diversified platforms, which undoubtedly increases the complexity of communication. To simplify this process, companies can use the SaleSmartly platform to integrate accounts from different channels into a unified interface. With SaleSmartly, companies can manage and respond to customer information from multiple social media such as Live chat, WhatsApp, Facebook Messenger, Instagram, Telegram, LINE, Email, WeChat, TikTok, etc. on a centralized page. Moreover, as the products related to the Paris Olympics attract the attention of consumers around the world, the customer base is becoming increasingly international. The built-in real-time translation function of the SaleSmartly platform can help us, even in the face of language barriers, companies can seamlessly communicate with customers from different countries. It not only improves the efficiency of customer service but also opens the door to the international market for companies, helping them better grasp international business opportunities and establish closer ties with consumers around the world. Further reading: Break the language barrier! Five must-have real-time translation tools for cross-border e-commerce (salesmartly.com) What is "omni-channel marketing"? Here are the essentials for cross-border e-commerce (salesmartly.com) A practical guide on how to efficiently distribute conversations in intelligent customer service systems (salesmartly.com) ### [Virtual Account vs. Physical Account: Key Differences and How to Easily Identify Them](https://www.salesmartly.com/en/blog/docs/the-difference-between-virtual-account-and-physical-account) When navigating the code receiving platform for account registration, you might notice two distinct options: physical accounts and virtual accounts. But what exactly is a virtual account? Why choose it over a physical account? Let’s break it down and answer these common questions! What is a virtual account? Virtual accounts are an innovative alternative to traditional physical accounts. Unlike physical accounts tied to tangible SIM cards or specific bank accounts, virtual accounts are flexible, digital solutions that cater to modern communication and financial needs. Registered on the platform but don't want to reveal your real number? Want to register a large number of platform accounts, but physical accounts are too expensive? Need a temporary number when traveling overseas? Want to protect your privacy when selling online? Virtual numbers can help you. Not only can they provide additional privacy protection, but they can also cross national borders, reduce communication costs, and easily switch between different services. There is no need to insert or draw cards to switch physical numbers frequently. Advantages of virtual numbers Lower costs Virtual cards are usually cheaper than physical cards, so many merchants who need to use multiple accounts will choose to use virtual numbers for registration. Flexibility and convenience Users can quickly change their numbers for temporary tasks or projects, which increases the flexibility of communication. And the virtual card can be used on any device connected to the Internet, regardless of geographical location. Enhanced features Many virtual number services offer additional features such as call forwarding, voicemail, auto-attendant, and more. Disadvantages of virtual numbers Security risk Because virtual numbers are easier to anonymize and change, they are often used for scams and fraudulent activities. Rely on network connection Virtual numbers rely on an Internet connection, and call quality may be affected if the network is unstable. Legal and compliance risks In some countries and regions, virtual numbers may be subject to stricter legal restrictions and improper use may lead to legal problems. Usage scenario restrictions Banks and certain services may not accept virtual numbers as a means of account verification, limiting their use cases. When do you need to distinguish between virtual numbers and physical numbers? Personal safety - Knowing if someone is using a fake number can help identify potential fraud or harassment risks. Commercial transactions - Confirming that the counterparty is using a physical number can increase the trust of the transaction. Legal and investigative - Identifying the nature of a communication number can have important implications for a case. Cybersecurity - Differentiating between virtual and real numbers can help track down malicious actors. User verification - Ensuring that the user provides a physical number can improve account security and authentication accuracy. How to distinguish whether the account is a virtual account or a physical account 1. Click this URL 2. Enter the number you want to query in the number box (remember to fill in the correct area code) 3. Enter the verification code, and then the query results will be displayed. Pay attention to the Is Wireless parameter in the results. If it shows Y, it means it is a physical number, and if it shows N, it is a virtual number. Use virtual numbers to operate multiple accounts If you want to operate multiple accounts through virtual numbers, SaleSmartly is a great tool to help you. Whether you choose a virtual number or a physical number to register a social media account, SaleSmartly can seamlessly integrate multiple communication channels including LiveChat, WhatsApp, Facebook Messenger, Instagram, Telegram, LINE, Email, WeChat, and TikTok. Make your customer communications more unified and efficient. When managing operations across multiple channels and accounts, frequently switching between different numbers and platforms to respond to messages can easily lead to a drop in work efficiency. SaleSmartly provides a unified platform to centralize interactive information from multiple communication channels. This allows users to manage all conversations on a centralized interface, simplifying the multi-account operation process and focusing more on building stronger customer relationships instead of wasting time on tedious account management. Further reading Break the language barrier! Five must-have real-time translation tools for cross-border e-commerce (salesmartly.com) The most comprehensive cross-border online chat customer service system aggregation software recommendation in 2023 (salesmartly.com) ### [WhatsApp Pricing Adjustment in August 2024: Price Reductions in Most Regions](https://www.salesmartly.com/en/blog/docs/whatsapp-new-price-adjustment) As one of the most popular instant messaging platforms in the world, WhatsApp provides cross-border sellers with unprecedented opportunities to interact with customers through its API. Recently, the WhatsApp official team has made corresponding adjustments to some prices of WhatsApp API numbers. This price adjustment is to better reflect market demand and the actual value of marketing information delivery. Cross-border bosses can re-evaluate their WhatsApp strategies based on the new information prices to ensure maximum return on investment. This WhatsApp API number update mainly involves two parts : 1. New international verification rate for WhatsApp API numbers 2. WhatsApp API number transaction and marketing session price update WhatsApp adds new international verification rates for API numbers Applicable to the following countries: June 1, 2024 - Indonesia (country code +62) July 1, 2024 - India (country code +91) What is the International Validation Rate? Certain countries have international authentication rates listed in WhatsApp's rate table. If you establish an authenticated conversation with a WhatsApp user whose country calling code is in a country with international authentication rates, you will be charged the international authentication rates for that country: The enterprise is eligible for international certification rates The business is located in another country (see Principal Place of Business ) The conversation started on or after the country's start time For example: If your business is located in Indonesia and you are sending an authentication conversation to a WhatsApp user in the +62 (Indonesia) country calling code, you will not be charged the international authentication rate because both parties are in the same country. However, if your business is located in India and meets all of the above criteria, you will be charged the international authentication rate. Specific charges Message receiving country (or region) Marketing Sessions (USD) Trading Session (USD) Authentication Session ($) Authentication Session - International Authentication (USD) Service Dialogue Sessions (USD) India 0.0099 0.0042 0.0014 0.028 0.004 Indonesia 0.0411 0.02 0.03 0.136 0.019 WhatsApp API number transaction, marketing session price update Utility Transactional Sessions - Starting August 1, 2024, WhatsApp will reduce its rates to remain competitive with other channels and encourage businesses to bring more end-to-end post-purchase customer journeys to WhatsApp. Marketing sessions - Starting October 1, 2024, WhatsApp will update rates in specific markets as part of more frequent rate updates to reflect demand and the value of marketing messaging. Trading Session Price Updates Except for Indonesia, all other countries or regions have reduced prices Message receiving country or region Transactional Sessions (USD) The price reduction this time Argentina 0.034 16.67% Brazil 0.008 77.14% Chile 0.02 65.87% Colombia 0.0002 97.65% Egypt 0.0052 92.43% France 0.03 60.94% Germany 0.055 35.52% India 0.0014 66.67% Indonesia 0.02 0.00% Israel 0.0053 71.81% Italy 0.03 28.57% Malaysia 0.014 30.00% Mexico 0.01 62.41% Netherlands 0.05 37.50% Nigeria 0.0067 79.00% Pakistan 0.0054 78.66% Peru 0.02 52.27% Russia 0.04 16.14% Saudi Arabia 0.0115 54.37% South Africa 0.0076 62.00% Spain 0.02 47.37% Türkiye 0.0053 43.01% United Arab Emirates 0.0157 20.71% U.K. 0.022 44.72% North America 0.004 73.33% Rest of Africa 0.0061 61.88% Rest of Asia Pacific 0.0157 66.74% The rest of Central and Eastern Europe 0.0353 42.97% Rest of Latin America 0.0113 77.13% Rest of the Middle East 0.0157 20.71% Rest of Western Europe 0.03 28.57% Other regions (other than the above countries or regions) 0.0077 77.22% Marketing Session Pricing Update The price update for Marketing sessions only applies to a small number of countries or regions. Price reduction: Fees in the UK fell by 25%; Price increase: India's rise was 8.08% Saudi Arabia increased by 11.07% The United Arab Emirates rose by 12.94% How should companies prepare for pricing changes? Pricing update is an important variable for cross-border sellers, which directly affects their profit margins and cost structure. Therefore, bosses need to carefully analyze the new pricing policy of WhatsApp API and evaluate its specific impact on the existing business model, especially in terms of cost allocation, customer communication, and market expansion strategy. Enterprises can compare the mainstream WhatsApp API number registration platforms on the market before making a choice, such as YCloud, ChatApp, NxCloud, Itniotech, and Cloud API (Meta official). Comparison article: WhatsApp API number provider price comparison: help you choose the most cost-effective service (salesmartly.com) After choosing a WhatsApp API registration platform that suits you, you can synchronize the API key to the SaleSmartly system. Then you can separate the API numbers with template information from those without template information, and flexibly use different WhatsApp API numbers for marketing. Because it is complicated to obtain WhatsApp template message permissions, companies tend to use some API numbers that are not approved by template messages for passive responses. When these passive accounts have accumulated a certain number of customers and screened out those with the potential to convert into sales, companies can switch to accounts with template information and follow up on these potential valuable customers in a targeted manner. This strategy can not only improve conversion rates but also ensure that companies use their resources more efficiently. Further reading A diagram showing the difference between WhatsApp, WhatsApp Business ID, and WhatsApp API ID (Enterprise ID) (salesmartly.com) WhatsApp Business API Introduction: Features, Fees, Application Methods (salesmartly.com) Tutorial on how to unblock WhatsApp API account (with picture guide and appeal template) (salesmartly.com) WhatsApp Template Message Application Collection: Better Reach WhatsApp Customers (salesmartly.com) ### [How to Download International Social Media Apps on Your Chinese Phone: 4 Effective Methods!](https://www.salesmartly.com/en/blog/docs/download-overseas-social-media) With globalization accelerating, more businesses are expanding into international markets. Social media has become crucial for companies looking to grow their international customer base. However, many corporate employees face difficulties downloading international social media apps due to restrictions in Android or HarmonyOS app stores. To help solve this problem, this guide outlines four effective methods for downloading international social media apps, making it easier for corporate teams and individual sellers to take their first step into global markets. Preparation 1. Please prepare a stable scientific Internet tool. This is the first step to downloading foreign social media. Please keep the scientific Internet tool open when operating the following methods. 2. Register a Gmail account. Using a Gmail account increases the success rate when registering on foreign social media platforms. Download via Google Play The official application stores of domestic mobile phones usually cannot download foreign social media apps, so if you want to download some foreign software, the most official and reliable way is to download it through Google Play. 1. Check your phone's Android version Open "Settings" - "About Phone" - you can see the Android version of this phone. 2. Download APKPure App Store on your phone. 3. Download Google Services Framework Click the link or search on APKPure - scroll to the bottom to view the version, and select the same version number as the Android version number in the first step - download. 4. Download Google Play services Click on the link above to download APK. 5. Download Google Play Store Click on the link - select the latest version of Google Play Store - download. After installing the framework, you can generally use Google Play normally. Google Play has official and genuine overseas social media software for you to download. However, some users reported that their phones kept crashing after downloading Google Play, and they were unable to use the functions of Google Play normally. Then you can try the following methods to download international social media software. Download through third-party Google apps If installing Google Play is problematic, platforms like Gspace, Gbox, or Chujingyi allow you to access international social media apps without needing Google Play services. How to use Gspace 1. Open the app store on your phone, click "My" - "Settings" - "Country/Region" - change the country or region to a place outside China (it is recommended to change it to a text you can understand) - after changing, return to search for "Gspace" to download. 2. Open Gspace and grant all necessary permissions. Click " Google Play" - "Log in to your Google account" - "Search for the software you want to use." 3. After the download is complete, the overseas social media icons will appear on the Gspace homepage. Next time you want to use overseas social media software, you can directly open Gspace or create a shortcut to open it on the desktop. Download via US ID (iPhones) Apple users can access international apps by creating a U.S. Apple ID. Before starting, prepare the following: (1) U.S. mobile phone number ( buy a U.S. card online or find a code receiving platform to receive the verification code ) (2) U.S. address (you can find an address generator online) (3) US IP (your IP address must be in the US during the entire creation process) After preparing the above information, you can follow the steps below to start registering a US ID: 1. Use a browser to open the Apple official website and enter your basic information. (It is recommended to register using a computer browser, which will be more stable) Note: (1) The region and phone number must be in the United States. (2) It is best if the birthday you enter is that of an adult. (3) The preferred email address is Google Mail or a QQ Mail that has not registered an Apple ID. 2. After completing the telephone registration, the system will send a verification code to the email address you just filled in. Just fill in the verification code on the page below. 3. After successful registration, pick up your iPhone, open the App Store, and log in with the new Apple ID. A prompt will appear after logging in. Select Check/ Review, then fill in the information in sequence, including address, city, state, zip code, phone number, select None as the payment method, and finally click the Next button. The US ID is successfully registered. 4. Return to the App Store homepage and you can download overseas social media software. Download via APK file If other methods don’t work, you can manually download APK files from a web browser. However, this approach carries risks, so proceed with caution. However, this method has certain risks and is generally not recommended unless the above three methods fail to download. How to manage multiple social media accounts efficiently Once you have downloaded international social media apps, managing multiple accounts across different platforms can be challenging. SaleSmartly simplifies this process by integrating accounts from platforms. SaleSmartly is an omni-channel 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. It allows you to switch and operate multiple social media platform accounts in one interface, helping you receive information from different social media platforms in the first time, which can greatly improve your efficiency in processing customer information. At the same time, you can also set up an automatic reply robot in SaleSmartly, enter some basic words and function introductions into the system, and when customers ask related questions, the robot can automatically reply to help you process information from various overseas social media 24 hours a day, greatly improving the response speed. Timely responses are also conducive to improving customer satisfaction. Further reading A must-have marketing guide for people going overseas: a comparison of major overseas social media (salesmartly.com) Social media conversion rate increased by 22%! How can women's clothing brands quickly attract fans and increase sales? (salesmartly.com) What is "omni-channel marketing"? Here are the essentials for cross-border e-commerce (salesmartly.com) A detailed guide to building TikTok's overseas operating environment (salesmartly.com) ### [WhatsApp Update for July 2025: Service Conversations to Be Offered for Free](https://www.salesmartly.com/en/blog/docs/whatsapp-new-price) Recently, WhatsApp officially announced a major new rule, which will open the service conversation function to merchants for free from November 1, 2024. This policy change is an important cost-effective transformation for merchants, which can greatly reduce the threshold for enterprises to communicate with customers at a low cost. This new rule may encourage merchants to adopt WhatsApp as their official customer service channel and further integrate their digital marketing resources. In this article, we will interpret the terms of WhatsApp's new rules in detail, explore its impact on merchants' business models, and how merchants can use this change to optimize their operating strategies. Free service conversation analysis From November 2024, WhatsApp will open free customer service conversations to all businesses, meaning 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. For example, if a customer sends a message to a company, a 24-hour customer service window will be opened. During this 24-hour period, any message that the company replies to the customer is counted as a service session, and WhatsApp will not charge any fees. (This only applies to non-template messages sent to customers. If you send marketing and transaction templates, you will still be charged.) Service sessions are free for 72 hours if the following conditions are met: 1. Conversation messages initiated by customers using Android or iOS devices through the Click to WhatsApp or Facebook Page call-to-action button channels. 2. The business responded to the conversation within 24 hours. How businesses can adapt to WhatsApp’s new pricing policy Based on WhatsApp's latest pricing policy adjustment, our strategy should shift to encouraging customers to contact us proactively, rather than relying on frequently sending template messages to actively trigger conversations. The following methods can be used to actively promote customers' spontaneous interactions: 1. Run Click to WhatsApp ads WhatsApp officials are encouraging businesses to increase advertising on Facebook and Instagram. From the previous preferential policy of free replies to customers within 72 hours, coupled with the latest new policy of unlimited free replies to customers, increasing advertising investment on these platforms is a wise strategy. Through the " Click to WhatsApp " ad button on Facebook and Instagram, customers can directly open the conversation window. This not only simplifies the customer's communication process but also provides merchants with a valuable opportunity to enable them to interact with customers an unlimited number of times for free within 24 hours of opening the service conversation window. During this critical service session, merchants can respond to inquiries without restriction, solve customer problems, or provide personalized shopping suggestions, thereby enhancing customers' willingness to buy. 2. Add WhatsApp button on the official website In addition to relying on advertising to attract customer clicks, we can adopt a more direct and basic strategy, which is to integrate a dedicated WhatsApp contact button on your official website. When customers are browsing your website and are interested in your products or services, they can seamlessly click this button to connect with you via WhatsApp. How to add WhatsApp button on your website? (1) Open SaleSmartly, find [Integration] - [Chat Plugin], and then create a new chat plugin. (2) Find the WhatsApp channel in [Plugin Configuration] - [Entry Integration], turn on [Show Entry], and then integrate the WhatsApp API number into the plugin. You can directly select the WhatsApp API number that has been integrated with SaleSmartly, directly enter the WhatsApp API number, and use the diversion link. (3) After saving the plug-in, return to the following page, click [Integrate Site], and select the independent site or self-built site you want to integrate it into. Independent Station Tutorial: Independent Station-SaleSmartly-Help Center-SaleSmartly User Guide Tutorial for self-built websites: How to add a chat plugin to a self-built website? - SaleSmartly - Help Center - SaleSmartly User Guide 3. Increase the visibility of your WhatsApp number Put your WhatsApp contact information in a prominent position in all marketing materials and customer touchpoints. Whether it is in every email, business card, promotional flyer, product packaging, or social media homepage and post, your WhatsApp contact information should be displayed to ensure that they can get your WhatsApp information in every marketing material, potentially increasing the chances of customers actively initiating a conversation. Further reading WhatsApp API number provider price comparison: help you choose the most cost-effective service WhatsApp's latest price adjustment in 2024: most regions enjoy price cuts A chart tells you the difference between WhatsApp, WhatsApp Business Number and WhatsApp API Number (Enterprise Number) Accurate monitoring drives business growth: A guide to monitoring WhatsApp inquiries ### [Boost Your Visibility on ChatGPT Search: Essential SEO Tips](https://www.salesmartly.com/en/blog/docs/chatgpt-search-for-seo) ChatGPT Search: A New Era for AI-Powered Search Optimization In recent years, ChatGPT has emerged as one of the most widely discussed AI tools. As of December 2024, it boasts over 300 million weekly active users, with more than 1 billion messages sent daily. More users are now turning to AI-powered tools like ChatGPT for answers instead of traditional search engines. Previously, ChatGPT functioned solely as a conversational AI model with no direct impact on website visibility. However, in October 2024, OpenAI introduced ChatGPT Search, transforming ChatGPT into a search-enabled AI assistant. This new feature allows users to see the sources of the answers they receive, opening up new opportunities for businesses to improve their website visibility through ChatGPT. For companies focused on SEO, ChatGPT Search represents the rise of a new search optimization landscape. Businesses can proactively optimize their content to align with ChatGPT SEO, ensuring their articles and resources are well-positioned in this evolving AI-driven search market. What Is ChatGPT Search? Unlike traditional search engines, ChatGPT Search is not a standalone search platform but an AI chatbot with search capabilities. It enables users to ask questions in natural, conversational language, while the AI quickly identifies their intent and compiles relevant answers from across the web. Unlike Google SEO, which heavily relies on keyword optimization, ChatGPT Search prioritizes understanding user intent. This makes it particularly effective for informational queries and complex topics that require structured answers and summarization. Previously, many SEO strategies focused on using ChatGPT to generate content optimized for traditional search engines. However, with the advent of ChatGPT Search, businesses must now shift their focus to optimizing their content for ChatGPT itself. By ensuring their articles are structured in a way that aligns with ChatGPT’s retrieval mechanisms, companies can enhance their visibility on this emerging AI-driven search platform. How to use ChatGPT Search? 1. Enable search in the ChatGPT official website dialog box Go to the ChatGPT official website, enable the Search function at the bottom of the dialog box (the button turns blue), enter the question after enabling it, and the ChatGPT answer will indicate the source of the information. 2. Install the ChatGPT Search browser extension Click this link ChatGPT Search to download the plug-in, [Add to Chrome] - [Add extension] - open a new tab, ChatGPT's search box will replace Google search, and all searches will be completed through the ChatGPT AI chatbot. ChatGPT Search’s Impact on SEO 1. Increase content exposure ChatGPT Search directly marks the source website of the answer, which is not only conducive to displaying the articles of the corporate website on the source page, but also has the opportunity to display the brand in the answers generated by ChatGPT. For example, when searching for "Telegram robot", you can see that SaleSmartly 's articles are marked as source links and directly displayed as part of the answer. If the article content is optimized properly, this form of display can increase the exposure of the company and the click-through rate of the website. 2. Enhance user trust When using ChatGPT Search, users are usually worried that AI chatbots will generate wrong content. Therefore, when searching on ChatGPT, users tend to click on the link of the source marked by the answer to confirm the accuracy of the information. This feature brings more traffic to the articles and websites that provide the source, further enhancing users' trust in the website content. 3. Bring opportunities to natural ranking websites In Google search, advertising articles often occupy the top rankings, while articles with high natural rankings may be pushed to the back. However, ChatGPT Search's algorithm is currently not affected by advertising, which is an opportunity to improve SEO visibility for websites with limited advertising budgets. For example, when searching for "Top 10 WhatsApp CRMs", the first few results in Google search may all be articles with the "Sponsored" label, while ChatGPT directly prioritizes the first-ranked article. 4. Improve local SEO content visibility If the business has regional attributes, ChatGPT SEO also provides huge advantages. Take restaurants with obvious regional characteristics as an example. When users search for "the best restaurants in London" on ChatGPT, the system will directly display the name and address of the restaurant based on the location and reviews. For regional businesses, they can increase their exposure in ChatGPT searches by optimizing localized keywords and content. By emphasizing the characteristics, services, user reviews and other information of the region, companies can improve their rankings in ChatGPT searches, thereby attracting more attention from local users. How to Optimize Content for ChatGPT Search Visibility ChatGPT Search primarily pulls content from other search engines to answer user queries. Although still in its early stages, businesses can improve their visibility on both ChatGPT and traditional search engines by following standard SEO best practices and implementing the following strategies: 1. Content Optimization Creating high-quality, information-rich content that directly addresses user queries is key. When using ChatGPT-generated content, ensure its accuracy and structure it effectively with clear headings, subheadings, and summaries. Well-organized content improves crawlability and increases the chances of being retrieved by ChatGPT. 2. Leveraging Bing SEO Since ChatGPT Search relies on Bing as a primary index, optimizing for Bing SEO is a crucial strategy. Similar to Google SEO, Bing SEO emphasizes strategic keyword placement and high-quality content creation. However, it’s important to note that ChatGPT Search does not solely depend on Bing. It aggregates data from multiple sources and applies its own ranking algorithms, which don’t necessarily align with Bing’s ranking mechanisms. This means that even if a webpage ranks highly on Bing, it may not automatically rank well in ChatGPT’s search results. For now, businesses and content creators should focus on long-term strategic planning rather than expecting immediate gains. By prioritizing sustainable content quality and relevance, they can build a strong foundation for future AI-driven search competition. 3. Enhancing Interactivity Integrating natural, conversational FAQs at the end of articles can improve content accessibility for ChatGPT. Since ChatGPT processes human-like queries, making content more interactive and structured in a question-answer format may increase the likelihood of it being retrieved. Expanding ChatGPT’s Use Beyond Search Beyond ChatGPT Search, businesses can leverage ChatGPT across different platforms to unlock a range of practical applications, including AI-powered chatbots and language-learning tools. 1. Embedding ChatGPT into SaleSmartly for AI Chatbots A key SEO strategy involves increasing user engagement and session duration on a website. While ChatGPT cannot be directly embedded into independent websites, a viable solution is to integrate the SaleSmartly chatbot plugin. SaleSmartly allows businesses to configure ChatGPT-powered AI chatbots. If a visitor’s question is not covered by the website’s predefined responses, the chatbot seamlessly hands off the conversation to ChatGPT. This interactive AI experience encourages users to stay longer, improving engagement metrics and overall site ranking. For a step-by-step guide on setting up ChatGPT API integration in SaleSmartly, visit:👉 How to Configure ChatGPT API Key? – SaleSmartly Help Center 2. Using ChatGPT with Azure for a Language Learning Bot For language learners, immersive practice environments are crucial for fluency. By applying for GPT-4 access on Azure, users can create a personalized AI-powered speaking partner. ChatGPT can provide real-time grammar corrections, contextual language suggestions, and scenario-based role-playing, covering everyday situations like shopping, travel conversations, or international business negotiations. Additionally, Azure’s customization features allow users to fine-tune chatbot responses for a more realistic and natural language experience. Frequently Asked Questions How can I increase the chances of my content being indexed by ChatGPT? For now, strong keyword optimization, clear article structure, and high-quality content remain the most effective ways to improve visibility. Ensuring that your content is logically structured and information-dense will enhance its discoverability across ChatGPT and other search engines. Are there guaranteed methods to ensure ChatGPT indexes my content? Currently, there is no definitive method to guarantee that ChatGPT will crawl a specific article. While ChatGPT Search functions as an AI-powered search tool, OpenAI has not released any official ranking or optimization guidelines. At this stage, content optimization still relies on traditional SEO principles, and further strategies will emerge as ChatGPT Search continues to evolve. Further reading 5 Mistakes in Chatbot Design Summarized from 100+ Customer Cases, Don’t Make Them! (salesmartly.com) The secrets of Chatbot! What are the pros and cons of ChatGPT? (salesmartly.com) How to do SEO on Instagram? Three tips to increase your Instagram exposure! (salesmartly.com) ### [SCRM vs. CRM: How to Choose the Right Customer Management System](https://www.salesmartly.com/en/blog/docs/scrm-vs-crm-customer-management) In traditional marketing, CRM customer relationship management system is an indispensable tool for e-commerce and customer service. With the advent of the social media era, the interactive relationship between enterprises and users has undergone profound changes. Traditional CRM systems can no longer meet the communication needs of enterprises and users. Therefore, SCRM customer relationship management system came into being. SCRM can not only manage basic customer information and transaction data, but also integrate multiple social media channels to help enterprises maintain interaction with customers on multiple social media platforms and improve customer satisfaction. This article will delve into the differences between CRM and SCRM and analyze why more and more companies are choosing SCRM, as well as how companies can choose a customer relationship management system that suits them. Definition of CRM System and SCRM What is CRM? CRM (Customer Relationship Management) refers to a customer-centric technology management tool that mainly collects, stores and analyzes customer data through email and telephone channels to optimize customer relationships. Features: Manage core data: manage consumers' transaction records, sales follow-up records, customer feedback, etc. Core business logic: Segment customer groups based on users' historical transaction data and conduct refined marketing based on different customer groups. What is SCRM? SCRM (Social Customer Relationship Management), also known as social CRM, is an upgraded version of CRM. The SCRM system not only has the basic functions of CRM, but also adds the management function of social media channels. It can integrate the social media accounts operated by the enterprise into one platform, thereby realizing multi-channel interaction between the enterprise and customers. Features: Integration of social platforms: such as WhatsApp , Facebook , Instagram , Telegram , etc. Data sources: Not only can traditional customer transaction data be collected, but also interaction data on social media, such as comments and likes. The core difference between CRM and SCRM Different customer interaction channels CRM: It mainly conducts one-way marketing promotion to users through email and phone calls, and the frequency and channels of communication with users are relatively limited. For example, Salesforce allows customers to customize and integrate their products with independent software vendors while building their own application software. For users, this can avoid the initial investment of purchasing hardware, developing software, and complex back-end management issues. SCRM: By integrating social media platforms (such as WeChat, LINE, Facebook, Instagram, etc.) to achieve multi-channel customer interaction, the company's conversion rate can be improved. For example, SaleSmartly can integrate and aggregate social platforms such as Livechat, WhatsApp, Facebook Messenger, Instagram, Telegram, Line, Email, and WeChat. Enterprises can integrate their social media accounts into the SaleSmartly SCRM system to interact with users on one platform. Different marketing strategies CRM: Relatively passive in marketing strategy. CRM marketing targets the company's existing consumers. By analyzing the consumer's previous consumption data at the company, it identifies consumers with greater consumption value and conducts scheduled marketing for these existing customers to increase their consumption frequency and amount. SCRM: Take proactive marketing strategies. SCRM can collect a large amount of potential consumer data through social platforms before users become corporate consumers. Based on this data, companies can design targeted marketing strategies and proactively market to target customers who have not yet consumed the company. In addition, SCRM also makes full use of customers' social networks for communication marketing, such as encouraging customers to share and recommend corporate products through reward rebates, thereby achieving marketing based on customer social relationships. Data from different sources CRM: Build customer profiles by collecting basic customer information (name, contact information, etc.) and purchasing behavior (such as placing an order, repeat purchase, etc.), then group customers and develop personalized marketing strategies for different groups of customers. SCRM: The data sources are more extensive. In addition to basic transaction data, it also integrates interactive data from social platforms, focusing on connecting social networks, collecting customer information data based on social platforms, and grasping customer dynamic behavior trajectories. Companies can use the SCRM system SaleSmartly to view the customer data sources of different social media platforms, check the number of new customers and customer chat replies on different social media platforms, and then analyze the promotion effects of the company on different social media platforms so as to adopt targeted marketing strategies later. Why choose SCRM? 1. The demand for marketing trends in the social media era In a marketing environment dominated by social media, users prefer to obtain information through instant interactive social media platforms rather than traditional email or phone communication. Most individual users may not often open emails to check marketing information pushed by companies in their daily lives, but if users see advertisements placed by companies while using social media, they may click to view and interact with the company's account. At this time, the company can further interact with users through the SCRM system, seize the opportunity to reach users, and maximize conversion rates. 2. More in line with the enterprise's multi-device/multi-account operation needs SCRM uses a simple and intuitive interface to allow large companies to efficiently manage customer information on different social media accounts without the need for a large customer service team. For example, through the SCRM system, large-scale enterprises can batch process customer inquiries on multiple social media platforms without having to switch devices or accounts one by one to receive customer information. On the SaleSmartly SCRM system, multiple social media accounts on different platforms/the same platform of the enterprise are integrated into the SaleSmartly backend, and the information received by multiple social media accounts can be viewed and replied on the [Online Chat] page. If there is a need to operate the same account on multiple devices, the account can also be integrated into the SCRM system. You only need to add all employees to the corresponding projects to achieve multi-device operation. 3. Improve user life cycle SCRM maintains long-term contact with customers through continuous social interaction. For example, when a customer expresses dissatisfaction with a service on social media, SCRM can promptly identify and prompt customer service to make a return visit, reducing the risk of customer churn. CRM systems focus more on the management of the transaction stage, lack real-time performance, and cannot respond quickly to market changes. How to choose a suitable customer relationship management system 1. Clarify business needs Before choosing a customer relationship management system, companies should conduct a comprehensive analysis of their own needs, especially to clarify the characteristics of their customer groups and core business needs. If a company mainly conducts marketing and interaction through social media, such as cross-border e-commerce that requires multiple social media channels to reach customers, the SCRM system can handle more social media interaction information. 2. Evaluate system scalability and support services The development of enterprises and market changes will constantly put forward new requirements for customer relationship management systems, so scalability and support services are crucial. System scalability: Check whether the system supports adding more social platform accounts or expanding seats. For example, if an enterprise has many marketing accounts on a certain channel and needs to expand seats on a single social media channel, the SCRM system SaleSmartly supports customized expansion and provides enterprises with individual quotation services. Technical support and training : Choose an SCRM system that provides high-quality customer service and technical support to reduce the learning cost of employees. The SCRM system SaleSmartly provides professional technicians to conduct 1v1 product demonstrations before sales, so that the enterprise team can better understand how to operate the product; at the same time, SaleSmartly provides 7*14 hours of technical Q&A after sales, so that the enterprise team can get effective solutions in time when encountering technical problems at any time. Frequently asked questions Can CRM and SCRM be used at the same time? Yes. Generally speaking, SCRM includes most of the functions of CRM, while adding support for social media. For example, the SCRM system SaleSmartly can both send mass emails and manage interactive content on social media. Which companies are suitable for SCRM? SCRM is suitable for companies that need to build relationships with customers through social media and conduct multi-channel interactions, such as retail, e-commerce, and service industries. These companies need to frequently interact with users through social platforms to promote user purchasing behavior. Further reading Top 10 Best WhatsApp CRM Integrations in 2024 (salesmartly.com) The most comprehensive cross-border online chat customer service system aggregation software recommendation in 2023 (salesmartly.com) SaleSmartly passed Meta certification and officially became a Meta Business Partner (salesmartly.com) ### [Top 10 Cross-Border Customer Support Tools in 2025: A Comprehensive Comparison](https://www.salesmartly.com/en/blog/docs/10-best-chat-support-tools-global-business) Why Do Cross-Border Businesses Need an Advanced Customer Support System? As global competition intensifies, cross-border enterprises in 2025 will face even greater challenges in international expansion. Companies must efficiently manage a high volume of customer inquiries from various platforms (e.g., independent websites, TikTok, Facebook) while overcoming language barriers, time zone differences, and customer experience challenges. More and more cross-border businesses are adopting intelligent customer support solutions to enhance operational efficiency. In this article, we compare ten top cross-border live chat and support tools, including SaleSmartly, Zendesk, and JivoChat, helping businesses choose the best solution for their needs. Key Factors to Consider When Choosing a Cross-Border Customer Support System To select the right customer service software, businesses should evaluate four essential dimensions: · AI-Driven Automation· Multilingual Support & Real-Time Translation· Data Security & Compliance· Omnichannel Integration 1. AI-Driven Automation AI-powered solutions are becoming an industry standard. According to a Gartner report, by 2028, at least 15% of daily business decisions will be handled by AI assistants. When selecting a customer support platform, businesses should prioritize those that seamlessly integrate with leading AI tools such as ChatGPT, OpenAI Assistants, and DeepSeek. AI-driven automation helps reduce operational costs and significantly improves efficiency by: Automating responses to FAQs Enhancing intent recognition Offering personalized customer interactions 2. Multilingual Support & Real-Time Translation Since cross-border businesses operate in multiple regions, language support is critical. Key factors to consider include: Number of supported languages Availability of real-time translation Translation pricing and integration options A robust multilingual customer support system ensures smooth communication with global customers, improving conversion rates and customer satisfaction. 3. Data Security & Compliance Handling customer conversations involves sensitive data, making data security and compliance a crucial factor. Businesses should prioritize platforms certified with: ISO 27001 ISO/IEC 27701 CCPA & GDPR compliance 4. Omnichannel Integration According to Statista, social commerce revenue is projected to exceed $1 trillion by 2028. Social media platforms are not just marketing channels but essential drivers of business growth. A good customer support system should seamlessly integrate multiple communication channels, including: Live chat Email Social media (WhatsApp, Facebook Messenger, Instagram, Telegram, WeChat, etc.) Centralizing these interactions enhances customer management and improves overall response efficiency. Top 10 Cross-Border Customer Support Tools in 2025 SaleSmartly– The Best Omnichannel Messaging Platform for Global Expansion SaleSmartly is a comprehensive messaging solution designed for cross-border businesses, offering seamless integration with WhatsApp, Facebook Messenger, Telegram, Instagram, WeChat, and more. Key Features: ✔ Omnichannel Messaging – Manage inquiries from multiple platforms in a single dashboard. ✔ AI Chatbot & Smart Routing – Automate conversations and intelligently distribute customer queries. ✔ Multilingual Support – Real-time translation in 134 languages. ✔ ISO-Certified Data Security – Compliance with ISO 27001 & ISO/IEC 27701. 💰 Pricing: Starts at $15.9/month. Zendesk– Enterprise-Level Customer Support Solution Zendesk is a widely recognized customer service platform, known for its advanced knowledge base and AI-powered analytics. ✔ Powerful Knowledge Base – Allows businesses to create self-service FAQs. ✔ AI-Driven Ticketing System – Automates customer request handling. ✔ Data Security Certified – ISO 27001 & ISO 27701 compliant. 💰 Pricing: Starts at $25/month. JivoChat– Best for Multi-Platform Messaging & Email Management JivoChat is known for its instant messaging features and email integration, making it ideal for cross-border businesses with diverse customer engagement needs. ✔ Email Integration – Compatible with Gmail, Outlook, Yahoo, and Hotmail. ✔ Live Chat & Call Back – Supports real-time interactions. ✔ Limited Security Certifications – No official ISO compliance. 💰 Pricing: $19/month, additional charges for WhatsApp integration. Crisp– Best for SMBs Looking for Affordable Live Chat Crisp is a simple yet effective live chat solution for small and medium-sized businesses (SMBs). Its unified inbox consolidates messages from different platforms, making it easy to manage customer inquiries. ✔ Multi-Channel Integration – Supports live chat, email, Messenger, and Twitter DMs. ✔ AI Chatbot – Basic automation available, but lacks advanced intent recognition. ✔ Shared Inbox & CRM – Helps teams collaborate more effectively. 💰 Pricing: $95/month, with a free tier for basic features. Manychat– Best for WhatsApp & Messenger Marketing Automation ManyChat specializes in AI-powered chat automation, particularly for businesses using WhatsApp, Facebook Messenger, and Instagram DM. It’s widely used for marketing automation rather than full-scale customer support. ✔ AI-Powered Chatbot – Automates replies and sequences. ✔ Messenger & WhatsApp Automation – Ideal for sales funnels and engagement. ✔ Limited Omnichannel Support – Focuses mainly on the Facebook ecosystem. 💰 Pricing: With $15/month, WhatsApp integration incurs additional fees. eDesk– Best for E-Commerce Businesses Using Marketplaces eDesk is a customer support tool tailored for e-commerce sellers, integrating seamlessly with platforms like Amazon, eBay, Walmart, and Shopify. ✔ Marketplace Integrations – Directly connects with Amazon, eBay, Shopify, and WooCommerce. ✔ AI Smart Inbox – Organizes support tickets automatically. ✔ Performance Analytics – Helps track customer service KPIs. 💰 Pricing: $39/month, making it more suitable for established e-commerce brands. Intercom– Best for Personalized AI-Driven Customer Support Intercom is known for its powerful AI-driven customer interactions and in-app messaging capabilities. It’s particularly suited for SaaS and subscription-based businesses. ✔ AI Chatbot & Smart Workflows – Automates customer interactions with personalized responses. ✔ In-App Messaging & Email Automation – Boosts engagement for SaaS businesses. ✔ High Pricing – Targeted at mid-to-large enterprises. 💰 Pricing: Starts at $29/month, premium plans go beyond $99/month. Sleekflow– Best for Social Commerce & Unified Messaging Sleekflow is an omnichannel social commerce and customer engagement platform, that integrates WhatsApp, Instagram, Line, and Telegram into a unified dashboard. ✔ WhatsApp Business API Support – Advanced automation for WhatsApp marketing. ✔ Multi-Agent Collaboration – Allows teams to work together on conversations. ✔ Enterprise-Grade Features – Custom automation & CRM integrations. 💰 Pricing: Starts at $199/month, positioned for mid-to-large businesses. Respond.io– Best for Large-Scale Omni-Channel Communication Respond.io offers enterprise-level omnichannel messaging with a strong focus on automation and analytics. ✔ AI-Enhanced Automation – Chatbot workflows for WhatsApp, Facebook, and Telegram. ✔ Unified Messaging Inbox – Streamlines customer inquiries from multiple platforms. ✔ Enterprise-Grade Security – ISO-certified and GDPR-compliant. 💰 Pricing: Starts at $79/month, with custom enterprise solutions available. Kustomer– Best for AI-Powered CRM & Customer Service Kustomer is an AI-powered CRM and customer support platform, best suited for businesses that need deep customer insights and automation. ✔ AI-Powered Customer Service – Automates common inquiries using NLP (Natural Language Processing). ✔ CRM + Support Ticketing System – Tracks entire customer journeys. ✔ Enterprise-Focused – Designed for large-scale operations. 💰 Pricing: Starts at $89/month, primarily for enterprise clients. Comparison Table: Top Cross-Border Customer Support Software in 2025 Tool Name Multi-language support Multi-channel aggregation AI Core Functions Compliance Certification Lowest Fee Package SaleSmartly Real-time translation in 134 languages Online chat, WhatsApp, Facebook Messenger, TikTok, Instagram, Telegram, LINE, Email, VKontakte, WeChat AI chatbot, Smart Reply, AI intelligent intent, AI corpus, AI big model access ( ChatGPT, OpenAI Assistants, DeepSeek, Coze, Button ) ISO 27001 ISO /IEC 27701 CCRC $15.9/month/2 agent Zendesk 80 languages Online chat, Email, Facebook Messenger, Twitter, WhatsApp, SMS Answer Bot, automatic ticket assignment, smart reply ISO 27001 ISO 27701 $25/month/per agent JivoChat All Google Translate languages available Live Chat, Facebook Messenger, Instagram Live chat, auto-reply, simple bot ❌ No ISO Certification $19/month (WhatsApp charges an additional fee of $25/month) Crisp 50+ languages Online chat, Instagram, Twitter DM, Facebook Messenger, Telegram, Line, WhatsApp, Viber Live chat, knowledge base integration, automated workflows ISO/IEC 27001 ISO/IEC 27017 $95/month Manychat All Google Translate languages available Facebook Messenger, Instagram, WhatsApp, SMS, Email Chatbots and marketing automation based on Facebook Messenger ISO/IEC 27001 CCPA $15/month (Specific charges are calculated based on contacts: $15/month/500 people) eDesk 100+ languages Facebook Messenger, WhatsApp, Instagram, Line, Telegram Multi-channel customer service management, automated work order processing ❌ No ISO Certification $39/month/per agent Intercom Supports translation into 45 languages WhatsApp, Facebook, Instagram, Email, SMS Advanced conversation management, automated messaging, customer behavior analysis ISO 27001:2022 ISO 27701 CCPA $29/month/per agent Sleekflow Can integrate translation tools for translation Online chat, Facebook Messenger, WhatsApp, Telegram, Instagram, Line, WeChat, SMS, Viber Multi-channel messaging integration, chatbots, marketing automation ISO 27001 SOC 2 Type II $199/month Respond.io Supports integrated translation tools for translation Online chat, Facebook Messenger, WhatsApp, Telegram, Instagram, Line, Email, WeChat Cross-channel message management, chat automation, CRM integration ISO 27001 $99/month Kustomer 43 languages Live chat, Email, WhatsApp, Facebook, Twitter, Instagram, SMS, Real-time chat, intelligent robots, visitor tracking, and data analysis CCPA ISO 27001 AICPA SOC 2 $89/month Final Thoughts The right cross-border customer support system depends on business size and operational needs: For small businesses, Crisp and ManyChat offer affordable, easy-to-use solutions. For e-commerce brands, eDesk and Sleekflow provide strong marketplace and social commerce integrations. For AI-driven customer service, Intercom, Kustomer, and Respond.io excel in automation and analytics. For omnichannel communication, SaleSmartly stands out with its multilingual capabilities and broad integration options. Regardless of your business size, investing in a multilingual, AI-powered customer support tool will help drive global success in 2025 and beyond. Further reading The most comprehensive cross-border online chat customer service system aggregation software recommendation in 2023 10 Best WhatsApp CRM Integrations in 2024 Mining the hot land of the Middle East, SaleSmartly participated in the release of the 2023 Middle East Cross-border E-commerce White Paper! A practical guide on how to efficiently distribute conversations in intelligent customer service systems ### [What is GEO (Generative Engine Optimization)? How Can Businesses Appear in AI-Generated Answers?](https://www.salesmartly.com/en/blog/docs/generative-engine-optimization-GEO-ai-answers) With the rise of Large Language Models (LLMs), Generative Engine Optimization (GEO) presents a crucial opportunity for businesses to drive traffic. Unlike traditional Search Engine Optimization (SEO), which focuses on ranking in Google and Bing, GEO aims to enhance content visibility in AI-generated search results, such as ChatGPT Search. In this guide, we’ll explore what GEO is, how it works, and strategies to boost content visibility within AI-generated responses. This is particularly valuable for businesses looking to expand their reach globally and maximize exposure through AI-driven search engines. What is GEO (Generative Engine Optimization)? GEO (Generative Engine Optimization) focuses on increasing the visibility of your content in AI-generated responses. Its goal is to position your brand or product as a primary source for AI models like ChatGPT or DeepSeek, ensuring your information is cited even if users don’t click through to your website. We’ll analyze detailed GEO applications across AI search engines to demonstrate how e-commerce businesses can adapt their strategies. 1. ChatGPT GEO 2. DeepSeek GEO When users ask ChatGPT a question, the AI scans multiple sources but only cites top-ranked, high-authority websites. GEO ensures your content meets these criteria. Similar to ChatGPT, DeepSeek prioritizes credible, data-backed sources. The key objective of GEO is to ensure that when AI searches for relevant content, your website, products, or services are among the top references in AI-generated responses. How Does GEO Work? GEO combines traditional SEO principles with AI-driven search strategies. When users perform AI-based searches, the system synthesizes data from multiple sources to generate a direct answer. GEO ensures that your business content is referenced in those responses. 1. GEO Search Modes AI search engines operate in two modes: Offline Mode: Relies on pre-trained data (may lack recent updates). Online Search Mode: Pulls real-time web data but prioritizes high-authority sources. 2. GEO Process Flow When a user queries an AI search engine, the process follows these steps: 1) Retrieve relevant web content. 2) Summarize it using LLMs. 3) Generate a response with embedded citations (unlike traditional search results). How to Increase Content Visibility in AI-Generated Responses? According to research from Pranjal Aggarwal et al. at the 30th ACM SIGKDD International Conference on Knowledge Discovery & Data Mining, effective GEO strategies can increase content visibility in AI-generated answers by up to 40%. To help businesses optimize their content for AI-based search engines like ChatGPT and DeepSeek, here are key strategies: 1. Cite Authoritative Sources AI prioritizes credible content. Including authoritative references in your content increases its chances of being cited. Consider linking to: Official Reports: Government publications, whitepapers, and corporate reports. Industry Studies: Research from organizations like Gartner and Statista. Top Media Outlets: Articles from Forbes, TechCrunch, and other reputable sources. 2. Incorporate Data-Driven Insights To enhance objectivity, use market share stats, sales growth figures, or user reviews. For example, when DeepSeek recommended a particular product, it suggested that Product A was trusted by over 10,000 global businesses and had secured five funding rounds. This data-driven statement made it more likely for AI to select Product A as a recommendation. 3. Distribute Content Across Platforms AI search engines extract information not only from websites but also from content shared on third-party platforms. For instance, global AI search engines like ChatGPT Search reference sources such as Reddit and Quora, while Chinese AI search engines like DeepSeek utilize platforms like Sohu, NetEase, and Tencent. To improve GEO, businesses should distribute content across multiple platforms and optimize keywords for each. When AI detects consistent mentions of a brand or product across multiple sources, it increases the likelihood of citation. 4. Leverage Expert Quotes & User Testimonials AI prefers responses containing expert opinions and real-world testimonials. Businesses should incorporate authoritative quotes from industry leaders or user feedback. For example, instead of a generic statement like "Businesses should invest in cross-border e-commerce for growth," a more AI-friendly version would be: "According to XYZ CEO, ‘The global e-commerce market’s growth over the next five years will be driven by cross-border trade. Businesses should invest early.’” Similarly, testimonials with quantifiable results—such as "This product helped increase my sales by 30%!"—boost engagement and improve the likelihood of AI referencing your content. 5. Add a Timestamp to Articles AI prioritizes recent content. To enhance relevance, update your articles regularly and include timestamps in the title or body. Examples: “2025 Update: Latest Trends in Cross-Border E-commerce” “Last updated: March 10, 2025” This signals to AI that your content is fresh, increasing its likelihood of citation. SEO vs. GEO: Key Differences SEO (Search Engine Optimization) is a widely known strategy for improving content visibility, while GEO (Generated Engine Optimization) extends SEO principles to AI-generated search results. Although both aim to enhance visibility, they differ in goals, optimization methods, and impact. Comparison SEO (Search Engine Optimization) GEO (Generated Engine Optimization) Goals Improve website rankings on traditional search engines like Google and Bing. Increase visibility in AI-generated search results (e.g., ChatGPT, DeepSeek, Perplexity). Focus Areas Keywords, meta tags, backlinks, page speed, etc. Content readability, data-based insights, authoritative citations, direct quotes, etc. How Search Engines Display Results Users enter keywords, and search engines return a list of web pages for users to click. Users ask a question, and AI generates a complete answer, often embedding references. How to Improve Visibility Optimize keyword placement, build backlinks, and improve technical aspects to rank higher. Structure content effectively, provide authoritative information, and distribute across multiple platforms to increase AI citations. User Interaction Users must click on a website to access detailed information. Users get answers directly from AI-generated responses without necessarily visiting the website. Traffic Impact Higher rankings lead to more clicks and website visits. Increased citations in AI-generated responses enhance brand exposure but don’t always drive direct clicks. Applications of Large Language Models in Cross-Border E-commerce Beyond using GEO to enhance the visibility of global brands in AI-generated content, large language models (LLMs) offer additional applications in cross-border e-commerce, such as: How LLMs Benefit Cross-Border E-commerce Beyond GEO, Large Language Models (LLMs) offer several applications for cross-border e-commerce: 1. AI Chatbots for Customer Support Businesses can integrate AI chatbots into platforms like SaleSmartly to automate: pre-sales inquiries, order tracking, and post-sales support. By connecting LLM-based bots (ChatGPT, Coze, DeepSeek) to SaleSmartly, businesses enhance customer experience and improve conversion rates. 2. Personalized AI-Driven Marketing LLMs analyze user behavior to deliver personalized marketing campaigns. AI can generate tailored: email marketing content, social media posts, and automated promotions. For example, AI can send targeted push notifications based on purchase history, increasing sales, while avoiding over-messaging to prevent user disengagement. Frequently asked questions Will GEO Replace SEO? No. GEO complements SEO rather than replacing it. SEO helps websites rank higher on traditional search engines, while GEO optimizes content for AI-driven search engines. Businesses should leverage both strategies for maximum impact. Do All AI Search Engines Use the Same Ranking System? No. Different AI models provide varied responses due to differences in training datasets, model updates, and context understanding. To optimize for multiple AI platforms, businesses should test GEO strategies periodically and adjust based on AI-generated results. Further reading Boost Your Visibility on ChatGPT Search: Essential SEO Tips DeepSeek+E-commerce: A Practical Guide to Al Powered Cross-Border Customer Acquisition and Service 2025 Updated Guide: How Cross-Border Businesses Can Train Their Own Al Chatbots Instagram SEO Tips: 3 Proven Strategies to Boost lG Visibility and Engagement ### [What is SaaS (Software as a Service)? A Complete Guide to Benefits, Use Cases, and Top SaaS Tools](https://www.salesmartly.com/en/blog/docs/What-is-SaaS) SaaS (Software as a Service) has become a go-to solution for businesses looking to streamline operations, reduce IT costs, and stay flexible as they grow. Unlike traditional software that requires complex setup and high upfront investment, SaaS tools are easy to deploy, budget-friendly, and built for scale. Whether it's managing teams, serving customers, or automating workflows, SaaS makes it easier for companies to stay efficient and agile. This guide breaks down what SaaS means, how it compares to traditional software, its biggest advantages, and five popular SaaS platforms worth exploring. What is SaaS? SaaS (Software as a Service) is a cloud-based software delivery model where users access applications via the internet, with no downloads or installations required. Providers host, maintain, and update the software, while businesses subscribe on a pay-as-you-go basis. This eliminates upfront licensing fees, reduces IT burdens, and ensures always-updated tools for cross-device collaboration. Unlike traditional software that requires on-premise deployment and manual updates, SaaS solutions are lightweight, scalable, and designed for seamless remote access and collaboration, making them a core pillar of modern business infrastructure. Top SaaS Benefits for Businesses 1. Cost Efficiency, Flexible Pricing Traditional software often involves hefty upfront license fees and long deployment cycles. In contrast, SaaS uses a subscription-based pricing model, requiring no local servers or IT infrastructure, ideal for startups and scaling teams. 2. Rapid Deployment & Scalability Go live in minutes, not months. Simply sign up and start working with zero downtime. SaaS operates on affordable subscriptions, ideal for startups and scaling teams. 3. Zero Maintenance, Full Security Vendors continuously roll out improvements, security patches, and new features, so you never have to worry about outdated versions or manual upgrades. 4. Remote-Ready Collaboration With cloud sync, SaaS platforms are ideal for remote teams and hybrid workplaces, improving communication and productivity across locations. SaaS vs. Traditional Software: A Side-by-Side Comparison Factor Traditional Software SaaS Cost High upfront fees + maintenance Low monthly subscriptions Deployment Months of installation Instant cloud access Updates Manual, disruptive Automatic, seamless Scalability Limited by hardware Elastic resources on demand Best For Highly regulated industries SMEs, remote teams, agile teams Recommendation: When to Opt for On-Premise/ Choose Traditional Software: Healthcare, government, or industries requiring strict data localization. When to Choose SaaS: Startups, e-commerce, or teams prioritizing agility. Top 5 Must-Have SaaS Tools to Supercharge Your Business in 2025 Whether you're in customer service, eCommerce, or project management, there's a SaaS solution for every business scenario. Here are five powerful SaaS tools that streamline workflows and enhance productivity. SaleSmartly: Omnichannel Customer Engagement SaleSmartly is a cutting-edge SaaS omnichannel platform that centralizes customer support and communication across channels like WhatsApp, Facebook Messenger, and Instagram. It features automation, multilingual chatbots, team collaboration tools, real-time translation, and advanced analytics. Best For: Global brands, cross-border eCommerce, customer service teams Key Features: Omnichannel inbox, AI chatbots, automation workflows, real-time translation SaleSmartly helps businesses deliver fast, intelligent customer service at scale. Shopify: E-Commerce Powerhouse Shopify is a leading SaaS platform for building and managing online stores. With no coding required, businesses can quickly launch branded websites and manage everything from product listings to payments and marketing. Best For: DTC brands, online retailers, small businesses expanding globally Key Features: Customizable templates, multilingual/multi-currency support, app marketplace, logistics & payment integration Shopify lowers the barrier to entry for digital commerce and accelerates go-to-market strategies. Notion: All-in-One Workspace Notion combines documentation, task management, and knowledge sharing in one place. Its modular design lets teams customize workspaces for content creation, product development, project tracking, and more. Best For: Content teams, project managers, startups Key Features: Real-time collaboration, drag-and-drop blocks, customizable databases Notion enables teams to centralize workflows and reduce tool switching. Calendly: Smart Scheduling Calendly takes the hassle out of scheduling meetings. Just set your availability, share your booking link, and let clients or colleagues pick a time, no back-and-forth emails needed. Best For: Sales reps, HR teams, customer service consultants Key Features: Calendar sync, timezone detection, embeddable booking forms Calendly increases meeting conversion rates and saves hours on coordination. Google Workspace: Cloud Productivity Suite Formerly G Suite, Google Workspace offers tools like Gmail, Docs, Sheets, Slides, Drive, and Calendar. Everything you need to collaborate in real time and manage files securely in the cloud. Best For: Remote teams, digital-first companies, SMBs Key Features: Multi-user editing, cloud storage, integrated communication tools, robust security Google Workspace seamlessly supports real-time collaboration and document sharing across teams. Frequently Asked Questions Q: Why switch to an all-in-one SaaS platform from multiple tools? A: Integrated platforms reduce data silos by connecting communication channels, automating workflows, and centralizing data, all of which lower operating costs and improve customer experience. Q: Are SaaS tools secure? A: Top providers use encryption, role-based access, and certifications like ISO 27001, SOC 2. Always verify compliance! Further Reading How to Manage Multiple E-Commerce Accounts? SaleSmartly Makes Global Communication Smarter! How Shopify Merchants Can Optimize Customer Service: Strategies to Increase Customer Satisfaction Top 10 Cross-Border Customer Support Tools in 2025: A Comprehensive Comparison SCRM vs. CRM: Understanding the Differences and Choosing the Right Customer Relationship Management System ### [DTC Customer Loyalty Loop: Turn Service Fixes into Repeat Sales](https://www.salesmartly.com/en/blog/docs/independent-station-after-sales) In today’s highly competitive cross-border e-commerce landscape, many DTC (Direct-to-Consumer) brands focus on traffic and conversions, often overlooking a crucial touchpoint, that is after-sales service. But post-sales isn’t just about handling complaints. It’s a golden opportunity to improve customer satisfaction, build brand trust, and drive repeat purchases. So how can DTC brands deliver effective after-sales service? And how can smart tools boost efficiency and service quality? In this guide, we’ll break it all down and show you how to use SaleSmartly to build a professional, efficient post-sales system. Step 1: Solve Problems—Master the Basics 1. Common After-Sales Issues for DTC Sellers DTC businesses face complex after-sales challenges, often involving time zone differences and cross-border communication. Typical issues include: Logistics: Delays, lost packages, or untraceable tracking numbers. Product: Items not matching descriptions, poor quality, or damaged on arrival. Returns & Refunds: Unclear policies, difficult processes, long wait times. Account Issues: Order errors, failed payments, or system glitches. Language Barriers: Misunderstandings due to a multilingual customer base. Slow Responses: Long delays in replies, leading to poor experiences. If not handled properly, these issues can quickly lead to negative reviews, damaging your brand and hurting your conversion rate. 2. How to Handle After-Sales Issues Efficiently To provide better support, brands should establish a structured and responsive system: Standard Operating Procedures (SOPs): Define clear workflows and timelines for different issues. Omnichannel Messaging: Consolidate WhatsApp, Messenger, email, and more in one place to avoid missed messages. Automated Support: Use FAQ centers, smart knowledge bases, and auto-replies to reduce the load on your team. Transparent Progress: Keep customers updated on the status of their issues to build trust. Step 2: Turn Support into Loyalty—Use After-Sales to Drive Repeat Sales 1. Why After-Sales Is a Key Conversion Opportunity Studies show a strong link between customer satisfaction and repeat purchases. A professional and timely resolution can boost trust and even turn a frustrated buyer into a loyal fan. Plus, combining issue resolution with small incentives (like coupons or personalized product suggestions) can further encourage follow-up purchases. 2. How to Activate Users Post-Support Targeted Follow-Ups: Automatically send coupons or product suggestions after closing a support case. Customer Tagging: Label users (e.g., “Resolved Complaint”, “Silent User”) for future personalized outreach. Automated Repurchase Reminders: Use chat and behavior data to send timely nudges for reorders. Designing a Seamless Support Entry Point The easier it is for customers to find help, the more likely they are to trust your brand. Make sure your help channels are easy to access: Prominent “Contact Us” buttons on the homepage and order pages. Clear links to FAQs, return policies, and support email at the footer or help center. Optimized mobile layout and multi-language support to serve global users better. Boost Efficiency and Experience with SaleSmartly SaleSmartly solves key pain points for cross-border DTC sellers, fragmented channels, language gaps, and limited resources, offering a streamlined after-sales solution. 1. Omnichannel Messaging: Manage All Channels in One Place Independent e-commerce stores cater to audiences worldwide, each preferring different messaging platforms: WhatsApp, Messenger, Instagram, and Telegram. Manually juggling these apps isn’t just tedious. It’s a recipe for delayed responses, missed messages, and frustrated customers who slip away. SaleSmartly, its omnichannel messaging hub brings every platform into a single dashboard. No more app-hopping: support teams handle inquiries and post-purchase issues from one streamlined interface. Simply connect your preferred social channels in the place, and all customer chats flow into the [Live Chat] module. By centralizing fragmented conversations, SaleSmartly eliminates operational bottlenecks. Teams resolve tickets faster, customers get real-time solutions, and brands retain trust across borders. 2. Customer Tagging for Smarter Operations After-sales service should fuel future growth, not just fix issues. SaleSmartly tracks customer behavior and lets you tag users during chats or via its Tag Management tool. These tags build detailed profiles, automate follow-ups, and turn support interactions into personalized sales opportunities by SaleSmartly. Close the loop between service and sales. Tags segment audiences for targeted campaigns, like reviving inactive users or rewarding loyal buyers in [Guest Tags-Add New Tag] in SaleSmartly. Every resolved ticket becomes data to drive repeat purchases, creating a seamless cycle of problem-solving and profit. 3. Real-Time AI Translation: No More Language Barriers With customers speaking over 134 languages, SaleSmartly’s AI-powered two-way translation ensures smooth communication in real time. Agents see messages in their language, and replies are auto-translated for the customer, making global support seamless. 4. Data Analytics for Continuous Improvement Data beats guesswork in modern customer service. SaleSmartly’s analytics dashboard turns after-sales chaos into clarity, showing real-time metrics across WhatsApp, Messenger, Instagram, and more from new vs. returning customers to agent workload and chat trends. Spot hourly spikes, identify bottlenecks, and track resolution rates over custom periods. Predict problems before they escalate. These insights don’t just react, but they prevent. Fix weak points in workflows, coach underperforming teams, and turn raw numbers into a roadmap for service excellence. Final Thoughts: Transform Support Into Growth In a DTC business, after-sales service should go beyond issue resolution. It’s the foundation for user engagement and customer lifetime value. With SaleSmartly, you can eliminate messaging silos, overcome language barriers, and scale your service through automation, data insights, and personalized operations, turning support into a true growth engine. Further Reading Foreign Trade Tips! How to Add a Live Chat Plugin to Independent Site for Efficient Customer Communication? Top 10 Cross-Border Customer Support Tools in 2025: A Comprehensive Comparison Optimizing Customer Service Efficiency: Four Smart Ways to Assign Conversations in SaleSmartly The Most Comprehensive Cross-Border Online Chat Customer Service System Aggregation Software Recommendation in 2023 ### [3 Major Challenges for Cross-Border Sellers: Google to Index Instagram Content Starting July 10!](https://www.salesmartly.com/en/blog/docs/google-index-instagram-posts) Starting July 10, 2025, content from Instagram professional accounts, including photos, videos, and more, may now appear in Google search results. This groundbreaking move follows an agreement between Google and Meta, allowing Google to crawl and rank Instagram content. It opens the door for billions in social traffic to enter the world’s largest search ecosystem. This is more than a traffic partnership. It’s a shift in how people discover quality content. For cross-border merchants, this presents both challenges and opportunities: Instagram is evolving from a closed social platform into an open content hub, where posts can now be discovered by non-Instagram users, especially Gen Y and Z users overseas who primarily rely on Google search. It also means Instagram creators and eCommerce brands now have a powerful new traffic source. With over 3.5 billion daily searches on Google, Instagram content will soon tap into both social and search exposure, demanding a new approach to content strategy. New Challenges for Instagram Marketing This change is uncharted territory for everyone, but particularly for cross-border businesses, where social and search strategies must now be fused. 1. Fiercer Content Competition & SEO Optimization Demands Instagram content, once driven by aesthetics, must now adapt to Google’s search logic.That means using search-friendly keywords in captions (especially the first line), adding ALT text for images, and structuring content to align with Google’s indexing preferences. Without proper optimization, your posts risk being buried in an ocean of content. 2. Rethinking the Conversion Funnel Google users are typically search-intent driven (looking for information or price comparisons), unlike Instagram users, who scroll for entertainment.Businesses must redesign landing pages to meet search users’ needs, optimize Instagram bios, pinned posts, and shopping tags to enable instant purchases, and bridge the gap between search discovery and social conversion. 3. Dual-Platform Data Tracking & Rising Operational Costs Now that Instagram content will show up on Google, brands must monitor Google performance metrics (keyword rankings, click-through rates, traffic sources) alongside native Instagram metrics (engagement, followers). This may require upgraded analytics tools, new workflows for data integration, and upskilling teams in multi-channel performance analysis. Practical Strategies: How to Maximize This New Opportunity (A) Content Creation: Build “Google-Friendly” Social Posts “Instagram is no longer a walled garden. When your post shows up on Google’s front page, new customers can flow in through an invisible door.” 1. Master the First Line – It Works Like a Title Instagram doesn’t use traditional headlines, but the first 1–2 lines of your caption (especially the part that’s visible before the ‘See more’) act like a title for both users and Google crawlers. Formula: [Hook] + [Search Keyword]Example: “3 Easy Steps to Get Perfect Curls | 2025 Lazy Girl Hair Tutorial”Use tools like Google Keyword Planner or KeywordTool.io to find high-volume keywords. 2. Choose the Right Format – Feed Google the Right “Signals” Google relies on textual content for understanding, prioritizing materials based on their ease of information extraction: Content Type SEO Potential Best Practices Carousel Posts ⭐⭐⭐⭐⭐ Add ALT text to each image, and include detailed step-by-step or product specs in the caption Reels ⭐⭐⭐⭐ Add subtitles, use keyword-rich cover ALT text, and vertical 9:16 videos rank higher Single Image ⭐⭐⭐ Detailed ALT text with object + text description and storytelling in the caption Stories ⭐ Save highlights and name them with searchable keywords (B) Profile Optimization: Your New Global Search Landing Page 1. Bio = Your Homepage on Search Include: Brand website link and core business keywords Bio Essentials: [Keywords] | [Location] : ☕️ Sydney CBD Specialty Coffee [Unique Selling Point] + [Credibility] : 🔥 Nitro Cold Brew Tech | 2024 Golden Bean Winner [CTA] → [Link] : 🚚 Order by 3PM → Full Menu [Linktree] #Hashtags: #SydneyCoffeeWholesale #MelbourneCoffeeDelivery Use tools like Linktree to group tutorials, promos, and best-sellers under pinned content. 3. Hashtags = Semantic Signals for Search Use 3 types per post: Brand hashtags: #YourBrand Product-specific: #Sunscreen Use-case or scenario: #BeachEssentials Important: Enable “Allow public photos and videos in search engine results” in account settings.This ensures your posts are eligible to be indexed by Google. Publish high-quality content consistently to boost your Google indexing odds and drive organic traffic growth. (C) Data Tracking: Optimize Your Strategy with Insights 1. Monitor Instagram’s External Traffic In Instagram Insights, track traffic under “External sources”. Analyze user demographics and conversion paths. Use this data to refine your top-performing content and target future keywords. 2. Keyword Testing Try variations of target keywords, e.g., compare the performance of “Best Running Shoes” vs. “Running Shoes for Beginners” in terms of impressions and engagement. How SaleSmartly Helps You Win This Game This integration between Google and Instagram bridges social exposure with search intent, creating a new closed-loop for branding, discovery, and conversion. But success requires mastering content distribution, automation, and analytics, exactly what SaleSmartly delivers. 1. Manage Multiple Instagram Accounts Riding the wave of Google-indexed Instagram content requires more than just a single account. To win at scale, cross-border brands need to adopt a multi-account, multi-niche, multi-language strategy, building a content matrix that aligns with diverse user interests and platform algorithms. But with this expanded presence comes a new challenge: how to efficiently manage multiple Instagram accounts. SaleSmartly, an omnichannel communication platform designed for cross-border businesses, provides the perfect solution. SaleSmartly allows you to integrate and manage multiple Instagram accounts in one place, no more constant switching between profiles. From comments to DMs, everything is centralized for faster response times and greater efficiency, so you never miss a sales opportunity. 2. Instant Customer Response When potential customers discover your Instagram page through a Google search and show interest by browsing your content, they often follow up with product inquiries. This is their peak moment of purchase intent—a critical window when timely responses can make or break a sale. SaleSmartly offers the perfect combination of auto-replies and AI-powered chatbots to ensure you never miss a sales opportunity—24/7. Beyond basic keyword auto-replies, it integrates advanced AI models like DeepSeek, ChatGPT, and Coze, enabling intelligent, accurate, and human-like responses based on customer needs. Even across time zones and information gaps, SaleSmartly acts as your always-on smart assistant, ensuring potential buyers feel heard and valued. By responding instantly at the exact moment of interest, you dramatically boost your chances of conversion and maximize sales efficiency. 3. Unified Data Analysis With Google now indexing Instagram content, brands can expect a surge in traffic, but analyzing that traffic effectively is key to turning views into value. To refine future content strategies, ad placements, and marketing decisions, businesses need data-driven insights. SaleSmartly’s Channel Analysis feature focuses on tracking sales leads and customer interactions from Instagram. It helps businesses understand how many users initiate conversations or inquiries via Instagram, enabling smarter allocation of manpower, marketing budgets, and resources. By identifying high-performing channels and touchpoints, businesses can optimize their strategy, maximize ROI, and turn traffic into measurable growth. Conclusion Google indexing Instagram marks a major shift in digital marketing.It brings 3 major challenges: Increased content competition and SEO complexity Conversion funnel redesign Cross-platform data management But with SaleSmartly’s unified communication tools, automation features, and advanced analytics, you can turn challenges into growth. As digital channels converge, SaleSmartly stands with you, helping cross-border brands seize this pivotal opportunity, convert global traffic into revenue, and unlock sustainable growth. Further Reading Instagram SEO Tips: 3 Proven Strategies to Boost IG Visibility and Engagement Top 10 Instagram Trends for 2025: How Brands Can Win the New Traffic The Ultimate Guide to Setting Up Instagram Auto Replies: Multiple Methods Explained How to Use Instagram for B2B Lead Generation: 3 Methods to Boost Inquiries and Orders! Instagram Insights Essentials for 2024 ### [Notice: Changes to WhatsApp's Pricing [July 2025]](https://www.salesmartly.com/en/blog/docs/whatsapp-starts-charging-per-message) Starting July 1, 2025, WhatsApp will officially switch from per-conversation pricing to per-message pricing. Here’s what’s changing: All template messages initiated by businesses (marketing, notifications, verification) will now be charged per message sent, rather than per 24-hour session. Within the 24-hour customer service window (reset every time a user responds), businesses can continue to send utility notification templates for free, with no cap. Conversations started via Click-to-WhatsApp ads or Facebook Page buttons will trigger a 72-hour free messaging window, with no limits. These changes mark WhatsApp’s evolution from a basic communication tool into a full-fledged business platform, aimed at making pricing more transparent and encouraging meaningful customer engagement over spammy broadcasts. For global merchants, this means higher messaging costs, especially for marketing campaigns. However, with smart strategies, businesses can optimize costs while boosting engagement quality. This guide breaks down WhatsApp's new pricing structure and equips global merchants to tackle its challenges, transforming fee changes into opportunities for cost efficiency and meaningful customer engagement. WhatsApp Sales Model Changes: What You Need to Know Cost Impact Costs May Increase: Under the new policy, sending multiple marketing templates now incurs a fee for each message, instead of a flat fee per session. Cost Reduction Opportunities: Messages within active customer service windows remain free, and 72-hour free messaging applies to conversations triggered via Click-to-WhatsApp ads or Facebook buttons. By encouraging customer-initiated chats, you can reduce overall costs. Marketing Impact Precision Over Quantity: With per-message pricing, businesses must focus on message relevance and personalization to drive better open and conversion rates. Stricter Marketing Rules: WhatsApp now limits businesses to just two marketing messages within a 24-hour window if there's no customer response, meaning mass message blasts are no longer effective. Customer Service Impact Support Quality Matters: Since customer-initiated conversations are free for 24 hours, brands are incentivized to provide faster and better support to maximize the free window and boost satisfaction. Stricter Message Classification: Notification templates must now be non-promotional and directly relevant to the user, helping businesses deliver more valuable, compliant service updates. Strategy Guide: How to Maximize Benefits Under the New Rules 1. Segment Users to Reduce Wasted Reach Use SCRM tagging to categorize customers (e.g., inactive, repeat buyers, new users) and tailor outreach accordingly. Send free utility templates (order updates, shipping info) to low-engagement users and personalized marketing messages only to high-value ones. 2. Leverage the 72-Hour Free Window Drive users to initiate conversations via Click-to-WhatsApp ads of the Facebook/Instagram Page button, unlocking a 72-hour window to promote offers, answer questions, and complete transactions without incurring extra costs. 3. Reframe Template Content to Reduce Charges WhatsApp now categorizes messages as marketing, utility, or authentication, each with different rates. For example, utility messages in India cost as little as $0.0014, while marketing messages can cost up to $0.028. Label templates correctly to avoid unnecessary fees. 4. Turn Marketing into Conversational Campaigns Encourage users to reply with prompts like “Reply with ‘OFFER’ to receive your discount.” This extends the free window and fosters two-way engagement. 5. Reduce Message Frequency, Increase Value Stop sending bulk blasts. Instead, combine one high-value marketing message with several free utility updates to drive ROI efficiently. How SaleSmartly Helps You Adapt to WhatsApp’s New Pricing 1. Smart Customer Tagging With WhatsApp charging per marketing message, it’s crucial to avoid spamming low-intent users. SaleSmartly’s tagging system lets you segment users by behavior, source, and purchase history, so you can focus paid efforts on high-potential leads only. 2. Automation for Cost-Effective Messaging SaleSmartly links tags with automation to optimize message timing: 72-hour ad leads: Automatically tag and nurture with a 3-day conversion flow during the free window. 24-hour service customers: Tag users as “in support” and resolve issues promptly to stay within the free period. High-intent shoppers: Trigger time-sensitive offers for those who’ve added to cart or browsed multiple times, boosting ROI. 3. Channel Analytics When every message costs money, you need to invest in the most effective platforms. SaleSmartly’s channel analytics show user IP, language, source platform (WhatsApp, Facebook, Instagram), and entry points, enabling you to build rich customer profiles. Track Cross-Platform Customer Acquisition: Analyze visitor volume, inquiry rates, and conversion metrics across WhatsApp, Facebook, Instagram, etc., to identify your highest-performing channels. Dynamically Reallocate Ad Spend: Shift budgets toward high-conversion platforms (e.g., WhatsApp ads yielding 30%+ higher ROI than Facebook in key markets) while scaling back underperforming channels. 4. Broadcast Smartly Across Channels Under WhatsApp's new policy, customer-initiated conversations benefit from a 24-hour free messaging window, while interactions launched via Click-to-WhatsApp ads or Facebook page buttons enjoy a 72-hour window. SaleSmartly’s Broadcast Tool maximizes these free periods by integrating with [Client]. Filter recently engaged customers (within 24h), prioritize utility broadcasts like order confirmations and shipping updates, and avoid extra fees. SaleSmartly supports multichannel broadcasting across WhatsApp, Email, Facebook Messenger, Telegram, Instagram, and LINE, enabling merchants to strategically shift non-WhatsApp users to email/social campaigns, such as executing cost-effective email marketing through its managed campaign service, significantly cutting WhatsApp messaging fees. Conclusion WhatsApp’s pricing shift is both a challenge and an opportunity. With tools like SaleSmartly’s smart tagging, automation, channel insights, and broadcast management, global merchants can stay ahead of the curve, refining strategies, minimizing costs, and maximizing engagement. As WhatsApp evolves into a full-fledged business platform, proactive brands will be the ones to thrive. In today’s rapidly shifting global sales landscape, policy changes like this can impact your entire business. Stay informed, plan ahead, and let SaleSmartly be your trusted partner in navigating change, helping you unlock new growth in global markets. Further Reading Step-by-Step Guide to Creating Click-to-WhatsApp Ads That Convert Boost Foreign Trade Efficiency: How to Use WhatsApp Text Formatting for Better Customer Outreach WhatsApp Template Message Application Collection: Better Reach WhatsApp Customers WhatsApp Update for July 2025: Service Conversations to Be Offered for Free Click to WhatsApp Advertising: The Secret of Improving Business Interaction and Transformation WhatsApp Business API Introduction: Features, Fees, And Application Methods ### [Best 10 Live Chat Plugins for Global Expansion in 2025](https://www.salesmartly.com/en/blog/docs/10-best-chat-plugin-global-business) Why Do Cross-Border Businesses Need Live Chat Plugins? In cross-border sales, businesses often face challenges like language barriers, time zone differences, and scattered communication platforms. These issues can cause delays in response, resulting in lost orders. A powerful live chat plugin can solve these problems by offering real-time translation, automated replies across time zones, AI-driven personalized interactions, and multi-channel integration. This eliminates the hassle of switching between platforms and ensures you're always reachable 24/7, across any platform, greatly improving your chances of closing deals and converting leads. In short, the right chat plugin can make or break your global expansion. Being easily accessible and responsive makes customers feel noticed and valued. A good plugin not only boosts conversion rates but can also transform customer data into actionable, scalable business assets. For global growth, it's your first and most crucial step. This article recommends 10 of the most popular and effective live chat plugins for international businesses in 2025. Find out which one fits your needs best. 1. SaleSmartly SaleSmartly is an all-in-one omnichannel communication tool designed for global businesses. It integrates with 12+ platforms, including WhatsApp, Facebook, TikTok, Telegram, Instagram, LINE, Email, VKontakte, and WeChat, streamlining them into a single chat widget embedded directly on your website. Customers can message without being redirected, reducing communication friction and increasing engagement instantly. Beyond the built-in channels, SaleSmartly also allows businesses to add custom links such as WhatsApp or TikTok/Telegram homepage links, helping customers reach your team more easily across platforms. The combination of omnichannel integration and customizable plugins not only solves the problem of scattered customer inquiries and low response efficiency across platforms, but also significantly reduces the cost of customer engagement, directly boosting inquiry-to-conversion rates. ● Key Strengths: SaleSmartly comes equipped with powerful features like automated replies, AI robots, and free real-time translation. It’s also highly affordable, with generous access available during the free trial. Trusted by over 10,000 businesses, SaleSmartly ensures seamless omnichannel message integration, so you never miss a sales opportunity. ● Best For: Ideal for SMEs, global businesses, as well as established brands. SaleSmartly offers a wide range of plans from free to enterprise-level, making it a cost-effective choice already adopted by tens of thousands of cross-border companies. 2. Crisp Crisp offers real-time chat, email, social messaging (WhatsApp, Facebook), bots, a knowledge base, and CRM integration all in one tool. Designed for efficiency, this lightweight chat widget delivers high-value customer engagement at a budget-friendly price point. ● Key Strengths: Seamlessly integrates website chat with email while offering deep customization, adjust colors, widget position, greeting messages, and agent avatars to perfectly match your brand. This builds trust effortlessly while keeping operations lightweight. ● Best For: Startups needing a fast, low-cost customer service setup. 3. eDesk eDesk is a customer service tool built for eCommerce, integrating email, live chat, and social messaging into one interface. Its AI-driven tools help merge and resolve tickets from platforms like Amazon and eBay efficiently. ● Key Strengths: AI merges similar tickets for efficient management. Tailored for multichannel sellers ● Best For: Cross-border eCommerce brands and online retailers. 4. Sleekflow Sleekflow is an AI-powered omnichannel commerce platform, bridging communication across platforms to boost conversion rates. ● Key Strengths: Enables direct in-chat checkout with embedded product links and payment processing, turning conversations into instant sales. Optimized for Southeast Asia with dedicated WhatsApp + LINE integration. ● Best For: Social commerce brands and conversion-focused independent stores. 5. JivoChat JivoChat is known for its all-in-one customer engagement platform, combining web chat, social media messages, and even call-back functions. ● Key Strengths: Offers mobile SDK for seamless in-app integration. ● Best For: Brands with proprietary mobile apps needing mobile-first customer service. 6. ManyChat ManyChat specializes in building Messenger bots for Facebook and Instagram. It's perfect for automating customer interactions and marketing campaigns. ● Key Strengths: Help you design sophisticated conversation flows (order tracking, product recommendations, etc.) through an intuitive visual builder, no coding skills needed. ● Best For: SMBs and startups relying on social media and needing conversion-focused automation. 7. Respond.io Respond.io centralizes communication from WhatsApp, Messenger, Instagram, TikTok, email, and web chat into a unified inbox, with built-in automation and CRM integration. ● Key Strengths: Consolidates messages from WhatsApp, Facebook Messenger, Instagram, TikTok, email, and website chat into a single dashboard, eliminating app-switching for support teams. ● Best For: eCommerce teams, customer service, sales, and marketing departments. 8. Intercom Intercom is an AI-powered customer messaging platform offering live chat, bots, help centers, and multi-channel messaging. ● Key Strengths: Clean UI and quick onboarding. Ideal for reducing support team training time. ● Best For: SaaS and B2B enterprises with high-value sales and complex support needs. 9. Kustomer Kustomer offers end-to-end AI-driven customer service with flexible switching between AI and human support, depending on the scenario. ● Key Strengths: Unified inbox for email, SMS, chat, and social. Built-in AI for workflow automation and data analysis. ● Best For: Industries like finance and e-commerce that handle high inquiry volumes. 10. Zendesk Zendesk is a widely trusted platform offering robust live chat, knowledge base, and ticketing tools with deep integration and customization features. ● Key Strengths: Deeply integrates ticketing with live chat while offering 30+ language real-time translation. Customize ticket fields, automation rules, chatbot flows, and UI layouts to match any workflow, all without developer resources. ● Best For: Mid-to-large enterprises, especially those in regulated markets like the EU/US markets How to Choose the Best Chat Plugin? Before deciding, consider these factors: ✔ Does it support your main sales channels? ✔ Does it offer automation and AI bots? ✔ Is there multilingual and real-time translation support? ✔ Is it certified for data security and compliance? ✔ What’s the starting price? Here’s a comparison of the most popular tools: Tool Multilingual Support Channel Integration AI Features Security Certifications Starting Price SaleSmartly 134 real-time translation 12+ platforms AI bots, smart replies, intent recognition, LLM integration 3 certifications $15.9/month Zendesk 80+ languages 5+ platforms Answer Bot, smart ticket routing 2 certifications $19/month JivoChat All Google Translate languages 4+ platforms Live chat, autoresponders, basic bots No official certification $19/month (WhatsApp +$25) Crisp 50+ languages 5+ platforms Live chat, automation, knowledge base 2 certifications $45/month ManyChat All Google Translate languages 3+ platforms Messenger bots, automation 2 certifications $15/month (500 users) eDesk 100+ languages 5+ platforms Multi-platform ticketing, automation No official certification $59/month Intercom 45 languages 3+ platforms Behavior tracking, automated messaging 3 certifications $29/month Sleekflow Supports translation tools 5+ platforms Bots, automation, marketing flows 2 certifications $199/month Respond.io Supports translation tools 5+ platforms Message automation, CRM integration 1 certification $99/month Kustomer 43 languages 5+ platforms AI agents, visitor tracking, data analytics 3 certifications $89/month Final Thoughts In a world where global sales depend more and more on real-time customer conversations, the right live chat plugin can be a game-changer. But don’t rush your decision based on marketing claims. Remember to always test first! Take advantage of free trials to find the plugin that truly fits your business. Start your trial journey today and find your ideal partner in global expansion! Further Reading Top 10 Cross-Border Customer Support Tools in 2025: A Comprehensive Comparison Top 10 Best WhatsApp CRM Integration Systems in 2024 The Most Comprehensive Cross-Border Online Chat Customer Service System Aggregation Software Recommendation in 2023 Lesson 1 for Going Global: Why Omnichannel Tools Are Essential for SMBs in Cross-Border Operations ### [Cross-Border Marketing 2025: The Complete Guide to Affiliate Marketing with TikTok & YouTube Shorts](https://www.salesmartly.com/en/blog/docs/affiliate-marketing) As short-form video platforms continue to surge in popularity, affiliate marketing through short videos has emerged as a powerful trend in digital marketing. Platforms like TikTok, YouTube Shorts, and Instagram Reels are not only capturing billions of global viewers, they’re also unlocking unprecedented marketing opportunities for content creators and brands alike. What’s more, the barrier to entry for short video affiliate marketing is relatively low. Even beginners without a massive following can get started. With the right content and strategic placement of affiliate links, creators can start generating income. Whether you're a marketer exploring new channels or a creator looking to monetize your content, now is the perfect time to dive into short video affiliate marketing. This guide will walk you through what it is, why it works, how to do it effectively, and the best tools to help you succeed. What Is Short Video Affiliate Marketing? Affiliate marketing is a performance-based strategy where marketers earn a commission by promoting other people's or companies’ products. Commissions are usually based on actions such as clicks (CPC), sales (CPS), or leads (CPA). Short video affiliate marketing refers to promoting products or services through short-form videos on platforms like TikTok, YouTube, or Instagram. Creators embed affiliate links in their content, and when viewers purchase through those links, the creators earn a commission. In short, creators use entertaining or informative videos to promote a product and include a link where viewers can buy it, earning money through each successful conversion. Key Benefits of Short Video Affiliate Marketing 1. Creative Freedom: Short videos thrive on creativity. You can present products in fun, engaging, and original ways. 2. High Engagement: These platforms encourage user interaction—likes, shares, and comments—boosting visibility and increasing conversion chances. 3. Fast, Wide Reach: With the right content, short videos can go viral, reaching thousands or even millions of users in hours. 4. Low Entry Barrier: Unlike traditional eCommerce, you don’t need a full store. Anyone with content ideas and basic video skills can start. How to Start Affiliate Marketing with Short Videos (in 8 Steps) Short-form affiliate marketing is surprisingly simple! Newbies can master it in just 8 steps – launching campaigns, building an owned audience ecosystem, and unlocking steady, long-term income. Start today! 1. Choose the Right Affiliate Program & Platform Select affiliate programs aligned with your niche and audience interests. Great starter platforms include: Amazon Associates, ShareASale, CJ Affiliate. 2. Understand Your Target Audience Who are you speaking to? What do they care about? Knowing this will help you choose the right products and craft videos that truly resonate. 3. Create Engaging Short-Form Content Your videos should be visually captivating and informative. Try formats like: Product Showcases – Highlight features in fun, visual ways. Unboxing/Reviews – Share real experiences with the product. Tutorials/Tips – Show how to use the product in daily life. Trend Challenges – Integrate the product into trending content or viral challenges. 4. Insert Affiliate Links Smartly Add your affiliate link in the video description or pinned comment. Mention it naturally in the video or use on-screen prompts like: ● Wrap up your video with a clear call-to-action: "Want details? Grab it via my link below!" or naturally work in the affiliate link during your content. ● Display visual cues in subtitles: Add text overlays like "LINK IN BIO 🔗" or "See description for deal!" to direct viewers where to find more. 5. Use Built-in Platform Tools to Drive Sales TikTok & YouTube Shopping Tools: Link directly to products via “shoppable” buttons. Call-to-Actions (CTAs): Encourage actions like, “Click the link below to learn more!” 6. Post Consistently & Engage Your Viewers Reply to comments, answer questions, and build rapport with your audience to boost trust and long-term growth. 7. Track Performance & Optimize Use analytics to see what works. Check clicks, views, engagement, and conversions. Improve based on real-time data. 8. Build Your Audience (Private Traffic) In short video affiliate marketing, the ultimate goal is to build and manage your own private traffic ecosystem, shifting your audience from public platform traffic to a space you fully control. This allows for more efficient marketing and a more stable revenue stream. After posting short videos, it's important not only to stay engaged with your followers through high-quality content, replying to comments, direct messages, and live streamsshowing authenticity and care, but also to guide them into your private ecosystem. You can do this in two key steps: ● Build your private traffic channels: Create channels such as email lists, communities, or personal websites. Add links to your site, email subscriptions, or social platforms (like WhatsApp, Telegram, etc.) in your profile. Use your videos to offer exclusive perks, discounts, free resources, or insider access, to attract and direct followers into your private channels. ● Manage private traffic with SaleSmartly: Fans acquired through short video affiliate marketing are often scattered across platforms like WhatsApp, Facebook, TikTok, Telegram, email, and your personal website. Managing this multi-platform audience efficiently at scale can be challenging. SaleSmartly, an omnichannel private traffic management tool, supports bulk messaging and centralized communication across channels. It not only simplifies outreach, but also lets you track performance, monitoring metrics like audience size and delivery rates, so you can reduce repetitive tasks and boost efficiency. 📘Bonus Reading: [Full Guide] Bulk Messaging for Cross-Border Commerce: How to Activate Private Traffic on TikTok, WhatsApp, and Facebook Final Thoughts Short video affiliate marketing is a high-potential monetization method that combines content creation, creativity, and commercial opportunity. With platform traffic continuing to rise, now’s the time to ride the wave and secure your spot. By gradually moving viewers into your own private traffic pool, you’ll foster deeper engagement, better conversion, and long-term revenue. Whether you're just starting out or already growing a presence, this is your moment to act. Don’t wait. Use SaleSmartly to build your private traffic infrastructure today and turn every video into a long-term income stream! Further Reading: Introduction to Social Media Marketing from Multiple Angles! Learn to Grasp the New Trend How to Enable TikTok Showcase? Quickly Add Yellow Shopping Cart with a 1,ooo-Follower Account TikTok Hashtag Marketing Guide: How to Use TikTok Tags to Attract More Customers? 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 ### [2025 Meta Report: Messaging Platforms That Power Global Cross-Border Growth](https://www.salesmartly.com/en/blog/docs/2025-meta-social-media-messaging-platforms) At Meta’s recent summit in Shanghai, SaleSmartly attended the launch of a new report that reveals how messaging platforms are shaping the social media landscape across major global markets. For cross-border eCommerce, brand building, or customer engagement, these insights help you connect with the right users in the right channels. Below is a breakdown of the most popular messaging platforms by region: This table outlines social media usage across Asia, the Americas, Europe, the Middle East, and Africa. Southeast Asia shows the greatest variety, with Thailand relying on both Messenger and Instagram. WhatsApp dominates Europe, the Americas, and most emerging markets. The U.S. is the only country where WhatsApp, Messenger, and Instagram are all widely used, reflecting its diverse social habits. In this blog, we will walk through each region’s messaging preferences and share practical strategies for cross-border businesses. 1. Southeast Asia: The Most Diverse Market As the go-to region for global expansion, choosing the right platform in Southeast Asia means understanding local user habits. Indonesia: WhatsApp is everywhere, with 90% of internet users relying on it daily. For brands, WhatsApp should be the cornerstone of customer engagement. Use the WhatsApp API for customer service and push localized offers directly. Vietnam: Messenger holds a 75% market share and is especially popular among younger users who enjoy its Mini program. Cross-border sellers can combine Messenger chatbots for pre-sales inquiries with short-form videos to drive traffic. Thailand: Both Messenger, often used for workplace communication, and Instagram, used for content discovery, are strong here. The winning approach is to link both. Use Instagram Reels to showcase products and Messenger to handle inquiries and conversions, creating a full “Discover, Engage, Purchase” journey. 2. South Asia, the Middle East, and Africa: WhatsApp Rules These massive markets are highly consolidated, with WhatsApp as the default messaging app in nearly every country. South Asia: With over 2 billion people, India and Pakistan have WhatsApp penetration above 95 percent. It is even used for official notifications. Cross-border sellers should apply for a Verified Business Account (Blue Tick) to build trust, use Broadcast Lists to send bulk messages, and post limited-time promotions via Status. Middle East and Africa: WhatsApp is more than chat. It functions as a mobile wallet in the Middle East and as an e-commerce entry point in Nigeria. By integrating local payment gateways, brands can enable a seamless “Chat, Order, Pay” flow inside WhatsApp. 📕 Recommended: [WhatsApp Blue Tick: What It Is & How to Apply (Full 2025 Guide)] 3. U.S. and Europe: Same Platforms, Different Uses Western users rely on Meta platforms too, but for different purposes. United States: This is the only market where WhatsApp, Messenger, and Instagram all share the spotlight. 💫 WhatsApp: Best for private conversations and well-suited for VIP customer care and private-domain engagement. 💌 Messenger: Common in workplace and community groups. Brands can build fan communities and private traffic pools here. 🧩 Instagram: A strong discovery platform. Reels deliver three times higher conversion rates than static feeds. Europe: WhatsApp is the top choice, but GDPR compliance is critical. Brands must obtain explicit consent for storing data and sending marketing messages. 📕 Recommended: From Traffic to Retention: Your 2025 Instagram Content Creation & Growth Playbook 4. Other Markets Worth Watching Two niche but promising regions stand out. Turkey: Instagram has overtaken WhatsApp. Young people spend an average of 4.2 hours per day on the platform. Beauty and fashion brands can focus on Instagram Shop and boost engagement with tools such as Story Polls and AR Try-On. Latin America: WhatsApp is mainstream, but Telegram is rapidly gaining popularity, especially among Gen Z in Brazil, where usage grew 45 percent year-on-year. Sellers can use Telegram as a secondary channel to reach emerging segments. 5. Three Key Strategies for Cross-Border Sellers 5.1 Platform Strategy – Avoid relying on a single channel Do not rely on just one. Thailand requires a dual-platform approach. The Middle East and Africa can focus on WhatsApp. U.S. sellers should use all three Meta platforms together. Match resources to your target market’s demographics and consumer habits. 5.2 Content Localization – Blend in with local language and culture For example, Indonesian users prefer short messages with emojis, German users value data and professional content, while Brazilian users respond strongly to holiday marketing such as Carnival promotions. 5.3 Data-Driven Approach – Make the most of Meta Business Suite Use Meta’s official dashboard to track user activity and content engagement across platforms. This allows you to fine-tune posting times and formats in real time. 6. Managing Multiple Platforms with SaleSmartly The challenge is clear. Each market favors different platforms, which leads to scattered accounts, messy conversations, and slow responses. That is where SaleSmartly makes a difference. As an omnichannel communication platform, SaleSmartly brings WhatsApp, Messenger, Instagram, and more into one hub, helping you connect with customers through the platforms they trust most. Key features of SaleSmartly include:✅ Omnichannel platform: Manage all accounts and platforms in one place✅ Meta integrations: Reach South Asia, the Middle East, and Africa via WhatsApp, Messenger, Instagram✅ Automation: Chatbots, keyword triggers, multilingual replies for faster response✅ Analytics: Real-time dashboards and customer tags for precision operations Key features of SaleSmartly include:✅ Omnichannel platform: Manage all accounts and platforms in one place✅ Meta integrations: Reach South Asia, the Middle East, and Africa via WhatsApp, Messenger, Instagram✅ Automation: Chatbots, keyword triggers, multilingual replies for faster response✅ Analytics: Real-time dashboards and customer tags for precision operations As an official Meta Business Partner, SaleSmartly meets the highest standards of security, reliability, and innovation. Conclusion Meta’s report shows there is no universal strategy. Each market has its own preferences, and success depends on adapting to local user behavior. Whether you are building private-domain engagement on WhatsApp or creating discovery content on Instagram, the goal is the same: use the platforms customers already love to build trust and drive conversions. This is exactly where SaleSmartly helps. With SaleSmartly, you can manage WhatsApp, Messenger, Instagram, and more. Deliver 24/7 support, respond faster, and reach global users with a local touch. Further Reading How to Manage Multiple E-Commerce Accounts? SaleSmartly Makes Global Communication Smarter! Introduction to Social Media Marketing from Multiple Angles! Learn to Grasp the New Trend Mastering Multi-Platform Social Media Management: A Guide for Global Businesses What Is Zalo? Complete Introduction in 2025 to Boost Your Business in Vietnam ### [ChatGPT-5 Registration & Recharge Guide 2025: Get ChatGPT Team for Just $1 and Share with 5 Users](https://www.salesmartly.com/en/blog/docs/chatgpt-registration-method-2025) OpenAI has launched ChatGPT-5, the latest upgrade that offers faster responses, deeper understanding, and stronger capabilities compared to earlier versions. For cross-border eCommerce, global brands, and SaaS providers, ChatGPT is no longer just a chatbot. It has become a powerful AI-driven customer service solution that improves efficiency across teams. Even better, ChatGPT Team is now available for just $1 for the first month, making it an affordable entry point for businesses. This blog will guide you through how to register for a ChatGPT account, what you need to prepare, how to top up, and the practical applications of ChatGPT-5 in customer service scenarios, helping you easily embark on a new AI experience! ✅ Can You Use ChatGPT Without an Account? Yes! ChatGPT now allows a no-login experience. By choosing “Stay Logged Out” on the official site, you can: ✅ Access ChatGPT without an account ✅ Skip the login process ✅ Start chatting instantly! ⚠️ Limitations of no-login mode: However, usage without logging in has limitations. For example, chat history cannot be saved, the model used is GPT-4o mini, and file or image uploads are not supported. Therefore, if you want to experience more advanced models or use ChatGPT long-term, it is recommended to register a ChatGPT account. 📁 What You Need Before Registering ChatGPT Before signing up, prepare the following: 🌐 A network that can access ChatGPT ✉️ An international email (Gmail or Outlook recommended). Gmail is preferred because it’s free, reliable, and offers broader functionality. If Gmail registration fails, Outlook is a good backup. ✉️ How to Create a Gmail Account Since ChatGPT requires an email, Gmail is the first choice. Steps to register: Visit Google Account Signup: https://accounts.google.com/signup Fill in your name, birthday, username, and password Enter your phone number for verification (Chinese numbers may not work, alternatives include SMS platforms or purchasing a Gemini-linked account) Complete verification to finish registration ⚠️ Note: SaleSmartly does not recommend or endorse third-party platforms. ✉️ How to Create an Outlook Account If Gmail registration fails, you can try Outlook. Outlook does not require mobile number verification, making registration simpler. The steps are as follows: Visit Outlook Signup: https://www.microsoft.com/microsoft-365/outlook/email-and-calendar-software-microsoft-outlook and select Create Free Account Choose your email name Set your password, country (e.g., US), and age (18+) Complete the CAPTCHA and registration is done 🤖 How to Register a ChatGPT Account Once your email is ready: Visit ChatGPT Official Site: https://chat.openai.com?utm_source=chatgpt.com Click Sign Up Free Register using your Google or Microsoft account Verify your email and complete basic details Start using ChatGPT immediately ❓ ChatGPT-5 Plans: Free vs Plus vs Team vs Pro Here’s how ChatGPT plans compare: At just $1 for the first month, the ChatGPT Team plan offers excellent value, especially for businesses needing AI-powered collaboration tools. Features Free (Logged-in) Plus ($20/mo) Team ($30/user/mo) Pro ($200/mo) Multimodal (image/voice/file) ✅ ✅ ✅ ✅ File upload & analysis ✅ ✅ ✅ ✅ Save conversation history ✅ ✅ ✅ ✅ Usage limits ~30–40 msgs / 3h ~80 msgs / 3h ~100 msgs / 3h Unlimited Context length ~8K tokens Up to 128K Longer Longest & most stable Custom GPTs ❌ ✅ ✅ + Shared ✅ + Shared Plugins / Search / Code Interpreter ❌ ✅ ✅ ✅ Team collaboration ❌ ❌ ✅ ✅ Central billing/permissions ❌ ❌ ✅ ✅ ❓ How to Get ChatGPT-5 Team for $1 1. Make sure you are a new ChatGPT user 2. Visit the Official $1 Promo Page: https://chatgpt.com/?promo_campaign=team1dollar#team-pricing 3. If you see “Not eligible for this promotion,” switch your IP to a US/EU region (⚠️ SaleSmartly does not provide tool recommendations) 4. Click Get Team 5. Name your team (or use the default) 6. Select the Team plan (max 5 members included, extra users cost €34 each) 7. Pay via PayPal (supports UnionPay cards, register here: https://www.paypal.com/c2/webapps/mpp/consumer?locale.x=en_C2) 8. ⚠️ Important: The $1 offer is valid only for the first month. From the next billing cycle, the cost reverts to €34/user/month (about €170 for 5 users). To avoid extra charges: Cancel your subscription under Profile > Workspace Settings > Billing > Manage license > Cancel Subscription. Also, unbind ChatGPT from PayPal to avoid unexpected charges. ✅ How Businesses Use ChatGPT-5 for Customer Service ChatGPT-5 combines all previous advancements, making it one of the most powerful AI models for customer service automation. Key benefits for support teams: Handles complex queries with higher accuracy Maintains multi-turn conversations seamlessly More natural, human-like communication Multilingual and cross-cultural support Faster response speed for improved efficiency Deep workflow and process integration Emotion detection and risk alerts Within SaleSmartly’s HelpKnow.ai, powered by ChatGPT-5.0, AI support can: Detect customer emotions and context (complaints, urgency, confusion) Identify intent (refunds, shipping, payments, account issues) Retrieve or generate the most relevant responses instantly 🎯 Conclusion Registering and recharging ChatGPT in China may require a few extra steps, but the process is straightforward once you have the right tools. After setup, you’ll gain access to ChatGPT’s full AI capabilities. For cross-border businesses, integrating ChatGPT into your customer service system can dramatically increase team productivity. With SaleSmartly already connected to ChatGPT-5.0, your support operations can scale faster and smarter. Related Articles Boost Your Visibility on ChatGPT Search: Essential SEO Tips Boost Efficiency: How to Turn ChatGPT into Your Personal Customer Support Assistant The Secrets of Chatbot! What Are the Advantages and Disadvantages of ChatGPT? ### [SaleSmartly Takes Center Stage at 2025 Apsara Conference: Exploring "AI & Cloud Communication" with Alibaba Cloud](https://www.salesmartly.com/en/blog/docs/salesmartly-2025-yunqi-damoxing-cloud-communication) At the 2025 Alibaba Cloud Summit themed “Integrated Intelligence · Silicon-Carbon Synergy”, SaleSmartly was invited to the sub-forum “Large Models x Cloud Communication” and shared its insights on “SaleSmartly × Alibaba Cloud: Empowering Global Customer Operations.” The session drew significant attention from industry experts, highlighting the growing potential of combining AI models with cloud communication in global customer engagement. 👉 Watch SaleSmartly’s Presentation at the 2025 Alibaba Cloud Summit (Starts at 53:00) A Full-Cycle Customer Engagement Platform Built for Global Expansion Since its launch in 2021, SaleSmartly has been dedicated to helping global businesses manage customer conversations seamlessly across all major communication channels. The platform integrates Live Chat, WhatsApp, Facebook Messenger, TikTok, Instagram, Telegram, LINE, Email, VKontakte, and WeChat, offering unified inbox management, multi-account control, 130+ real-time language translations, AI-powered chatbots, and team collaboration tools. With these features, SaleSmartly helps global brands turn inquiries into repeat customers, enabling end-to-end customer engagement, retention, and lifecycle reactivation. Today, SaleSmartly serves over 10,000 enterprises worldwide, spanning various industries, including retail, education, logistics, healthcare, and cross-border e-commerce. In partnership with Alibaba Cloud, the two companies are co-developing a global ecosystem covering message storage, WhatsApp API infrastructure, and cloud server resources Sign Up Free Four Core Functional Scenarios of SaleSmartly 1. Intelligent Customer Service System ✨Key Features: Multi-channel management · 130+ language auto-translation · AI chatbot replies · Team collaboration ✨Use Case: A marketing agency managing over 100 social media accounts across regions often missed or delayed replies due to fragmented logins and received spam from competitors. ✨Solution: ①Centralized all accounts in SaleSmartly for unified management with unread/time-out alerts. ②Used AI chatbots to automate responses and boost reply efficiency. ③Enabled smart comment management to filter out malicious comments and guide users to private chats for positive reviews, enhancing brand reputation. 2. Precision Customer Management (SCRM) ✨Key Features: Customer tagging · Smart routing with QR codes Businesses can segment and label customers by source, and redirect them through smart routing QR codes to the most suitable communication channel. This supports personalized, data-driven operations that help enterprises retain and convert customers more effectively. 3. User Engagement Tools ✨Key Features: Auto lead distribution · Bulk messaging ✨Use Case: An overseas education brand used personal WhatsApp accounts for marketing but faced account suspension risks. ✨Solution: ①Registered official WhatsApp API accounts through Alibaba Cloud ChatApp and linked them to SaleSmartly to avoid compliance risks. ②Enabled automatic inquiry assignment and supervisor tracking to optimize sales efficiency. ③Used SaleSmartly’s customer tagging and segmentation tools to create targeted broadcast campaigns—improving conversion rates and repeat sales. 4. Advertising Assistant ✨Key Features: Capture and manage WhatsApp/Facebook ad leads instantly in one place By combining SaleSmartly’s real-time translation, broadcasting, customer management, and lead routing, companies can manage ad inquiries more efficiently. In practice, SaleSmartly has helped brands increase ad reply rates by an average of 80%, maximizing the ROI of ad campaigns. Upcoming Feature Preview Facebook Marketing Messages — Coming SoonEnterprises will soon be able to send proactive marketing messages to non-followers via SaleSmartly, further expanding their customer outreach capabilities.👉 This feature is expected to launch by the end of 2025. Sign Up Free SaleSmartly Comprehensive Service & Support Beyond technology, SaleSmartly is committed to providing professional and responsive support: 1-on-1 pre-sales consultation and customized solutions 7×14 live customer service for global users Detailed help center with documentation & video tutorials Open API and continuous feature updates for long-term scalability Trusted by Global Businesses Across Industries SaleSmartly has become the go-to choice for companies across various industries, including education, automotive, retail, healthcare, logistics, travel, and manufacturing.For enterprises expanding globally, especially those struggling with multi-account management and customer operation systems. SaleSmartly is your all-in-one solution for efficiency, compliance, and growth. Conclusion As AI and cloud technologies continue to evolve, SaleSmartly will keep partnering with Alibaba Cloud and other ecosystem players to explore new frontiers in AI-driven, full-cycle customer communication. Moving forward, we’ll continue to empower global enterprises with smarter, compliant, and more efficient customer engagement tools, helping Chinese brands thrive worldwide. Further Reading Lesson 1 for Going Global: Why Omnichannel Tools Are Essential for SMBs in Cross-Border Operations Labor Cost Savings From Automation: 5 SaleSmartly Settings to Double Your Customer Service Efficiency [Full Guide] Bulk Messaging for Cross-Border Commerce: How to Activate Private Traffic on TikTok, WhatsApp, and Facebook How SCRM Systems Enhance Team Collaboration by Solving Device Access, Cross-Border Time Zones, and Account Security How to Analyze Customer Service Data: Optimize Your Global Strategy with SaleSmartly Reports Break Language Barriers with Ease: SaleSmartly Offers Real-Time Translation in 134 Languages ### [Global Expansion 2025: How SaleSmartly Helps Brands Grow Across Borders](https://www.salesmartly.com/en/blog/docs/enterprise-outbound-strategy-cross-border-ecommerce-salesmartly) Overview In this article, you will learn: Why global expansion is a critical growth path A 6-step framework for cross-border success Real use cases + best practices powered by SaleSmartly Introduction Global e-commerce continues to accelerate. More brands are shifting from saturated domestic competition to scalable international growth. Three signals mark 2025 as a decisive moment for Chinese brands going global: Alibaba Cloud White Paper 2025: Enterprises must shift from “expansion” to high-quality global growth Policy momentum: Initiatives such as Belt and Road and the Dual-Circulation Strategy are opening new markets Market potential: MoonFox forecasts USD 50B+ outbound spend in 2025, with 24%+ YoY growth Going global broadens customer reach, raises margins, and builds long-term brand equity. This article presents a practical expansion framework and demonstrates how SaleSmartly enables cross-border teams to establish, scale, and operate efficiently in overseas markets. Step 1: Define Clear Goals & Market Positioning 1. Set measurable goals Before execution, clarify what you aim to achieve: Gain Market Share: Expand market share in targeted regions Build a Global Brand: Build an international brand presence Boost Profits: Optimize your supply chain and reduce costs to improve your bottom line. Drive Innovation: Innovate through global feedback to inspire new and improved products. 2. Choose the right market Every market is unique. Culture, spending habits, and local competition vary greatly. To find the right fit, consider: Demand fit: Does your product or service solve a problem or fill a need in this market? Competitive landscape: Who are the key players? Is there room for your business to succeed? Cultural acceptance: Will your product resonate with local tastes and customs? Logistics and operational feasibility: Can you handle shipping and supply chain costs effectively in this region? Step 2: Optimize Platforms, Website & Local Experience 1. Select the right sales channel Choosing where to sell is a critical decision. You can leverage major global platforms like Amazon, eBay, or AliExpress, or set up your own online stores, or use a combination. Each platform has different audiences and rules, so choose based on your product characteristics and target market. Channel Suitable For Advantage Amazon Most categories Large traffic and high trust eBay Niche / second-hand goods Unique buyer behavior AliExpress Price-driven buyers Strong entry path for China sellers DTC Website Brand-driven growth Own customer data and retention 2. Localize your website and SEO For DTC brands, localization is essential. Ensure the website aligns with the browsing habits of local consumers in the target market. Multi-language storefronts: Offer your website in the local language to remove barriers to purchase. Local payment options: Integrate popular payment methods like credit cards, PayPal, or local options. Mobile-first UX: Make sure your site is easy to use on any device, especially smartphones. Step 3: Build the Right Product & Pricing Strategy 1. Choose Winning Products Your product selection can make or break your expansion. Research Top Sellers: Analyze market data to see what's currently popular. Spot Future Trends: Keep an eye on emerging trends to anticipate what will sell next. 2. Set Smart Prices Price competitively while protecting your margins. Factor in all costs, production, shipping, platform fees, and taxes. Market-Based Pricing: See what similar products cost and price accordingly for the local market. Strategic Promotions: Use discounts and special offers to attract new customers and drive sales. Step 4: Execute Precision Marketing A great product needs a great marketing strategy. Use a mix of online channels to build awareness and trust. Social ads and content: Engage audiences on platforms like Facebook, Instagram, and TikTok. KOL / influencer collaborations: Collaborate with local KOLs and influencers to build credibility. Content & SEO: Create valuable content like blogs and videos to attract organic traffic and improve your search engine rankings. Step 5: Strengthen Logistics & Fulfillment Getting products to your customers reliably is a cornerstone of cross-border success. Express: Services like DHL, FedEx, and UPS offer speed and reliability for a premium. Overseas warehouses: Storing inventory locally drastically cuts down delivery times and costs. Local couriers: Partnering with regional delivery services can improve efficiency and customer satisfaction. Step 6: Deliver Excellent Global Customer Service Post-purchase experience directly shapes LTV and repeat rate. Ensure multi-language support, fast response, and reliable after-sales service. Why SaleSmartly Matters in Global Expansion SaleSmartly is an omnichannel customer communication platform designed to help you efficiently connect with a global audience. It breaks down language barriers with built-in translation and brings all your customer messages from different apps into one easy-to-manage inbox. In short, SaleSmartly is the tool you need to deliver great service and scale your operations internationally. Feature Value Omni-channel inbox WhatsApp, Messenger, Instagram, Telegram, LINE, Email, WeChat — unified AI automation Reduce manual work and trigger marketing workflows Real-time translation 134 languages, instant understanding CRM & profiles Tag, segment, and remarket with precision Analytics dashboard Insights across channel and team performance Team collaboration Routing, assignment, permissions, QA Automation workflows Scalable, cross-channel operations ✅ Security & Compliance SaleSmartly is certified for ISO 27001, ISO 27701, and CCRC, so you can trust that your data and customer interactions are secure. Sign Up Free Case Study A fashion brand expanding into Southeast Asia unified Instagram + WhatsApp + Facebook Messenger with SaleSmartly. With automation and routing: Response time: 5 min → 30 sec Conversion rate: +22% Sign Up Free Conclusion With the right market entry, localized presence, logistics backbone, and scalable support, powered by SaleSmartly, brands can: ✅ Validate markets faster: Gather data and adapt your approach without a huge upfront investment.✅ Deliver localized service at scale: Use instant translation to make every customer feel heard in their own language.✅ Increase efficiency with automation: Automate routine tasks and let your team focus on what matters most.✅ Operate compliantly and confidently: Rely on a platform built with security and compliance in mind. 2025 is the window. Start now and scale globally with SaleSmartly. Sign Up Free FAQ Q1: What if my team has no technical background? Absolutely. SaleSmartly is designed for ease of use. Its intuitive interface, step-by-step guides, and dedicated support make it simple for non-technical teams to manage global customer communications and focus on growing the business. Q2: Which market should I enter first? Analyze demand, competition, and behavior. A smaller, less competitive market is often the fastest first win. 📕 Recommended Reading: 2025 Meta Report: Messaging Platforms That Power Global Cross-Border Growth Q3: How can SMEs compete with large brands? Focus on niche positioning + fast response + smart tools. Use insights to grow with precision. Your size can be an advantage! Use tools like SaleSmartly to identify high-potential, niche channels and connect with customers more personally. Recommended Reading How to Analyze Customer Service Data: Optimize Your Global Strategy with SaleSmartly Reports 2025 Meta Report: Messaging Platforms That Power Global Cross-Border Growth Lesson 1 for Going Global: Why Omnichannel Tools Are Essential for SMBs in Cross-Border Operations A must-have marketing guide for people going overseas: a comparison of major overseas social media ### [[E-book] Omnichannel Communication: Solving Customer Retention and Growth Challenges in Retail and Other Industries](https://www.salesmartly.com/en/blog/docs/cross-industry-omnichannel-solutions) Businesses across various sectors face the common challenge of acquiring and retaining customers, making sustained growth difficult. Industry research indicates that over 68% of customers who leave never make a repeat purchase, and nearly 70% of customer relationships are lost when sales staff depart. This issue affects various sectors, including retail, education, manufacturing, and medical aesthetics, forming a significant bottleneck to sustainable business development. This guide provides a systematic approach to establishing a sustainable customer operations system utilizing omnichannel communication tools. It will help you shift strategically from simply chasing leads to nurturing and retaining customers. I. Core Methodology for Private Domain Operations: Four Pillars for Sustainable Growth 1. Intelligent Lead Engagement & Sales Scripts: Bridging Physical Stores and Digital Channels ① Smart Opening Message Templates Scenario 1: Apparel Industry – Styling Consultant Script 1 (Concise): "Hello, I'm [Name], your personal styling consultant. Scan the QR code to add me and receive your free [Body Shape Report] plus 3 custom outfit ideas! 🛍️" Script 2 (Engaging): "Hi! Welcome to [Brand Name]! I'm A, your personal stylist. Scan to connect for early arrivals access, exclusive deals, and style inspiration! 💃" Integration Tip: Use the Auto Welcome Message feature to send this immediately after scanning, and include a coupon link for a strong start. Scenario 2: Healthcare/Beauty Industry – Skincare Consultant Script: "Hello! I'm [Name], your personal skincare consultant. Scan the code to add me and get a free online skin assessment + a custom skincare plan! ✨" Integration Tip: Use Auto-Reply Keywords; after the customer responds, automatically send a survey and tag them based on keywords like "dry skin" or "sensitivity." Scenario 3: General Use – Dedicated Consultant Script: "Hi, thanks for visiting [Store Name]! I'm your dedicated consultant. Scan to add me and: 1. Get a ¥10 no-minimum-spend coupon; 2. Get early access to new products; 3. Receive priority after-sales support. ❤️" Integration Tip: Use Channel-specific QR Codes (e.g., entrance, checkout, flyers) to auto-assign consultants and track source effectiveness. ② QR Code Engagement Script – "7-Step Newcomer Conversion Journey" T0 (Upon Scanning): Auto-send Welcome Message + group invite link. T1 (After Joining Group): Group AI bot @mentions newcomer with rules & "newcomer gift" details. T2 (2 Hours Later): Auto-send brand story or product creation short video. T3 (Next Day): Auto-post simple interactive question, e.g., "What's your favorite [product type]? Comment for a chance to win a gift!" T4 (After Interaction): Auto-tag users based on comment keywords (e.g., "likes dresses," "ingredient-focused"). T5 (Day 3): Send personalized product recommendations or coupons based on tags: "We noticed you like dresses – here's a new arrival with an exclusive trial coupon for you." T6 (Day 7): Auto-send limited-time sale or group-buy info to non-purchasing members as a final conversion push. 2. Customer Asset Management – Process & Checklist Scripts ① Employee Departure Handover Script To Departing Employee: "Please use the 'Customer Transfer' function in SaleSmartly by this Friday to transfer all your Grade A & B customers to [Receiver's Name]. Include each customer's recent needs and next follow-up date in the notes." To Receiving Employee: "You have received 327 clients from [Departing Employee]. Within 3 days, please contact key clients using this script: 'Hello, I'm [Your Name], your new consultant at [Brand Name]. [Former Consultant] mentioned your interest in [Product Needs] – I'm here to help!'" Integration Tip: Use Customer Transfer and Admin Monitoring features to ensure seamless, complete handover. ② Customer Information Collection Script Basic Info (Required): "To serve you better, could you please save your name in my contacts?" Detailed Info (Optional, for Tagging): Preferred clothing style? A. Simple/Professional B. Sweet/Casual C. Trendy/Unique Top priority in beauty products? A. Ingredient Safety B. Effectiveness C. Value Integration Tip: Manually or via Automation add corresponding tags (e.g., "Style-Professional," "Beauty Focus-Ingredients") to enrich customer profiles. 3. Targeted Marketing Cases – Precision Outreach Scripts Case: Clothing Brand's "Winter Coat" Targeted Campaign Step 1 – Filter Tags: Select customers tagged "high spending power," "viewed/purchased coats," and "style-minimalist." Step 2 – Craft Message: Template: "[Customer Nickname], with the temperature dropping, we thought you'd like this [90% White Goose Down Minimalist Parka]. It's warm, wind/water resistant, and matches your style. We've reserved a priority fitting – visit this week to try it! Details here: [Product Link]" Key Points: Use the [Customer Nickname] variable for personalization. Phrases like "based on your preferences" make it feel consultative, not pushy. Step 3 – Send: Use Bulk API Messaging to deliver this personalized message to filtered customers. Results: 45% open rate, 5x higher conversion than standard blasts. 4. Team Collaboration Standards – Quality Assurance & Training Scripts ① Shared Script Library – Standard Response Templates Scenario: Customer asks, "Will this garment pill?" Weak Response: "No, it's good quality." (Unconvincing) Standard Script (from Library): "This item uses a [specific fabric, e.g., combed cotton + spandex] blend with an anti-pilling rating of X. Following the care label (machine/hand wash) will help maintain it. It's very resistant to pilling under normal use! 😊" Value: Shows expertise, standardizes service, reduces training time. ② Service Quality Monitoring – Inspection Standards Criteria: First response time ≤ 1 minute. Must use [Customer Nickname]. Must reference Shared Script Library. End with standard closing, e.g., "Is there anything else I can help with?" Integration Tip: Admins can use Real-time Session Monitoring for spot checks and Intervention to guide or take over chats, ensuring quality. II. Industry Solutions Library (Continuously Updated) 1. Retail: Online-Offline Integration & Growth Core Scenarios: Store traffic, member repurchase, promotion conversion. Solution: Digitize foot traffic with Social Media QR Codes, build profiles with Auto-Tagging, and boost repurchase with Automated Marketing. 2. Education: Full-Funnel Optimization for Student Recruitment & Lifetime Value Enhancement Core Challenges: Inquiries scattered across channels leading to missed responses and slow reply times, difficulty tracking student intent and progress, relying on manual memory for conversions; post-course service gaps resulting in low renewal and referral rates. Solution Core: Build a digital operations loop from "prospective inquiry" to "alumni advocacy" through Omnichannel Aggregation + Automated Workflows + Intelligent Tagging, ensuring every student receives precise service and long-term support. 2.1 Smart Student Recruitment & Efficient Conversion Scenario: Course inquiry reception and lead nurturing. Pain Points: Fragmented inquiries from websites, WeChat, Douyin, phone calls; untimely responses leading to loss of high-quality leads. Solution & Execution: Unified Inbox, Zero Misses: Use the Unified Inbox to integrate all inquiry channels into the SaleSmartly workspace. Support teams can respond to all messages from a single interface, significantly boosting response efficiency and professionalism. Auto-Profile & Accurate Personas: Configure Automation Workflows. When a new lead inquires, trigger an automatic welcome message guiding them to provide basic info (e.g., "Which course are you interested in? What grade is the student in?"). The system automatically tags based on keyword responses (e.g., "primary school English", "postgraduate math"), instantly creating an initial student profile. Intelligent Follow-up, Drive Enrollment: Set up automated tasks for leads tagged as "High-Intent" but not yet enrolled. For example, automatically send a "Subject Key Challenge Guide" resource pack and a limited-time trial invitation after 48 hours. Message example: "Hi [Parent Name], the resources for [Course Name] you showed interest in are ready. We've reserved a trial spot for you this week—would you like to schedule a time?" 2.2 Student Management & Service Standardization Scenario: Daily notifications, homework reminders, class schedule updates, and parent-teacher communication after enrollment. Pain Points: Important announcements get lost in busy group chats; manual reminders are time-consuming and error-prone; teachers scramble to find records when parents ask about student progress. Solution & Execution: Segmented Outreach, Efficient Notices: Use the Tags feature to categorize students by "Class-Subject" (e.g., "2024 Fall Term - 9th Grade Physics"). Send announcements or learning materials precisely to targeted tag groups, avoiding irrelevant noise. Automated Reminders, Free Up Time: Create Scheduled Tasks to automatically send gentle reminders to specified students or parent groups before weekly classes or homework deadlines. Automatically push a course feedback survey link near the end of the term. Information Sync, Seamless Handoffs: Via the conversation sidebar or User Profile, support/teachers can instantly view the student's full communication history, purchased courses, remaining sessions, etc. This enables quick and accurate responses to parent inquiries, building trust. 2.3 Specialized Support for Cross-border / Online Education Scenario: Student recruitment and customer service for a global audience. Pain Points: Inquiries across time zones go unanswered; language barriers hinder communication, complex international payment and course delivery processes. Solution & Execution: 24/7 AI Reception: Enable the AI Chatbot with a multilingual FAQ knowledge base to handle inquiries across all time zones, ensuring instant response and initial qualification of high-intent leads. Break Language Barriers: Utilize Real-time Translation. Support agents reply in their native language, while messages are automatically displayed in the student's preferred language, enabling clear, precise communication. Integrated Journey Management: Build automation workflows linking multilingual consultation, course recommendation, payment guidance (integrated with tools like Stripe), and automatic course access provisioning, delivering a smooth cross-border learning experience. 2.4 Renewal & Advocacy Activation Scenario: Renewal encouragement near course completion and alumni relationship maintenance post-graduation. Pain Points: Generic renewal reminders yield low conversion rates; graduates become uncontactable, missing advocacy opportunities. Solution & Execution: Precise Segmentation, Personalized Outreach: During the latter part of a course, use tags to filter students with "high attendance", "active participation", or "notable grade improvement". Send personalized renewal invitations with exclusive offers via Bulk API Messaging, highlighting the student's growth and the value of course continuity. Build Alumni Community, Spark Advocacy: Automatically invite graduated students to an "Alumni Excellence Group". Use the AI Assistant within the group to regularly share advanced learning resources and host webinars. Set up automated Referral Reward campaigns to incentivize existing students to refer new ones, creating a growth loop. 2.5 Example Messages: Conversion Message (Leveraging Tags): "Hi [Student Name]'s mom, I noticed [Student Name] has been very focused in our 'Spring Reading Intensive' class (tag-triggered), showing great improvement in reading comprehension on the last assessment. To address his specific areas for growth, we're launching a 'Summer Deep Reading Workshop'. Here's the syllabus—we've reserved a priority enrollment spot for him." Service Message (Demonstrating Expertise): "Hi there, regarding your child's recent assignments, I've updated the notes in our system (screenshot can be attached). His strengths are…, and I recommend more practice in… Here's a link to some additional resources I've curated for him." 2.6 Core Value Summary: For educational institutions, SaleSmartly is more than a communication tool—it's a data-driven platform for managing student relationships and educational services. It transforms scattered conversations into structured data, automates repetitive tasks, and ultimately empowers educators to refocus on their core mission: enhancing teaching quality and student experience to achieve sustainable growth. 3. Manufacturing: Sales Process Digital Upgrade Core Needs: Inquiry management, team collaboration, process clarity. Solution: Centralize inquiries from all channels into a unified customer database. Empower collaboration for professional follow-up. Sample Script: "Thanks for your inquiry. We're [Company Name], specializing in [Product Category]. What's your target volume and application scenario?" III. Expanding Your Industry Solutions We're constantly adding to our industry knowledge base. Explore these in-depth articles: How to Manage Multiple E-Commerce Accounts? SaleSmartly Makes Global Communication Smarter! 10 Data-Backed Ways AI Transforms Cross-Border Ecommerce in 2026: Turn Potential into Orders | SaleSmartly AI Templates: How Smart Automation Improves Customer Conversations How Multi-Location Clinics Can Deliver Consistent Patient Experience Across WhatsApp, LINE, and Facebook Can't find your industry solution?[Click here to share your industry], and we'll create customized content for you! IV. Core Value of Choosing Omnichannel Communication Tools A strong omnichannel tool should provide: Channel Integration: Support for 12+ platforms like Telegram, Facebook, TikTok, and WhatsApp. Automation: AI chatbots, automated workflows, smart tagging. Team Collaboration: Role-based access, session assignment, quality control. Data Security: Compliant with ISO 27001, CCRC, and other standards. Summary Promptly resolving customer issues is key. Omnichannel tools are now essential for growth. By applying this guide's methods and industry examples, you can quickly build a robust customer operations system for sustainable business expansion. Discover how SaleSmartly can empower your business. As a professional omnichannel platform, it integrates AI and automation, helping thousands of businesses transform their customer operations. ### [6 Best Ecommerce Website Builders for Cross-Border Sellers in 2026](https://www.salesmartly.com/en/blog/docs/best-independent-site-builders-2026) Overview In this blog, you'll learn: Why having your own e-commerce website matters for cross-border trade in 2026 Which e-commerce platforms work best How to get the most out of your online store Why You Need Your Own E-commerce Website in 2026 As more businesses go global, they are choosing to build their own e-commerce websites instead of just selling on marketplaces. While building your own site takes more work, you avoid marketplace commissions and restrictions, giving you more control. Here's why your own website is essential: Complete Brand Control: You own your domain, design, and customer data without platform limitations Valuable Customer Insights: Track visitor behavior, orders, and support conversations in one system Multi-Channel Growth: Drive traffic from SEO, social media, and ads that you fully own and control End-to-End Customer Experience: Guide customers from discovery to purchase and repeat business What to Look For in an E-commerce Platform Choosing the right platform depends on your team’s technical ability, business goals, and budget. Below are the key factors to evaluate: Factor What Matters Key Considerations Technical Requirements Coding needed vs. easy setup Beginners: Choose SaaS platforms. Tech teams: Consider open-source options Language Support Automatic translation features Crucial for international sales SEO & Content Built-in blogs and SEO-friendly structure Essential for organic traffic growth Payments & Shipping Supports global payment and shipping options Directly impacts conversion rates Apps & Integrations Third-party plugins and tools Connect with CRM and marketing automation tools Cost Monthly fees, transaction costs, and add-ons Choose what fits your budget Top E-commerce Platforms for 2026 1. Shoplazza Best For: Cross-border startups and Chinese sellers Strengths: Chinese-developed platform with local payment support and marketing tools Limitations: Fewer advanced features than global platforms 2. Shopify Best For: Small to medium businesses and first-time store owners Strengths: World's most popular platform with an extensive app store and global payments Limitations: Costs can add up with plugins and transaction fees 3. WooCommerce Best For: Tech-savvy teams and content-driven brands Strengths: Free, flexible WordPress plugin with strong SEO capabilities Limitations: Requires technical maintenance and hosting 4. Ueeshop Best For: Chinese cross-border sellers needing local support Strengths: Easy setup with built-in logistics and payment solutions Limitations: Limited customization options 5. Magento (Adobe Commerce) Best For: Large enterprises with complex needs Strengths: Powerful features for multi-country and B2B operations Limitations: High maintenance costs and technical requirements 6. BigCommerce Best For: Growing businesses needing scalability Strengths: Strong built-in features reduce plugin dependency Limitations: Smaller ecosystem than Shopify 📃Quick Tips For easy setup: Choose Shopify, Shoplazza, or Ueeshop For maximum flexibility: WooCommerce works best For enterprise needs: Consider Magento or BigCommerce Whatever you choose, consider adding a tool like SaleSmartly for enhanced customer service and increased conversions. How SaleSmartly Enhances Your E-commerce Store Many website owners struggle with scattered customer messages across channels, slow responses, and missed sales. SaleSmartly's multi-channel customer service tool solves this. Connect SaleSmartly to your website to manage customer interactions, track orders, and drive repeat business, all from one dashboard. Key Features 1. Unified Inbox Add SaleSmartly's chat widget to your website (works with Shopify, Shoplazza, WooCommerce, etc.) for live chat, customer tracking, and synced conversations. Plus, connect WhatsApp, Messenger, Instagram, Telegram, and Email so customers can reach you their preferred way. 📕Learn more: Independent Website-SaleSmartly-Help Center-SaleSmartly User Guide 2. Auto-Translation Automatic translation for 130+ languages helps your team communicate smoothly with international customers in SaleSmartly. 3. Automated Responses Set up automated welcome messages, FAQ responses, and order guidance to respond instantly and professionally, saving time and impressing customers with SaleSmartly. Case Studies Fashion Brand A: Reduced response time from 12 hours to 2 hours using real-time translation with the SaleSmartly chat plugin, increasing conversions by 18%. Electronics Seller B: Improved support efficiency by 35% with automated ticketing and identified high-value customer channels with SaleSmartly. 2026 E-commerce Success Strategy Succeed with your standalone website by: 1. Choose the right platform for your business needs 2. Integrate tools like SaleSmartly for a seamless customer experience Note: Ensure compliance with international data protection laws. SaleSmartly maintains ISO 27001, ISO 27701, and CCRC certifications for security. FAQ 1. How does SaleSmartly work with website builders? Do I need both? SaleSmartly is a separate support system that connects to builders like Shopify, WooCommerce, and others via plugins/APIs. While not mandatory, integrating them prevents missed orders, slow replies, and low repeat sales. 2. What's the real difference between my own website and Amazon/eBay? Your own website means you control your brand, data, and customer relationships. Marketplace platforms have more traffic, but set the rules and keep your data. 3. How can I get more repeat sales on my website? Use SaleSmartly to send follow-up emails after purchases, remind customers about abandoned carts, offer limited-time deals, and create special promotions for your best customers. Related Articles How to Add a Live Chat Plugin to Your Online Store: Boost Sales and Customer Engagement Worldwide DTC Customer Loyalty Loop: Turn Service Fixes into Repeat Sales Best 10 Live Chat Plugins for Global Expansion in 2025 SaleSmartly vs. Freshchat: Choose the Right Customer Service Tool for Global Expansion ### [From Clicks to Customers: The Ultimate Guide to Turning Public Traffic into Private Revenue Streams](https://www.salesmartly.com/en/blog/docs/public-domain-traffic-driving-private-domain-traffic) Abstract This article explores how businesses can transform paid advertising traffic into loyal, high-value customers by building and managing their own private traffic pools. You will learn: The key differences between public and private traffic Why building a private traffic pool is essential for sustainable growth How to connect public and private traffic for better performance The four major pain points in traffic conversion and how to overcome them How SaleSmartly helps businesses capture, nurture, and convert leads efficiently By the end, you will understand how to turn one-time clicks into long-term customer relationships and measurable revenue. Introduction Have you ever spent a large advertising budget on Facebook or Instagram, achieved impressive click-through rates, and still struggled to keep customers coming back? You are not alone. Many brands make the mistake of focusing only on driving traffic while neglecting what happens after users click. The real secret to successful public-to-private conversion is not about generating more traffic, but about capturing and nurturing it effectively. Without the right tools and strategy, every paid click becomes just another missed opportunity. This guide will show you how to turn one-time visitors into loyal customers and transform ad traffic into long-term revenue. 1. Public vs. Private Traffic: Understanding the Difference Before you can convert public traffic into private traffic, you need to understand what sets them apart. The key difference is not where the traffic comes from, but who owns the relationship with the customer. Private Traffic Public Traffic Ownership Fully owned and managed by your brand, allowing direct and flexible communication Controlled by third-party platforms with limited flexibility due to algorithms and policies Sustainability Long-term relationships through consistent content and service Dependent on platform algorithms, which can change without warning Customer Relationship Personalized, loyal, and recurring interactions Transactional and distant with low brand loyalty Data Control Full access to customer insights for precise targeting Limited access to user data Cost Efficiency Low recurring cost and higher ROI High advertising cost with low retention Public traffic builds visibility. Private traffic builds value. For brands that rely heavily on ads, establishing a private domain is the key to reducing costs and driving sustainable growth. 2. Why You Should Build a Private Traffic Pool Think of your private traffic pool as your brand’s owned audience. It is a space where you control communication, data, and customer experience. Here are three main reasons why it matters: 2.1. Lower Costs and Higher Efficiency Once customers join your private channels, such as WhatsApp, email, or community groups, you can reach them repeatedly without paying for ads again. 2.2. Build Trust and Strengthen Relationships Continuous and meaningful interaction helps turn your brand from a simple seller into a trusted partner. 2.3. Achieve Compound Growth Loyal users repurchase, refer friends, and help spread your message. This creates a growth loop ofPublic Traffic → Private Retention → Word of Mouth → New Public Traffic 3. How Public and Private Traffic Work Together Some businesses assume that private traffic can replace public advertising. In reality, the two should work hand in hand. Here is how they complement each other: 3.1 Public channels attract, while private channels retain. Use paid ads, social content, or influencer marketing to reach new audiences, then guide them into your private traffic. 3.2 Private channels support public performance. Leverage testimonials, customer stories, and reviews from your private communities to enhance your public advertising and build credibility. 3.3 A full marketing strategy connects everything. Use insights from private data to refine your ad targeting and improve overall campaign efficiency. 4. Why Public Traffic Often Fails to Convert If your ads are generating clicks but few conversions, the problem is not with traffic volume but with how it is managed. Here are four common challenges that cause conversion failure: 4.1. Fragmented Channels Leads arrive from different sources, such as Facebook, WhatsApp, or landing pages, forcing teams to switch between multiple dashboards and often miss messages. 4.2. Slow Response Customers expect fast replies. Delayed responses lead to missed opportunities. 4.3. Generic Communication Sending the same message to everyone does not build engagement or trust. 4.4. Lack of Ongoing Nurturing Even if users enter your private channels, poor segmentation and follow-up can cause them to lose interest over time. To fix these issues, you need a system like SaleSmartly that captures, responds, and nurtures users from the first click. 5. Capture Smarter and Convert Faster with SaleSmartly This is where SaleSmartly helps. It is a powerful CRM solution designed to transform ad traffic into lasting customer relationships and measurable revenue. 5.1. Make Contact Simple Challenge: Users click your ad but cannot find an easy way to reach you.Solution: SaleSmartly embeds visible chat widgets on landing pages so every inquiry is captured immediately. 5.2. Manage All Channels in One Dashboard Challenge: Handling messages from Facebook, Instagram, WhatsApp, TikTok, Telegram, and chat widgets can be overwhelming.Solution: SaleSmartly centralizes all communications in one place, allowing your team to respond quickly and efficiently.Result: Faster replies, complete conversation records, and improved customer experience. 5.3. Respond Instantly with Smart Automation Challenge: Different time zones make it difficult to reply to customers on time.Solution: SaleSmartly’s AI chatbot runs 24/7, automatically answering questions, translating messages, and engaging leads around the clock.Result: More leads captured, faster conversions, and higher satisfaction rates. 5.4. Tag and Segment with Precision Challenge: Disorganized data makes targeted marketing impossible.Solution: SaleSmartly automatically tags users based on their behavior, source, or intent.Result: Easily identify high-value leads, repeat buyers, and inactive users for tailored communication. 5.5. Personalize Every Campaign Challenge: Generic mass messages feel impersonal and often get ignored.Solution: Use SaleSmartly’s segmentation tools to send tailored messages to each audience group.Examples: Offer limited-time discounts to high-intent customers Introduce new products to repeat buyers Send reactivation coupons to inactive users Result: Better engagement, higher conversions, and stronger loyalty. 6. Final Thoughts Public ads bring attention. Private engagement brings results. Without a solid capture and nurturing strategy, even the largest ad budgets will not deliver real value. With the right system in place, every click becomes a customer, and every customer becomes an advocate for your brand. Start building your private traffic pool today and turn your ad traffic into long-term growth. FAQs 1. What is the main difference between public and private traffic? Public traffic belongs to the platform, while private traffic belongs to your brand. Owning your customer relationships gives you lower acquisition costs, better data, and stronger loyalty. 2. Why should businesses invest in private traffic? Private traffic pools reduce marketing costs, build trust through ongoing engagement, and generate growth through repeat purchases and referrals. 3. What are the main challenges in converting public traffic? The biggest challenges are fragmented communication, slow responses, generic outreach, and lack of long-term nurturing. SaleSmartly helps overcome all of these. Further Reading [Full Guide] Bulk Messaging for Cross-Border Commerce: How to Activate Private Traffic on TikTok, WhatsApp, and Facebook TikTok to Private Channel: Conversion Strategies That Work in 2025 6 Must-Know Telegram Traffic Strategies for 2025 AI Templates: How Smart Automation Improves Customer Conversations ### [7 AI Tools to Outperform 99% of Cross-Border Sellers](https://www.salesmartly.com/en/blog/docs/best-ai-tools-for-ecommerce) Abstract In this guide, you will learn: • The six essential AI tools every e-commerce seller should know• How AI improves naming, logo creation and creative production• The best image editing and design tools for e-commerce• How AI copywriting tools support conversion-focused content• How to use AI to streamline the operations of your online store 1. AI Tools for Naming and Logo Design Naming a store and creating a logo can be time-consuming for many sellers. AI tools now make this process easier, faster, and more creative. Namelix: Generate Brand Names and Logos with Simple Keywords Namelix produces large collections of brand names based on your keywords and provides logo suggestions at the same time. Best for:• New store naming• Fast logo inspiration• Sellers who need to launch quickly without a designer Strengths:• A wide variety of naming styles• Automatically generated logo concepts• Easy to use with abundant inspiration NameSnack: Name Generator with Free Logo Downloads NameSnack also creates brand names and allows users to download logos for free. Best for:• Sellers with limited budgets• Testing different branding directions• Trying multiple logo versions quickly Strengths:• Free logo downloads• A large range of logo templates• Customizable icons and industry categories If the AI designs are not ideal: Search for “Logo Maker” tools for more template options Hire a designer on Fiverr for a professional result at an affordable price These options are perfect for sellers who want better brand visuals without a high budget. 2. AI Tools for Product Photos and Creative Assets Product images directly influence click-through rate, viewing time and conversions. Many sellers do not know how to use Photoshop, and AI tools solve this challenge with simple, automated workflows. PhotoRoom: Instant Background Removal and Photo Enhancement PhotoRoom is one of the most popular image editing tools for e-commerce. It can remove backgrounds automatically and create different scene images with a single click. Strengths:• Highly accurate subject detection• Automatic background generation• Very easy to operate Additional recommendations:pebblely.com and mokker.aiThese platforms are ideal for scene generation, model replacement and overall product image enhancement. For basic design needs, Canva is also more than sufficient, even in its free version. 3. AI Customer Service Tools For independent store owners, customer response time has a direct impact on conversions. Many sellers spend heavily on ads but lose potential buyers simply because no one replies in time. AI customer service has become essential in modern e-commerce. SaleSmartly: AI Auto Replies, Multilingual Support and Unified Inbox SaleSmartly is designed for independent and cross-border sellers. It reduces response time, increases conversions and decreases manual workload. It improves store performance in three key areas. 3.1. Embedded Chat Plugin for Higher Conversion Whether you use Shopify, WooCommerce, Magento or a custom website, you can embed SaleSmartly’s live chat so customers can reach you from any page. Useful when:• Customers hesitate on the product page• They need confirmation during checkout• They want quick answers about shipping, materials or delivery A good chat widget dramatically reduces the problem of incoming traffic without service. 3.2. AI Auto Replies and Multilingual Support for Round-the-Clock Service SaleSmartly’s AI can:• Recognize common questions• Provide fast and accurate answers• Support multiple languages, essential for cross-border sellers• Operate outside business hours• Trigger follow-up messages and automated inquiries It essentially gives your store a fully trained customer service assistant who is always available, reducing lost orders caused by delayed responses. 3.3. Broadcast Messages and Automated Marketing SaleSmartly also supports:• Follow up for advertising traffic• Promotional broadcasts• New arrival notifications• Automated conversion flows, such as sending a follow-up two hours after the first inquiry For independent stores, this is one of the most effective ways to improve repeat purchases and lifetime customer value. Sign Up Free 4. AI Scene and Atmosphere Image Generation Product detail pages, banners, and brand visuals often require high-quality atmosphere images. These used to require photography. AI can now generate professional materials in minutes. Leonardo.ai: High Quality Scene Generation Leonardo.ai is ideal for:• Brand visuals• Atmosphere images for product pages• Banner graphics• Marketing assets You can specify visual styles using descriptive prompts, such as:“cozy living room home decor”This is perfect for home and lifestyle brands. Related tools include Midjourney and Stable Diffusion, although Leonardo is easier to use and more suitable for sellers with limited design experience. 5. AI Model Replacement Tools Many apparel sellers share the same challenge: no model, no scene, and high photography costs. WeShop: AI-Generated Model Images WeShop helps sellers create product images with realistic models. Best for:• Clothing• Jewelry• Bags• Footwear Main advantage:Reduced cost and time for hiring models, renting studios and shooting photos. It creates a more efficient product image workflow. 6. AI Copywriting and Content Tools Product descriptions, ads and emails influence conversion rates and platform ranking. Good copy directly affects revenue. Copy.ai: Powerful Copywriting for Cross-Border Sellers Copy.ai can generate:• Product descriptions• Facebook ad copy• Email campaigns• Product reviews• Store policies It produces consistent, clear writing with a faster speed than manual drafting. Alternatives:BullScribeChatGPTJasper AI These tools reduce content creation costs and increase productivity. FAQs 1. Which AI tools are best for beginners? Namelix for naming, PhotoRoom for image editing and Copy.ai for copywriting are the most common trio. 2. Can AI-generated images be used for paid ads? Most platforms allow them, although some materials may require attention to copyright. Always review each tool’s licensing policy. 3. Do sellers need all of these tools? No. Choose according to your product type. For example, apparel sellers benefit more from WeShop, while home decor brands prefer Leonardo. 4. How much efficiency can AI improve? Seller case studies report the following:• Image production speed increases by sixty to ninety percent• Copywriting output improves by five to ten times• Brand-building timelines shorten from weeks to hours Further Reading 6 Best E-Commerce Website Builders for Cross-Border Sellers in 2026 How to Add a Live Chat Plugin to Your Online Store to Improve Customer Communication 6 Best E-Commerce Website Builders for Cross-Border Sellers in 2026 Global Expansion 2025: How SaleSmartly Helps Brands Grow Across Borders ### [Google's num=100 Removal: SEO, AI, and 2025 Strategy Impact](https://www.salesmartly.com/en/blog/docs/google-2025-SEO-strategy) A small URL parameter disappeared, and the global SEO community felt the impact instantly. In September 2025, marketers around the world opened Google Search Console to find unexpected drops in impressions. After days of confusion, the cause became clear: Google had quietly removed the num=100 parameter — an endpoint that allowed pulling 100 search results in one request. Although the change wasn’t announced, its effects spread quickly. Rank-tracking tools broke, impression data shifted, and AI systems that depended on large SERP batches faced new operational challenges. This move signals a deeper shift in Google’s strategy: tightening access to search data and reshaping how businesses measure performance. Below is a complete breakdown of what changed, why it matters, and how brands using SaleSmartly can build resilience in a more controlled, less open data environment. What the “num=100” Parameter Used to Do Most users see only 10 results per Google page. But SEO teams relied heavily on num=100 to access deeper rankings. For years, adding this parameter to a URL (for example, ...?q=seo+tools&num=100) returned up to 100 organic results on a single page. This was essential for: Full SERP visibility — Tools could track rankings 1–100 with fewer requests. Competitor discovery — Marketers identified emerging pages before they reached page one. Long-tail keyword planning — Many niche queries rank beyond the top 10. Because this parameter provided so much depth, it became the invisible backbone for keyword research, AI training pipelines, and SEO reporting. The Immediate Impact: Data Shifts and Tool Disruptions Search Console Impressions Dropped Marketers reported 20–40% drops in impressions shortly after September 2025. This didn’t mean performance declined. It meant impression counting changed. Before the update, automated tools crawling 100 results created artificial impressions for URLs ranked far below where humans typically scroll. With num=100 gone, these ghost impressions disappeared. The new data is: Closer to real user behavior Harder to compare against historical numbers More volatile for sites ranking beyond page one SEO Tools Had to Change Their Workflow Collecting 100 results now requires ten separate requests, which increases: API costs Crawl time Server load As a result, many tools: Reduced daily tracking depth (e.g., only top 30) Increased pricing due to higher infrastructure costs Rebuilt crawling systems to reconstruct deeper SERPs This change alters the economics of SEO, not just its methodology. Why Google Likely Made This Change 1. Reducing Server Load Serving 100 results per request consumes far more computing resources than serving 10. As AI companies, SEO tools, and data scrapers scaled aggressively, Google had incentives to protect its infrastructure. 2. Strategic AI Positioning AI models — including those from third-party developers — previously used the num=100 parameter to scrape SERPs efficiently. By removing it, Google: Increased their scraping costs more than tenfold Slowed external AI competitors’ access to fresh search data Gave its own ecosystem (e.g. Gemini) a comparative advantage 3. Improving Data Authenticity Because few humans ever see results beyond page one, eliminating bot-created impressions aligns Search Console with actual user behavior. This makes reporting cleaner, though less convenient for analysts. The New SEO Reality in Late 2025 The First Page Matters More Than Ever If tools track only the top 30 and AI systems reference top-ranking content, visibility beyond page one carries much less value. Therefore, brands must: Intensify efforts to secure top-10 rankings Improve content depth and authority Strengthen technical SEO foundations Rebuild Your Performance Benchmarks Marketing teams should: Set new baselines using data collected after September 2025 Communicate changes clearly to stakeholders Focus more on CTR and conversions than impressions alone These steps keep reporting realistically and are aligned with business value. How SaleSmartly Helps Businesses Adapt (with Real Results & Backing) Organic search is now less predictable and more expensive to measure. To stay resilient, brands need direct communication channels. This is where SaleSmartly offers a critical advantage. SaleSmartly is an omnichannel customer-engagement platform. It centralizes multiple communication channels — live chat, WhatsApp, Facebook Messenger, Instagram, TikTok, Telegram, LINE, Email, Zalo, WeChat, and more — in a unified dashboard. Here are concrete, real-world use cases, third-party credentials, and credible data to show how SaleSmartly helps mitigate post-num=100 SEO disruption. ✅ Verified Data Security Ensure compliance with international data protection laws. SaleSmartly maintains ISO27001, ISO 27701, and CCRC certifications for security. This third-party endorsement significantly strengthens SaleSmartly’s credibility — far beyond self-reported claims, because it comes via a recognized e-commerce platform partnership and aggregated merchant data. 🔧 Key SaleSmartly Features Backed by Documentation + Use Cases Based on official documentation, SaleSmartly offers: Omnichannel chat: Integrate LiveChat, WhatsApp, Facebook Messenger, TikTok, Instagram, Telegram, LINE, Email, WeChat, VKontakte, and more, all into one unified panel. Automation: Dozens of prebuilt templates and triggers (welcome messages, order-status updates, discount pushes, post-purchase follow-ups), enabling faster responses and improved conversion/follow-up workflows. CRM & Customer Database: Store complete interaction history, order history, browsing behavior; unify customer data across channels to enable personalized support and marketing. Team Collaboration & Scalability: Multi-member permissions, automated assignment of conversations, tagging/prioritization workflows, suitable for small stores and scaling brands. Real-Time Translation: Support for 100+ languages, enabling global customer support without language barriers. Analytics & Reporting: Track conversation volume, response times, channel performance, customer behavior — enabling data-driven decisions and workflow optimization. Example Scenarios (Based on Reported Results) A cross-border merchant integrated SaleSmartly via Shoplazza. Using omnichannel chat + automation + CRM, they handled increased customer inquiries during a sales event, doubled support efficiency, reduced complaint rate by ~50%, and increased revenue by ~30%. Some cross-border sellers used the automation workflows to send post-purchase coupons and follow-up messages, which helped improve repeat purchases and customer satisfaction rates (as per SaleSmartly’s marketing case studies). These real-world results illustrate how SaleSmartly isn’t just a nice-to-have tool. It can directly impact conversion, retention, operational efficiency, and scalability. Why SaleSmartly Adds Resilience in a Post-num=100 SEO World Because organic search data (especially long-tail visibility) becomes more unstable, businesses can no longer rely solely on SERP positions or impressions. SaleSmartly offers: Direct customer engagement channels independent of search algorithm changes — you talk directly to real users, not rely on third-party data scraping or ranking depth. First-party data collection — browsing history, user behavior, conversation context, purchase history. This data belongs to you; Google can't change access to it. Automation and workflow efficiency — handle high volume chat, scale during traffic spikes, respond quickly across time zones. Personalization and retargeting via chat / CRM — reach customers who visited but didn’t convert, or follow up for cross-sell/upsell. Global reach across languages and platforms — ideal for cross-border or multi-market brands facing linguistic or regional fragmentation. In short: SaleSmartly lets your brand build a direct, controlled relationship with customers — a reliable channel even when SEO unpredictability increases. What Comes Next: Reconsidering Growth Strategy for 2026 and Beyond Google’s removal of num=100 is likely just the beginning. To succeed, businesses should: Combine search optimization (aiming for top-10 rankings) With owned channels (CRM + messaging + omnichannel platforms like SaleSmartly) And AI-powered automation to maintain scalability and efficiency This hybrid approach builds a more stable customer journey — less reliant on volatile search metrics. Conclusion: Adaptation Is the New SEO Strategy The end of num=100 marks a shift in the balance between search engines, AI firms, and marketers. It forces SEO teams to prioritize page-one visibility, adjust reporting frameworks, and rethink how they access data. But it also creates an opportunity. With platforms like SaleSmartly, backed by third-party endorsements, and publicly documented merchant success, brands can build their own communication ecosystem: independent, high-conversion, and driven by meaningful customer interactions. In this new landscape, optimization isn’t just about ranking. It’s about being reachable, relevant, and ready to turn every question into a conversation. FAQ 1. Why did my Search Console impressions drop in September 2025? Impressions didn’t necessarily fall. They are now counted differently because automated “deep result” impressions no longer exist. Your data is more aligned with human behavior. 2. How does the update affect AI tools? AI systems that scraped 100 results per query must now make many more requests, significantly raising their data collection costs. 3. What should marketers do next? Focus on first-page rankings, rebuild benchmarks using post-2025 data, and diversify traffic sources. 4. How can I use SaleSmartly to offset the impact? Use its omnichannel dashboard to unify customer communication across all touch-points. Use automation and AI chatbots to handle routine tasks and scale support. Collect first-party data for personalized marketing. Use CRM + analytics to re-engage users who found you via search but didn’t convert. Further Reading 🚀 Calling All Cross-Border Sellers! The SaleSmartly Black Friday Mega Sale Is Almost Here 6 Best Ecommerce Website Builders for Cross-Border Sellers in 2026 What is GEO (Generative Engine Optimization)? How Can Businesses Appear in AI-Generated Answers? What Is a CRM System? A Complete Guide to Features, Comparisons, and the Role of Customer Service ### [How to Choose the Right Customer Service System for Global Teams: Features, Team Fit & Budget](https://www.salesmartly.com/en/blog/docs/best-overseas-customer-service-tools-comparison) Introduction This guide compares four major customer service platforms used by global teams today. SaleSmartly, ManyChat, Intercom, and Zendesk. You will learn: • Why overseas businesses need a dedicated customer service system• The four key criteria for evaluating global customer service tools• A detailed comparison of the four platforms• How to choose the best solution based on team size, channels, and budget By the end, you will understand which platform fits your current business stage and how to build a scalable customer service foundation for global expansion. Why Overseas Businesses Need a Professional Customer Service System Global businesses face a unique communication challenge. Their customers come from different regions, speak different languages, and use different messaging channels. A single conversation flow is no longer enough. A basic customer service setup often leads to three common problems. 1. Conversations spread across platforms Customers message through WhatsApp, TikTok, Facebook, Instagram, email, and live chat. When agents switch between apps, they miss messages, reply late, or lose important context. This creates friction and increases customer frustration. 2. Language barriers slow down replies Without real-time translation, teams struggle to serve customers from Southeast Asia, Latin America, or the Middle East. Each message takes longer to process, and many leads leave before they get an answer. 3. Manual replies cannot keep up with volume During promotions or peak seasons, the volume of inquiries rises sharply. Agents repeat the same answers about shipping, discounts, or product details. This reduces their ability to support high-intent buyers. A customer service system solves these challenges by centralizing messages, automating replies, and enabling multilingual support. AI-powered workflows reduce repetitive tasks and allow human agents to focus on high-value conversations. Over time, customer histories and tags help teams run targeted campaigns, increase lifetime value, and build loyal customer groups. Platform Snapshot: Four Leading Customer Service Systems for Global Teams The following table summarizes the core positioning of SaleSmartly, ManyChat, Intercom, and Zendesk. It shows which types of teams they support, their main strengths, and how wide their channel integrations are. Quick Comparison Table Platform Best For Core Focus Channel Coverage SaleSmartly Overseas businesses that rely on multichannel communication and private domain traffic Unified messaging, automation, and global customer engagement Integrates 13 channels, including WhatsApp, TikTok, Facebook, Instagram, Telegram, and Live Chat ManyChat Small to mid-sized teams focused on social media growth and automation Social media chatbots and marketing automation Supports 4 channels, including Facebook, Instagram, WhatsApp, TikTok Intercom Mid-sized and enterprise teams with advanced customer operations AI-powered support and customer lifecycle engagement Supports 5 main channels, including email, WhatsApp, Messenger, and Instagram Zendesk Large organizations that require a mature ticketing system Multichannel support and enterprise ticket workflows Supports 4 channels, including email, chat, voice, and WhatsApp This overview gives a general sense of strengths. The next step is understanding how to evaluate each platform in a structured way. How to Evaluate a Customer Service System for Global Operations For overseas teams, choosing the right customer service platform requires more than checking feature lists. The system must fit your channels, language needs, and team structure. The 4 most important criteria are listed below. 1. Channel Coverage Ask yourself. Can the platform support the channels where your customers actually contact you? • In the US and Europe, Facebook, Instagram, and TikTok generate most incoming messages• In Southeast Asia and Latin America, WhatsApp/Zalo dominates• Brands with their own websites need strong live chat integration The right system should unify all these channels in one place so your agents never switch apps or lose messages. 2. Multilingual Support Global customers expect fast and clear communication. Real time translation is essential, especially for small teams without multilingual staff. A strong platform should offer: • Instant translation inside the chat window• Support for rare languages such as Thai, Vietnamese, Arabic, and Turkish• Consistent tone and terminology across translations This feature alone can reduce response time and increase conversion significantly. 3. AI and Automation Automation helps teams handle predictable tasks and repeated questions. AI also supports intent detection, reply suggestions, and routing. Look for: • Automated welcome messages• Auto replies for common questions• AI intent recognition• Customer labeling and routing• Follow-up reminders and marketing triggers These functions free agents from basic tasks and allow them to focus on high value customers. 4. Pricing Structure Different systems charge by seats, channels, contacts, or features. Understanding these models helps you avoid hidden or rising costs. Consider: • Does the plan scale with your team?• Is automation included or charged separately?• Do you pay per conversation, per seat, or per contact?• Are premium channels like WhatsApp billed by usage? A good pricing model should match both your current budget and your future growth. Detailed Comparison: SaleSmartly vs. ManyChat vs. Intercom vs. Zendesk The table below offers a clear side-by-side comparison across pricing, features, channel coverage, automation, and multilingual capability. Sentences are simplified for readability and skimmability. Full Comparison Table Evaluation Dimension SaleSmartly ManyChat Intercom Zendesk Starting Price 15.9 USD per month 15 USD per month 39 USD per month 25 USD per month Billing Model Based on seats, channels, and cloud devices Based on contacts and features Seat based + usage fees+ 14-day free trial Seat based What the Base Plan Includes ①2 team members, 10 social accounts, 1 cloud device ②Unlimited sessions + broadcasts + AI bot replies ③Channel diversion links ①3 team members, 1,000 contacts ②Multi channels ③Core automation and tagging ④Comment replies ①Shared inbox, help center ②Fin AI charged 0.99 USD per use ③Unlimited live chat, personalized greetings ④Answer Bot ①Chat, ticketing, Answer Bot ②Help center ③Visual data alerts Key Limitations Exporting chats requires the Max plan Advanced automation requires an upgrade AI features are billed separately Add-ons can become expensive Channel Coverage 12+ channels including WhatsApp, TikTok, Instagram, Live Chat, Telegram, YouTube, Email, Zalo Facebook, Instagram, WhatsApp, TikTok Email, WhatsApp, Messenger, Instagram, Live Chat Email, chat, voice, WhatsApp Multilingual Support Real-time translation for 134 languages No built-in translation Fin AI supports 45 languages Multi-language interfaces & knowledge base AI and Automation Strong. Intent detection, automated workflows, ChatGPT integration Moderate. Templates available, but limited AI Strong. Advanced AI agent, auto summaries, workflows Strong. Ticket automation and routing Best Fit For Cross-border sellers and teams managing many social channels Social media-driven SMBs focused on marketing automation Mid-market or enterprise teams with advanced CS Ops Large organizations with complex ticketing needs Platform Reviews Each platform below is explained with positioning, strengths, and best use cases for global businesses. 1. SaleSmartly: Multichannel Customer Engagement Built for Global Brands Positioning SaleSmartly is designed for companies expanding overseas. It unifies all customer messages and helps teams automate service, run targeted marketing, and manage global audiences in one system. Key Strengths Multichannel Integration SaleSmartly supports more than a dozen mainstream channels, including WhatsApp, TikTok, Facebook, Instagram, Telegram, YouTube, Email, Live Chat, and more.Teams can manage every message from one dashboard without switching apps. Real Time Translation The system supports instant translation for 134 languages.Teams can speak with customers from Southeast Asia, Europe, Latin America, or the Middle East without hiring multilingual staff. AI Automation SaleSmartly automates repeated work by:• Detecting customer intent• Sending welcome messages automatically• Tagging users based on behavior• Triggering auto replies and follow-ups• Sending targeted broadcasts These tools help overseas businesses lower response time and increase conversion with less manual effort. Best Fit • Cross-border ecommerce sellers• Businesses managing large volumes of WhatsApp or TikTok messages• Teams that need automation and multilingual support• Brands building their own private customer database 2. ManyChat: Social Media Marketing Automation for Small Teams Positioning ManyChat focuses on Facebook and Instagram automation. It is built for social media marketers who want simple chatbots and fast promotional workflows. Key Strengths Strong Social Automation ManyChat can:• Reply to Facebook comments automatically• Message users who engage with posts• Send welcome messages to new followers• Run simple promotional flows This makes it effective for brand awareness campaigns and social selling. Wide Channel Integration It supports Facebook, Instagram, TikTok, and WhatsApp. Affordable and Easy to Start The free plan supports 1,000 contacts.New teams can test marketing flows before committing to paid plans. Best Fit • Social media-driven SMBs• Content creators• Brands focused on Instagram and Facebook engagement 3. Intercom: AI-Driven Customer Support for Mid-Market and Enterprise Positioning Intercom combines customer service, marketing automation, and product communication in one platform. It is known for its advanced AI agent called Fin AI. Key Strengths Deep Customer Engagement Intercom supports:• Personalized messaging based on customer behavior• Lifecycle automation• User segmentation tied to product events This helps companies run complex customer operations. Wide Channel Integration It supports messaging, email, and channels (WhatsApp, Facebook, Instagram). AI-Powered Support Fin AI can detect customer intent, answer questions, summarize conversations, and hand off to agents when necessary. Best Fit • SaaS companies• Mid-sized and enterprise support teams• Businesses with advanced customer segmentation needs 4. Zendesk: Enterprise Grade Ticketing and Support Operations Positioning Zendesk is a long-standing enterprise support platform known for its ticketing system. It is built for organizations with high-volume support operations. Key Strengths Mature Ticketing System Zendesk helps teams route, prioritize, and track cases across agents and time zones.It is ideal for companies that require strict workflows and audit trails. Wide Channel Integration It supports messaging, email, voice, chat, and WhatsApp.Teams can centralize support while maintaining structured ticket processes. Best Fit • Large enterprises• Teams that rely heavily on ticketing workflows• Companies that need strict compliance or audit requirements How Overseas Businesses Can Choose the Right Customer Service System Choosing a customer service system is easier when you follow three decision steps. Each step helps you match your channels, team needs, and budget with the right platform. Step One: Identify Your Core Channels Start by mapping where most of your customer conversations happen.Different regions have different dominant platforms. • If your audience is on Facebook or Instagram and you rely on social selling→ ManyChat is the fastest fit • If your team manages WhatsApp, TikTok, Instagram, Facebook, and a website→ SaleSmartly offers complete multichannel coverage Choosing a tool that supports your actual traffic channels improves reply speed and customer satisfaction immediately. Step Two: Define Your Team’s Service Needs Some teams only need a unified inbox.Others need automation, AI workflows, reporting, and segmentation. Consider your priorities. • If you need stronger automation, multilingual and multichannel support, and end-to-end marketing flows→ SaleSmartly is the most complete choice for cross-border teams • If you want campaign engagement and social triggers→ ManyChat provides easy templates and interactive flows • If you need advanced user segmentation and AI support→ Intercom connects support with product events • If you need structured ticketing and advanced routing→ Zendesk is the industry standard Your system should help your agents work faster, reply clearly, and focus on high-intent customers. Step Three: Match Pricing With Team Size Finally, compare cost models.Each platform charges differently. • SaleSmartly fits teams that want strong automation, multichannel support, and transparent entry pricing• ManyChat is ideal for small teams with limited budgets• Intercom is suited for companies that can invest in advanced AI tools• Zendesk works best for large teams that require enterprise-level workflows The right system should support your stage today and scale with your future growth. Sign Up Free Conclusion A customer service system does more than reply to messages.It reduces customer loss, improves user experience, and turns one-time conversations into long-term customer assets. Research shows that overseas businesses using professional CS platforms improve customer retention by 25 to 35 percent. They also shorten response time, improve agent efficiency, and convert more high-intent customers. If you are preparing to expand overseas or looking for a better support system, this guide can help you find the platform that fits your next stage of growth. Frequently Asked Questions 1. How do SaleSmartly and Intercom differ in automation? Intercom focuses on AI-powered personalization and advanced customer segmentation.SaleSmartly offers full channel automation, including welcome messages, tagging, auto replies, multilingual translation, and broadcast campaigns.SaleSmartly is stronger for cross-border communication, especially for WhatsApp and TikTok sellers. 2. Why is real-time translation important? Businesses serving Southeast Asia, the Middle East, and Latin America often face language barriers.Real-time translation allows agents to respond instantly without bilingual staff.It also reduces friction and increases conversion. 3. How do I import WhatsApp and Facebook customers into a CS system? Most platforms, including SaleSmartly, Intercom, and Zendesk, support direct integration with WhatsApp Business and Facebook Business.SaleSmartly adds automatic tagging by channel so you can run targeted campaigns later. Further Reading Global Expansion 2025: How SaleSmartly Helps Brands Grow Across Borders Guide to Easily Manage and Assign Customer Support Permissions Global Expansion 2025: How SaleSmartly Helps Brands Grow Across Borders TikTok Black Friday Playbook: Maximize Sales & Traffic ### [[Report] Similarweb's State of Ecommerce 2025 Report: 5 Strategic Trends for Business](https://www.salesmartly.com/en/blog/docs/similarweb-2025-crossborder-ecommerce-playbook) Mastering the Engagement Era: A 2025 E-commerce Blueprint The global e-commerce landscape is not just evolving; it is undergoing a fundamental paradigm shift. According to Similarweb's comprehensive State of E-commerce 2025 report, analyzing data from July 2024 to June 2025, the age of effortless, broad-spectrum traffic growth is conclusively over. The industry has matured, and the rules of the game have changed. Success is no longer solely about who can attract the most eyes to their storefront, but about who can engage, convert, and retain each visitor with unparalleled precision and personalization. Image credit: Similarweb, The Global State of Ecommerce 2025 Report. This report, a critical barometer for digital commerce, reveals a world where mobile apps have become the primary engagement engine, generative AI is rewriting the rules of product discovery, and growth opportunities have decisively pivoted toward emerging markets. For global marketing sellers, these shifts present both formidable challenges and extraordinary opportunities. This deep-dive analysis will unpack the five pivotal trends from the Similarweb report and translate them into a concrete, actionable strategic playbook, powered by the omnichannel capabilities of SaleSmartly. Part 1: The 2025 E-commerce Landscape – Key Trends Decoded The Similarweb report paints a nuanced picture of stabilization, strategic shifts, and explosive new frontiers. Let’s dissect the core findings. Trend 1: Market Maturity and the Plateau of Pure Traffic Growth The most foundational takeaway is the stabilization of the global market. Monthly visits to e-commerce sites have plateaued, fluctuating within a band of 210 to 270 billion. This represents a slight year-over-year decline, signaling that the low-hanging fruit of digital customer acquisition has been picked. What it means: The "spray and pray" marketing approach is now economically unsustainable. A 1% increase in unique visitors but a decrease in visit frequency indicates shoppers are more deliberate and less inclined to casual browsing. The competition has shifted from the top of the funnel (awareness) to the middle and bottom (consideration, conversion, and loyalty). Efficiency and depth of relationship are the new currencies of growth. Image credit: Similarweb, The Global State of Ecommerce 2025 Report. Trend 2: The Mobile App Supremacy While web traffic flatlines, mobile app sessions have surged by 13% year-over-year. This divergence is the most telling metric of 2025. It’s not just that people shop on mobile; it’s that they are choosing to embed their shopping experiences within dedicated, brand-specific apps. What it means: The mobile app is no longer a complementary channel. It is the central hub for customer loyalty and lifetime value. Apps offer a faster, more personalized, and brand-controlled experience. This trend creates a two-tier system: brands with engaging apps build deeper relationships and enjoy repeat purchases, while those reliant solely on mobile web risk becoming transactional commodities. Image credit: Similarweb, The Global State of Ecommerce 2025 Report. Trend 3: The Rise of Generative AI as a Primary Traffic Driver Perhaps the most startling finding is the astronomical rise of Generative AI (Gen AI) as a referral source, with growth exploding by up to 6,000% in specific categories. Consumers are increasingly using AI assistants, such as ChatGPT and Perplexity, as well as integrated shopping aids, to research, compare, and seek recommendations. What it means: The traditional SEO and Google Shopping paradigm is being supplemented, and in some cases supplanted, by AI-driven discovery. Your product's visibility now depends on how well it is presented in data structures and content that AI tools can parse and recommend. The customer arriving via an AI query is often highly intentional but demands immediate, accurate, and detailed information to facilitate a conversion. Image credit: Similarweb, The Global State of Ecommerce 2025 Report. Trend 4: The Geographic Shift: Emerging Markets Take Center Stage Growth is becoming geographically lopsided. While mature markets like the U.S., Japan, and the U.K. show modest or slowing growth, emerging economies are booming. Brazil and South Korea, for example, saw traffic increases exceeding 30%. These regions represent the new frontier for cross-border expansion. What it means: Tapping into this potential is not a simple copy-paste operation. Success requires navigating complex local nuances: language barriers, cultural preferences, preferred payment methods (like Brazil's PIX), and expectations for hyper-localized customer service and communication styles. Image credit: Similarweb, The Global State of Ecommerce 2025 Report. Trend 5: Platform Consolidation and the Marketplace Dominance The report highlights a continued consolidation of traffic towards large, trusted marketplaces (like Amazon, MercadoLibre) while standalone sites in categories like fashion and consumer electronics see notable declines. Consumers gravitate towards platforms for convenience, choice, and transactional security. Image credit: Similarweb, The Global State of Ecommerce 2025 Report. What it means: For sellers, this underscores a "dual strategy" imperative. Establishing a strong presence on key marketplaces is non-negotiable for visibility. However, over-reliance is risky. The parallel imperative is to build and nurture direct customer relationships and private domain traffic (like your own DTC site and app) to own the customer experience and data. Core 2025 Trend Key Data Point Strategic Implication Market Maturity Web visits stable/declining; Visit frequency down. Shift budget from pure acquisition to conversion & retention. Mobile App Supremacy App sessions +13% YoY. Invest in app UX and make it the centerpiece of engagement. AI-Driven Discovery Gen AI referrals up to +6,000%. Optimize content for AI parsing and train bots for AI-originated queries. Emerging Market Growth Traffic in Brazil, South Korea +30%+. Localize language, payment, and support for high-growth regions. Platform Consolidation Marketplaces lead; niche site traffic falls. Adopt a dual strategy: leverage marketplaces but build direct relationships. Part 2: The Engagement Gap: Where Traditional E-commerce Struggles These trends collectively expose a critical "engagement gap" in traditional e-commerce operations: Siloed Communication: Customer inquiries are scattered across WhatsApp, Instagram DM, email, and marketplace messaging systems. This leads to slow responses, fractured customer history, and frustrated agents. Language and Scale Limitations: Manually serving customers in Portuguese, Korean, and Arabic is cost-prohibitive for most growing brands, creating a barrier to entering the hottest markets. Inability to Capture AI-Driven Intent: A customer arriving from an AI query asking, "Compare the battery life and waterproof ratings of the top 3 wireless earbuds under $100" needs an instant, structured response. A standard "Hello, how can I help?" chatbot fails here. Post-Purchase Black Hole: After the sale, communication often ceases until a problem arises. This misses crucial opportunities to build loyalty, solicit feedback, and drive repeat purchases. Image credit: Similarweb, The Global State of Ecommerce 2025 Report. Part 3: The SaleSmartly Playbook: Bridging the Gap in 2025 This is where an omnichannel customer engagement platform like SaleSmartly transitions from a useful tool to a strategic necessity. It is engineered specifically to close the engagement gap highlighted by the Similarweb data. Strategic Pillar 1: Dominating the Mobile & Omnichannel Experience The Challenge: Converting soaring app engagement into sales. The SaleSmartly Solution: Seamless integration with all mobile-first channels (WhatsApp, Facebook Messenger, Instagram, TikTok, LINE) into a single inbox. This allows your team to manage conversations from any platform in one place, ensuring no customer message is missed, regardless of where it was sent. Actionable Tactic: Use AI-powered chatbots as your 24/7 assistant. Program them to greet users within your app or on social media, answer FAQs, recommend products based on simple queries, and even recover abandoned carts directly within the chat interface. This turns passive app browsing into an active, guided shopping conversation. Strategic Pillar 2: Unlocking Emerging Markets with Frictionless Communication The Challenge: Breaking down language and cultural barriers in high-growth markets like Brazil and South Korea, while ensuring communication efforts are directed to valid, reachable customers. The SaleSmartly Solution: A two-pronged technological approach ensures your outreach is both understandable and deliverable. First, real-time translation across 134 languages allows an agent in Manila to seamlessly assist a customer in São Paulo, with all messages translated instantly in the chat interface. Second, the WhatsApp Number Detection feature, with an accuracy rate of up to 98%, verifies whether a phone number is registered on WhatsApp before you launch a campaign. This prevents wasted efforts on invalid contacts and ensures your personalized messages hit their mark. Actionable Tactic: Leverage these tools in tandem. For Brazil, use number detection to clean your contact list, then set up a Portuguese welcome sequence via WhatsApp that explains PIX payment confirmations. For South Korea, after verifying numbers, integrate with WhatsApp and design polite, efficient auto-reply templates that align with local communication norms. Strategic Pillar 3: Capturing the AI-Generated Customer The Challenge: Providing instant, detailed answers to complex, research-driven queries from AI referrals. The SaleSmartly Solution: Advanced, trainable AI chatbots. Unlike basic rule-based bots, these can be fed your entire product catalog, specifications, and comparison data. Actionable Tactic: Train your SaleSmartly bot on "comparison" and "specification" intent. When a customer asks a detailed question sourced from an AI tool, the bot can instantly pull structured data (e.g., "Product A has a 40-hour battery, IPX7 rating, and costs $89. Product B has 30-hour battery, IPX5, and costs $79") and present it clearly, guiding the user to a purchase decision within minutes of their arrival. Strategic Pillar 4: Building an Ironclad Retention Engine The Challenge: Maximizing customer lifetime value in a saturated market. The SaleSmartly Solution: Integrated CRM and automation workflows. Every interaction is logged against a customer profile. You can segment audiences based on behavior (e.g., high-value, at-risk, new customer) and trigger hyper-personalized automated campaigns. Actionable Tactic: Post-Purchase: Automate a post-delivery message asking for feedback or offering styling tips. Loyalty: Trigger a VIP discount code on a customer's yearly "shop-iversary." Re-engagement: Automatically send a personalized "We miss you" offer with a curated product selection to customers who haven't purchased in 60 days. Strategic Pillar 5: Managing the Marketplace/Direct Sales Dual Strategy The Challenge: Providing consistent, excellent service whether the customer buys on Amazon, your Shopify store, or your app. The SaleSmartly Solution: Unified customer view. Connect your marketplace seller central accounts (where supported) and your direct channels. See all communications with a single customer in one timeline, regardless of where they initiated contact. Actionable Tactic: Use insights from marketplace interactions to personalize outreach on your direct channels. If a customer frequently asks about sustainable materials on Amazon, you can highlight your eco-friendly product line in your next email campaign from SaleSmartly. 2025 Trend The Challenge SaleSmartly Feature Desired Outcome Mobile App Supremacy Converting app engagement into sales. Omnichannel Inbox + AI Chatbots. Increased in-app conversion rates & higher customer satisfaction (CSAT). Emerging Market Growth Language & cultural barriers. 134-Language Real-Time Translation. Successful market entry, reduced support complexity, localized CX. AI Traffic Surge Handling complex, AI-originated queries. Trainable AI Chatbots with Knowledge Base. Higher conversion from AI traffic, positioned as a knowledgeable brand. Market Maturity Rising customer acquisition cost (CAC). CRM Segmentation & Automation Workflows. Increased customer lifetime value (LTV), higher repeat purchase rate. Platform Consolidation Fragmented customer service. Unified Customer View across channels. Consistent brand service, efficient support ops, and direct relationship building. Part 4: Your 90-Day Implementation Roadmap Turning insight into action requires a plan. Here’s how to operationalize this playbook with SaleSmartly: Month 1: Foundation & Consolidation Integrate your top 3 communication channels (e.g., WhatsApp, Email, Instagram). Set up your centralized agent dashboard. Deploy a basic AI chatbot for handling FAQs and working hours greetings. Month 2: Localization & Automation Activate real-time translation for your target emerging markets. Build and launch two key automated workflows: 1) Abandoned Cart Recovery 2) Post-Purchase Thank You/Feedback. Train your AI bot on product comparison data. Month 3: Optimization & Growth Analyze chat data to identify common friction points and refine bot responses. Create your first customer segment (e.g., "High AOV Customers") and launch a personalized retention campaign. Integrate a new, high-potential channel based on your traffic analysis (e.g., TikTok Shop or a regional messenger like KakaoTalk). Conclusion: Winning the Engagement Era The Similarweb State of E-commerce 2025 report is a clear manifesto: the future belongs to the engagers, not just the advertisers. The brands that will thrive are those that recognize every visitor, whether from an AI search, a Brazilian social media app, or a mobile notification, as an opportunity for a meaningful conversation that can build lasting loyalty. SaleSmartly is the operational engine for this new era. It transforms the daunting challenges of 2025—fragmented channels, global expansion, AI-native shoppers, and retention pressure—into a streamlined, automated, and deeply personal customer engagement strategy. By bridging the gap between data insight and human connection, it empowers cross-border sellers not just to adapt to the new landscape but to define it. Click here to try SaleSmartly for free today! Sign Up Free The final takeaway is this: In 2025, your competitive advantage is no longer just your product or price. It's the quality, speed, and intelligence of the conversation you have with every single customer. Start building that advantage today. Further Reading Free WhatsApp Number Checker: How to Know If a Number Is Registered on WhatsApp How to Drive Instagram Traffic to Your Website: A Complete Guide for DTC and Cross-Border Brands TikTok Black Friday Playbook: Maximize Sales & Traffic How to Manage Multiple E-Commerce Accounts? SaleSmartly Makes Global Communication Smarter! [E-book] Omnichannel Communication: Solving Customer Retention and Growth Challenges in Retail and Other Industries ### [Choose the Right Social Media Platform for Global Growth in 2026](https://www.salesmartly.com/en/blog/docs/overseas-social-media-platform-selection) Choosing social media platforms for global markets has become harder than ever. Not because options are limited, but because there are too many. Most teams respond in one of two ways: Launch accounts everywhere and hope something works Chase the platform with the biggest traffic right now Both approaches feel proactive.Both usually lead to scattered effort, unclear results, and rising costs. The problem isn’t platform choice.It’s starting without a role-based strategy. Ten years ago, this decision was simple.If you did Facebook or Instagram well, you could reach most overseas users. That model no longer works. Today, users discover, evaluate, and convert across different platforms, often in the same buying journey. That shift changes everything. How Users Actually Use Social Media Today According to a study in the Journal of Computer-Mediated Communication, users don’t browse social media the way they used to. They switch platforms based on intent: -TikTok and YouTube for discovery and trends -Reddit for honest opinions and real feedback -Pinterest for ideas and shortlisting -Instagram and WhatsApp for direct questions and purchase decisions No single platform carries the full journey anymore. That’s why modern social media strategy is about coordination, not coverage. Abstract This guide will answer your core questions: What is the best first social media platform for different types of global brands? Why don't you see results after expanding to multiple platforms? What essential tools can help you manage your overseas social media efficiently? Platform Choice: Native, Playbook Style There is no universally “right” platform. The only question that matters is this:Does the platform match how users decide to buy your product? Below is a practical breakdown by brand type. If You Sell Consumer Products, Start With Instagram For beauty, fashion, and lifestyle brands, decisions are fast and visual. Users don’t analyze.They react. Instagram works because it lets users decide in seconds whether a product feels right. What to post -Creator hauls and real-life styling -Short behind-the-scenes clips that explain quality without selling How often -3–5 times per week -Focus on Reels -Keep videos under 60 seconds What matters in 2026 Instagram rewards consistency more than creativity spikes. Brands that win look recognizable before they look viral. If Your Product Sells on Emotion, TikTok Converts Faster Snack foods, beverages, and entertainment-first DTC brands don’t need explanation. They need a reaction. TikTok is built for this. Users decide whether to stay or swipe in the first three seconds.If nothing hits emotionally, the content is gone. What to post -Everyday usage -Relatable moments -Emotion-first storytelling How often -4–7 posts per week -Under 60 seconds What matters in 2026 TikTok is tightening the link between content and checkout. The best brands make buying feel like a natural next step, not an interruption. If You Sell SaaS or Tools, Reddit Builds Trust SaaS buyers don’t convert on exposure. They convert on confidence. They want to see: Real questions Real answers Real experience Reddit is where that happens. But only if brands stop acting like brands. What to do Join discussions Answer questions honestly Share lessons, not pitches Posting frequency Low Consistent Context-driven What matters in 2026 Reddit will continue rewarding contributors, not promoters. Trust compounds here, slowly, but powerfully. If You’re Building a Creator Brand or Personal IP, Threads Builds Presence Personal brands are built on people and opinions. Trust forms through repeated exposure, not single conversions. Threads is designed for fast updates and low content friction. Users scroll quickly and value interaction over polish. That makes it ideal as a presence-building platform. What to post Opinions Responses to discussions Short takes that show perspective No need to repeat product explanations. How often to post High frequency Low effort Consistency matters more than length Even short replies help maintain visibility. What matters in 2026 Threads will continue to favor light content and real interaction.The key isn’t what you say once. It’s whether you keep showing up with a real voice. If You Sell Education or Expertise, YouTube Builds Authority Education and knowledge products sell on clarity. Buyers take time.They compare.They want proof. They look for: Clear explanations Content they can revisit Signals of real expertise YouTube supports exactly that. Long-form video allows brands to teach, not tease.It becomes a reference point during the evaluation stage. What to do Publish tutorials Walk through real use cases Share honest demos and reviews The goal isn’t a viral spike.It’s long-term usefulness. Posting frequency 1–2 videos per week 5–15 minutes per video One problem per video What matters in 2026 YouTube increasingly rewards watch time, subscriptions, and return visits.Brands that invest in evergreen content build authority that compounds over time. Why Multi-Platform Strategies Fail Most brands don’t fail because they choose the wrong platforms. They fail because platforms don’t have clear roles. Before expanding, answer three questions. 1. Are You Optimizing for Attention or Action? Some platforms help users remember you: -TikTok and Instagram help users remember you -Instagram and WhatsApp DMs help users talk to you -Reddit and YouTube help users trust you Others help them talk to you. Mixing those roles creates confusion. 2. Do All Platforms Deserve Equal Effort? They don’t. Strong teams focus on: -One or two core platforms -A few support channels -One or two conversion-focused inboxes Everything else is optional. 3. Can Your Team Keep Up Operationally? As platforms grow, problems shift from content to execution: -Messages get missed -Ownership becomes unclear -Follow-ups disappear This is where tools stop being optional. Tool Section SaleSmartly: One Inbox for Global Conversations When users message from Instagram, WhatsApp, TikTok, Facebook, Messenger, Telegram, LINE, and context breaks fast. SaleSmartly brings those conversations into one workspace, so teams can: -Respond faster -Assign conversations clearly -Keep full customer history For brands that convert through messaging, this isn’t a growth tool. It’s infrastructure. SocialEcho: Publish Once, Distribute Everywhere Running multiple platforms doesn’t mean recreating content every time. Yet many teams waste hours adjusting formats and posting manually. Content distribution tools like SocialEcho allow teams to: -Manage content centrally -Publish across platforms in one workflow -Reduce repetitive execution work This lets teams focus on content quality instead of mechanics. AdsPower: Multi-Account Risk Management As account volume grows, operational risk grows with it. AdsPower focuses on account-level safety rather than content. Its core capabilities include: Independent browser environments Isolated cookies and fingerprints Reduced account linkage risk This is essential for cross-border ecommerce teams managing accounts at scale. Final Positioning In 2026, social media success won’t belong to the brands with the most accounts. It will belong to brands that: -Catch users wherever they show up -Stay in conversation instead of disappearing -Turn scattered interactions into long-term assets Most brands don’t need more platforms. They need a system that connects the ones they already have. Take SaleSmartly as an example. It doesn't add more channels. It centralizes the conversations from Instagram, TikTok, WhatsApp, and Facebook. It helps global businesses streamline communication and drive more sales from their social media efforts. For most brands, the real upgrade isn’t expansion. It’s building a social media operation that can run long-term. Frequently Asked Questions 1. Do I need to run many platforms at the same time? No. Most brands struggle because effort is spread too thin. Limited platforms with strong execution outperform broad but weak coverage. 2. Which platform should I start with? Start where users are most likely to contact you directly. If customers prefer messaging, Instagram or WhatsApp is usually the best first choice. 3. Are these tools really necessary? If you run one platform, maybe not. Once you manage multiple platforms and team members, tools become essential for efficiency and conversion. Further Reading A must-have marketing guide for people going overseas: a comparison of major overseas social media 2025 Meta Report: Messaging Platforms That Power Global Cross-Border Growth How to download overseas social media on domestic mobile phones? Four methods to teach you how to use foreign apps! Southeast Asian social media platform rankings in 2024: quickly mastering the Southeast Asian market ### [Google's 2025 Year in Search: What the Top Trends Reveal About Your Customers](https://www.salesmartly.com/en/blog/docs/Google-2025-Year-in-Search) Every year, Google’s Year in Search offers more than just a highlight reel of viral moments. It delivers a powerful, data-driven lens into the world’s collective curiosity. The 2025 edition goes beyond revealing what people searched for. It uncovers how they’re searching, what they truly care about, and how rapidly evolving technologies like AI are reshaping user behavior. For businesses operating across markets, these trends are far from mere cultural footnotes. They’re critical strategic signals. They reflect shifting customer expectations, emerging patterns in content discovery, and new pathways to engagement and trust. Here’s what Google’s 2025 search data tells us — and how forward-thinking brands can respond. 1. Search Is No Longer Typing — It’s Talking In 2025, search became more conversational than ever:● Queries starting with “Tell me about…” surged by 70% year-over-year.● “How do I…” searches hit an all-time high, rising 25% since 2024.● Phrases like “What’s the deal with…” and “Explain…” gained significant traction. This shift points to a bigger change in intent: users aren’t just looking for quick facts — they want context, understanding, and guidance. Powered by AI enhancements in search, people increasingly interact with search engines as if consulting a knowledgeable friend. 🔍 Business Implication:Your content strategy must evolve beyond basic keyword optimization. Help centers, product descriptions, FAQs, and support scripts should address real questions in natural, helpful language. Think less about an “SEO checklist” and more about facilitating a “customer conversation.” 2. AI Wasn't Just a Tool — It Was the Story Artificial intelligence didn’t just influence search — it dominated the conversation.Globally, Gemini (Google’s AI assistant) was the #1 trending search of 2025, with platforms like DeepSeek, NotebookLM, Grok, and Veo 3 also ranking highly worldwide. From Vietnam to Brazil to the Philippines, AI tools consistently appeared among the most-searched topics. But public interest extended far beyond utility. A wave of AI creativity went mainstream:● “AI Barbie.”● “AI action figures.”● “Ghibli-style AI art.”● “How to make AI photos.”These trends were driven not by niche technologists but by everyday users exploring the creative potential of generative AI. 🤖 Business Implication:AI is no longer a futuristic concept — it’s a baseline expectation. Customers now demand transparency about how AI is used, the value it adds, and the authenticity of AI-generated content. Brands integrating AI must clearly communicate its benefits, limitations, and ethical applications. 3. Breaking News Triggered Immediate Search Spikes When major events unfolded, the world turned to Google — instantly.Search spikes captured moments of intense public attention and concern:● The assassination of Charlie Kirk● The U.S. government shutdown● Passage of the One Big Beautiful Bill Act● Escalating tariff disputes and international tensions● Natural disasters, including the LA wildfires and Hurricane Melissa● The selection of Pope Leo XIV During these moments, users sought not only headlines but also explanations, implications, and verified updates. ⚠️ Business Implication:Effective crisis communication is essential. Whether in finance, travel, retail, or healthcare, customers look to trusted brands for clarity during uncertainty. Proactive messaging, real-time updates, and accessible support are crucial for building credibility when public attention peaks. 4. Pop Culture Still Rules the Attention Cycle While news drove sudden spikes, entertainment fueled sustained engagement. Top Movies: ● KPop Demon Hunters topped U.S. movie searches and ranked #2 overall. ● Anora led the global film interest. ● Sequels and franchises performed strongly: Thunderbolts, Minecraft Movie, Happy Gilmore 2, Mission: Impossible – The Final Reckoning. From: Google’s 2025 search data People Who Trended:● Zohran Mamdani, newly elected NYC mayor, ranked #1 in U.S. people searches.● Musicians like d4vd and Tyler Robinson gained massive traction.● Cultural figures like Pope Leo XIV and Greta Thunberg remained globally relevant. 🎬 Business Implication:Pop culture moves fast, but smart brands can ride the wave. Aligning campaign timing, creative references, and localized storytelling with what audiences are already passionate about can significantly amplify your message. From: Google’s 2025 search data 5. Regional Differences Are Non-Negotiable One of the clearest takeaways from 2025 is this: there is no one-size-fits-all global user. Priorities and search behaviors varied dramatically by region: Country Key Search Themes Vietnam AI tools (Gemini, DeepSeek), local films (Mưa đỏ), STEM education, music festivals Brazil Club World Cup, political events, the methanol crisis, and AI platforms Indonesia “Apa itu…” (“What is…”) queries; “Gimana…” (“How to…”) guides on padel, QRIS payments Philippines Election results (Halalan 2025), earthquake alerts, and AI tools Singapore Finance (mortgage quotes, vouchers), health (COPD, osteoporosis), consumer tech 🌐 Business Implication:Global strategies must be locally intelligent. Language nuances, cultural touchpoints, and functional needs differ significantly. A campaign successful in Singapore may fall flat in Indonesia unless it’s adapted to local search behaviors and intent. 6. Users Seek Understanding — Not Just Information At its core, 2025 was a year defined by contextual curiosity.People didn’t just ask what happened — they wanted to know why, how, and what it means for me. Whether researching AI ethics, navigating policy changes, or verifying a viral collectible like Labubu, users sought depth, reliability, and personal relevance. 💡 Business Implication:Modern customer engagement isn’t transactional — it’s educational. Brands that provide clear, empathetic, and actionable explanations win loyalty. Your website, chatbot, and social channels should function as helpful guides, not just sales funnels. 📊 Complete 2025 Search Trends: Data Tables Global Top Trending Searches Rank Search Term 1 Gemini 2 India vs England 3 Charlie Kirk 4 Club World Cup 5 India vs Australia 6 DeepSeek 7 Asia Cup 8 Iran 9 iPhone 17 10 Pakistan and India Global News & Current Events Rank Topic 1 Charlie Kirk assassination 2 Iran 3 US Government Shutdown 4 New Pope chosen 5 LA Fires 6 Hurricane Melissa 7 TikTok ban 8 Zohran Mamdani elected 9 USAID 10 Kamchatka Earthquake and Tsunami Global Top People Searches Rank Name 1 d4vd 2 Kendrick Lamar 3 Jimmy Kimmel 4 Tyler Robinson 5 Pope Leo XIV 6 Vaibhav Sooryavanshi 7 Shedeur Sanders 8 Bianca Censori 9 Zohran Mamdani 10 Greta Thunberg Global Top Movies Rank Movie 1 Anora 2 Superman 3 Minecraft Movie 4 Thunderbolts* 5 Sinners United States: Top Overall Searches Rank Search Term 1 Charlie Kirk 2 KPop Demon Hunters 3 Labubu 4 iPhone 17 5 One Big Beautiful Bill Act 6 Zohran Mamdani 7 DeepSeek 8 Government shutdown 9 FIFA Club World Cup 10 Tariffs Regional Highlights (Top Searches by Market) Market Trends Vietnam General: DeepSeek, ChatGPT, Women in STEM, Gemini, Pixverse AI Movies: Mưa đỏ, When Life Gives You Tangerines, Squid Game 2 Music: Bắc bling, Tái sinh, Còn gì đẹp hơn Brazil Events: Mundial de Clubes, Trump tariffs, Methanol crisis AI Tools: Gemini, DeepSeek, Veo 3, NotebookLM, Grok Indonesia "What is…": Stecu, Velocity, Yapping, Padel, Coretax "How to…": Make AI photos, start padel, read QRIS, fill electricity token Singapore Finance: Mortgage quote, CDC voucher 2025, credit cards Health: COPD treatment, osteoporosis treatment Philippines News: Halalan 2025 results, National ID rollout AI Platforms: Gemini AI, DeepSeek, Claude, BLACKBOX.AI Connecting with Curious Customers Google’s Year in Search 2025 is more than a list of trivia — it’s a strategic roadmap.It reveals where attention is focused, how questions are posed, and what types of responses foster trust. For businesses, every search trend represents an opportunity:● To localize, not generalize. So, how do you turn these search trends into better customer connections with SaleSmartly? ✅ Actionable Takeaways for Your Strategy: Adapt Your SEO & Content for Conversation: Optimize for question-based queries. Create content that answers “Tell me about…” or “How do I…” related to your industry. Use chatbot scripts that mirror this natural language. Leverage AI with Transparency: Utilize AI to scale personalized support and content creation， but ensure a human touch remains. Be the trusted source in an era of AI-generated uncertainty. Stay Culturally Agile: Monitor trending topics in your key markets. A timely， respectful acknowledgment of major events or trends in your communications can build a powerful rapport. Anticipate Needs from Trends: Seeing “Labubu authenticity” searches trend? It signals a broader customer need for verification and trust signals—apply that insight to your own products. Practical Guide: Position your brand as a helpful guide that provides understanding, not just information. Conclusion The 2025 search data tells a story of a curious, multifaceted, and AI-augmented global audience. By listening to what these searches reveal, businesses can move beyond reactive support to proactive, meaningful engagement. Ready to build customer engagement strategies that are as informed and adaptive as your customers are curious? Explore how SaleSmartly’s integrated automation and live chat tools can help you stay ahead of the trends. Explore the full Google Year in Search 2025 website here, and use this omnichannel chat platform like SaleSmartly. Sign Up Free Let this year’s trends inform your next move. In a world driven by curiosity, the most meaningful brand experiences often start with a single, well-answered question. (Article based solely on the provided reference links and data from Google's Year in Search 2025 report.) Further Reading [Report] Similarweb's State of Ecommerce 2025 Report: 5 Strategic Trends for Business How to Choose the Right Customer Service System for Global Teams: Features, Team Fit & Budget [E-book] Omnichannel Communication: Solving Customer Retention and Growth Challenges How to Drive Instagram Traffic to Your Website: A Complete Guide for DTC and Cross-Border Brands ### [Shopify Costs in 2026: A Complete Pricing Guide for Store Owners](https://www.salesmartly.com/en/blog/docs/shopify-costs-pricing-fees) If you’re planning to launch a Shopify store, asking “Can this make money?” is the easy part. The question that actually matters is this: How much will Shopify cost me every month once the store is live? Most sellers underestimate this. They look at the plan price and move on.What they don’t see are the costs that show up later, transaction fees, payment processing, apps, tools, and operational overhead. By the time orders start coming in, the cost structure is already locked. This guide explains the real cost of running a Shopify store in 2026, based on how merchants actually operate, not how pricing pages look. You’ll learn: Which Shopify plan makes sense at each stage Where Shopify takes money on every order The costs that surprise new sellers How to control expenses as your business grows Shopify Pricing: The Three Cost Layers You’re Paying For Shopify costs generally fall into three categories: A monthly subscription Fees are charged on every transaction Additional tools are required to run the store properly Most cost problems don’t come from the plan itself.They come from layers two and three. Which Shopify Plan Should You Actually Use? Shopify offers several plans, but for most cross-border and DTC sellers, only three matter: Basic Grow Advanced Starter is built for social selling without a website.Shopify Plus is for large brands with dedicated teams. Everyone else operates in the middle. Official pricing reference:https://www.shopify.com/pricing 1. Shopify Starter: For Selling Without a Full Website Around USD 5 per month No standalone website Checkout links only This plan works if you sell one or two products directly through social platforms.Skip it if you want a real e‑commerce site. 2. Shopify Basic: Where Most Stores Start Around USD 27 per month Full storefront Unlimited products Free themes Basic is enough for early-stage stores.Most sellers don’t outgrow it because of features. They outgrow it because of fees. 3. Shopify Grow: The Cost-Effective Upgrade Around USD 65 per month Lower transaction fees More detailed reports Up to five staff accounts Once order volume becomes consistent, Grow often costs less overall than Basic.The reduced transaction fees usually offset the higher monthly price. This is the plan most serious Shopify sellers settle on. Advanced + Plus: Only When Scale Demands It Advanced: Around USD 399 per month Shopify Plus: Starts at USD 2,300 per month These plans are designed for high-volume teams with complex operations.Most sellers, they increase fixed costs without improving outcomes. The Real Cost Driver: Transaction Fees This is the part most sellers miss. Shopify charges fees on every single order, not just monthly. 1. If You Use Shopify Payments On the Basic plan, typical fees look like this: Around 2.9 percent + USD 0.30 per transaction On a USD 100 order, you receive about USD 96.80 At low volume, this feels manageable.As sales scale, the difference becomes meaningful. 2. If You Use PayPal or Other Third-Party Payments If Shopify Payments isn’t available in your region, third-party processors are required. Example on the Basic plan using PayPal: PayPal fee: Around 4.4% + USD 0.30 Shopify additional transaction fee: 2% On a USD 100 order, you receive about USD 93.30. This happens because Shopify charges an extra fee on top of the payment processor. When Third-Party Payments Are Necessary Your region does not support Shopify Payments PayPal is expected by customers and improves trust You want to offer more payment options When possible, Shopify Payments + PayPal is the most balanced setup. The Costs That Quietly Add Up 1. App Subscriptions Common apps: USD 10–29 per month Advanced tools: USD 200–500 per month Apps are easy to install and hard to remove.Many stores pay for features Shopify already provides. If an app doesn’t clearly increase revenue or efficiency, it’s usually not worth it. 2. Themes Free themes like Dawn work well for most stores Paid themes typically cost USD 200–400 one-time A paid theme does not guarantee higher conversion.Structure and content matter more than design. 3. Domain Fees Usually USD 10–20 per year Common providers include Namecheap and Cloudflare Managing your domain separately gives you more flexibility and control. 4. Operational Tools These often include: Email marketing platforms Customer support systems Social CRM and automation tools When these tools aren’t integrated, they create more work instead of less. The real cost is not just money.It’s time, missed messages, and lost conversions. Which Shopify Plan Makes Sense at Each Stage? Early testing: Basic Stable sales with a small team: Grow High volume and complex workflows: Advanced Enterprise brands: Shopify Plus The goal is not to pick the most expensive plan.The goal is to control transaction fees and tool sprawl at your current stage. After You Get Traffic: How to Maximize Its Value Traffic usually comes from external platforms. TikTok, Instagram, Facebook. But once visitors arrive, how you engage, support, and follow up determines real ROI. 1. Centralize Conversations From Every Channel Most sellers receive messages from: TikTok DMs Instagram DMs Facebook messages Website chat Without a unified inbox, teams switch tools and miss messages. SaleSmartly brings conversations from major social platforms into a single workspace.Every inquiry is visible, tracked, and followed up. 2. Always Give Customers a Clear Way to Contact You Many stores lose sales because customers don’t know where to ask questions. SaleSmartly’s website chat widget lets you: Add live chat directly to your store Display WhatsApp, Telegram, and other channels Customers choose how they want to talk.The path from the product page to the conversation stays smooth. 3. Turn Conversations Into Long-Term Customers Replying once is not the goal.Building customer relationships is. SaleSmartly includes SCRM functionality that helps you: Segment and tag customers Automate follow-ups and broadcasts Track source, history, and status Duplicate contacts from different platforms are merged automatically.This prevents fragmented data and repeated acquisition costs. The result is a growing customer asset, not just one-time sales. Sign Up Free Final Takeaway Shopify can be expensive.But it doesn’t have to be. Sellers who choose the right plan, limit unnecessary apps, use payment methods strategically, and invest in tools that improve efficiency usually operate at a lower cost than expected. The biggest difference isn’t the platform.It’s how well you understand the cost structure behind it. Frequently Asked Questions 1. What is the minimum monthly cost to run a Shopify store? After the free trial, the first paid month often costs USD 1. For a basic setup: Shopify Basic plan: Around USD 27 per month Transaction fees: Based on payment method Domain: Around USD 1–2 per month when averaged Minimum cost is roughly USD 30–40 per month, excluding ads and paid apps. 2. How do Shopify transaction fees work? Transaction costs include: Payment processor fees Shopify’s additional transaction fee when using third-party payments On the Basic plan with PayPal, Shopify charges an extra 2 percent on top of PayPal fees. When available, Shopify Payments is usually the most cost-efficient option. 3. Do I need third-party payment providers? It depends on your region and customer expectations: Shopify Payments is recommended where supported Sellers in Mainland China typically need PayPal or Stripe Many stores use Shopify Payments plus PayPal for wider coverage This balances cost and conversion. Further Reading How Shopify Merchants Can Optimize Customer Service: Comprehensive Strategies to Increase Customer Satisfaction 6 Best Ecommerce Website Builders for Cross-Border Sellers in 2026 Turning Instagram Traffic Into Store Conversions: A Complete Guide for DTC and Cross-Border Brands DTC Customer Loyalty Loop: Turn Service Fixes into Repeat Sales ### [Why Your Social Media Isn't Converting: 5 Pain Points & Solutions](https://www.salesmartly.com/en/blog/docs/overseas-content-marketing) You post regularly on Instagram, TikTok, and Facebook.Engagement looks strong. Traffic keeps coming. But sales barely move. This is one of the most common problems global ecommerce teams face today.And it is rarely caused by poor content or low ad spend. The real issue is structural. Most teams treat content, customer messages, and sales as separate workflows.In reality, they are one system.When that system is fragmented, conversion breaks down. This article explains why global social media marketing often stops at engagement, and how high-performing teams redesign the process to turn attention into revenue. What This Article Covers You will learn: How most global teams actually execute social media marketing Where conversion leaks usually happen How to connect content, messages, and data into one scalable system How Global Social Media Marketing Is Usually Executed Most teams follow a similar path when launching a product or campaign. Step 1: Publish content first Content production comes first. Teams plan topics, write copy, and design visuals.They reformat posts for each platform (Instagram, TikTok, Facebook).They schedule content based on different time zones. The objective is simple.Get content live and see how it performs. Step 2: Use engagement to decide ad spend After publishing, teams look at surface metrics. LikesCommentsViews Posts that “look good” are selected for ads. The assumption is that engagement equals potential conversion. This assumption is flawed. Engagement shows visibility.It does not confirm intent. Step 3: Handle messages reactively Once ads drive traffic, messages start coming in. Inquiries are spread across platforms and accounts.Agents switch between tools.Follow-up quality depends on individual experience. Traffic exists, but it is not captured systematically. Step 4: Push campaigns harder and expect results When promotions or new products launch, posting and ad spend increase. Teams hope to see a short-term spike. But since content and inquiries were never validated or structured, campaigns often amplify uncertainty instead of success. Step 5: Review data after the campaign ends At the end, each team reviews its own numbers. Marketing looks at engagement.Ads look at clicks and spend.Sales look at revenue. The data exists, but the path does not. No one can clearly answer which content led to which inquiry or sale. This looks like a complete workflow.In reality, every step operates in isolation. Why Social Media Operations Get Harder Over Time Early on, these issues are not obvious.They surface as volume increases. Problem 1: Content production becomes an operational burden Global teams spend excessive time managing content logistics. Multiple review roundsRepeated formattingManual scheduling across time zones Before performance is proven, cost is already fixed. Content becomes a workload, not a growth asset. Problem 2: No reliable way to validate content before ads Many teams believe they are scaling what works. In reality, they are testing uncertainty with the budget. High engagement does not equal high intent.Without validation, ad spend increases while conversion remains unstable. Problem 3: Inbound messages are handled too slowly When traffic scales, message handling breaks first. Messages are scattered.Agents respond manually.Context is lost between platforms. For high-intent users, slow response means drop-off.By the time a reply arrives, interest is gone. Problem 4: Data cannot explain performance Teams collect plenty of metrics. Engagement dataAd clicks and spendSales results What they lack is causality. They cannot trace content to conversation to conversion.Optimization becomes guesswork. Problem 5: Customers are never retained as assets Most campaigns reset after they end. Conversations are not centralized.Customers are not tagged or segmented.Follow-up stops when promotions stop. Every campaign starts from zero. This is why growth feels expensive and unpredictable. These issues create a cycle of wasted budget and effort. The solution is to connect the dots with a systematic approach. The Real Fix: Redesign the System The solution is not more content or bigger budgets. It is a system design. Content must be measurable.Messages must be captured.Customers must remain in the system after the first interaction. This is where SocialEcho and SaleSmartly fit into the workflow. Step One: Turn Content Into a Measurable Asset SocialEcho helps teams manage and evaluate global content at scale. 1. Unified Multi-Platform Publishing Content is created once and distributed across platforms. Formats (Post、Reel、Video、Shorts) adapt automatically to platform requirements. Publishing aligns with time zones without manual effort. More importantly, performance is centralized. 2. Centralized Performance Analytics Teams compare platforms, accounts, and individual posts in one dashboard. High-performing patterns become reusable templates. Decisions are driven by data, not intuition. Content stops being disposable. It becomes a validated demand signal. Even during peak traffic, response speed and experience remain stable. Start managing your content strategically. Try SocialEcho Free for 7 Days & Get a $5 Credit. Step Two: Capture and Convert Every Inquiry Traffic only matters if it is handled correctly. 1. Omnichannel Inbox for All Customer Messages SaleSmartly centralizes inbound messages from WhatsApp, Instagram, TikTok, Telegram, and other major channels. Agents reply from one workspace. Response speed improves. Context stays intact. 2. Targeted Nurturing with Segmentation & Automation Customers are tagged by source, interest, and stage. Follow-ups can be scheduled or automated. One-time inquiries turn into ongoing relationships. 3. Real-Time Translation SaleSmartly supports real-time translation across 134 languages. Translations appear directly in the chat window. Teams serve global customers without language barriers. 4. AI-Powered Automation and Routing AI intent recognition triggers automated replies and workflows. Conversations are routed intelligently across channels. For the latest product news, growth tips, and resources, join our Telegram channel: https://t.me/SaleSmartlyGlobal What Changes When the System Works When content, messaging, and data operate as one system: Engagement becomes actionable Traffic becomes measurable Customers become long-term assets Social media shifts from visibility to revenue. Final Takeaway Most global teams are not underperforming because they lack effort. They publish content. They run ads. They follow up with customers. What holds them back is fragmentation. When content is validated, inquiries are captured, and customers are retained, every campaign compounds instead of resets. That is how social media becomes a growth system, not a cost center. Frequently Asked Questions (FAQ) 1. Who should use SocialEcho and SaleSmartly? They are designed for global brands with high inquiry volume and active social engagement.They are especially effective for teams using social media to drive private traffic and conversions. 2 .Do these tools require technical expertise? No. Both platforms offer visual interfaces and ready-to-use templates. Teams familiar with social media operations can onboard quickly. More resources How to Manage Multiple E-Commerce Accounts? SaleSmartly Makes Global Communication Smarter! How to Analyze Customer Service Data: Optimize Your Global Strategy with SaleSmartly Reports How to Efficiently Manage Facebook Leads? Master It with SaleSmartly How to Boost Customer Conversion Rates with a Smart Service Platform ### [AI Chatbot for eCommerce in 2026: Top 7 Platforms Compared for Cross‑Border Sales](https://www.salesmartly.com/en/blog/docs/ai-chatbot-ecommerce-2026-platforms-comparison) An AI chatbot for eCommerce is no longer a simple FAQ bot. According to a January 2026 survey of 1,000 senior business leaders by Pattern Group, one in three ecommerce brands has already deployed AI-powered shopping agents, and 76% report lower customer acquisition costs through AI‑driven search and chat commerce. Choosing the right AI chatbot for eCommerce depends on where your customers are, how they message you, and whether you need a tool that simply answers questions or one that actively sells across borders. SaleSmartly: Best for cross‑border eCommerce brands selling across WhatsApp‑dominant markets (LatAm, SEA, Europe, MENA) – omnichannel AI + 134‑language translation + unified inbox. Meta Certified Business Partner with GPTBots integration.Zipchat: Best for Shopify‑native stores in North America and the UK.Tidio: Best for small to mid‑size e‑commerce teams in Europe and North America, starting with AI.Re:amaze: Best for US‑centric brands with heavy Instagram/Facebook DM volume.Ada: Best for global enterprises with complex, multi‑region customer service operations.Intercom: Best for SaaS and DTC brands in mature English‑speaking markets (US, UK, Australia).Zendesk: Best for enterprises already on Zendesk, primarily in North America and Europe. What Is an AI Chatbot for eCommerce in 2026? An AI chatbot for eCommerce is an automated conversational agent that uses artificial intelligence to engage shoppers, answer product questions, guide purchase decisions, and resolve post‑purchase issues—across your website, WhatsApp, Instagram, Messenger, and other channels. The old generation of chatbots followed rigid "if‑this‑then‑that" rules. The 2026 generation does four things differently: Understands intent, not just keywords – "I need a birthday gift for my wife" ≠ "birthday gift" category link. SaleSmartly's AI Agents can automatically identify customer intent and generate accurate responses in real time. Accesses real‑time data – Inventory, shipping cutoffs, order status, customer history via API integration. Speaks your customer's language – 134 languages natively with real‑time translation, no translation vendors. Closes the loop – Guides customers through inquiries, orders, and bookings. For cross‑border eCommerce, where customers span time zones, languages, and messaging apps, a modern AI chatbot for eCommerce isn't a nice‑to‑have. It's your only way to sell while you sleep. 📊 Key Data Point: Omnisend's 2026 Ecommerce Marketing Report, analyzing 27 billion emails and 321 million SMS messages across 150,000 brands, found that automated messages delivered 24% higher open rates, 6× stronger click engagement, and 19× higher conversion rates compared to scheduled campaigns. How to Choose the Best AI Chatbot for Your eCommerce Store 1. Omnichannel capability – match your marketsYour customers don't live on your website alone. In Latin America, Southeast Asia, Europe, and the Middle East, WhatsApp is the primary messaging app. WhatsApp messages achieve 98% open rates, compared to 20% for email. In Japan, it's LINE. In Russia, VK. Your AI chatbot for eCommerce must meet customers there—not force them to a web widget. 2. AI accuracy & knowledge baseGeneric LLMs hallucinate. Look for platforms that use Retrieval‑Augmented Generation (RAG)—the AI retrieves answers from your own product catalog, policies, and support logs instead of guessing. Amazon Science research demonstrates that RAG‑based systems improve product attribute prediction completeness by up to 43.32% across multilingual catalogs. 3. eCommerce integrationsNative connections to Shopify, WooCommerce, Magento, and payment gateways. The AI should know inventory levels, order status, and customer purchase history without API gymnastics. 4. Sales features, not just supportProactive engagement, product recommendation flows, and guided selling separate revenue‑generating AIs from cost‑center AIs. SaleSmartly's AI Agents can guide customers through inquiries and key actions. 5. Multilingual readinessIf you sell to more than one country, you need real‑time, context‑aware translation. Copy‑pasting into Google Translate is not a strategy. 📊 Key Industry Benchmark: The ROI of AI Chatbots Metric Industry Average (2026) Source Brands already using AI shopping agents 33% (1 in 3) Pattern Group / TechRound YoY increase in ecommerce AI investment (2025→2026) +11% ($291k → $323k) Pattern Group Generic shopping tool accuracy (OpenAI baseline) 64% Industry benchmark WhatsApp message open rate 98% Meta Business Email open rate (comparison) 20–30% Omnisend 2026 Automated email: $ per send $2.87 (vs $0.18 for campaigns) Omnisend 2026 Top 7 AI Chatbots for eCommerce in 2026 1. SaleSmartly Best for cross‑border eCommerce brands that sell across WhatsApp‑dominant markets (LatAm, SEA, Europe, MENA) and need omnichannel AI + 134‑language translation + unified inbox under one roof. SaleSmartly is a Meta Certified Business Partner in the messaging space that combines: A 12‑channel omnichannel inbox (WhatsApp, Instagram, Messenger, Telegram, LINE, TikTok, VK, website, email) An AI chatbot builder powered by HelpKnow.ai with GPTBots integration for context‑aware conversations A no‑code automation engine for customer journeys A real‑time translation hub for 134 languages 🌍 Ideal markets:🇧🇷 Brazil • 🇲🇽 Mexico • 🇦🇷 Argentina (WhatsApp #1) • 🇮🇩 Indonesia • 🇮🇳 India • 🇵🇭 Philippines (WhatsApp + Instagram) • 🇩🇪 Germany • 🇫🇷 France • 🇮🇹 Italy • 🇪🇸 Spain (WhatsApp + website) • 🇦🇪 UAE • 🇸🇦 Saudi Arabia (WhatsApp primary) • 🇯🇵 Japan (LINE integration) • 🇷🇺 Russia (VK support). G2 rating: 4.4/5 Key features: HelpKnow.ai knowledge base: Upload FAQs, product information, and support documents. Import via Word documents, online data crawling, or manual entry. Intent recognition: SaleSmartly's AI achieves intent recognition accuracy on ambiguous queries, understanding context, and maintaining conversation coherence. API integration: Connect to order systems, logistics, and inventory for real‑time data access. AI‑powered product recommendations: Detect shopping intent and serve personalized recommendations based on customer queries. 134‑language real‑time translation: One knowledge base serves every market. No translation vendors. No duplicated content. Team collaboration: Multiple agents manage the same accounts. Account ownership stays with the company, not personal devices. Pros: Complete conversational operating system—not just a chatbot Real‑time translation is built natively into every conversation No‑code visual automation builder; marketing teams own the logic Scales from SMB to enterprise without platform switching User testimonial: "SaleSmartly is the best chat tool we have ever used! … automation templates have increased sales by 40%." — Emily Smith, Customer Relationship Manager Cons: Feature‑rich; new users may need 1–2 hours to explore the full toolkit Monthly pricing:Starts at $49/month for core omnichannel inbox + basic AI. GPTBots integration available via API key. 2. Zipchat Best for Shopify‑native stores in North America and the UK that want an AI chatbot for eCommerce to act like a real salesperson. Key features: AI trained on your specific Shopify store data Proactive chat triggers based on browsing behavior Human takeover when needed Pros: Exceptionally easy setup; conversational style feels genuinely helpful; no manual knowledge base building—AI learns from your store.Cons: Shopify only; website‑only; no native WhatsApp/Instagram/Messenger automation; English only. Monthly pricing: $29–$99/month based on order volume. 3. Tidio Best for small to mid‑size e‑commerce teams in Europe and North America, starting with an AI chatbot for eCommerce. Key features: Lyro AI for FAQ deflection Live chat with visitor tracking Email fallback for offline messages Pros: Intuitive interface, affordable entry price, pre‑built chatbot templates.Cons: Lyro AI conversations are capped and billed separately; website + email only; no WhatsApp/Instagram/LINE; no real‑time translation. Monthly pricing: Growth plan $59/month includes 10 seats, AI Copilot, and 50 one‑time Lyro conversations. 4. Re:amaze Best for US‑centric brands with heavy Instagram/Facebook DM volume. Key features: Unified inbox for website chat, email, Facebook, and Instagram AI‑powered chatbot for pre‑purchase Q&A Shopify, WooCommerce, BigCommerce integrations Pros: Strong omnichannel DMs (Meta platforms + email).Cons: Basic AI capabilities; no WhatsApp Business API support; translation requires third‑party integration. Monthly pricing: Starts at $49/month per seat. AI features require add‑ons. 5. Ada Best for global enterprises with complex, multi‑region customer service operations. Key features: Advanced intent recognition and conversation design Multilingual AI (30+ languages) Complex workflow automation Enterprise‑grade security Pros: Handles highly complex, multi‑step customer journeys; proven at massive scale.Cons: Requires dedicated conversation designers; implementation takes months; enterprise pricing (custom, high five figures annually). 6. Intercom Best for SaaS and DTC brands in mature English‑speaking markets (US, UK, Australia). Key features: In‑app chat and messenger Fin AI for support deflection Product tours and onboarding sequences 450+ integrations Pros: Excellent for SaaS customer journeys; strong help center.Cons: Pricing escalates rapidly with AI usage ($0.99 per Fin resolution); e‑commerce features not native; no real‑time translation. Monthly pricing: Advanced plan $99/seat/month + $0.99 per AI resolution. 7. Zendesk AI Best for enterprises already on Zendesk, primarily in North America and Europe. Key features: AI‑powered chatbots and workflow automation Smart routing and escalations Robust reporting Extensive app ecosystem Pros: Native integration with Zendesk ticketing; no‑code bot builder.Cons: Expensive ($149/agent/month base); advanced AI features require add‑ons; e‑commerce is not the core focus. Monthly pricing: Suite Professional $149/agent/month. AI add‑ons cost extra. Deep Dive: How an AI Chatbot for eCommerce Really Understands Your Products The old way: Keyword matching. Customer types "refund," bot sends link to refund policy page. The 2026 way: Retrieval-Augmented Generation (RAG). RAG is the industry standard for accurate, hallucination‑free enterprise AI. Amazon Science's CatalogRAG paper demonstrates that retrieval-guided systems improve product attribute prediction completeness by up to 43.32% across multilingual catalogs. But RAG doesn't work in thin air.To achieve this level of accuracy, the AI must first be trained on your own business data. With SaleSmartly's HelpKnow.ai, you must prepare and import: Product catalog – Sync via Shopify/WooCommerce API or use platform plugins like BigCommerce for no‑code integration. Customer support logs & FAQs – Upload Word documents, PDFs, or use online data crawling to import your website content. Shipping policies, returns, warranties – Import via document upload. Brand voice guidelines – Tone and formality can be configured; emoji usage settings are not currently supported. Only after this knowledge base is built can the AI begin to retrieve and generate accurate, context‑aware replies. Here's how it works once your data is in place: Customer asks a question – "Do you have this in black? Need it by next week." Retrieval – HelpKnow.ai searches your custom‑built knowledge base for exact, current information. API data lookup – If connected via API integration, the AI can pull real‑time inventory and shipping information. Generation – ChatGPT 5.0-mini composes a natural, on‑brand response. Delivery – Response sent via WhatsApp, Instagram, or website chat. Why RAG + your own data matters for eCommerce: Generic shopping tools average 64% accuracy (OpenAI benchmark) 92% intent accuracy is achievable after training on your proprietary data (source) Continuous learning loop: When agents edit AI‑suggested replies, the system learns. One brand reduced AI error rate from 15% to 5% in three months by consistently enriching its knowledge base. 4 High‑Impact Use Cases for an AI Chatbot for eCommerce Use Case What It Replaces SaleSmartly Outcome 🛒 AI Product Recommendations Endless category browsing Customer types "gift for mom" → AI trained on your product catalog recommends relevant items. 🛒 24/7 Order Status Queries Manual lookup across systems Instant tracking lookup via API integration. "Your package is delayed in customs, estimated 3 days." 🛒 Multilingual Service Translation vendors: slow copy‑paste One knowledge base, real‑time AI translation to 134 languages. 🛒 Intelligent FAQ Handling Manual template updates AI answers from uploaded documents; continuous learning from agent edits. Beyond Chatbots: The Full‑Stack Advantage Here's what merchants with real operational scale understand: A chatbot is only as good as the infrastructure around it. SaleSmartly customers aren't just buying AI. They're buying: Capability Why It Matters 12‑channel aggregation WhatsApp, Instagram, Messenger, Telegram, LINE, TikTok, VK, website chat, email—all in one inbox. Unified customer data Every interaction is attached to one customer profile. Visual automation builder No‑code flows for customer journeys. API integration Real‑time access to orders, logistics, and inventory. Team collaboration Multiple agents are managing the same accounts. Your 2026 Implementation Roadmap: 5 Milestones to a Revenue‑Ready AI Chatbot for eCommerce Milestone 1: Foundation — Build Your Single Source of Truth Goal: Centralize your brand's product, policy, and support knowledge.Deliverable: A structured, searchable knowledge base. ⚠️ Critical prerequisite: HelpKnow.ai requires your own business data to enable accurate responses. What to prepare and how to import: Data Type Examples Import Method Product catalog SKU, variants, price, inventory Sync via API – Connect your eCommerce platform (Shopify) or use platform plugins like BigCommerce for no‑code setup. Customer support logs Past chat transcripts Upload documents – Use document import (Word, PDF) or online data crawling to import website content. FAQs & policies Shipping, returns, warranties Upload documents – Word, PDF, or manual entry. Brand voice guidelines Tone, formality Manual entry – Configure tone and formality; emoji usage settings not currently supported. Action with SaleSmartly: Connect your eCommerce platform via API integration. Export your FAQ database and policy documents. Use HelpKnow.ai's import tools to upload and structure content. Organize content into folders. Milestone 2: Intelligence — Teach Your AI to Understand Intent Goal: Achieve high intent recognition accuracy.Deliverable: An AI that understands customer needs. For each knowledge item, add standard questions and similar question variants. Tag content with intent categories. Set brand voice parameters (tone, formality). Note: Emoji usage settings are not currently supported. Milestone 3: Validation — Test Before You Go Live Goal: Eliminate incorrect answers before they reach customers.Deliverable: A production‑ready AI. Use the debug/testing interface within HelpKnow.ai to simulate customer queries before going live. Identify gaps: Which questions returned no result or wrong results? Refine your knowledge base: add missing content, improve similar question variants. Milestone 4: Activation — Deploy Your First Revenue‑Generating Flows Goal: Move from "support" to "sales" with high‑impact automations.Deliverable: An AI chatbot that drives revenue. Product Recommendation Flow – Detect shopping intent and serve personalized recommendations. Order Status Flow – Real‑time tracking via API integration. Multilingual Support – Leverage built‑in translation for global customers. Milestone 5: Optimization — Learn, Iterate, Scale Goal: Continuously improve AI performance. Review unanswered questions from customer conversations and add missing content to your knowledge base. Monitor performance metrics and escalation rates. Capture agent improvements: When a human improves an AI‑suggested reply, use those as learning data. Expand to new channels as you grow. Conclusion: From Cost Center to Revenue Engine In 2026, the distinction between "customer service" and "sales" is obsolete. Every conversation is an opportunity to serve, to guide, and to sell. SaleSmartly is purpose‑built for this new reality. It combines: HelpKnow.ai: The knowledge infrastructure trained on your data 12‑channel omnichannel inbox: The command center that tames channel chaos API integration: Real‑time access to orders, logistics, and inventory 134‑language real‑time translation: The global growth lever GPTBots integration: Context‑aware conversations You can import your first knowledge base and deploy your first AI flow in hours, not weeks. The question isn't whether your competitors are deploying an AI chatbot for eCommerce. They already are. The question is: Will you lead—or catch up? 👉 Looking for more hands‑on eCommerce AI strategies? Join our Telegram channel for practical growth tips, proven playbooks, and the latest product updates. Ready to turn your chat into your highest‑converting channel?Sign up for SaleSmartly free trial | Book a personalized demo Frequently Asked Questions (FAQ) Q1: What's the difference between HelpKnow.ai and a standard ChatGPT bot? A: HelpKnow.ai is a knowledge base platform that you populate with your own business data. ChatGPT alone doesn't know your products or policies. Together, they form an AI that is both articulate and authoritative. Q2: Does SaleSmartly work with WhatsApp Business API? A: Yes. SaleSmartly is a Meta Certified Business Partner. You can manage multiple WhatsApp numbers and automate conversations. Q3: How do I import my existing FAQs and policies? A: Use HelpKnow.ai's document import feature. You can upload Word documents, PDFs, or use online data crawling to import website content. CSV import is not supported. Q4: Can the AI access real‑time order information? A: Yes. Through API integration, the AI can query order systems, logistics, and inventory in real time. Further Reading & Data Sources Al Templates: How Smart Automation Improves Customer Conversations Building an AI Knowledge Base from Scratch: Step-by-Step Guide Enhancing WhatsApp Data Security: A Complete Access & Permission Management Solution for Global Businesses Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [Google February 2026 Discover Core Update: The Cross‑Border E‑Commerce Guide](https://www.salesmartly.com/en/blog/docs/google-february-2026-discover) The Wake-Up Call If you woke up this morning to find your store's traffic cut in half, you're not alone. Across Reddit, SEO forums, and merchant communities, the reports are pouring in. Sites that relied on Google Discover for traffic are seeing drops of 90% or more overnight. Many people said: "I've been doing this for a long time, but it was all wiped overnight, and yes, my site was in News, just like Discover and removed." This isn't a bug. It's not a glitch. It's Google's first-ever core update targeting Discover exclusively, and it finished rolling out on February 27, 2026. Why Cross‑Border Sellers Should Pay Attention For cross‑border e‑commerce sellers, here's the hard truth: If you've been using clickbait headlines, thin product pages, or generic content to attract traffic, this update is coming for you. But here's the good news: the same update that's hurting shallow stores is creating opportunities for merchants who adapt. The ones who win will be those who can deliver authentic, localised, and responsive customer experiences at scale. How This Guide Will Help We've broken down the three most critical changes in this update and mapped them to practical, actionable steps you can take right now. Along the way, we'll show you how tools like SaleSmartly—an omnichannel chat platform built for cross-border sellers, can help you turn everyday customer conversations into a competitive advantage. Critical Update #1: Google Now Prioritizes Local Content—Even for International Sellers What changed: Google's systems now favor content from websites based in the user's own country. A shopper in Vietnam will see more content from Vietnam-based sellers. A shopper in Indonesia will see more Indonesia‑based content. For years, cross‑border sellers could rank in any market with well‑optimized English content. Those days are ending. What this means for your store: If you're a Chinese seller targeting the US market, you may see a temporary dip in Discover traffic. But as Google expands this update globally, the same rule becomes an opportunity: you'll have less competition in your home market, and the sellers who invest in genuine localisation will win. So how do you actually deliver localised support without hiring a full-time team in every country? This is where the right infrastructure matters. When a customer in Brazil messages you at 10 PM their time, and a customer in Indonesia messages at 7 AM theirs, you need a system that keeps everything organised—not a chaotic mess of different apps and logins. SaleSmartly's unified inbox brings WhatsApp, Facebook Messenger, Instagram, Telegram, LINE, Zalo, and website chat into one dashboard. Your team can handle conversations from Vietnam, Indonesia, and the US in a single interface, with full customer history visible at a glance. No switching tabs. No missed messages. No "sorry, let me transfer you to someone else." Why this matters for Discover: When customers feel understood in their own language, they stay longer, buy more, and return often. Google sees these engagement signals as proof that you're an authority in that market. Critical Update #2: Clickbait Is Dead—Authenticity Is the Only Way Forward What changed: Google updated its Discover documentation to explicitly name "clickbait" and "sensationalism" as tactics to avoid. The new guidelines say: "Avoid clickbait and similar tactics to artificially inflate engagement by using misleading or exaggerated details in preview content." In plain English: those "You Won't BELIEVE This Price" headlines are now a liability. What this means for your store: Product pages with exaggerated claims, misleading thumbnails, or sensational framing will be demoted. Honest, clear product representation becomes a competitive advantage. But how do you communicate clearly with customers who don't speak your language? You can't build authentic relationships if every conversation requires Google Translate copy-paste. The nuance gets lost. The trust doesn't form. SaleSmartly's real‑time translation (134+ languages, bidirectional) lets your team chat with customers in their preferred language while typing in their own. A Vietnamese support agent can help a Spanish customer seamlessly. An Indonesian agent can assist a Japanese buyer without missing context. It feels like magic, but it's just good engineering. Why this matters for Discover: Google can't read your chats, but it can see the results—longer sessions, lower bounce rates, and repeat visits. When customers feel understood, they engage more. And engagement is exactly what Discover rewards. Google's revised Discover documentation now includes a new recommendation to "Provide an overall great page experience," linking directly to page experience best practices. Critical Update #3: Topic Authority Now Works Topic‑by‑Topic—Not Site‑by‑Site What changed: Google now evaluates authority per topic, not per whole site. A store that consistently publishes deep content about camping gear can become an authority on outdoor equipment, even if it also sells electronics. As Google's John Mueller explained: "A local news site with a dedicated gardening section could have established expertise in gardening, even though it covers other topics. In contrast, a movie review site that wrote a single article about gardening would likely not." What this means for your store: Niche specialisation pays off. Broad general stores lose; focused specialty stores win. You don't need to be an authority on everything, just on the categories where you have real depth. But how do you demonstrate that authority on every product page, 24/7, without hiring a massive support team? The answer isn't more people. It's smarter automation. SaleSmartly's AI‑powered chatbots can be trained using your FAQ data to answer common customer questions instantly. Deploy them on your top product pages and buying guides. When a customer asks "Which tent is best for rainy conditions?", the bot pulls from your knowledge base to provide relevant recommendations and links to related content. Example: A store selling hiking gear sets up a chatbot on its "best ultralight tents" guide. A customer asks about waterproofing. The bot answers immediately and suggests a related article on tent maintenance. The customer stays on site longer, reads more content, and moves closer to a purchase. Google sees this engagement and thinks: "This site really knows its stuff." For a detailed explanation of how topic‑by‑topic authority works, see Coalition Technologies' analysis. Bonus Update: Page Experience Is Now Explicitly Required What changed: Google's Discover documentation now includes a new recommendation: "Provide an overall great page experience." This language wasn't present in previous versions. What this means for your store: Speed, mobile‑friendliness, and non‑intrusive elements are now essential. Every extra script slows you down. Every pop‑up hurts your chances. But you still need to engage customers, recover abandoned carts, and build relationships. How do you do that without cluttering your site with slow‑loading widgets? The solution is to move engagement off‑site. SaleSmartly's marketing automation lets you reach customers through WhatsApp and other chat channels—all from the same platform you're already using for support. Your website stays fast because the heavy lifting happens elsewhere. Examples: -Abandoned cart recovery via WhatsApp -Product announcement blasts to segmented customer lists -Automated follow‑ups after purchase Why this matters for Discover: These off‑site interactions don't hurt your page speed, but they keep your brand top‑of‑mind, driving repeat traffic that Google notices. Your 5-Step Action Plan for the New Discover Step 1: Diagnose the Damage (or Opportunity) Open Google Search Console. Look at your Discover performance. Which pages dropped? Which held steady? The answers reveal what Google values in your niche. As Search Engine Journal notes, "Traffic drops that look like a core update penalty may be Discover-only. Treating them as Search problems leads to the wrong diagnosis." Step 2: Mine Customer Conversations for Real Content Ideas Open your SaleSmartly unified inbox. Look for recurring questions. Turn them into: -FAQ pages (using SaleSmartly's AI agent platform to build your knowledge base) -Buying guides -Product comparisons -"How to choose" articles This content is naturally non‑sensational and deeply relevant. Learn about using AI corpus for consistent responses Step 3: Deploy Topic‑Specific Chatbots For your top categories, create chatbots that answer real customer questions 24/7 using your trained FAQ data. Measure engagement metrics, time on page, interaction rate, and optimise. Read about common chatbot mistakes to avoid Step 4: Use Customer Tags for Personalised Engagement Use SaleSmartly's tagging system to segment customers based on their interests and behavior. You can then create targeted content and follow-up sequences for each segment. Step 5: Plan Geographic Expansion Strategically Use SaleSmartly's CRM to segment customers by location. Identify your strongest markets. Create localised content. Assign native speakers to key regions. Learn how to export and segment customer data The Bottom Line Google's February 2026 Discover Core Update isn't a penalty. It's a correction. The algorithm is finally catching up with what buyers have always wanted: honest information, expert knowledge, and genuine help. For cross‑border sellers, this is a massive opportunity. The stores that win will be those that: -Speak their customers' languages -Answer real questions with real expertise -Load fast and engage deeply SaleSmartly gives you the tools to do all of this, from a unified inbox that captures every conversation to AI chatbots that provide instant answers from your knowledge base. As Practical Ecommerce notes, "Discover could become a personalized home feed for the Google ecosystem," making it an increasingly important channel for merchants who invest in rich, creator-led content. The feed has changed. The question isn't whether you'll adapt. It's how quickly. 👉 Looking for more hands-on eCommerce AI strategies? Join our Telegram channel for practical growth tips, proven playbooks, and the latest product updates. Ready to turn your chat into your highest-converting channel? Start your free SaleSmartly trial Book a personalized demo About SaleSmartly SaleSmartly is the all‑in‑one customer communication platform built for cross‑border e‑commerce. Trusted by thousands of sellers worldwide, it combines: Unified inbox – WhatsApp, Facebook, Instagram, Telegram, LINE, Zalo, email, and live chat in one dashboard AI chatbots – Automate responses to common questions using trained FAQ data CRM – Tag, segment, and understand your audience Real‑time translation – Support customers in 134+ languages Marketing automation – Abandoned cart recovery, product announcements, and more Frequently Asked Questions 1. What exactly is Google Discover, and why should e‑commerce sellers care? Google Discover is a personalized content feed that appears on the Google app and mobile homepage. It recommends content based on users' interests and browsing history, without them typing a search query. For e‑commerce, this means product discovery: potential customers can find your product pages and buying guides while they're just browsing. With the February 2026 update, Discover now rewards authentic, in‑depth content over clickbait. 2. How can I tell if my store was affected by this update? Check Google Search Console > Performance > Discover. Compare the period before February 5 with after February 27. If you see a significant drop in impressions or clicks, it's likely related to the update. Remember, Discover traffic behaves differently from Search, so don't panic if only your Discover numbers fluctuate. 3. I'm a cross‑border seller targeting multiple countries. How does the local content priority affect me? You may initially see reduced Discover visibility in markets outside your own. However, Google has stated that over time, this update will elevate your content in your locally relevant regions. The key is to build genuine local presence: use country‑specific domains, create content in local languages, and engage with customers in their time zones. SaleSmartly's unified inbox and real‑time translation make this practical. Read more Why Omnichannel Tools Are Essential for SMBs in Cross-Border Operations 5 Common Chatbot Mistakes to Avoid Customer Information Import and Export Tutorial Al Chatbot for eCommerce in 2026: Top 7 Platforms Compared for Cross-Border Sales 5 SaleSmartly Automation Settings to Double Your Customer Service Efficiency Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [Top 10 AI Customer Service Software for Global Marketing in 2026](https://www.salesmartly.com/en/blog/docs/best-ai-customer-service-software-2026) Why AI Customer Service Tools Are Now a Business Necessity Customer behavior has fundamentally changed. Customers use 5+ channels on average before purchasing According to PwC, 32% of customers stop buying after one bad experience 60–70% of support inquiries can be automated Therefore, businesses need: An omnichannel customer service platform An AI chatbot for business automation A real-time multilingual support system The 3 Types of AI Customer Service Tools 1. Omnichannel Messaging + AI Platforms Best for global e-commerce and social commerce 2. Traditional Customer Support Systems Best for structured, ticket-based workflows 3. Standalone AI Chatbot Tools Best for marketing and lead generation Category 1: Omnichannel AI Customer Service Systems 1. SaleSmartly Key Features Unified inbox for WhatsApp, LINE, Messenger, Instagram, Zalo, and more AI chatbot resolves up to 90% of repetitive inquiries Real-time translation across 134 languages Social customer data analytics dashboard Free/Starts at $15.9/month (AI included) Best ForCross-border e-commerce, different countries, including Southeast Asia markets, and small businesses G2 Rating: 4.4/5 2. Respond.io (Malaysia) Key Features Advanced automation workflows Strong WhatsApp API integration Multi-channel messaging hub Limitations AI requires integrations or add-ons Costs increase with scale 3. SleekFlow (Singapore) Key Features Built for social commerce Shopify and CRM integrations Multi-channel messaging Limitations AI capabilities are still developing Limited multilingual depth 4. Zendesk (United States) Key Features Enterprise-grade ticketing system AI-powered automation and knowledge base Powerful reporting and analytics tools Limitations High pricing for SMBs Less native support for social messaging Capterra Rating: 4.4/5 5. Intercom (United States / Ireland) Key Features Fin AI chatbot Strong product and onboarding messaging Customer engagement tools Limitations Expensive pricing tiers Limited support for regional messaging apps 6. Tidio (Poland) Key Features Easy-to-use live chat and chatbot Affordable entry pricing Quick setup for SMBs Limitations Limited scalability Basic automation compared to enterprise tools Category 2: Traditional Customer Service Systems 7. Freshdesk (United States / India) Key Features Freddy AI for automation Ticketing and knowledge base Multi-channel support (email-focused) Limitations AI features locked behind higher tiers Not optimized for social commerce Capterra Rating: 4.5/5 8. Help Scout (United States) Key Features Email-style support interface Knowledge base and live chat Team collaboration tools Limitations Limited omnichannel capabilities Basic AI features Category 3: Standalone AI Chatbot Tools 9. Drift (United States) Key Features Conversational marketing chatbot Lead qualification automation Real-time sales chat Limitations Expensive Not a full customer service platform 10. ManyChat (United States) Key Features Strong Instagram and Messenger automation Visual chatbot builder Popular among social sellers Limitations Limited beyond social platforms Not suitable for full support operations Feature Comparison Overview Feature SaleSmartly Respond.io SleekFlow Zendesk Intercom Tidio Omnichannel Inbox Yes (social-first) Yes Yes Yes (ticket-based omnichannel) Yes (chat-first) Yes (limited channels) WhatsApp Integration Yes Yes Yes Yes Yes Yes LINE Integration Yes (native support) Yes (via API) Yes (via API) No native support No No Zalo Integration Yes (native support) No No No No No Instagram / Messenger Yes Yes Yes Yes Yes Yes Built-in AI Chatbot Yes (included in plans) Yes (via integrations/workflows) Yes (basic AI) Yes (Advanced AI add-on) Yes (Fin AI) Yes (Lyro AI) AI Pricing Model Included (no per-conversation fee publicly stated) Usage-based / add-ons Included (limited) Add-on/premium tiers Usage-based Included (limits apply) Real-time Translation Yes (built-in multilingual translation) No native feature (requires integration) No native feature No native feature No native feature No native feature Automation Workflow Builder Yes Yes (advanced) Yes Yes Yes Yes CRM / Customer Data Hub Yes (social CRM) Yes Yes Yes Yes Limited Best For Global + multilingual Automation-heavy teams Social commerce Enterprise support SaaS & product SMB How to Choose the Right Tool (4-Step Framework) Step 1: Define Your Pain Point Slow response times High support workload Language barriers Step 2: Match Your Team Size Small teams → automation-first tools Large teams → workflow + analytics Step 3: Focus on Your Market Southeast Asia → requires LINE, Zalo Global → needs multilingual support Step 4: Calculate Total Cost Include: Subscription fees AI usage costs Integration expenses Insight:Tools that charge per AI interaction can become 2–5x more expensive at scale. Real Case: Southeast Asia Expansion A cross-border e-commerce brand expanding from Vietnam to Thailand faced: Fragmented messaging channels Language barriers Slow response times After adopting SaleSmartly: Omnichannel messaging (including LINE, Zalo, Facebook Messenger) Automated 80% of FAQs Built-in AI automation with no extra fees Real-time translation across 134 languages Results within 30 days Response time reduced by 70% Conversion rate increased by 18% CSAT improved by 22% Final Takeaways AI customer service tools are essential in 2026 Omnichannel capability is critical for global growth Real-time translation creates a strong competitive edge Total cost matters more than base pricing If your business operates across multiple countries and languages, an omnichannel AI platform like SaleSmartly offers the best balance of cost, scalability, and functionality. FAQ What is the best AI customer service tool in 2026? For global and multilingual use cases, SaleSmartly and Respond.io are strong options. For enterprise workflows, Zendesk remains a leader. What is an omnichannel customer service platform? It is a system that centralizes customer conversations from multiple channels into one interface. Do AI tools replace human agents? No. They automate repetitive tasks so human agents can focus on complex issues. Further Reading SaleSmartly vs. Freshchat: Choose the Right Customer Service Tool for Global Expansion 2025 Best WhatsApp Bulk Messaging Tools: Guides, Reviews & Top Picks The Complete Guide to Customer Service Chatbots in 2025: Features, Benefits & How to Choose Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [How to Manage Multiple E-Commerce Accounts? SaleSmartly Makes Global Communication Smarter!](https://www.salesmartly.com/en/blog/docs/manage-multiple-cross-border-accounts) SaleSmartly is an omnichannel communication system designed for global businesses. It consolidates messages from live chat and major social media platforms into a single dashboard, allowing teams to manage multi-account customer inquiries without switching devices or logins. With features like automated responses, team collaboration, CRM, data analytics, and real-time translation, SaleSmartly streamlines customer communication and boosts efficiency. What Can SaleSmartly Do? 1. Omni-Channel Chat SaleSmartly integrates LiveChat, WhatsApp, Facebook Messenger, TikTok, Instagram, Telegram, LINE, Email, VKontakte, WeChat, and more. Manage all customer interactions across mobile, desktop, or web from one centralized platform, ensuring real-time responses. 2. Automation Smart Workflows Managing cross-border customer inquiries often means answering the same questions repeatedly and manually responding to each message. That’s hours of unnecessary work. With SaleSmartly, streamline everything. Set up custom triggers and actions, like instant replies or smart conversation routing, when specific keywords pop up in customer messages. No more copy-pasting: automate responses, resolve queries faster, and keep your team focused on what matters. AI Chatbots Seamlessly integrating AI-powered chatbot efficiency into your operations, SaleSmartly empowers businesses to deploy custom-trained chatbots compatible with leading platforms like ChatGPT, OpenAI Assistants, Coze(Chinese and international version), DeepSeek, and HelpLook to slash costs and elevate productivity. By leveraging AI-powered intent recognition, your tailored virtual agent instantly deciphers customer queries, delivering rapid, accurate responses that align perfectly with your brand and transforming repetitive inquiries into automated, high-impact interactions. 3. Team Collaboration Dynamic Conversation Routing Traditional single-agent-per-account models often create lopsided workloads, leaving some teams swamped while others sit idle. SaleSmartly fixes this with smart multi-agent collaboration. Incoming customer queries from any channel are instantly routed to available staff. This real-time balancing act ensures fair task distribution and seamless teamwork, turning chaotic workflows into a well-oiled customer service machine. Shift Scheduling Manual shift rotations often lead to delayed responses when customer chats accidentally land with off-duty agents. SaleSmartly eliminates this friction with dynamic shift scheduling. The system automatically updates agents’ online/offline status based on pre-set schedules, ensuring inquiries are instantly routed only to available staff. 4. Customer Relationship Management (CRM) Customer Journey Tracking Traditional customer management often leaves businesses grappling with scattered interactions. Critical details like past purchases or communication history slip through the cracks, while outdated systems fail to tag or categorize customer behaviors. SaleSmartly’s CRM cuts through the clutter. It maps every touchpoint from browsing patterns to order histories and auto-tags users based on real-time behavior. These granular insights let businesses segment audiences, predict needs, and craft hyper-personalized campaigns that resonate, turning raw data into revenue-driving strategies. Bulk Messaging Management Traditional mass marketing campaigns force businesses into a frustrating choice: Blast impersonal, identical messages to entire lists, risking low engagement or sink hours into manually editing each email or social post for relevance. Both approaches drain time and dilute impact, leaving audiences feeling like numbers, not valued customers. SaleSmartly rewrites the playbook. Send hyper-targeted campaigns using audience tags and inject dynamic placeholders like {{Name}}, {{Phone}}, or {{Email}} directly into templates. The platform auto-fills these fields with individual customer data, transforming generic blasts into personalized messages that feel handcrafted, all while slashing prep time from hours to clicks. 5. Data Analytics Channel Performance Insights To give businesses a crystal-clear view of customer engagement across every channel, SaleSmartly aggregates, analyzes, and summarizes performance metrics from all connected social media accounts, delivering actionable insights into which platforms drive the most interactions, where bottlenecks occur, and how to optimize outreach efforts all in one unified dashboard. Customer Service Quality Evaluation Traditional one-agent-multiple-account models leave businesses struggling to measure individual efficiency as quality checks require manually scrolling through endless chat histories on agents’ devices. SaleSmartly replaces guesswork with precision. The platform tracks real-time data like session volume, response times, and satisfaction scores, all centralized in an intuitive dashboard. Managers gain instant access to agent interactions, enabling them to evaluate reply quality, identify training needs, and implement data-backed strategies to elevate service standards. 6. Real-Time Translation Break language barriers with 100+ language support. Communicate seamlessly, no matter where your customers are. SaleSmartly Pricing SaleSmartly offers flexible pricing plans to suit businesses of all sizes: Free Plan ($0/month) 2 team members, 1 social media account 100 manual replies/month 500 automated & AI replies/month 10,000 free translated characters/month Pro Plan ($15.9/month) 2 team members, 10 social media accounts Unlimited conversations, automation, AI bot replies Traffic distribution links Exclusive chat links Max Plan ($199/month) Includes all Pro features 10 team members, 30 social media accounts 10 cloud devices Webhook notifications API integration Note: Pricing is valid as of April 1, 2025. For up-to-date pricing, visit the official SaleSmartly pricing page. Why Choose SaleSmartly? 1. Cost Efficiency Unlike other cross-border online chat support systems, SaleSmartly delivers unmatched value with its comprehensive features and budget-friendly pricing. By unifying all communication channels and automating repetitive tasks, businesses can handle high volumes of inquiries from multiple platforms with minimal staff—slashing labor costs without compromising service quality. 2. Ironclad Data Security Customer data protection is non-negotiable in global operations. SaleSmartly is ISO 27001 (information security) and ISO/IEC 27701 (privacy protection) certified, alongside China’s CCRC cybersecurity accreditation, guaranteeing end-to-end compliance and peace of mind for your sensitive data. 3. Personalized Onboarding Every new SaleSmartly plan includes a dedicated 1 v 1 Guidance. Our experts ensure that your team masters the platform swiftly, maximizing every feature to align with your workflow from day one. 4. 7x12 Online Technical Support Our support team operates daily from 10:00 to 22:00 (UTC+8), providing real-time solutions to keep your operations smooth. No tickets, no delay. 5. Tailored Solutions We evolve with you. Request custom features to address unique workflow challenges, and the SaleSmartly team will assess, develop, and integrate enhancements tailored to your business needs. Your efficiency drives our innovation. Get Started in 5 Steps 1. Sign Up for a Free Trial Click here to register and get a 7-day free trial of the SaleSmartly Pro Plan: SaleSmartly | Sign Up 2. Explore the Platform Familiarize yourself with SaleSmartly’s dashboard and core features. 3. Integrate Social Media Channels Use the Pro trial to connect up to 10 social media accounts with the SaleSmartly online chat system and test the platform’s capabilities. 4. Engage with Customers Once channels are connected, incoming messages will appear in SaleSmartly’s interface. Try responding within the platform to test its real-time messaging sync. 5. Enhance Responses with AI & Automation Use SaleSmartly automation and AI bots to streamline conversations and improve efficiency. Conclusion SaleSmartly combines omnichannel management, AI-driven automation, and robust analytics to cut costs while keeping data secure. Whether you’re an SMB or an enterprise, it’s your shortcut to professional global customer service. Sign up now for a 7-day Pro trial. Start your free trial on SaleSmartly！ ### [🚀 Calling All Cross-Border Sellers! The SaleSmartly Black Friday Mega Sale Is Almost Here](https://www.salesmartly.com/en/blog/docs/Cross-border-crowd-gather-SaleSmartly-Black-Friday-frenzy-season-is-about-to-begin) Your biggest sales opportunity of the year has arrived. Enjoy limited-time discounts, enter a luxury giveaway, and access exclusive resources. The Black Friday peak season is on its way, opening the most important annual growth window for cross-border sellers. To help you capture leads, engage customers, and increase conversions more efficiently during this busy period, the SaleSmartly Black Friday Mega Sale has been fully upgraded. ● The largest package discounts ever offered● A premium giveaway including the iPhone 17 series● A free Practical Growth Playbook for Cross-Border Sellers If you miss this event, you will need to wait another year. Event Duration ⏰ November 20, 2025 at 00:00 → December 20, 2025 at 23:59 (UTC+8) Event Offers 🔥 Up to 30% off + bonus usage time – unprecedented discounts! 📌 Applicable Plans: Quarterly / Semi-Annual / Annual / Two-Year subscriptions Black Friday Giveaway Rules ⭐ Participation Eligibility: Customers who successfully subscribe to a quarterly or longer SaleSmartly plan during the event period. 🎁 Prizes: 🥇 1st Prize: iPhone 17 Pro Max 256GB 🥈 2nd Prize: iPhone 17 Pro 256GB 🥉 3rd Prize: iPhone 17 256GB (Note: All phones will be randomly assigned colors, specific color requests cannot be accommodated.) ⏳ Timeline: Registration: Nov 20, 2025 at 00:00 → Dec 20, 2025 at 23:59 (UTC+8) Draw Date: Dec 26, 2025 at 16:00 (UTC+8) (Winners will be announced via the official SaleSmartly channel. Stay tuned!) 📃 How to Participate: Provide your name, project ID, and corresponding order number to your dedicated support agent. Once verified, a unique lucky draw code will be issued automatically. Each qualifying order = 1 draw code (The more orders, the higher the chance to win!). 🎯 Lucky Draw Steps Step 1: Add Your Dedicated TG Support After payment, follow the page popup instructions to scan and add your dedicated TG support agent. Step 2: Submit Required Participation Info Send the following to your TG agent (both are required): ● Project ID (found at the bottom-left corner of your order page) ● Order number (generated automatically after payment) Step 3: Verification & Receive Draw Code ● Our support will review your submission within 1–2 business days. ● Once approved, you will receive your unique lucky draw code. ● Each qualifying order = 1 code (more orders = higher chance of winning!). Winner Notification: Draw results will be announced via the official SaleSmartly channel. Stay updated! SaleSmartly reserves the final right of interpretation for this event. Exclusive Growth eBook – Free During the Event During the event, simply add your support to claim: 📘 Practical Growth Playbook for Cross-Border Sellers eBook (Black Friday exclusive) ### [SaleSmartly Achieves ISO/IEC 27701 Certification: Strengthening Global Privacy Standards](https://www.salesmartly.com/en/blog/docs/iso-iec-27701-security-authentication) SaleSmartly has officially passed the rigorous evaluation conducted by Zhong’an Certification, an independent third-party certification body accredited by the Certification and Accreditation Administration of China (CNCA). As a result, we have successfully obtained the ISO/IEC 27701 certification for Privacy Information Management Systems (PIMS). This achievement marks a significant milestone in our commitment to global privacy protection standards, reinforcing our dedication to safeguarding customer data. The Importance of ISO/IEC 27701 Certification ISO/IEC 27701 is the internationally recognized gold standard for privacy information management, providing organizations with a structured framework for handling personal data securely and in compliance with global regulations. By obtaining this certification, SaleSmartly demonstrates full alignment with key data protection laws, including the General Data Protection Regulation (GDPR) in the EU and other international privacy regulations. This certification serves as a testament to our proactive approach in ensuring the highest level of data privacy and security. Beyond compliance, ISO/IEC 27701 certification strengthens our operational framework, enhancing trust among our customers by assuring them that their personal information is protected with the highest security standards. SaleSmartly’s Ongoing Commitment to Privacy Achieving ISO/IEC 27701 certification is not the end of our journey—it is just another milestone in SaleSmartly’s long-term commitment to privacy protection. We will continue to refine and enhance our privacy management system to keep pace with evolving technological advancements and regulatory requirements. To ensure we maintain the highest standards, regular internal audits and risk assessments will be conducted. Our goal is to continuously improve our privacy practices, ensuring that they meet and exceed the expectations of our global customers. ### [Optimizing Customer Service Efficiency: Four Smart Ways to Assign Conversations in SaleSmartly](https://www.salesmartly.com/en/blog/docs/customer-service-system-distribute-communication) In today’s fast-paced business environment, the ability to seize opportunities quickly is a key factor for success. Many businesses are looking for efficient tools to help them respond to customer needs instantly and boost conversions. A system that intelligently assigns customers to the most suitable support agent ensures that every customer receives the best service possible, ultimately enhancing satisfaction and driving revenue growth. For support teams, automated conversation assignment brings structure and efficiency, reducing the risk of overlooked inquiries and customer churn. Four Methods for Assigning Customer Conversations 1. Round-Robin Assignment The round-robin method distributes incoming conversations evenly among available support agents. This approach ensures: Fair workload distribution, preventing any single agent from being overwhelmed. Fast response times, ensuring that all inquiries are handled promptly. 2. Skill-Based Assignment With skill-based routing, conversations are assigned based on: Customer queries Agent Expertise Required language or technical knowledge This method ensures that customers receive the most relevant and professional support, maximizing each team member’s strengths. 3. Agent-Picked Assignment This method allows support agents to select the conversations they are most confident handling. The benefits include: Greater agent autonomy can increase motivation and job satisfaction. More personalized customer service, as agents choose inquiries aligned with their expertise. However, to prevent response delays and ensure fair workload distribution, proper monitoring is essential. 4. Workload-Based Assignment The system automatically assigns conversations based on agent availability, taking into account: Current workload Ongoing conversations Predefined priority settings This dynamic allocation ensures fast responses while maintaining a balanced workload across the team. How to set up a rotation session mechanism in SaleSmartly? 1. Click [Automate Process] and select the applicable channel (you can choose chat plug-in, WhatsApp, Messenger, Facebook post comments, Instagram, Instagram posts, Telegram, Line, Email, Slack, and WeChat for Business ). You can also create a process that is universal for all channels. 2. Select [New Session] or [Visitor Sends Message] as the trigger condition. The process will be activated when a new session is received or a customer triggers the keyword. 3. Set a welcome message to guide customers to answer their questions. 4. Set a delayed trigger to allow customer service to have a certain amount of time to handle this conversation. 5. Select the agents to be assigned and the applicable sessions. You can also set whether to include offline/busy agents in the assignment. Offline/busy customer service representatives do not participate in session allocation by default. The status of the customer service representative can be adjusted in the upper right corner. How to set up session allocation based on team capabilities in SaleSmartly? The core of conversation allocation of team capabilities lies in accurately grasping the professional field of customer service and making effective allocations based on this. The specific operation is to use chatbots to automatically identify customer needs to ensure that the most appropriate customer service is found, which may include product categories, technical support, or language preferences. Take the customer service team of an airline as an example. If they want to allocate after-sales service inquiries, they can first classify them according to the language sent by the customer service, then ask the customer "What service do you need?" and give options such as "Refund", "Change", "Order Inquiry", etc. Then, according to the customer's choice, the inquiry will be transferred to the relevant team member. 1. Click [Automate Process] and select the applicable channel (you can choose chat plug-in, WhatsApp, Messenger, Facebook post comments, Instagram, Instagram posts, Telegram, Line, Email, Slack, and WeChat for Business ). You can also create a process that is universal for all channels. 2. Select [New Session] or [Visitor Sends Message] as the trigger condition. The process will be activated when a new session is received or a customer triggers the keyword. 3. Set filtering conditions, such as customer language, category of consultation questions, etc. 4. Configure relevant customer service personnel according to different conditions. How to set up a salesperson's independent customer selection in SaleSmartly? Find the [Unassigned] session in [ Online Chat], click [Join Session] and reply. After replying, the conversation will automatically jump to the chat page of the corresponding customer service and will no longer appear in [Unassigned]. You can find the customer service representative in [Conversation Information] later. How to set up distribution based on member busyness in SaleSmartly? In [Settings] - [Chat Settings], you can directly allocate based on the number of sessions, the order of customer service members, and the proportion of member reception. Member reception ratio: The weight is used to distribute according to the member's daily reception limit value. Please go to [Team Management] to set it. For example, if members A and B both have reception rights for a certain social media account, if member A's reception limit is set to 100 and member B's is 200, then the probability of new conversations of the social media account being allocated to A is 1/3 and B is 2/3. Other members without reception rights will not be allocated. Old visitors can be assigned to the customer service member who has previously received them. ### [New Year Marketing Promotion Strategy and Customer Acquisition Methods](https://www.salesmartly.com/en/blog/docs/spring-festival-marketing-strategies-and-customer-acquisition-tactics) For businesses, the Chinese New Year is not only a time to celebrate and share joy, but also a golden marketing opportunity, a great time to increase brand awareness and sales through well-planned holiday promotions. By cleverly combining products and services with a festive atmosphere, businesses can create a unique shopping experience that attracts customers' attention and desire to buy. However, if you want to stand out from the crowd of marketing activities, relying solely on traditional promotion strategies and customer acquisition methods is no longer enough to meet the needs of modern consumers. This requires companies to design more influential holiday creative marketing activities. An efficient way to attract customers during the Spring Festival 1. Social Media Interaction Social media is an indispensable tool for modern marketing, especially during the holidays, when many social media platforms will hold some Spring Festival activities, such as WhatsApp, Facebook, Instagram, and WeChat. Because they are the platform's holiday activities, they usually bring a certain amount of platform traffic. Companies can bring these topics when posting, which is conducive to the promotion and exposure of posts, thereby attracting more new customers and increasing the platform's popularity. In addition, targeted social media advertising can also effectively attract the attention of potential customers. 2. Affiliate Marketing and Cross-border Cooperation Affiliate marketing and cross-border cooperation with other brands or businesses can leverage each other to enhance influence. For example, cooperating with popular influencers and KOLs to promote products is an effective way to expand new customer groups. 3. Special Chinese New Year promotion The Chinese New Year is a peak shopping season, so it is also a good time to hold promotional activities. You can set up special Chinese New Year discounts, free packages, etc. to attract customers to spend. When holding activities, it is best to set some special deadlines to increase customers' sense of urgency. 4. Decorations with Chinese New Year cultural elements Traditional cultural elements of the Spring Festival, such as red envelopes, spring couplets, lanterns, and fireworks, are all symbols that are deeply loved by people. Companies can attract customers by incorporating these elements into product design, packaging, or marketing activities. For example, they can launch special edition Spring Festival products or work hard on store decoration to create a strong festive atmosphere. How to promote Spring Festival promotion activities 1. Use group messaging to push activity information Through group messaging, companies can quickly communicate promotions and special offers to a large number of customers, thereby effectively increasing event participation and brand exposure. When organizing the content of the message, the text should be refined and concise to ensure that users can grasp the key points the first time and avoid lengthy texts that make customers lose interest. The timing of group messaging is also crucial. You can choose to send messages when customers are most active to increase open rates and interaction rates. Open SaleSmartly and select [Group Sending Plan] to send to WhatsApp API, Email, Facebook Messenger, WhatsApp App, Telegram, Instagram, Chat Plugin, and Line with one click. After sending mass messages, companies can also monitor relevant indicators such as open rate, click-through rate, and conversion rate in the SaleSmartly system to evaluate the effectiveness of the campaign and optimize future mass messaging strategies based on data feedback. 2. Mark contact information on multiple channels Social media has always been an important channel for companies to interact with customers. In order to maximize the effectiveness of the Spring Festival marketing campaign, it is best for companies to mark contact information on multiple social media platforms so that customers can easily get in touch with the company. If necessary, you can also go further and add a link to a contact form in the "About" or "Contact Information" section of the social media, so that customers can submit information directly on the social platform. 3. Integrate social media platform conversation information After publishing the promotional information about the Spring Festival activities on multiple social media platforms, you need to consider how to integrate customer inquiries from multiple channels. Multiple social media channels mean that the information is not centralized. When replying, you need to switch between multiple platforms or even multiple accounts, which can easily lead to customer loss due to efficiency issues. Therefore, you can choose to integrate all these social media accounts into SaleSmartly, which is an omni-channel aggregation chat software. The above-mentioned overseas social media and WeChat can be aggregated to achieve true information centralization. Information aggregation is also helpful in measuring the effectiveness of strategies on various platforms. Companies can regularly analyze conversation data on various social media platforms. Moreover, by analyzing the number and content of conversations, companies can gain a deeper understanding of the preferences of users on different platforms and continuously optimize their content marketing strategies on social media. 4. Provide personalized services After launching the Spring Festival holiday marketing campaign, in order to maintain contact with customers and improve customer satisfaction, companies should focus on providing personalized services. Setting tags and reviewing conversation records are two classic ways to achieve personalized services. Setting tags allows companies to classify customers based on their purchase history, preferences, behavioral habits, and other information. This not only helps companies accurately locate customers in subsequent marketing activities but also provides more targeted content when sending promotional information, thereby improving marketing conversion rates. The second step is to review the conversation records. By analyzing the customer's historical information, you can better understand the specific needs and problems of each customer and reduce communication costs. 5. Automated Marketing Automated marketing means automating routine marketing tasks through software to achieve accurate and efficient marketing. When facing the New Year promotion activities, you may encounter many customers asking the same questions. Automated marketing can reduce the waste of human resources and respond to customer questions promptly. You can set up automated marketing directly in SaleSmartly, select the channel, and set the corresponding automated triggers, conditions, and actions according to your needs. With automation tools, companies can set trigger conditions based on customer behavior and preferences to automatically send customized marketing information. For example, when a customer browses a specific product page but does not make a purchase, the system can automatically send promotional information or coupons containing the product, which helps to complete the transaction. For customers who have already purchased, the automation system can also recommend related products based on their purchase history to increase repurchase rates. ### [Break the Language Barrier! Five Must-Have Real-Time Translation Tools for Cross-Border E-Commerce](https://www.salesmartly.com/en/blog/docs/online-translation-tool) As the global marketplace continues to expand, language barriers pose a significant challenge for businesses looking to scale internationally. Effective communication with foreign customers is crucial, yet traditional translation services can be slow and costly, failing to meet the fast-paced demands of customer service. This is where SaleSmartly’s real-time translation feature comes in, helping businesses bridge language gaps and enhance customer service experiences worldwide. Overview of the SaleSmartly platform SaleSmartly is an all-in-one customer communication system designed for cross-border businesses. It integrates multiple communication channels, including Livechat, WhatsApp, Facebook Messenger, Instagram, Telegram, Line, Email, and WeChat. By unifying email, social media, and live chat interactions on a single platform, businesses can streamline customer service operations, improve efficiency, and enhance customer satisfaction. One of SaleSmartly’s standout features is real-time translation, which enables seamless multilingual communication. Whether you’re a small startup or a multinational corporation, this feature ensures efficient and effective customer interactions across different languages. Advantages of real-time translation Breaks down language barriers, expanding market reach. Boosts customer service efficiency and response speed. Enhances communication accuracy for better customer understanding and satisfaction. Translation software supported by SaleSmartly Google Translate: Pricing: Charged by usage volume. Usage Price Up to 500,000 characters per month* Free (with $10 credit per month) 500,000 to 1 billion characters per month* $20 per million characters Over 1 billion characters per month* Contact sales for discounted pricing Supported languages: Translate 133 languages. DeepL Translate: Pricing: The basic version includes 500,000 free characters per month, with a subscription to DeepL API Pro for $5.49 per month if exceeded. The Pro plan has no free characters and charges $25 per million characters. Supported languages: Support 30+ languages. Baidu Translate: Pricing: The first 500,000 characters per month are free, with a cost of 49 CNY per million characters thereafter. Supported languages: Support 28 languages. Alibaba Translate: Pricing: The main account gets 1 million free characters per month (shared with sub-accounts), with a charge of 50 CNY per million characters after the free quota. Supported languages: Support 214 languages. Youdao Translate: Pricing: Common language translations are charged at 48 CNY per million characters, while translations between common and rare languages or between rare languages are charged at 100 CNY per million characters. (A 50 CNY credit is provided after real-name verification.) Supported languages: Support 120 languages. Tencent Translate: Pricing: The first 5 million characters per month are free, with a cost of 58 CNY per million characters thereafter. Supported languages: Support 17 languages. Volcengine Translate: Pricing: The first 2 million characters per month are free, with a cost of 49 CNY per million characters thereafter. Supported languages: Support 100+ languages. AWS Amazon Translate: Pricing: The first 2 million characters per month are free, with a cost of $15 per million characters thereafter. Supported languages: Support 75 languages. Conclusion In today’s globalized business environment, real-time translation is an essential tool for companies engaging in international trade. SaleSmartly’s integrated real-time translation feature not only eliminates language barriers but also enhances the overall efficiency and quality of customer service on a global scale. As multilingual customer service solutions continue to evolve, the future of business communication is set to become more seamless, efficient, and accessible than ever before. ### [SaleSmartly Earns Meta Business Partners Certification Badge](https://www.salesmartly.com/en/blog/docs/salesmartly-meta-business-partners) Recently, SaleSmartly passed the Business Partners certification in the messaging field from the social networking service giant Meta . This authoritative and important certification further confirms SaleSmartly's outstanding strength and achievements in the messaging management field. Meta is an American Internet company that owns social software such as Facebook , Instagram , and WhatsApp . Its social network and online advertising services dominate the world. In recent years, Meta has focused on developing the metaverse and expanding its influence and status in more fields. Meta Business Partners' certification in the field of message management is a strong proof that SaleSmartly has consolidated its competitive advantage in the market. SaleSmartly 's certification has been rigorously reviewed and thoroughly tested, fully demonstrating its capabilities and achievements in aggregating multi-channel information. In today's globalization, more and more companies choose to expand their business overseas. However, the popularity of multiple overseas social media platforms has made information management a problem. How to quickly integrate multi-channel information to acquire more customers has become the key. Therefore, having a platform that can integrate multi-channel information will become a powerful assistant for companies to expand overseas. Such a platform can not only save time and energy, but also help to improve sales rate and customer satisfaction. SaleSmartly is an omnichannel customer communication platform. Messages from any channel can be responded to by teams of all sizes from a centralized backend, making communication between companies and customers easier and smarter! At the same time, SaleSmartly also has automatic marketing, intelligent customer service, real-time translation, data analysis and other functions, which are specially designed for customer support, marketing and sales. Finally, I would like to express my sincere gratitude to Meta for recognizing SaleSmartly . At this exciting new milestone, SaleSmartly will continue to lead the development of the industry, constantly pursue excellence, and create a better future with customers. ### [5 Common Chatbot Design Mistakes from 100+ Real Cases](https://www.salesmartly.com/en/blog/docs/customer-case-summarize-chat-robot-5-misunderstanding) The rise of AI-powered tools like ChatGPT and ERNIE Bot has driven a surge in the adoption of conversational AI. Businesses are increasingly integrating chatbots into their websites and products to streamline operations and improve customer engagement. At SaleSmartly, we connected to ChatGPT in February and have since developed an advanced chatbot feature that enhances automation and service efficiency. While chatbots offer undeniable advantages—such as reducing labor costs and boosting service speed—our analysis of over 100 customer cases reveals several common misconceptions about chatbot design. These mistakes not only undermine the chatbot’s effectiveness but may also frustrate customers. In this article, we’ll explore five frequent chatbot design errors and provide practical solutions to help you create more effective and user-friendly conversational AI experiences. Continue reading below👇 Myth 1: Failing to offer clear options in conversations Regardless of whether you set up the robot for sales or to answer customer questions, be careful not to put your customers in a conversation situation where they have no choice! Although robots can save a lot of trouble for real people, scripts that only "ask questions" to customers without providing "reference options" can easily cause fans to interrupt the conversation and make the robot lose its purpose of solving basic problems. While open-ended questions can gather valuable insights, a lack of predefined choices often leaves users unsure of how to proceed, leading to disengagement. Solution: The robot script design must have a “button” to guide customers! To enhance the shopping experience for customers using a robot, it's beneficial to streamline the product search process by categorizing items based on gender-specific needs. You can design buttons for men's and women's fashion to help customers find the products they need step by step. Here's how to implement this: Myth 2: Lengthy information dialogue without segmentation The response is long and boring, which makes it hard for the customer to read. When designing dialogue, please pay attention. Do not have too many words! In order to shorten the conversation process, some users often reply with hundreds of words, which makes it difficult for customers to quickly grasp the key points. Customers have to manually scroll to the beginning of the message to know what the topic is. As shown below, the user uses a lot of words to answer the question "What is SaleSmartly?". The overly long message may make it difficult for customers to find the topic and cause visual fatigue. Solution: Appropriate segmentation, good use of buttons, pictures, and external links Instead of lengthy messages, organize content into concise sections. Utilize buttons, images, or hyperlinks to present information clearly. For example, divide complex topics into three clickable sections, each linked to more detailed content. This approach not only improves readability but also allows users to focus on the information they find most relevant. Myth 3: The script design is too confusing and the dialogue becomes increasingly complicated It's crucial to ensure that the design and organization of the robot's conversational interfaces are straightforward and user-friendly. A common pitfall is creating a chatbot that reflects spontaneous thought rather than a structured, pre-planned approach. This often leads to repetitive content across button menus or the robot loops endlessly, which can disrupt the flow of the user experience and prevent customers from finding the information they need. Take the example of the "promotions" topic recurring in various parts of the interaction. If customers encounter the same option in both the main menu and during a customer service inquiry about promotions or referral discounts, it can lead to confusion. This not only makes the dialogue design convoluted but can also cause customers to lose track of their navigation path and forget their initial intent. To avoid these issues, it's essential to streamline the conversation flow, eliminate redundant options, and clearly guide customers through each interaction step. This approach will enhance the overall user experience and ensure customers can efficiently find the information or products they are looking for. Solution: Design the conversation script first, then set up the robot! Before building your chatbot, draft a well-structured conversation script. Start by listing essential processes, categorize main and subtopics, and plan how they connect logically. Avoid duplicate content and ensure every dialogue branch ends with options to return to the main menu or navigate back. Step 1: First rough list the required processes. Step 2: Divide the main trunk and branches and plan the best way to connect the dialogue. Step 3: Expand the specific conversation content. Step 4: Design some content to intersect at points to keep the conversation going. Allow the conversation to develop naturally. Explain what is happening and where the customer is going. Make suggestions for what they might do next and gradually reveal features and elements they can take advantage of. ◎Pro tip: At the end of each branch conversation, remember to let the customer return to the main trunk or the previous level of content, otherwise the conversation will be interrupted and cannot continue! Myth 4: Let robots pretend to be real people, and customers can’t tell the difference In addition to the script content and structure, if you want to create a better customer experience, you should pay attention to the following: Be careful when letting robots pretend to be real people to have conversations! While a friendly, human-like tone can enhance user engagement, over-personification often confuses users, leading them to mistake the chatbot for a human. This can result in dissatisfaction when the chatbot fails to meet expectations. Solution: Avoid over-personification and provide an option to switch to “real customer service” Ensure users can easily identify whether they’re interacting with a bot or a real person. Include an option to escalate the conversation to a human agent when needed. Transparency builds trust and helps manage user expectations. Myth 5: Expecting chatbots to solve all problems While chatbots can effectively handle a variety of common and repetitive inquiries, it's important to recognize that they are not a one-size-fits-all solution. Expecting chatbots to replace all customer service personnel entirely is unrealistic. The most effective way to utilize chatbots is by integrating them as a part of a broader customer service strategy. Chatbots can be programmed to manage and filter initial inquiries, providing quick responses to standard questions. This setup not only speeds up the resolution process for customers but also allows human customer service representatives to focus on more complex issues that require a personal touch. This approach benefits both the service team and customers. By offloading routine queries to chatbots, customer service agents are spared from the monotony of repetitive tasks, potentially leading to higher job satisfaction and efficiency. For businesses, this can translate into reduced labor costs and improved customer service quality. Therefore, when used judiciously, chatbots can enhance the overall effectiveness of customer service operations without completely replacing the human element that remains crucial for certain interactions. Five common misunderstandings Don’t just have dialogues, the robot script design must have “buttons” to guide customers! Don’t design reply messages that are too long. Make good use of buttons, pictures, and external links to “segment” the content! Don’t make the conversation more complicated. Design the conversation script first, then set up the robot! Don’t let robots pretend to be real people, let customers know the difference and include a “real customer service” option! Don’t expect that a fan page can be run with just robots; let real people solve difficult problems! The above are just some tips, but any conversational apps you build need to be based on user research during their initial definition and scope. They also need to be tested repeatedly to ensure they work in a beneficial way rather than simply being annoying, repetitive, or a hindrance. I hope that through the organization of this article, everyone can have a better understanding of content construction, and after referring to the suggestions in this article, you can immediately start building your own chatbot! If you’re interested in learning more about designing chatbot conversations, sign up for a free trial of SaleSmartly! ### [AI-Powered Automation: SaleSmartly's New Intent Recognition Feature](https://www.salesmartly.com/en/blog/docs/salesmartly-ai-intention-recognition) What Is AI Intent Recognition? AI intent recognition is a critical component of conversational AI, enabling systems to understand and interpret user intent within a dialogue. Simply put, it’s a technology that allows AI to identify what a user wants to achieve based on their input. By analyzing vast amounts of data, AI can detect user intent and generate relevant responses or take appropriate actions accordingly. In conversational AI, this technology enhances accuracy in answering inquiries, helps users find the information they need faster, and improves overall customer experience. The Power of AI Intent Recognition The real strength of AI intent recognition lies in its reasoning capabilities. With access to large datasets, AI can: Analyze and extract patterns from data. Apply learned patterns to new scenarios, enabling it to adapt dynamically. Handle complex queries with greater precision. This technology empowers businesses to efficiently process vast amounts of data, increase accuracy in decision-making, and streamline operations. Additionally, AI intent recognition allows companies to automatically identify customer needs and offer personalized recommendations, leading to improved customer satisfaction and engagement. Applications of AI Intent Recognition 1. Smart Customer Support AI intent recognition enhances customer support by helping chatbots understand user queries and provide relevant solutions. For example: When a customer asks about a product, AI can extract keywords and deliver the appropriate product details. If a user inquires about password reset instructions, AI can accurately provide step-by-step guidance. 2. Intelligent Marketing & Sales In marketing, AI intent recognition helps businesses analyze customer behavior and optimize sales strategies. For instance: When a visitor browses a product on a website, AI can detect their purchase intent and offer personalized recommendations or discounts. AI can segment users based on their interactions, allowing businesses to tailor marketing campaigns for higher engagement and conversion rates. AI Intent Recognition in SaleSmartly SaleSmartly integrates AI intent recognition within its automation workflows, enabling businesses to enhance customer interactions across multiple channels, including: Live Chat, WhatsApp, Facebook Messenger, Instagram, Telegram, Email, WeChat, LINE, and more. Powered by OpenAI’s ChatGPT-4.0, ensuring high accuracy in intent detection and response generation. How It Works Businesses can predefine potential customer queries within SaleSmartly. When a customer sends a message with similar intent, AI automatically identifies the request and triggers the appropriate pre-set response. For example, a retail business can predefine queries like: “How do I buy this item?” “What’s the price of this clothing?” “What material is this made of?” “What are the shipping options?” “Is this waterproof and windproof?” If a customer asks, “What’s the current price for this?”, the system recognizes the intent and delivers the correct pre-configured answer instantly. By configuring frequently asked questions and common customer inquiries in SaleSmartly’s automation system, businesses can: Enhance communication efficiency. Reduce the workload of human agents, allowing them to focus on more complex issues. Conclusion Beyond customer service and marketing, AI intent recognition is applicable in smart navigation, personalized recommendations, and advanced search functionalities. As an AI-powered reasoning tool, it helps businesses understand customer intent, optimize decision-making, and streamline operations. SaleSmartly leverages AI intent recognition to enhance customer experiences, improve satisfaction rates, and boost business efficiency. ### [Omnichannel Marketing Explained: A Must-Know Strategy for Cross-Border E-commerce](https://www.salesmartly.com/en/blog/docs/omnichannel-marketing) Why Omnichannel Marketing Is on the RiseIn the world of cross-border e-commerce, omnichannel marketing has become the go-to strategy for brands looking to expand globally.With the rapid evolution of digital technology, traditional advertising methods can no longer keep up with sellers’ growing needs. Running promotional campaigns has become increasingly complex, making it essential for businesses to explore more efficient marketing approaches—and that’s where omnichannel marketing comes in. What Is Omnichannel Marketing?Omnichannel marketing is an integrated approach that delivers a seamless, personalized experience across multiple touchpoints. These touchpoints may include physical stores, Instagram, Facebook, email, SMS, and other marketing or sales channels.Simply put, omnichannel marketing follows the same fundamental principles as any other marketing strategy. The key difference? Instead of relying on a single channel, it strategically utilizes multiple platforms—such as social media, email, and SEO—to engage customers at various stages of their journey.For example, how did you come across this article? Did you find it through SaleSmartly’s WeChat official account, its website, or perhaps through a search engine like Google?As technology advances, the boundaries between online and offline experiences continue to blur. When consumer behaviors shift, marketers, sales teams, and customer support representatives must respond swiftly to meet new expectations.Successful omnichannel strategies require cross-functional collaboration, ensuring that customers are smoothly guided from one channel to another, ultimately leading to a purchase.Starbucks: A Best-in-Class Omnichannel ExampleA great example of omnichannel success is Starbucks’ Rewards Program.If you’ve used the Starbucks app, you’ll understand why many consider it one of the best omnichannel experiences. When customers make a purchase, they receive a free rewards card that can be used anytime. But unlike traditional loyalty programs, Starbucks allows customers to check and reload their card balance via the mobile app, website, physical stores, or even their Apple Wallet.Any changes made—whether updating profile details or adding funds—instantly sync across all platforms in real-time. Imagine you’re standing in line to buy coffee and realize your balance is low. Instead of walking away, you can reload your balance on the app, website, or in-store—and within 30 seconds, the updated balance will reflect across all channels.This example illustrates a key principle: Your customers rarely interact with your brand through a single touchpoint.Their first interaction may be through an online search. Once they land on your website, you can encourage them to sign up for your email list, which then nurtures engagement through personalized recommendations and social media interactions.By integrating these channels effectively, you create a consistent and connected brand experience—which is the essence of omnichannel marketing.However, building a truly effective omnichannel strategy isn’t as simple as using multiple platforms. You need to analyze your target audience, allocate the right budget, and ensure a seamless customer journey across all channels.Turning Omnichannel Marketing into a Unified Customer ExperienceWhile omnichannel marketing has the potential to enhance customer engagement, it can also backfire if executed poorly.If different channels operate in silos, they create inconsistencies and confusion. But when channels are seamlessly integrated, they deliver a powerful and cohesive brand experience.Today, brand experience matters more than ever. Customers can easily tell whether a company truly understands their needs or is simply treating them as just another transaction.To meet this challenge, businesses must provide personalized experiences across multiple touchpoints, both online and offline. However, many companies struggle to connect these interactions into a coherent journey.It’s not enough to engage customers in isolated conversations—you need to synchronize these interactions into a single, ongoing dialogue.This is where SaleSmartly excels.SaleSmartly seamlessly integrates multiple social media channels, enabling businesses to manage interactions across Facebook, Instagram, WhatsApp, Line, and more—all from a single dashboard. Whether you're running ads on Facebook, driving traffic through Instagram, or nurturing leads via private WhatsApp groups, SaleSmartly ensures you reach the right customers, at the right time, on the right platform.How Rooster Scaled Its Business with SaleSmartlyOne of our clients, Rooster, is a homewear brand that successfully implemented an omnichannel strategy using SaleSmartly.Rooster’s operations manager shared their experience:"A year ago, we were just starting to establish our presence in the U.S. market. As a young startup—especially an e-commerce brand—breaking into the U.S. was a major challenge. To succeed, we needed to maintain a consistent message across every element of our marketing strategy.""From the moment a customer discovers us on social media to when they sign up for our email list and receive targeted ads, we asked ourselves: How can we ensure a continuous conversation throughout their entire journey?"Rooster found the answer with SaleSmartly.By leveraging SaleSmartly’s unified messaging platform, they could engage potential customers across multiple touchpoints—social media, website interactions, and device-based targeting—all from a single interface.Additionally, Rooster used chatbots to launch interactive campaigns on social media, expanding their customer base and increasing brand engagement.The results?✔ 388% increase in social media-driven revenue✔ 78% reduction in customer acquisition costsThe Future of Omnichannel Marketing & SaleSmartly's RoleAs more brands recognize the power of omnichannel marketing, the competition will only intensify. Those who fail to deliver a seamless customer experience risk falling behind.At SaleSmartly, we are committed to helping Chinese brands expand globally by enabling smarter, more efficient customer engagement across all digital touchpoints.With omnichannel marketing, your brand can break through market barriers, enhance customer loyalty, and drive sustainable growth. And SaleSmartly will be there to support you every step of the way. ### [SaleSmartly Achieves ISO 27001 Certification: Globally Recognized for Information Security Management](https://www.salesmartly.com/en/blog/docs/salesmartly-authoritative-certification) Many users have asked before, can SaleSmartly 's information security be guaranteed? In fact, SaleSmartly has long officially obtained the ISO 27001 information security management system international standard certification issued by the authoritative certification agency BSI! This marks that SaleSmartly 's information security management system has reached international standards. The authority of ISO 27001 certificateIn terms of information security management, ISO 27001 is currently the most authoritative, strictest, and most widely used information security management standard in the world. It is famous for its strict review standards and authoritative certification system, and has become an important factor in enterprise data competitiveness. logo.SaleSmartly's ability to obtain this certification means that SaleSmartly 's information security has established a security management system that is in line with international standards and can provide users with reliable and secure software services and solution services.The significance of obtaining ISO 27001 certificationToday, the development of information technology is accompanied by the awakening of awareness of personal information protection, and information security protection has become the focus of attention in all walks of life. In order to effectively ensure the healthy development of the informatization process, the country has also successively introduced a number of relevant laws and regulations to provide direction for corporate information governance and compliance development, and SaleSmartly has always actively responded to and implemented relevant industry norms.Obtaining this authoritative certification represents the establishment of a more trustworthy bridge and bond between SaleSmartly and its users. It will continue to provide users and partners with a more complete, secure and reliable software system that fully complies with the ISO27001 standard to establish an information security management system. ISO 27001 system certification is a great affirmation of our company's information security management work. In the future, SaleSmartly will continue to actively embrace regulatory requirements, continue to respond to and implement compliance requirements, and continue to provide users with high-quality, high-security products and services! ### [Enhancing Conversational Commerce: SaleSmartly Now Offers Free Real-Time Translation!](https://www.salesmartly.com/en/blog/docs/salesmartly-real-time-translation) The popularity and application of messaging apps have long surpassed that of traditional social media.From young children to the elderly, nearly everyone uses mobile messaging to communicate. The familiarity and ease of use that messaging offers set it apart from other forms of communication and are key factors behind its widespread adoption and success.Today, platforms like WeChat, WhatsApp, and Facebook Messenger have all made significant strides in integrating messaging with business interactions. Meanwhile, Slack has pioneered a structured group chat environment tailored for professional communication. These advancements clearly indicate that the future of business communication is moving toward conversational commerce.The Challenges of Conversational CommerceWhile conversational commerce offers businesses the opportunity to deliver personalized customer experiences, it also comes with its own set of challenges—one of the biggest being managing multiple messaging channels effectively.Fortunately, the solution is clear: SaleSmartly serves as a unified messaging platform, integrating web widgets, Facebook, WhatsApp, and other major social channels. No matter which messaging app a customer prefers, businesses can ensure a seamless and consistent support experience.However, one fundamental yet often overlooked challenge remains: language barriers in international communication.For cross-border e-commerce, customers may come from various regions and speak different languages. Communicating with them in their native language not only helps uncover their true needs but also significantly boosts conversion rates.This makes multilingual communication a critical factor for success.Compared to the charges of some automatic translation tools on the market, SaleSmartly's translation pricing is already very affordable. On this basis, SaleSmartly has been upgraded again, and you can use the real-time translation for free using the desktop application ! It saves money and is convenient! You no longer have to worry about not having enough words to translate! After turning on desktop translation, the number of translated characters will no longer be deductedEnable Free Real-Time Translation on the SaleSmartly Desktop App1. Download the appFind the client installation package from the official website or SaleSmartly system, download and install it. And there are two kinds of way:1. 2. 2. Enable local translationOpen the SaleSmartly app, find SaleSmartly in the hidden icons in the computer status bar, right-click, find [Local Translation] and turn it on.3. Use real-time translation for freeReal-time translation of the language you are chatting with customers will no longer deduct the translated characters. Seamless Global Communication with SaleSmartlyImplementing a conversational support strategy may seem challenging, but with SaleSmartly, these challenges become nearly nonexistent.As cross-border e-commerce continues to evolve, SaleSmartly remains committed to empowering businesses with innovative solutions. We continuously enhance our platform to help brands expand globally with ease.Want to start your free trial? Click the link below to get started immediately!Note: This feature is only available on desktop versions and needs to be enabled in an external network environment. ### [Exclusive Links: A Smarter Way to Track and Optimize Marketing Campaigns](https://www.salesmartly.com/en/blog/docs/customer-service-system) Struggling to Track Key Data?Finding it hard to sift through vast amounts of data in your database?Want to measure a campaign’s performance but lack effective tracking?Need personalized reports, but the data lacks precision?All of these challenges can be addressed with a simple yet powerful tool: an Exclusive Link.What Is an Exclusive Link?An Exclusive Link is a unique, custom-generated URL designed to help businesses better track and analyze specific data. By incorporating user attributes, behaviors, or preferences, these links enable accurate tracking and identification of marketing efforts, advertising channels, or individual promoters. They also play a crucial role in protecting business and customer interests.By leveraging Exclusive Links effectively, businesses can gain deeper marketing insights, optimize promotional strategies, and strengthen partnerships with affiliates.Types of Exclusive Links1️⃣ Discount Links – Offer personalized discounts, promotions, or coupon codes to specific users.2️⃣ Affiliate Links – Track the performance of specific promotional activities, ensuring that affiliates receive appropriate rewards or commissions.3️⃣ Personalized Links – Provide tailored content or services based on user information and past behaviors.4️⃣ Referral Links – Encourage users to invite others to join a platform, app, or social network, often rewarding them upon successful sign-ups or purchases.5️⃣ Custom Links – Designed to meet specific business needs, enabling detailed tracking of campaigns, data analysis, or other objectives.Why Use Exclusive Links?1️⃣ Measure Campaign Performance with PrecisionExclusive Links allow businesses to track the effectiveness of different marketing channels, campaigns, and individual affiliates. By analyzing key metrics such as click-through rates, conversion rates, and revenue, businesses can assess the impact of various promotional efforts and refine their marketing strategies accordingly.2️⃣ Accurate Data CollectionInstead of using a single generic link, creating Exclusive Links for different campaigns enables businesses to pinpoint traffic sources and conversion patterns. This level of accuracy helps allocate budgets more effectively and maximize ROI.3️⃣ Personalized Tracking & ReportsAssigning unique links to different affiliates or promoters allows businesses to offer customized tracking and reporting. This not only motivates partners by providing detailed performance insights but also ensures precise commission payouts.4️⃣ Safeguard Business InterestsWhen working with multiple marketing channels or affiliates, Exclusive Links help ensure that sales and transactions are correctly attributed. This prevents disputes over commission eligibility and strengthens transparency between business partners.How to set up a unique link in SaleSmartlyWhen providing pre-sales or after-sales services to customers, exclusive links can help customer service better track customer behavior data, such as whether the customer has opened the link, whether the customer has made a purchase, etc. This data is very valuable for customer service and market analysis, and can help customer service understand customer needs and optimize service processes, and can also help companies understand market needs and trends.Find the chat plug-in in [Integration] on the SaleSmartly official website, and you can find the "exclusive link" in the operation. This "exclusive link" can be placed anywhere you want. Just click the link or scan the QR code, and the customer can get in touch with you immediately. Such an exclusive link not only makes it easier for customers to get services, but also helps customer service to follow up on customer service. After clicking the link, you can immediately reach the call interface with the customer service. The customer service can set up a greeting in advance in SaleSmartly , and when a customer clicks the link, the greeting will be automatically sent. Subsequent customer service can also use this link to view and analyze some customer data, and continuously improve their products based on the customer's historical purchase records, preferences, interests and other information.ConclusionExclusive Links provide a powerful way to deliver personalized and efficient customer experiences. By assigning unique links to different channels and users, businesses can significantly enhance interaction rates while improving tracking accuracy.By embedding these links into various marketing materials, customers can seamlessly initiate conversations with your support team, increasing engagement and fostering deeper brand loyalty.Ready to try it for free? Click below to get started! ### [Boost Efficiency: How to Turn ChatGPT into Your Personal Customer Support Assistant](https://www.salesmartly.com/en/blog/docs/chatgpt-private-customer) Regardless of the industry, the problem of high customer repetition often becomes a headache for bosses.However, with the rapid development of artificial intelligence, a new tool is gradually becoming popular - ChatGPT.I believe everyone is familiar with ChatGPT, but how to use it to its greatest advantage?This is a question that many people are thinking about. Now, SaleSmartly provides you with a solution!Recently, HelpLook was launched on the SaleSmartly app store . After installation, you can let ChatGPT intelligently answer customer questions for you! What is HelpLook? HelpLook is a free and fast tool for building a help center/product manual/knowledge base/blog. It provides simple and professional document editing functions and a customizable personalized homepage, and supports document-based AI search and AI customer service. It is now available on the SaleSmartly app store.How to do it? Here is a tutorial!1. Install the software Log in to the SaleSmartly backend, find the third-party tool HelpLook in the app store and click to install it. 2. Get TokenTo obtain the Token, you need to go to the HelpLook's Dashboard. After registering on the official website, enter the HelpLook backend, and in " Site Settings" - "KNOWLEDGE BASE PORTAL "-"API Token", click Copy to obtain the AI Token. 3. Fill TokenFill in the obtained Token. At this point, HelpLook is successfully installed. But if you want ChatGPT to answer customer questions, you need to do one more step: import the questions that customers often ask so that ChatGPT can "have a trace " when answering.4. Edit FAQ and publishEnter the HelpLook backend, and under " Content ", you can edit frequently asked questions and answers. After completion, select Publish. 5. Create SuccessNow, you have successfully created a " Help Center ". If customers ask related questions, ChatGPT will intelligently answer them based on the content of the Help Center. In this way, ChatGPT is like a well-trained intelligent robot that works only for you .ChatGPT's various functionsOf course, SaleSmartly + HelpLook can fully utilize the potential of ChatGPT. For the e-commerce industry , you can:ChatGPT answers frequently asked questionsUpload documents on frequently asked questions on HelpLook, such as the terms and conditions of a product return policy. When consumers inquire about refunds online, ChatGPT can instantly quote the document to answer them.ChatGPT as your marketing virtual assistantAfter merchants upload relevant information about marketing activities, ChatGPT can automatically quote and answer consumers' questions, such as marketing discount period, related product introduction, etc.ChatGPT Smart MarketingMerchants can upload the entire store's products, allowing ChatGPT to learn relevant information and promote them to consumers. When consumers make product requests, such as wanting a mobile phone with better camera functions, ChatGPT can instantly compare all products and recommend the best products in the store.By creating an intelligent help center, customers can freely search for answers based on their questions. What makes it different from other tools is that in addition to articles related to the question, ChatGPT will also quickly output solutions based on these articles, allowing customers to get answers within a few seconds. At the same time, customers can also seek help from the online support in the lower right corner. AI + manual two-pronged approach can quickly "grasp" customers. Of course, there are many other ways to play, and everyone is welcome to explore. ### [SaleSmartly Officially Obtained the Information Security Service Qualification Certification (CCRC)](https://www.salesmartly.com/en/blog/docs/certificate-CCRC) The customer service is also China network security review certification and market supervision big data center letter China network security review and certification technology and Certification Center Issued information security service qualification certification (CCRC). This achievement indicates that while SaleSmartly provide excellent service for customer service, its data protection and information security have also been recognized by authoritative certification bodies in the industry. SaleSmartly has officially obtained the Information Security Service Qualification Certification (CCRC) issued by the China Cybersecurity Review and Certification Technology and Certification Center. This achievement highlights that while SaleSmartly continues to provide outstanding customer service, its commitment to data protection and information security has also been recognized by authoritative industry certification bodies. What is CCRC certification Information security service qualification certification (CCRC)It is an official qualification certificate, which is based on relevant national laws, regulations, national and industry standards, technical specifications, etc., and strictly follows the basic certification specifications and rules. The certification aims to conduct a comprehensive evaluation of institutions providing information security services to ensure that they meet the prescribed standards in key areas such as legal recognition, resource allocation, management quality, and technical capabilities. Information security service qualification certification is divided into eight certification directions: security integration, security operation and maintenance, risk assessment, emergency response, software security development, disaster backup and recovery, industrial control security, and network security audit. SaleSmartly's Commitment to Information Security For SaleSmartly This is not only a certificate, but also a concrete reflection of our commitment to customer security. In the digital age, customers' trust is based on the proper protection of their data. Therefore, all SaleSmartly staff regard this certification as an affirmation of our work and a spur to our future work. Here, we would like to thank all the customers and partners who support SaleSmartly. We will continue our efforts to ensure that our customers and partners can do business in a safe and reliable environment. ### [How to Build a Cross-Border AI Chatbot with Coze: Automate Support & Slash Costs](https://www.salesmartly.com/en/blog/docs/coze-ai-agent) Discover how Coze AI agents, now integrated with SaleSmartly, empower businesses to automate customer interactions on platforms like Facebook, WhatsApp, and more—no coding required. This guide walks through creating, customizing, and deploying AI agents to streamline workflows, reduce expenses, and boost efficiency. What is Coze? Coze is a cutting-edge AI agent development platform with an intuitive interface and robust backend capabilities, making AI technology accessible to everyone. Even users without programming experience can effortlessly create AI agents powered by large models. These agents can understand and generate natural language, handle complex interactions, and be seamlessly deployed across social media, messaging apps, and websites. Coze stands out for its ease of use and high flexibility. With a visual interface, users can customize AI agents by selecting functional modules that suit their needs. These agents continuously learn and adapt, delivering personalized experiences. For businesses, Coze’s open and user-friendly design enables rapid AI implementation, boosting service efficiency while reducing operational costs. Advantages of AI agents over traditional AI Autonomy: AI agents are able to perform tasks independently without constant input or guidance from humans. Interactivity: Agents can interact with humans or other agents using natural language. This interactivity makes the agents more friendly and easy to use. Adaptability: The AI agent is able to continuously learn from past conversations and improve its performance and decision-making process. Task decomposition and planning: The agent can decompose complex tasks into smaller, manageable subtasks and plan them effectively. Memory: The agent has short-term and long-term memory, which enables it to remember key information related to the task and better understand the context. Tool Usage: AI agents are able to operate and use external tools, such as Internet queries, code execution, etc. Coze international vs. Chinese version: Key differences explained Model compatibility: Currently, the Chinese version is only compatible with the "Skylark Large Model" as its dialogue engine, while the international version is compatible with large models such as "GPT 3.5/GPT 4" to drive dialogue. Integration capabilities: Chinese users can directly integrate the software into popular platforms such as WeChat and Lark, while international users can seamlessly integrate it into widely used platforms such as Facebook Messenger, Slack, Telegram, etc. Conditions of use: The international version requires the use of scientific Internet access tools, while the Chinese version does not. How to build a Coze AI agent? Since the operation pages for both the international and Chinese versions are identical, this article will use the Chinese version as an example for clarity. Any differences between the two versions will be highlighted with additional explanations. 1. Create an AI agent Log in to Coze, click “➕” in the upper left corner of the page, enter the name of the agent and function description, and then click the Generate icon next to the icon to automatically generate an avatar. Standard Creation After entering the name, function description and icon of the agent, click [Confirm], and then you will be redirected to the editing page. AI Created You describe to the AI what kind of intelligent body you want, and the AI will help you generate a name, function description, and icon. AI will also help you configure some editors based on the configuration, which can be changed according to personal needs later. 2. Edit AI Agent The edit page is mainly divided into the following sections: Character setting and response logic Contextual understanding of natural language processing: Personality helps AI agents better understand and process natural language. Through preset personality traits and response logic, AI can generate more appropriate and natural responses in specific contexts, which is an important research direction in the field of natural language processing (NLP). Machine learning and adaptability: Response logic often involves machine learning algorithms, especially decision trees and probabilistic models when processing user queries. These algorithms need to be adjusted according to the parameters of the persona to ensure that the AI agent's response matches its established "personality" and expected behavior. Skill (1) Plug-ins External APIs can be called to give the agent more new capabilities, such as searching for information, browsing web pages, generating images, etc., and the capabilities and usage scenarios of the agent can be expanded by adding different plug-ins. The plug-ins of the Coze international version and the Chinese version are different. Coze International version has more software that can only be used overseas, such as Google Search, Dalle3 Drawing, Github, GPT4V, etc. (2) Workflow Workflow supports the combination of plug-ins, large language models, code blocks and other functions in a visual way, thereby achieving complex and stable business process orchestration, such as travel planning, report analysis, etc. (3) Image Stream The principle of image flow is the same as that of workflow, except that it is obtained from text instead of pictures. In Coze (international version), both of them are in one column, while in Coze (Chinese version), they are separated into two columns. (4) Trigger Allow users to trigger corresponding processes based on time and events in the conversation. Knowledge Coze's knowledge base not only supports uploading and storing various external knowledge content, but also allows you to upload text and table data from a variety of data sources such as local documents, online data, Notion, and Lark documents when you cannot find the answers you need in existing AI resources or when you need to mine answers from specific information sources. Coze not only provides storage and management functions for external data, but also helps users efficiently find accurate information from their own customized knowledge base through enhanced retrieval functions, ensuring that the required knowledge and data can be obtained even outside the AI's standard answer library. Memory Coze’s memory refers to the software’s ability to store and recall external data to provide accurate responses when interacting with users. This function is achieved in three main ways: (1) Knowledge base: It contains a large number of knowledge segments. For example, for vehicle model data, each segment of the knowledge base stores the basic data of a vehicle model. When a user asks for information about a specific vehicle model, such as "What is the price of a BMW X3?", the system can match the knowledge segment of the corresponding vehicle model. (2) Variables: Record user preferences or information in the form of key-value pairs. For example, you can create a variable called "language" to remember the language used by the user and use this language as the preferred language in subsequent conversations. (3) Database: This function is similar to the database in traditional software development. It stores information in the form of tables and operates through NoSQL. Currently, Coze provides a relational database. The database can be used in a variety of application scenarios, such as: AI Notes: Allows recording of notes submitted by users, and supports submission and query operations. These operations are completed through natural language to SQL (NL2SQL) technology. Vocabulary book: It can record the words learned by the user, including the words that have been remembered and the words that have not yet been mastered. Conversational experience The concept of this feature is relatively easy to understand. Users can customize the initial greeting and quick action buttons. When someone clicks on your robot, the system will automatically show them the preset conversation content, which can help them quickly grasp the main functions of the robot and enhance their understanding of how the robot can serve them. Users can convert frequently asked questions into quick buttons. With a simple click, you can activate the conversation on related topics and achieve fast and efficient communication. 3. Preview and debug After configuring the above information, you can start debugging. If the agent does not respond as expected, is too slow, or even does not respond, you can also use the debugger to view the agent's execution details and troubleshoot the problem. 4. Click "Publish" After previewing and debugging and finding no problems, you can click the [Publish] button. How to effectively integrate Coze into your business? After mastering the creation of a Coze robot, the next step is to explore how to seamlessly integrate this robot into existing business processes to maximize its potential for improving work efficiency and service quality. In daily operations, the areas that benefit most from robotic assistance are pre-sales and after-sales services, both of which involve significant communication. AI robots can alleviate communication pressure by handling common customer inquiries. However, relying solely on AI for these functions is not a good way, as robots may struggle to answer all questions and may find it challenging to facilitate conversions based on customer circumstances. Therefore, the optimal approach is to connect Coze's robot to SaleSmartly, an omnichannel private domain communication tool. This integration allows for routine inquiries to be managed by AI technology while ensuring a smooth transition to human agents when manual intervention is necessary. Additionally, during peak periods when human agents may be overwhelmed, AI can assist by addressing basic questions to reduce the overall workload. This hybrid communication strategy enhances the customer experience by making it more personalized and efficient. Recently, Coze was officially launched on SaleSmartly’s app store. SaleSmartly customers can connect a Coze AI to their chat plugin in a few simple steps: Tutorial on configuring Coze bot Further reading What is Coze? - Coze official documentation Tutorial on configuring Coze bot - SaleSmartly - Help Center - SaleSmartly User Guide Tutorial on configuring button robots - SaleSmartly - Help Center - SaleSmartly User Guide ### [Essential WordPress Plugins for Business Websites: Streamline Marketing, Customer Service, and Sales Processes](https://www.salesmartly.com/en/blog/docs/wordpress-plugins-business-efficiency) Building a business website on WordPress is only the first step. To enhance user engagement and drive sales, companies often need to implement tools that provide seamless interaction for visitors. Rather than relying on slower communication channels like email or requiring users to manually add corporate WhatsApp contacts, businesses can utilize floating chat widgets. These widgets offer an instant connection to customer service representatives, significantly improving the customer experience. For example, the SaleSmartly live chat plugin integrates a real-time chat feature into WordPress websites. This solution not only facilitates instant communication but also enhances website conversion rates. In this article, we’ll explore how to install the SaleSmartly plugin on WordPress and discuss its features that can improve your business’s marketing, customer service, and sales processes. How to Install SaleSmartly Plugin in WordPress Tips: Plugin installation requires a WordPress Business version or a self-hosted site. (1) After logging in to WordPress, click […] - [Settings] - [Plugins] behind the plugin you want to install. (2) After entering the website settings, click the search box to search for [ SaleSmartly ], upgrade to the WordPress Creator package, and click the SaleSmartly plugin card. (3) After entering the SaleSmartly plugin card, click [Upgrade and Activate]. (4) After activation, click [Plugin] - [Install Plugin] - [Enable], and the SaleSmartly plugin will be installed successfully. (5) Click [Plugins] - [Installed Plugins] - Find SaleSmartly Chat —【One-click binding】, you can successfully enable the SaleSmartly plugin in WordPress For a more detailed installation tutorial, please check this tutorial: WordPress-SaleSmartly-Help Center-SaleSmartly User Guide How SaleSmartly helps WordPress optimize website building 1. Customize WordPress chat plugin design style First impressions matter. Visitors often notice the chat plugin’s style upon entering a website built with WordPress. With SaleSmartly, you can customize the plugin to align with your brand identity. Adjust the theme colors to match your corporate palette, add your logo as the chat avatar, and enhance brand recognition for a cohesive marketing strategy. For detailed operations on editing chat plugins, please refer to this tutorial: How to edit and add chat plugins? -SaleSmartly-Help Center-SaleSmartly User Guide 2. Add FAQ button When visitors enter a business website built by WordPress, they usually send questions on the chat plug-in to get a preliminary understanding of the company's information. To improve efficiency, companies can add a FAQ button through the SaleSmartly automation process, so that visitors can click the button to ask questions and learn when they open the chat plug-in component, and quickly obtain basic information about the company or product. For example, you can go to the SaleSmartly official website to view different frequently asked questions, click different buttons, and the automated process will have different responses. Companies can adjust different FAQ buttons based on the products they operate. For example, they can set questions that visitors may ask when placing an order, such as "Does the product support customization?", "How long does it take to ship after placing an order?", "Does it support international delivery?", etc. This allows visitors to quickly know the answers to the questions they want to know, and can also guide users to have a preliminary understanding of the company's products through the setting of FAQs, thereby optimizing the customer service experience. 3. Set up AI robot reply If the visitor's question is not covered by the FAQ button, or the visitor asks other personalized questions, the company can enable SaleSmartly's AI robot function. When customer service is not available, automated support can be provided. AI intent recognition can identify the visitor's intention to ask questions and provide answers more flexibly, thereby improving the customer service experience of commercial websites and avoiding the negative feelings that traditional automatic replies bring to customers. 4. Add other social media contact information Want to expand your reach? SaleSmartly lets you integrate social media links directly into the chat plugin. Visitors can easily navigate to your WhatsApp, Instagram, Facebook, LINE, Telegram, or other platforms, enabling seamless cross-platform interaction. This function can effectively direct visitors to the private domain traffic pool, making it easier for companies to carry out private domain marketing. 5. Manual customer service team schedules responses When a visitor's questions exceed the scope of the FAQ button and AI chatbot customer service, the intervention of human customer service becomes particularly important. The human customer service team can view and answer specific questions raised by visitors. To ensure that visitors in different time periods can receive timely responses, companies can use SaleSmartly's scheduling function to reasonably arrange the working hours of the customer service team and create an efficient customer service system. Enterprises can set specific working hours for different customer service staff (for example, 09:00~21:00 from Monday to Friday), and the corresponding customer service account will automatically switch to "online" status during the set time. SaleSmartly can set up a variety of shift methods such as allocating sessions based on rotation, allocating sessions based on team capabilities, autonomous customer selection by sales staff, and allocating based on employee busyness, etc., to achieve intelligent shifts according to enterprise needs. It not only ensures the efficient operation of the customer service team, but also significantly improves the visitor interaction experience and customer service satisfaction. 6. Real-time translation Visitors to a business website built with WordPress may come from different countries and communicate in various languages. When a visitor initiates a conversation through the website but uses a language that the human customer service is not familiar with, the customer service may need to open other translation tools to communicate with the customer, which undoubtedly increases the complexity and time cost of communication. To simplify the communication process, SaleSmartly provides a real-time translation function to help customer service efficiently handle visitors of different languages. When the platform recognizes the language of the message sent by the visitor, "The visitor speaks XX language" will be displayed above the chat window. If the customer service does not understand the visitor's language, they can click the "Start online translation" button to translate the visitor's language into the language used by the customer service. At the same time, the customer service's reply will also be automatically translated into the visitor's language, making the sales process more efficient. 7. Manage customer order information for multiple accounts/multiple websites During the marketing process, many companies will establish multiple commercial websites on different website building platforms for sales. However, the scattered order information of multiple accounts and multiple websites may lead to management complexity and affect customer service efficiency. When visitors complete orders through different business websites of the company, the customer service team can make notes on the order information from different websites (such as e-commerce platforms such as WordPress, Amazon, Shopify, or social media platforms such as Facebook, TikTok, and Instagram ) in the [Order Management] function of the SaleSmartly backend. When customers ask questions about order information again through the website plug-in, customer service does not need to jump to multiple business websites to check customer orders. They can directly view customer order information in the chat plug-in window and respond to customer questions in a timely manner, thereby improving the customer service experience. After customer service records customer order information on different commercial websites, if you want to view all recorded order information, you can query it in [Customer Management] - [Form Management]. Enterprises can view order information recorded on different commercial websites, quickly understand the sales of enterprise products on different commercial websites, and facilitate enterprises to carry out subsequent marketing. Frequently asked questions Are WordPress plugins free? It depends on the type of plugin. Some plugins offer basic functionality for free, but their functionality may be limited, while others require a paid download. How to assess a plugin’s security and reliability? To ensure the security and reliability of the plugin, it is recommended to download the plugin through the WordPress plugin library. Plugins in the WordPress plugin library have been reviewed and certified, and are generally more reliable and meet security standards. In addition, the quality of the plugin can be judged by checking the update frequency, user reviews, and ratings of the plugin. Further reading How Shopify merchants can optimize customer service: the most comprehensive strategy to improve customer satisfaction Foreign trade tips! How to install online customer service plug-in on independent website? Realize efficient communication between website and customers A practical guide on how to efficiently distribute conversations in intelligent customer service systems ### [How to Add Live Chat Plugin to Your Online Store to Improve Customer Communication](https://www.salesmartly.com/en/blog/docs/independent-site-add-live-chat-plugin) Independent websites have become an increasingly popular choice for cross-border e-commerce, offering businesses full control over website design, functionality, and customer data. However, one challenge many businesses face is effectively communicating with customers in real time. Without a chat plugin, response times are slow, customer inquiries go unanswered, and potential sales are lost. By integrating a live chat plugin, businesses can enhance customer service by enabling instant automated responses and seamless human follow-ups. This not only improves response speed but also significantly reduces cart abandonment rates. In this guide, we’ll explore the benefits, use cases, installation steps, and optimization techniques for adding a chat plugin to your independent website, helping you engage customers more effectively and boost conversions. Why does an independent website need a chat plugin? Effective customer communication is a key challenge for independent website operators. Without a chat plugin, potential customers may struggle to find a way to reach out, resulting in lost sales opportunities due to poor customer service. A live chat plugin addresses this issue by providing a direct and efficient communication channel. 1. Improve customer communication efficiency Through the chat plug-in, users can communicate with customer service in real time directly through the chat window. The timeliness of the chat plug-in can reduce response time and enhance customer satisfaction. 2. Improve conversion rate Instant responses help resolve customer concerns quickly, reducing hesitation and increasing the likelihood of purchase completion. Automated bots can handle common inquiries, while human support can take over complex cases. 3. Improve the SEO ranking of independent sites In the operation of independent websites, SEO ranking directly affects the natural exposure of independent websites in Google searches. One of the important criteria for Google to evaluate the SEO ranking of independent websites is the time users stay on the website. After adding a chat plug-in to the independent website, enterprises can use AI chatbots to attract users to interact more on the independent website, increase their stay time on the website, and thus improve the SEO performance. 4. Support diverse social media platform engagement Many customers prefer using social media for communication. Chat plugins can integrate with platforms like WhatsApp, Messenger, and Line, allowing businesses to redirect conversations and build stronger customer relationships. 5. Multi-language support Cross-border e-commerce independent sites often have users from all over the world, so multi-language support is essential. Chat plug-ins can automatically identify and translate messages sent by customers and translate reply messages into the language used by customers, eliminating language barriers and reducing corporate employment costs. Key Use Cases for a Live Chat Plugin In actual usage scenarios of users and enterprises, when will users and enterprises use chat plug-ins? Here are some specific usage scenarios: Pre-sales support: Solve user questions in real time When customers browse cross-border e-commerce independent websites, they may not be able to fully understand the product features, prices or event information through the content on the page. When they want to learn more about the product, the chat plug-in provides them with a direct communication channel, allowing customers to learn about the company's products without adding friends, reducing the intermediate steps for users to understand the company's products, accelerating users' decision-making speed, and reducing customer churn. After-sales support: improving user satisfaction After purchasing a product, users may want to know the logistics situation, or need certain after-sales support (return or exchange or product usage issues). At this time, customers can quickly contact after-sales customer service through the chat plug-in to solve the problem, without having to wait for after-sales service through cumbersome contact methods such as email. Promotions & events: boosting engagement During Black Friday or other big promotions, a large number of customers visit the company's independent website, hoping to buy some discounted products, but they don't know what discounts or promotional products the company has. At this time, you can use the chat plug-in's preset automatic reply or display discounts in the chat plug-in's bulletin board to guide users to specific event pages, clearly convey discount information, and encourage users to place orders. Steps to install the chat plugin on an independent site The steps to install the chat plugin vary depending on the independent website-building platform used by the enterprise. The following takes Shopify as an example to demonstrate the tutorial for installing the chat plugin on an independent website. If the enterprise builds its own independent website on other website building platforms such as ShopLazza, ShopLine, WordPress, BigCommerce, OpenCart, UEESHOP, Shopyy, etc., you can view the tutorial for installing the chat plugin at this link: How to add a chat plugin to an independent website? -SaleSmartly-Help Center-SaleSmartly User Guide. We’ve also put together a list of integration guides for major website builders to help you connect your independent store with SaleSmartly more easily. 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- SaleSmartly Help Center BelikeShop BeikeShop-SaleSmartly Help Center 1. Install the Shopify app (1) Log in to Shopify, [Apps] - [Add App] - [Shopify App Store]. (2) Enter the search page and enter [SaleSmartly] - [Install]. (3) Enter the application authorization page and click [Install] again. (4) Register a SaleSmartly account. After completing the SaleSmartly account registration, you can check the successful installation of the plug-in Shopify store site in the SaleSmartly dashboard [Set Up] - [Chat plug-in]. 2. Install via JavaScript code (1) Create a plugin in SaleSmartly ①Register and log in to SaleSmartly - [Integration] - [Chat Plugin] - [Create Plugin] - [Plugin Configuration] to edit the desired style of the enterprise chat plugin. ②After the plugin is created, return to [Chat Plugin] — [Copy] Installation code. (2) Install SaleSmartly on the Shopify store ① After logging in to Shopify, go to [Online Store] — [Themes], click [...] — [Edit Code] to enter the code editing page. ② On the code editing page, click [layout] — [theme.liquid] to enter the file code input box. Paste the JavaScript code you just copied and click Save to successfully install it. Common Customer Service Challenges and How to Fix Them Even with a chat plugin installed, many businesses still face similar problems. Here’s how to diagnose and solve them: Challenge Cause Too many messages to handle No chatbot or auto-routing setup Can’t understand multilingual messages No instant translation feature Losing potential leads Customer data not synced to CRM Disconnected sales, support, and operations Tools not integrated Missed messages overnight No auto-reply or shift scheduling How to optimize the effect of the chat plug-in To make the independent site's chat plug-in more valuable, it is necessary to continuously adjust its functions based on user feedback, improving the user experience and the service efficiency of manual customer service. 1. Regular data analysis Use the built-in data analysis function of the plug-in to analyze visitor behavior data, quickly distinguish new and old customers, and better formulate marketing strategies. You can also use the data to fully understand the service level and work efficiency of online customer service, so as to train employees better. 2. Optimize automated speech Set trigger conditions based on keywords that users frequently ask, and adjust automatic reply scripts promptly to ensure that the reply information is close to users' needs and enhance the user interaction experience. 3. Keep Features Updated Check the new features of the chat plug-in promptly. The chat plug-in developers update these features based on the needs of other cross-border e-commerce independent sites, which can help independent sites better manage user interactions and improve conversion rates. Enterprises can timely understand the uses of new chat plug-in features according to their own operational needs and apply new features that suit them to the actual scenarios of independent sites, thereby continuously optimizing and improving operational results. 4. Optimize Team Collaboration Plan support schedules across time zones and assign conversations effectively. Proper routing ensures every customer gets a timely response and prevents message backlogs. SaleSmartly offers a complete intelligent support solution, unifying conversations across websites and social platforms, providing real-time translation, AI chatbots, customer profiling, and multi-agent collaboration. Whether you run a DTC brand, online shop, or B2B website, SaleSmartly helps you handle every conversation efficiently, improving response time, team productivity, and sales conversion. Sign Up Free Further reading Is the Facebook chat plugin going to be removed from the shelves soon? Help you seamlessly transition to a new customer service model To help facilitate conversational commerce, SaleSmartly's real-time translation is now free! Building an efficient customer service system depends on this "exclusive link" Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [How Shopify Merchants Can Optimize Customer Service: Strategies to Increase Customer Satisfaction](https://www.salesmartly.com/en/blog/docs/shopify-customer-service-strategies) Providing exceptional customer service is essential for building trust, improving retention, and strengthening your brand's reputation. A positive support experience can turn one-time buyers into loyal customers, while poor service can lead to lost sales and negative reviews. Many Shopify merchants recognize its importance but struggle to enhance efficiency and quality, especially as customer demands grow. This guide explores how AI-driven customer support and multi-channel service strategies can help Shopify merchants optimize customer service, elevate satisfaction, and drive business growth. Why is customer service important for Shopify merchants? 1. Customer satisfaction and trust Customer satisfaction is a key factor in whether customers choose to buy your company's Shopify products again, and high-quality customer service is an important means to improve satisfaction. By responding to customer questions quickly, providing personalized solutions, and showing attention to customer needs, merchants can establish a professional and reliable image in the minds of customers. For example, solving customers' questions about products in real time and professionally can reduce obstacles for customers in the purchase decision-making process and increase customers' trust in the brand. Building trust is especially important for Shopify merchants, because many customers may be exposed to these brands for the first time, and a good service experience can win more word-of-mouth publicity for merchants. 2. Build competitive advantage Price and product quality alone aren’t enough to stand out in Shopify’s competitive marketplace—customer service is a key differentiator. Shoppers who experience poor service elsewhere may turn to brands that offer responsive and helpful support. For example, when a user is disappointed by unfriendly customer service when shopping at a competitor’s store, they are likely to turn to your brand. At this time, your excellent service can not only win their favor, but also make them loyal customers. Especially when customers are faced with multiple choices, excellent service is often the decisive factor. 3. Reduce return rate and dispute costs When customers encounter problems when using a product, if they can get a proper solution in the first place, it can effectively alleviate dissatisfaction and reduce the probability of returns and disputes. For example, some customers encounter minor problems such as improper product use or requiring additional guidance. Although these problems themselves will not immediately lead to returns, if they are not responded to or resolved promptly, customer dissatisfaction may escalate, and they may even eventually request a return or post information that is unfavorable to Shopify merchants on social media. At this time, high-quality customer service can quickly resolve customer dissatisfaction by patiently answering questions or providing compensation measures (such as discount coupons or small gifts), thereby reducing the economic losses and time costs caused by returns and disputes. How to improve customer service 1. Install the Shopify chat plugin When customers browse products in Shopify stores, they often have questions about product features, specifications or services. To help customers quickly resolve these issues, it is important to provide a convenient communication channel. You can directly install the official certified online chat plug-in - SaleSmartly in the Shopify App Store, and install direct links: Intelligent customer service; Chatbot; Facebook multiple homepages; Omnichannel customer service communication; WhatsApp marketing; Team collaboration management; Automatic real-time translation | Shopify App Store The chat plug-in can provide customers with a channel to ask questions instantly. Customers who are interested in placing an order can ask questions directly on the company's Shopify website, quickly obtain information about the products they are interested in, and improve customer satisfaction. 2. AI-powered customer service Although the chat plug-in provides a convenient channel for potential customers, for most small stores, the customer service team cannot solve customer problems online 24 hours a day. At this time, AI intelligent customer service configured with the chat plug-in becomes the key to improving customer service efficiency. By connecting SaleSmartly AI customer service to Shopify, merchants can significantly improve customer service efficiency and user experience. In SaleSmartly, merchants can set up automatic replies and quick replies to common questions to help customers quickly find answers to their questions, saving customer service staff time and improving customer satisfaction.f Even if the customer's inquiry is beyond the scope of automatic reply and the manual customer service is temporarily unable to respond, the system will automatically trigger the AI intelligent chat customer service to respond immediately. When the number of manual customer service is small, AI intelligent chat customer service can greatly reduce the burden of manual customer service. In addition, SaleSmartly also supports annotating customer order information in the conversation window. Manual customer service can add the order number, name, status, platform, notes, and amount of the customer's order to the notes. When a customer initiates an order-related conversation in the Shopify chat plug-in, customer service can quickly view the customer's order details and respond accurately based on the notes, thereby improving service efficiency. 3. Optimize customer service by combining email, phone and telephone Choosing the right customer service channel can not only improve customer service efficiency, but also help merchants reach more target customer groups. Enterprises can display other contact channels in the AI robot chat plug-in to create an efficient multi-channel service system. (1) Email Email is the most traditional channel for providing customer service, and many Shopify merchants still use it. Shopify merchants can handle customer issues in a unified manner by establishing a standardized company email address (such as support@yourcompany.com). This method is convenient and has a strong sense of formality, and is more suitable for handling customer inquiries that require detailed explanations or complex issues. (2) Telephone When customers encounter urgent problems, telephone support is undoubtedly the most direct and efficient way to communicate. Customers can get instant and detailed answers over the phone, which improves their trust and satisfaction. Merchants can set up dedicated telephone lines to ensure that customers can contact the customer service team as soon as possible when needed. (3) Social Media Social media customer service covers a wider range than other channels. For Shopify merchants, social platforms (such as Facebook and Instagram) are important channels for displaying products and brand images. They are also important ways for potential customers to understand the company and judge its credibility. Many potential customers will browse the merchant's content on social media, observe its interaction with users, and then decide whether to contact the merchant or buy products. Every interaction a brand has on social media is an opportunity to demonstrate its customer service level. For example, when a business patiently and in detail responds to a customer's questions or comments on social media, this high-quality interaction may be seen by other potential customers, thereby stimulating their interest in the product and prompting them to decide whether to contact the business further. Monitor and improve customer service performance After using the above customer service optimization methods, collecting customer feedback is a key step in evaluating service effectiveness. Through monitoring and evaluation, Shopify merchants can understand the actual performance of current customer service, identify improvement directions, and improve customer service satisfaction. 1. Collect Customer Feedback Set up the evaluation function in the SaleSmartly chat plug-in to allow customers to quickly provide feedback on their satisfaction after the service is completed. This instant feedback method can help merchants understand customers' true feelings about the service. Managers can view the ratings and evaluations of each customer service member in the SaleSmartly. This data can help Shopify merchants' customer service teams understand their performance and improve service quality in a targeted manner. For example, in response to feedback with low ratings, customer service staff can adjust communication strategies or improve service attitudes promptly to optimize the overall customer experience. Use post-service surveys through chat plugins like SaleSmartly to gather real-time customer feedback. This data helps identify service strengths and areas for improvement. Managers can review individual agent performance and adjust training or communication strategies accordingly. 2. Data analysis and report generation Shopify merchants can use the SaleSmartly data analysis tool to track key service indicators, such as average response time, problem resolution rate, customer satisfaction, etc. These data provide merchants with a quantitative basis for service quality and help managers evaluate the effectiveness of the service. Based on the results of the analysis, merchants can formulate targeted improvement measures. For example, to address the problem of delayed response in the service, the customer service team's shift system can be optimized or the service process can be adjusted. If the performance of AI intelligent customer service is not satisfactory, managers can also optimize its speech templates and add more solutions to common problems to better improve customer service satisfaction. Further reading The most comprehensive cross-border online chat customer service system aggregation software recommendation in 2024 (salesmartly.com) Foreign trade tips! How to install online customer service plug-in on independent website? Realize efficient communication between website and customers (salesmartly.com) The secrets of Chatbot! What are the pros and cons of ChatGPT? (salesmartly.com) 5 Mistakes in Chatbot Design Summarized from 100+ Customer Cases, Don’t Make Them! (salesmartly.com) ### [How to Train a Custom AI Chatbot for Cross-Border Businesses (2026 Edition)](https://www.salesmartly.com/en/blog/docs/train-ai-chatbot-cross-border) AI chatbots are revolutionizing customer interactions by using artificial intelligence to simulate real conversations and enhance customer experience. Early chatbots relied on keyword matching and preset rules, which often resulted in ineffective responses when customer queries didn’t align with predefined keywords. However, advancements in AI, particularly through large language models and natural language processing (NLP), have dramatically improved chatbot capabilities. Today’s AI chatbots can understand user intent, even without exact keyword matches, and provide more accurate, flexible, and context-aware responses. For cross-border enterprises, an AI chatbot can be configured to improve the efficiency of receiving customers. This article will introduce in detail how to choose tools to create AI chatbots, help cross-border enterprises train their own AI chatbots, and let intelligent chatbots better serve corporate business. Identify AI chatbot usage needs and assess enterprise capabilities Identify Business Use Cases Before implementing an AI chatbot, businesses should clarify its intended role and functionalities. Clearly defining these goals ensures a focused training approach. In the cross-border sector, chatbots typically serve the following roles: Pre-sales support chatbot: Before customers place an order, they may not be clear about the product price and advantages. The pre-sales support chatbot can provide customers with information such as product price and product features, allowing customers to have a deeper understanding of the products of cross-border enterprises. Customer Service Chatbot: After a customer places an order, he or she may not be familiar with the product information and operations. At this time, you can train a customer service robot to answer questions that customers have during the use of the product, such as providing product operation guides and sharing product instructional videos with customers to improve the customer experience. Lead Generation: Obtain information or contact details of potential customers through interactive conversations to support sales teams. Assessing business capabilities After confirming the application areas of AI chatbots, companies need to conduct a comprehensive assessment of their own budgets and technical resources. Because the configuration difficulty and functional requirements of different AI tools vary, companies need to confirm the resources they currently have before choosing AI on the market. (1) Development difficulty: Some AI platforms provide simple templates or drag-and-drop tools that allow users to configure chatbots without programming knowledge, which is suitable for users with limited technical capabilities. For example, Coze and HelpLook both support simple configuration and are suitable for basic customer service. However, AI models like OpenAI Assistants and ChatGPT offer extensive customization but require programming knowledge, making them suitable for businesses with in-house development teams. (2) Budget and cost: AI chatbot platforms follow different pricing models: ①API Call-Based Billing Billing by API call count is a common AI service charging model. Service providers charge based on the number of API requests. For example, in a chatbot application, every time a customer sends a message, the AI will process it in the background, which counts as one call. This model is suitable for enterprises to flexibly control costs based on frequency of use while avoiding complex billing rules. ②Token-Based Billing Token refers to the smallest unit of text, which can be a word or a punctuation mark. For example, the sentence "Hello, this is SaleSmartly." will be broken down into multiple tokens. Therefore, the longer the text you process, the more tokens you will need, and the higher the cost of using the AI. This model is suitable for companies that need to process a large amount of text content, and can accurately charge according to the actual length of the generated text. Generally speaking, the charging items of many AI platforms are mixed. Before choosing AI tools, enterprises can first take the free trial provided by each AI tool, estimate the frequency and complexity of API calls before actual use, and choose a billing method that suits their own needs. Choosing a platform to create an AI chatbot A robot configured by a single AI tool is not enough to generate an enterprise AI chatbot. You need to use some platforms to create an interactive AI chatbot. You need to connect to some platforms that support AI chatbots to realize interactive chats between AI and robots, and then you can integrate AI into the business of the enterprise and configure a robot. The following are some points that cross-border enterprises should pay attention to when choosing a platform: 1. Expandable platform For cross-border enterprises, they usually operate multiple social media platforms and independent website platforms, so the configured AI chatbot platform needs to be able to cover all relevant platforms to maximize the value of the trained AI. As an omni-channel private domain communication tool, SaleSmartly supports the integration of multiple platforms, including Livechat, WhatsApp, Facebook Messenger, TikTok, Instagram, Telegram, Line, Email, VKontakte, WeChat, etc., which can meet the needs of cross-border enterprises between different social media platforms and independent sites. Simply integrate all platform accounts into SaleSmartly and connect the trained AI chatbot to the background to achieve unified customer service across platforms. 2. Accessible AI tools When choosing an AI chatbot platform, you need to consider the types of AI tools it supports to ensure that the platform can meet the specific needs of the enterprise. SaleSmartly supports access to mainstream AI tools on the market, including ChatGPT, OpenAI Assistants, Coze, and HelpLook. These AI tools can basically meet the technical needs and application scenarios of different enterprises. 3. Data Privacy and Compliance When using AI chatbots, data privacy and security are of utmost importance. Companies do not want chat information with customers to be leaked, which may lead to information security issues. SaleSmartly meets international security standards ISO/IEC 27001, CCRC and other international standards certifications, to protect customer conversations and sensitive business information. Select AI Chatbot In order to help cross-border enterprises better choose the AI chatbot they need, the following will introduce the differences between four commonly used AI tools on the market: ChatGPT, OpenAI Assistants, Coze, and HelpLook. These four tools have different advantages and scopes of application, which can meet the needs of most cross-border enterprises. ChatGPT OpenAI Assistants Coze HelpLook Key Features Natural language processing for conversations and content generation. OpenAI Assistants is an assistant based on the OpenAI model that provides functions such as conversation and task execution. Coze is an AI Bot development platform for the international market, using large models such as OpenAI's GPT 3.5/GPT 4 to drive conversations. HelpLook is a knowledge base tool that supports multiple input formats, such as text, images, audio, and video. Ease of use Users can customize the output through prompt engineering, but cannot modify the model weights directly. It requires a certain level of programming skills, but supports flexible adjustments and is suitable for development teams. Provides a modular training approach to quickly create robots from predefined templates. Just upload the document to the backend and AI will automatically crawl it. Integration APIs for custom apps; limited native integrations. It can be embedded into different applications to provide customized assistant services. Supports access to international social platforms such as Telegram, WhatsApp, etc. Support cloud synchronization. cost GPT-4o : $2.50/million input tokens; $10.00/million output tokens. Assistants API : $0.03/session. 30 free API calls/month. 80 free AI calls/month; paid upgrades. applicability Suitable for simple user interaction and answering, the application scenario of chatbot is relatively single Suitable for highly specialized chatbots that can handle complex tasks or multilingual scenarios Companies that need to support multiple languages, cross-border e-commerce, and global customers Suitable for cross-border enterprises that need to establish multilingual knowledge bases and help centers. Creating an AI Chatbot After confirming the purpose of the intelligent chatbot and the creation platform, the next step is to start configuring the cross-border private domain AI chatbot dedicated to the enterprise. The training process of different AI platforms is different, but there are some common ideas and processes that can help cross-border e-commerce companies operate more efficiently when configuring AI chatbots. Next, we will introduce the basic configuration ideas for creating AI chatbots, so that cross-border companies can know the general process before training AI chatbots. 1. Build a knowledge base dedicated to the enterprise When interacting with AI, such as having a conversation with ChatGPT, AI's answers are usually based on the training data of its general large model, which cannot accurately reflect the specific needs of the enterprise. If you want to train an AI chatbot dedicated to your enterprise, the first step is to upload knowledge about the enterprise to AI and let AI answer customer questions based on the content you upload. Upload corporate information: Cross-border companies can upload relevant information such as product introductions, terms of service, and customer FAQs to the AI system. Historical chat records: Upload historical conversation records with customers to help AI better understand customers' questions and needs and improve the accuracy of its responses. Order information: AI can be used to crawl all orders on the order page. When customers want to know their order information, AI can provide order status information. This data can be used as a knowledge base, and AI will answer customers' questions based on the information provided by the business. This can prevent AI from making up answers or lacking content in professional fields, allowing AI to answer business questions more accurately and professionally. 2. Set up the conversation flow After uploading the basic knowledge of the enterprise, AI will have the basic ability to answer questions, but in order to make the interaction with customers smoother and more effective, it is necessary to set up a suitable dialogue flow. Through reasonable dialogue guidance, AI can understand and respond to customer needs more accurately, improve service efficiency and customer experience. (1) Set up the opening remarks When configuring the AI chatbot, you need to set an opening statement to let customers know the basic information of the company and guide customers to ask questions to facilitate the operation of the AI chatbot. For example, you can set the opening remarks to be automatically triggered when the user opens the chat window: [Hello, I am Sale S, the robot of SaleSmartly. Thank you for consulting SaleSmartly. How can I help you? ] (2) Collect frequently asked questions Cross-border enterprises often face some repetitive customer questions. For these questions, AI chatbots can improve the response speed by setting quick question buttons. Through these preset buttons, customers can quickly select common questions to ask questions, and AI can respond efficiently based on the preset answers. For example, you can set up FAQ buttons in the conversation window, such as "Product Price", "Return Policy", and "Usage Scenarios". After the customer clicks the button, AI can automatically answer the customer's questions based on relevant information in the corporate knowledge base, further improving customer experience and accelerating problem solving. (3) Conduct multiple rounds of dialogue Considering that customers may continue to ask questions, set up a dialogue flow to let the AI robot guide customers step by step to ask more specific questions, so as to provide customers with more accurate services, such as the following dialogue: Customer: I need help.AI Chatbot: Sure! Could you share what you’d like assistance with today? Customer: I want to return an item.AI Chatbot: No problem! To help you quickly, may I have your order number? Customer: 123456.AI Chatbot: Great—order #123456 is eligible for return. Let’s schedule a pickup. When would be most convenient for you? Customer: Tomorrow afternoon....... When the customer asks questions at the beginning, the questions are broad. Under the gradual guidance of AI, the customer asks specific questions that he wants to know so that AI can mobilize the content of the knowledge base to answer the questions. When training AI, there are two ways to achieve multi-round dialogue: Set multiple dialogue nodes: By presetting the branches of questions, enterprises can set multiple dialogue nodes according to customers' common question logic. Customers make choices based on the prompts of the chatbot, and each node has a targeted answer. For example, when a customer asks about returns, the AI will automatically go to the return-related node and provide a solution after collecting the necessary information. Configure AI big model nodes: The flexibility of big models allows AI chatbots to intelligently select appropriate answers based on customer questions and advanced conversations. Combined with the company's knowledge base, AI can conduct multiple rounds of conversations more naturally, making the entire communication process more professional and personalized. 3. Test and Iterate Testing AI Chatbots After training the AI chatbot, you need to test it. You can first use the configured robot in a personal chat to test the accuracy of the answer. During the testing process, companies can focus on the following aspects: Accuracy: Ensure that the AI gives the correct answer based on the content provided by the knowledge base, rather than the answer crawled from other websites. Fluency: Whether the AI chatbot’s conversation is natural and whether it can guide customers smoothly. Diversity handling: Can AI understand different ways of asking the same question from different customers and provide appropriate responses? Repeated testing and optimization can help improve the overall performance of AI chatbots and ensure that they can provide high-quality services in actual use. Iterate knowledge base content The answer to a question given by an enterprise will change with the update of the product, so the content of the knowledge base should be regularly iterated to ensure that the answer of the intelligent chatbot is up-to-date and consistent with the updated content of the enterprise. For example, if the price of an enterprise product is adjusted or a new product is launched, the relevant information should be added to the knowledge base to ensure that the service provided by the AI chatbot is always accurate and effective, avoiding customer confusion or misleading due to outdated information, thereby avoiding potential losses to the enterprise. The detailed process of training AI on different platforms can be found in the official AI documents provided below. After confirming the needs and selecting the appropriate AI platform, cross-border enterprises can configure it themselves according to the steps in the official documents: ChatGPT: https://platform.openai.com/docs/introduction OpenAI Assistants: https://platform.openai.com/docs/introduction Coze: https://www.coze.com/open/docs/guides/create_conversation Button: https://www.coze.cn/open/docs/guides/chatflow_quickstart Helplook: https://help.helplook.com/docs/q6RlEz 4. Deploy AI chatbots to chat software After the test is passed, the enterprise can deploy the trained AI chatbot to the actual chat software to provide customers with automated consulting services in daily operations. Combined with the SaleSmartly platform selected above, the enterprise can click the link below to see how to configure the AI chatbot to SaleSmartly to achieve intelligent automatic replies: ChatGPT: How to configure ChatGPT API Key? -SaleSmartly-Help Center-SaleSmartly User Guide OpenAI Assistants: How to connect to openai Assistants - SaleSmartly - Help Center - SaleSmartly User Guide Coze: Tutorial on configuring Coze bot HelpLook: How to get HelpLook Token? - SaleSmartly - Help Center - SaleSmartly User Guide After connecting the AI chatbot to SaleSmartly and enabling it, you can have the AI chatbot respond to customers’ questions at any time with one click. Let the AI chatbot automatically respond to customers’ inquiries on platforms operated by companies such as WhatsApp, Facebook Messenger, TikTok, Instagram, Telegram, Line, etc. Frequently asked questions Do I need a dialogue flow if I already have a knowledge base? Yes. A knowledge base provides factual answers, while a structured conversation flow guides users through ambiguous inquiries. For instance, if a customer says, "I need help," the chatbot should prompt them to specify their issue rather than relying on the knowledge base alone. Further reading Improve efficiency! How to make ChatGPT our personal customer service? (salesmartly.com) How to use Coze to build an exclusive cross-border private domain AI robot! Accurately achieve cost reduction and efficiency improvement (salesmartly.com) SaleSmartly adds AI intent recognition triggers! Let customers enjoy more accurate automated services (salesmartly.com) The secrets of Chatbot! What are the pros and cons of ChatGPT? (salesmartly.com) When using AI chatbots, data privacy and security are of utmost importance. Companies do not want chat information with customers to be leaked, which may lead to information security issues. Find some tools like SaleSmartly that meet international security standards ISO/IEC 27001, CCRC, and other international standards certifications, to protect customer conversations and sensitive business information. ### [DeepSeek+ E-commerce: A Practical Guide to AI-Powered Cross-Border Customer Acquisition and Service](https://www.salesmartly.com/en/blog/docs/deepseek-AI) Today, businesses in the e-commerce industry face several persistent challenges: Time zone differences: Delayed responses due to global time differences hurt customer satisfaction. Multilingual/cultural barriers: Language barriers and cultural nuances inflate communication expenses. Inquiry overload: Difficulty prioritizing high-value leads and delivering accurate responses. Inefficient lead generation: Struggling to identify and attract potential buyers in saturated markets. Low conversion & high churn: Poor pre-sales conversion rates and weak customer retention. In the era of AI, intelligent tools like DeepSeek can effectively overcome these obstacles. We will show you a detailed guide on how DeepSeek can streamline your foreign trade operations, boost customer satisfaction, and drive business growth. 5 Ways DeepSeek transforms e-commerce 1. 24/7 Intelligent customer support Deploy a DeepSeek AI chatbot to ensure customers receive instant responses any time of day. Automatically greet visitors and provide FAQ templates as soon as they land on your website. When human agents are offline, the bot collects customer details and generates follow-up work orders. For example, if a customer types “price” or “quote,” the system can automatically send a preset quotation or direct them to an inquiry form. 2. Multi-language localization With translation capabilities in 28 languages, DeepSeek can understand and respond to inquiries in the customer’s native tongue. Use a formal tone for English-speaking customers and a more enthusiastic style for Spanish speakers, for instance. Integrated word filtering prevents misunderstandings by replacing or blocking regionally inappropriate terms. 3. Customer intention recognition system construction Tiered response manual: Configure the intent recognition model in DeepSeek, analyze customer consultation content through natural language processing (NLP) technology, and automatically identify customer intent. For example, customers can be divided into "inquiry", "after-sales support", "partnership proposal", etc. Flag urgent queries by detecting keywords like “urgent” or “expedited,” ensuring immediate attention from human agents. Create a three-level response strategy: High-value leads: Immediate human follow-up + product videos + 15-minute response. Mid-tier leads: Send e-catalogs + discounts + next-day outreach. Low-priority leads: Auto-quote + re-engage after 7 days. 4. Personalized marketing engine Use dynamic rules for tailored outreach: if country == "Germany" and product == "industrial bearings": send TUV certification + local inventory snapshot elif region == "Americas" and order_history >= 5: share VIP discount + dedicated support QR code 5. Proactive lead generation Automate outreach sequences: First contact: Product overview + free trial offer. Follow-up (7 days later): Limited-time payment terms. How to integrate DeepSeek into the website/social media? DeepSeek’s powerful AI model can significantly enhance both pre-sales and after-sales customer service. With its open API, companies can seamlessly integrate DeepSeek into their websites or major social media platforms. For businesses that prefer a simplified setup, SaleSmartly offers a hassle-free integration solution without the need to dive deep into technical details. 1. Visit the DeepSeek official website and navigate to the [API Platform]. 2. Create an API key by selecting [API keys → Create new API key] and naming your key. 3. Copy the API key and enter it in the SaleSmartly system under [App Store → DeepSeek]. 4. Choose between the DeepSeek-chat and DeepSeek-reasoner models as described in the official documentation. 5. Click [AI Robot] and Integrate DeepSeek into your desired channels (e.g. Website Chat Plugin, Messenger, Facebook Post Comments, WhatsApp, Instagram, Line, Telegram, TikTok, WeChat, or Slack). 6. Click [Save] and deploy DeepSeek across various platforms, aligning with your business strategy and customer touchpoints with DeepSeek. How to integrate DeepSeek with SaleSmartly 1. DeepSeek+SaleSmartly omnichannel communication In today’s global market, managing time zone differences and multiple communication channels is a major challenge for foreign trade companies. By combining DeepSeek’s 24/7 intelligent chatbot with SaleSmartly’s omnichannel aggregation, businesses can offer seamless, round-the-clock customer service. 24/7 intelligent chatbots: DeepSeek’s AI-powered chatbots automatically respond to inquiries at any time, ensuring customers receive immediate, personalized feedback. Multi-platform aggregation: SaleSmartly consolidates communications from platforms like WhatsApp, Facebook, Instagram, Telegram, TikTok and LINE, so every customer interaction is managed uniformly regardless of the channel. 2. DeepSeek + SaleSmartly automation When operating in DeepSeek’s AI robot mode, SaleSmartly adds further automation support. This includes setting up automated welcome messages, purchase guides, and even automating social media tasks like group management and tagging. When DeepSeek identifies a high-value lead, SaleSmartly can automatically trigger a personalized marketing campaign—sending special offers or exclusive content—to maximize engagement and conversion rates. 3. DeepSeek + SaleSmartly data analysis Integrating DeepSeek’s deep learning with SaleSmartly’s robust data platform provides richer market insights and customer analysis. DeepSeek’s algorithms process large volumes of data to uncover market opportunities and shifts in customer demand, while SaleSmartly aggregates data from various channels into one cohesive platform. This combined analytical capability helps companies develop more effective marketing strategies, refine their products and services, and ultimately enhance customer satisfaction and loyalty. Further reading 2025 Updated Guide: How Cross-Border Businesses Can Train Their Own AI Chatbots Foreign Trade Tips! How to Add a Live Chat Plugin to Independent Site for Efficient Customer Communication? How to Build an Exclusive Cross-Border AI Robot with Coze for Cost Reduction and Efficiency Essential WordPress Plugins for Business Websites: Streamline Marketing, Customer Service, and Sales Processes ### [SaleSmartly vs. Freshchat: Choose the Right Customer Service Tool for Global Expansion](https://www.salesmartly.com/en/blog/docs/salesmartly-vs-freshchat-cross-border-support) SaleSmartly and Freshchat are two of the most popular cross-border customer support platforms. Many global sellers and independent station operators consider these tools when choosing a customer service system. Both offer robust customer management features such as conversation tagging and bulk messaging. However, they differ significantly in functionality and user experience. This article compares pricing, key features, and unique advantages to help businesses make an informed decision when selecting a cross-border customer support platform. Pricing Comparison: SaleSmartly vs. Freshchat Feature SaleSmartly Freshchat Free Plan Supports 2 agents, live chat, AI robots, real-time translation, CRM, and analytics. Limited to chat widget, team inbox, and email. Pricing Model Based on agents + social media accounts. Based on agents, features, and social accounts. Basic Plan $15.9/month (2 agents, 10 social accounts). $23/month (1 agent, 8 social accounts). Enterprise Plan $199/month (10 agents, 30 social accounts, included all features, Max Plan). $950/month (10 agents, 25 social accounts, pricing calculated for 10 seats, Freshchat bills per seat). Payment Methods Visa, PayPal, USDT, local options. USD only. Note: Prices as of March 18, 2025. Visit the official websites for the latest details. Feature Comparison: SaleSmartly vs. Freshchat Feature SaleSmartly Freshchat Supported Channels Omnichannel support (LiveChat, WhatsApp, Facebook Messenger, Instagram, Telegram, LINE, Email, WeChat, TikTok, VKontakte) Focus on real-time chat (Live chat, Twitter, Facebook, Instagram, WhatsApp, LinkedIn) Automation Supported Supported Team Collaboration Scheduling, automatic chat assignment, internal chat transfer Internal shared notes, chat transfer Customer Relationship Management Import customer data, tag & filter customers Categorization is supported, but no data import Data Analytics Supported, API export available Supported Integrations Shopify, Shopline, WordPress, etc. Freshworks ecosystem (e.g., Freshdesk) Real-Time Translation Supports 134 languages Not supported AI Chatbot Three chatbot modes: FAQ, automated workflows, third-party AI (ChatGPT, Coze, DeepSeek) Requires additional payment New Message Alerts Desktop notifications, email alerts, mobile push notifications Not supported Conversation Tagging Supported Supported Key Strengths 1. Omnichannel Support SaleSmartly: SaleSmartly offers wide-ranging channel integration, including live chat, WhatsApp, Facebook Messenger, Instagram, Telegram, Line, Email, WeChat, TikTok, VKontakt. This extensive coverage includes nearly all major international social media and e-commerce platforms, enabling cross-border businesses to efficiently manage and expand their operations across diverse channels. Freshchat: Covers fewer platforms, Twitter, Facebook, Instagram, WhatsApp, Linkedin, etc. 2. Automation & AI Chatbots SaleSmartly: ①Automation workflow: SaleSmartly builds automated workflows using three key modules: triggers, conditions, and actions. Businesses can configure automation rules based on their operational needs. When a customer triggers a specific behavior or keyword, the system automatically executes predefined actions, such as sending messages, assigning customer support, or updating customer information. ②AI chatbots: SaleSmartly supports integration with multiple leading AI platforms, including ChatGTP, Coze (International & Chinese version), DeepSeek, HelpLook, OpenAI Assistants. AI chatbots leverage semantic understanding to provide intelligent and flexible automated responses, reducing the workload for human customer support. Traditional automated workflows have limited flexibility—if a customer’s question does not exactly match the predefined triggers, the automation may fail to respond. SaleSmartly allows businesses to run both automated workflows and AI chatbots simultaneously, creating a complementary system. The automated workflows provide precise answers to customer inquiries, while AI chatbots offer more flexible, natural responses based on semantic understanding. This combination effectively overcomes the limitations of traditional automation, making customer support more efficient and intelligent. Freshchat: ①Automated workflows: Supports setting up automated workflows to simplify customer support tasks. 3. Team Collaboration ● SaleSmartly: ①Internal knowledge sharing: SaleSmartly enables all employees to share conversation histories and files. Even if different support agents handle the same customer, they can quickly trace past interactions and gain a better understanding of customer needs. ②Employee management: Scheduling & Monitoring: Scheduling: SaleSmartly helps scheduling management that allows administrators to set customer support shifts. The system automatically adjusts the agents' online status (Online/Busy/Offline) based on the schedule, ensuring efficient workload distribution. Monitoring logs: Administrators can track team members' login, logout, and online status, helping to monitor work activities, optimize resource allocation, and improve efficiency. ● Freshchat: ①Internal assignment transfer: Share internal notes and conversation transfer easily, allowing team members to access chat histories for better collaboration. 4. Customer Relationship Management (CRM) ● SaleSmartly: ①Customer list: Supports importing customer information from WhatsApp and Email, with a built-in search function for easy customer data management. ②Customer conversation management: Businesses can review ongoing and completed conversation records for quality assurance and auditing, improving customer service interactions. ③Form management: Allows businesses to filter and manage marked order information within conversations, making it easy to locate transaction details. ④Tag management: Enables businesses to add and manage visitor and conversation tags, which can be used later for targeted actions, such as bulk email campaigns. ● Freshchat: ①Customer search: Supports customer segmentation and search but does not allow customer data imports. ②Customer conversation management: Provides a view of customer interaction history and other relevant details to enhance customer engagement. 5. Data Analytics ● SaleSmartly: ①Channel analytics: Provides an overview and trend analysis of new customers, returning customers, customer replies, and support agent replies across integrated channels. ②Service overview: Displays key service metrics such as new conversations, ongoing conversations, and conversation trends for better performance tracking. ③Comprehensive reports: Businesses can access detailed customer support metrics, including the number of messages, first response time, response duration, customer feedback scores, and satisfaction ratings to evaluate service quality and agent workload. ● Freshchat: ①Reports & Analytics: Offers key performance reports on conversation volume, response time, and customer satisfaction to assess customer support effectiveness. ②Custom reports: Allows businesses to create customized reports to meet specific data analysis needs. 6. Real-Time Translation ● SaleSmartly: SaleSmartly offers real-time translation for 134 languages. Businesses can simply enter content in the translation window and send it, and the system will automatically translate it into the customer's language, eliminating language barriers in cross-border communication. ● Freshchat: As of June 8, 2024, new Freshchat users will no longer have access to the real-time translation feature. Why Choose SaleSmartly? As evident from the analysis above, SaleSmartly demonstrates significant competitive advantages over Freshchat in terms of feature coverage, customization capabilities, and global adaptability. For businesses aiming to enhance customer service efficiency, optimize user experience, and expand into international markets, SaleSmartly is undoubtedly the superior choice. Below are its core strengths: 1. Extensive global reach to help cross-border businesses SaleSmartly integrates with a wide range of social media and e-commerce platforms (Facebook, Instagram, LINE, Telegram, TikTok, VK, WhatsApp, Shopify, WordPress, etc.), helping businesses expand globally. In contrast, Freshchat lacks comprehensive platform coverage. For businesses relying on multiple social platforms, SaleSmartly offers greater market advantages. 2. Advanced AI & Automation to Reduce Labor Costs SaleSmartly provides a variety of intelligent AI chatbot modes, including FAQ-based smart response bots and automated workflow bots. It also integrates with mainstream AI platforms (such as ChatGPT and DeepSeek) to further enhance the intelligence of its robots. In comparison, Freshchat’s chatbot capabilities are less flexible and require additional payment. 3. Multi-channel notification system to improve response speed SaleSmartly supports various new message alerts (browser pop-ups, sounds, email, push notifications), ensuring agents respond faster. Freshchat does not offer message notifications, which can lead to delayed responses in high-traffic, high-concurrency customer service scenarios, negatively impacting customer experience. Why Choose Freshchat? 1. Seamless Freshworks Integration Freshchat is part of the Freshworks ecosystem, making it a great choice for businesses already using Freshdesk, Freshsales (CRM), or Freshmarketer (marketing automation). If a business is already using Freshworks ecosystem products, choosing Freshchat can reduce system-switching costs and improve end-to-end collaboration efficiency. 2. Built-In Twitter & LinkedIn Support Freshchat offers official API integrations with Twitter & LinkedIn, which can be useful for businesses relying on these platforms for customer interactions. Freshworks is the recommended customer service solution for cross-border operations. Further reading Enhancing Conversational Commerce: SaleSmartly Now Offers Free Real-TimeTranslation! AdsPower x SaleSmartly: Revolutionizing Social Media Account Operations Al-Powered Automation: SaleSmartly's NewIntent Recognition Feature WhatsApp + SaleSmartly Automation: Check What Benefits You Can Get ### [Lesson 1 for Going Global: Why Omnichannel Tools Are Essential for SMBs in Cross-Border Operations](https://www.salesmartly.com/en/blog/docs/omnichannel-integrate-tool) As global e-commerce continues to boom, more and more small and medium-sized businesses (SMBs) are taking their brands overseas. Imagine running your business on multiple popular global platforms like WhatsApp, Facebook, TikTok, and Telegram. Each platform comes with its unique dashboard, order system, and customer data, making it a real headache to manage operations, campaigns, and customer service consistently across the board. This kind of fragmented data and disjointed information leads to:Low operational efficiency ✘Poor customer satisfaction ✘Hindered brand growth ✘ That's where omnichannel communication tools come into play. Acting like a smart assistant, these tools consolidate scattered messages, customer profiles, and order data, helping you improve efficiency, enhance competitiveness, and grow globally. This blog will show you how an aggregation tool like SaleSmartly can solve your biggest cross-border pain points. Self-Managed Global Selling 👉Fragmented Messaging Across Platforms 1. Centralized Omnichannel Communication The Challenge: Imagine constantly switching between WhatsApp, Facebook, Instagram, and TikTok to reply to customer inquiries. It’s time-consuming, chaotic, and leads to missed messages, delayed responses, and potential lost sales. The Solution: You can consolidate all your multi-channel and multi-account messages into a single private communication tool. This enables you to manage and respond to messages from multiple platforms through a single, centralized dashboard. Here's how it helps: 🌟 Save time & improve response rates: By eliminating the need to switch between platforms constantly, you can respond to customers faster and handle their inquiries more effectively. 🌟 Centralized data and information management: Easily consolidate data from multiple accounts, track customer interactions, and analyze engagement history to improve your service and marketing strategies. 🌟 Enhance customer satisfaction and loyalty: Quick, consistent responses increase satisfaction. When customers experience efficient communication, they’re more likely to return and stay loyal. 🌟 Make data-driven decisions: With centralized data, it's easier to conduct in-depth analysis and make smarter, more accurate business decisions. 🌟 Lower operational costs: Remove the limitation of assigning one or two platforms per agent—let your team manage multiple social media accounts simultaneously, improving overall productivity. Specifically, SaleSmartly offers powerful message aggregation capabilities. As a true omnichannel communication tool, it provides a unified platform that consolidates all your messages from various platforms into one place. This allows you to easily receive and reply to messages without switching between apps, significantly boosting your response efficiency. 2. Fragmented Customer Information👉Unified Customer Profiles The Challenge: Customers behave differently across platforms. For instance, someone might join campaigns on Facebook but only view visuals on Instagram. Fragmented behavior makes it hard to get the full picture. 💬For example, a customer might actively engage in brand events on Facebook but primarily focus on visual content when browsing Instagram. This inconsistency in behavior across platforms makes it challenging to fully understand their true needs and preferences from a holistic perspective. The Solution: To overcome fragmented customer data and build a more complete customer profile, businesses can use an omnichannel aggregation tool like SaleSmartly. Designed specifically to unify customer data from various social media platforms, SaleSmartly allows you to manage and analyze all customer information in one centralized platform, helping you gain a clearer, more consistent view of your audience. Specifically, SaleSmartly connects every digital breadcrumb your customer leaves across platforms, giving your team a powerful tool to understand and serve them better. 💬For example, when a customer messages you via WhatsApp, SaleSmartly automatically surfaces their linked Facebook or Telegram accounts, if they’ve interacted with you there before. This feature transforms your customer insights. Enriches profiles by revealing multi-platform behaviors and preferences. Puts critical context at your fingertips: order history, past conversations, and channel activity. Delivers a unified view of each customer’s journey. 3. Scattered Order Data Solution👉Aggregated Order Management The Challenge: When your big promotion is live, and orders are flooding in from every platform, but you can't sync inventory across channels in real-time. You're forced to guesstimate stock levels, risking either disastrous shortages or costly overstock. This isn't just inconvenient, it's a high-stakes gamble with your bottom line. The Solution: SaleSmartly lets you manually tag orders from any channel directly to customer profiles. For sellers across multiple marketplaces. Consolidate scattered order histories in one place. Instantly reference past purchases during customer chats. Personalize recommendations based on buying behavior. SaleSmartly offers a centralized way to view all relevant order information, enabling more targeted and personalized conversations with customers. By referencing a customer’s past purchase behavior, you can tailor your sales strategies and offer products or services that better match their needs. This feature enhances the continuity and depth of customer service, helping build stronger relationships. It also ensures data accuracy and completeness, allowing your support team to better understand each customer’s preferences and provide truly informed service. How to Choose the Right Omnichannel Communication Tool When expanding globally, every order and every customer counts. Here’s how to evaluate a tool: 1. Platform Integration: Does it support all your customer touchpoints? ✅ SaleSmartly supports over 12 major platforms, including WhatsApp, Facebook, TikTok, Telegram, Instagram, LINE, Email, VKontakte, WeChat, and more. Trusted by 10,000+ businesses, it ensures complete message integration so you never miss a sales opportunity. 2. AI Capabilities: Can it reduce manual workload? ✅ SaleSmartly comes with built-in access to leading AI bots like ChatGPT, Deepseek, and Coze. These bots simulate human conversation using natural language processing and machine learning, offering accurate, human-like responses 24/7, boosting efficiency and cutting labor costs. 3. Automation: Can it do more than basic replies, like automation? ✅ Beyond simple auto-replies, SaleSmartly enables advanced automation through customizable rules and scripts for tasks like data entry, information lookup, and answering FAQs, helping streamline customer onboarding and support workflows. 4. Data Visualization: Can you analyze data across channels? ✅ SaleSmartly offers multidimensional data visualizations that show the relationships between queries, channels, customers, products, and sales, making it easy to analyze and share insights for strategic planning. 5. Privacy Protection: Is your data secure? ✅ SaleSmartly allows customer service agents to manage support without needing direct access to store or platform accounts. You can also assign user roles and permissions to safeguard sensitive data and prevent misuse of critical features. Conclusion In the journey of going global, an omnichannel aggregation platform is your secret weapon. It helps SMBs: Consolidate all communication in one place ✔Build richer customer profiles for personalized engagement ✔Centralize order management to empower every sale ✔Increase operational efficiency and global competitiveness ✔ If you're looking to take your brand global or streamline your cross-border communication, a robust aggregation tool like SaleSmartly might just be the key to unlocking your success. It's your partner, your assistant, and your competitive edge, ensuring that every customer interaction is faster, smarter, and more profitable. Further Reading Top 10 Cross-Border Customer Support Tools in 2025: A Comprehensive Comparison How to Manage Multiple E-Commerce Accounts? SaleSmartly Makes Global Communication Smarter! The Most Comprehensive Cross-Border Online Chat Customer Service System Aggregation Software Recommendation in 2023 Optimizing Customer Service Efficiency: Four Smart Ways to Assign Conversations in SaleSmartly Omnichannel Marketing Explained: A Must-Know Strategy for Cross-Border E-commerce ### [5 Automation Settings That Double Support Efficiency with SaleSmartly](https://www.salesmartly.com/en/blog/docs/automate-processes-customer-service-efficiency) As businesses demand higher efficiency, customer service workloads are increasing. Automation has become essential for maintaining great customer experiences while scaling support. Have you ever lost a deal because of time zone gaps or language barriers during cross-border transactions? While you're struggling to keep up manually, your competitors are leveraging automation to win more orders effortlessly. Automation brings 24/7 responses, intelligent routing, and fewer manual errors, critical benefits in global sales. Below are five powerful SaleSmartly automation settings that can double your support efficiency and maximize business potential. 1. Auto Reply: Instantly Handle Common Inquiries What it does: Automatically responds to FAQs and filters basic requests, reducing manual workload. How to set it up: SaleSmartly > Robot > Automation Process > New Flow > Save. 📘Further reading: Automation Getting Started Tutorial Benefits: 24/7 service, faster responses, improved customer satisfaction. 2. Automation Flows: Personalized, Rule-Based Actions What it does: Triggers automated actions like greeting messages, tagging, blocking, or responding based on specific user behaviors or conditions. How to set it up: SaleSmartly > Robot > Automation Process > New Flow > Save (Choose the appropriate trigger) 📘 Further reading: Automated Processes Tips: Trigger types include ✅Customer Type Triggers: Distinguish new visitors from returning customers. Personalize engagement based on buyer history. Tailor marketing and support strategies. ✅Behavior-Based Triggers: Detect intent in customer messages. Dynamically adjust responses. Deliver hyper-relevant support. ✅Response Timeout Triggers: Flag unanswered conversations. Alert agents when customers wait too long. Prevent ignored messages (agent or customer-side) ✅Traffic Source Triggers: Facebook-specific automation. Customize workflows by origin channel (Currently Facebook-exclusive) ✅Benefits: Streamlined customer handling, reduced complaint rates. 3. AI Chatbots: Smarter, More Human Responses What it does: Utilizes AI models like ChatGPT, DeepSeek, and Coze to understand user queries and respond naturally and accurately. How to set it up: Install your AI model in the App Store. Enable AI Auto-Reply > Go to Robot > AI Robot, create and assign it to your social channel. Tips: ①Each social media account can only be linked to one AI chatbot. If a bot is already configured for the selected account, it will automatically be replaced with the most recent one. ②You can train and customize the AI responses based on your specific needs. By pre-setting commands, information, and a knowledge base, you can create a unique AI that better serves your business. 📘 Further reading: 2025 Updated Guide: How Cross-Border Businesses Can Train Their Own Al Chatbots Benefits: Reduced labor cost, time savings, higher conversion rates Tips: 🔍 Automation vs. AI Chatbot Features Automation AI Chatbot What it is Pre-built rules or scripts that handle routine tasks like data entry, information lookup, and standardized responses. AI chatbots use advanced artificial intelligence technologies to simulate human conversation and reasoning. They rely on Natural Language Processing (NLP) and Machine Learning (ML) to understand and respond to user queries in a natural, human-like way. Where it shines Perfect for high-volume, repetitive workflows: Answering FAQs, updating account details, scheduling appointments, processing standard requests. Best suited for scenarios that require highly personalized interactions or complex problem-solving. This includes answering detailed customer inquiries, offering tailored recommendations, and handling conversations that involve context understanding or emotional nuance. 💡Pro Tip: Use AI chatbots when your customer service requires deep understanding and personalized interaction. They excel at handling complex queries and delivering tailored responses. For standardized processes and highly repetitive tasks, traditional automation is a better fit. It offers fast, consistent service with minimal manual effort. 4. AI Corpus: Fast, Consistent Responses What it does: In [Robot – AI corpus], you can set up frequently asked questions (FAQs) and their corresponding answers. During a conversation, you can click on suggested answers, and the system will automatically match and recommend the most relevant one. You can choose to send it directly or translate it before sending. Alternatively, by enabling [Robot Hosting], the AI will automatically match and send the appropriate response from your AI knowledge base. How to set it up: Go to [SaleSmartly] > [Robot – AI corpus] > Click [Add FAQ] > Fill in the FAQ details > Click [OK] to save. 📘 Further reading: Using AI to Make Chatting More Convenient Benefits: Unified messaging, faster replies, improved consistency. Tips: Script Library vs. AI Corpus Script Library AI Corpus Contains pre-written response templates designed to help agents quickly reply to common customer inquiries during live chats. Customer service staff manually select the most appropriate response from the list. A manually built database is used to train AI to understand and respond to customer questions automatically. Based on the user's specific inquiry, the system can trigger and send the most relevant answer without manual intervention. 5. Auto Agent Assignment: Balance Team Workload What it does: Distributes incoming conversations evenly among available agents based on workload. How to set it up: SaleSmartly > Settings > Team Management. Set team schedules and enable time-based auto-online mode. 📘 Further reading: How Do I Set up Automatic Session Allocation? Benefits: Optimizes agent capacity, boosts team efficiency Conclusion Automation isn’t just about reducing costs. It’s about enhancing customer experience and scaling support. With these 5 smart SaleSmartly features, you can: Auto reply to FAQs ✔ Create consistent response templates ✔ Deploy human-like AI chatbots ✔ Customize automated workflows ✔ Automatically distribute customer queries ✔ If your team is still overwhelmed with repetitive tasks, it’s time to try SaleSmartly’s free trial and let automation save your time and workforce. Further Reading 2025 Updated Guide: How Cross-Border Businesses Can Train Their Own Al Chatbots Al-Powered Automation: SaleSmartly's New Intent Recognition Feature The Secrets of Chatbot! What Are the Advantages and Disadvantages of ChatGPT? ### [[Full Guide] Bulk Messaging for Cross-Border Commerce: How to Activate Private Traffic on TikTok, WhatsApp, and Facebook](https://www.salesmartly.com/en/blog/docs/private-domain-traffic-bulk-sending-tools) Nowadays, cross-border e-commerce acquires public traffic through paid ads and keyword bidding has become increasingly expensive. For example: TikTok ads can cost $10–$20 CPM (Cost Per Thousand Impressions) Facebook ads face high competition, driving CPC (Cost Per Click) prices up Google Ads keyword bidding is pricing out many small and medium-sized businesses By contrast, private traffic, the customer base you build and control, offers a clear advantage: ✅ Lower cost: Acquire once, reach endlessly, no repeat payments✅ Higher conversion: Loyal customers are 3–5x more likely to repurchase than new customers✅ Greater control: Not affected by platform algorithms or ad policy changes Clearly, private traffic is the future. But to manage it efficiently, you need the right tools. This blog will help you understand: What is private traffic? Why is it essential for your business? How can you build and manage it effectively? Step 1: What Is Private Traffic and Why Does It Matter? 1. What is Private Traffic? Private traffic refers to user data and contact resources that a brand owns and can reach out to repeatedly for free. Think of it as a “customer bank” you build yourself. Once you bring in a customer, you can continue to engage them, driving long-term value. Let’s compare it to public traffic: Category Public Traffic Private Traffic Ownership Owned by the platform Owned by your business Acquisition Cost $5–$50 per user $0–$2 per user Reach Frequency One-time exposure Unlimited touchpoints User Insights Vague Detailed and personalized Conversion Rate 1%–3% 15%–30% User Lifecycle Ad → One-time buy →Churn First contact → Tag → Nurture → Repurchase → Advocacy Risk Resistance Prone to fluctuations Stable with loyal customer base 2. Why Build Private Traffic? Private traffic isn't a buzzword. It’s a long-term growth strategy. With a solid private traffic operation, you can: ✅ Reduce reliance on expensive ads✅ Build trust and boost repeat purchases✅ Stay resilient amid platform policy changes✅ Run targeted, cost-effective campaigns✅ Leverage old customers to bring in new ones How to Build Private Traffic? Strategic Bulk Messaging Is Critical Bulk messaging is the heart of private traffic operations. But 80% of people use it wrong, sending spammy messages, getting blocked, or even banned. Smart bulk messaging = Precise targeting + Valuable content + Platform compliance Here’s how to do it right: 1. Three Core Principles of Bulk Messaging 1.1 Segment Before You Send ❌ Wrong: Send the same message to all customers✅ Right: Tag and group customers: By status: Purchased, Leads, Dormant By interest: Send parenting content to baby product users, discount offers to beauty lovers 1.2 Combine Value with Urgency ❌ Ineffective: New arrivals, click to buy✅ High-converting copy:⏰【24h Flash Deal】50% off for existing members!🔗 Grab your discount: xxx.com (First 100 only. Reply 'VIP' to reserve!) 1.3 Manage Frequency to Avoid Spam WeChat/WhatsApp: 1–2 times per week (rotate promotions with value content) Groups: Max 3 posts per day (1 promo + 1 engagement + 1 tip) Avoid sensitive hours: No messaging before 9 AM or after 10 PM on weekdays Step 2: The Essential Tool for Bulk Messaging: SaleSmartly Even if you master these strategies, you’ll likely face challenges in execution: managing multiple accounts, unclear customer profiles, message duplication, poor targeting, lack of performance tracking... That’s where a dedicated bulk messaging tool to help you manage, optimize, and automate private traffic operations at scale. 1. Multi-Channel Integration: Streamlined Messaging at Scale You need to learn how to use bulk messaging tool. With SaleSmartly, you can bulk message users across major platforms like WhatsApp, Facebook, TikTok, Telegram, Line, and Slack. You can track performance data like delivery and read rates, reducing repetition and boosting efficiency. SaleSmartly also supports dynamic variables (like name, email, phone), so messages feel personalized, boosting engagement and saving time. Example: On WhatsApp, where native bulk messaging is limited, go to:SaleSmartly → Bulk Messaging → Create Campaign → Select WhatsApp ChannelYou can send to unlimited recipients and support rich media formats. 2. Smart Customer Tagging & Segmentation: Improve Targeting Accuracy Once you’ve optimized efficiency, focus on precision. SaleSmartly allows multi-dimensional tags based on user behavior, source, and transaction history. This lets you group customers by activity or preference and send hyper-targeted messages. SaleSmartly also tracks user IP, language, country, and entry channel, helping you build detailed customer profiles for advanced segmentation. Examples of segmentation in SaleSmartly: Tag customers as: Purchased Leads Dormant Target messages: New customers → Send welcome + coupon Purchased → Recommend new arrivals Leads → Share product case studies Dormant → Send reactivation offer 3. Automation Tools: Boost Customer Loyalty Targeting done right, now build loyalty. Automated replies go beyond answering FAQs. They’re your 24/7 customer success agent. SaleSmartly integrates top-tier AI engines (DeepSeek, ChatGPT, Coze, etc.) to provide smart, human-like responses. This keeps your private traffic engaged across time zones or off-hours. Customers feel heard and remembered, fostering trust and brand loyalty. This ensures that even with time zone differences or information gaps, your auto-reply can serve as a 24/7 intelligent assistant, delivering timely and effective responses to your private traffic. It helps customers feel heard and remembered, fostering trust and brand loyalty. 4. Viral Growth & Re-Engagement: The Ultimate Goal The goal of private traffic? Growth through viral referrals and re-engagement. Private domain growth relies on viral referrals and re-engagement, encouraging existing customers to bring in new ones while keeping your current users active and engaged. With SaleSmartly’s tags, profiling, and bulk messaging tools, you can nurture users throughout the full journey:Contact → Conversion → Repurchase → Advocacy With the right message, right user, and right timing, you turn one customer into ten with SaleSmartly. Conclusion Private traffic offers ✅ lower costs, ✅ higher conversion rates, and✅ greater control, making it a smart alternative to traditional public traffic. Effective private traffic management is an ongoing effort, but with the right tool, your efforts go further: ✅ Unified management across multiple accounts and channels✅ Smart tagging and segmentation✅ AI-powered automation to build loyalty✅ Viral growth through precise re-engagement Most importantly, don’t wait, take action now. If you're looking for a powerful and intuitive bulk messaging tool, try SaleSmartly for free today! 👉 Click here to get started. Further Reading: How to Manage Multiple E-Commerce Accounts? SaleSmartly Makes Global Communication Smarter! The Next Private e Traffic Hub: A Complete Guide to Telegram Private Domain Operations Top 5 WhatsApp Bulk Messaging Tools for Efficient Marketing A Complete Guide to WhatsApp Broadcast and Bulk Messaging How to Operate Private Domain Through WhatsApp? ### [How a Customer Support System Improves Team Collaboration Across Devices, Time Zones and Accounts](https://www.salesmartly.com/en/blog/docs/SCRM-high-efficiency-of-teamwork) In today’s global business environment and increasingly remote workforce, enterprise teams are facing unprecedented challenges. Whether it’s a marketing team spread across regions, a customer support center operating in multiple time zones, or a sales department collaborating across geographies, they are often hindered by three major issues: Complex and fragmented device logins: Team members working remotely or switching devices face frequent account restrictions, verification failures, or access conflicts. Time zone differences reducing efficiency: Teams spread across Asia, Europe, and North America struggle with handoffs and real-time communication, slowing project progress and response times. Customer resource loss due to employee turnover: When a salesperson or support agent leaves, they may take client data with them, severing business relationships and directly affecting revenue. The rise of SCRM (Social Customer Relationship Management) systems offers a one-stop solution for enterprises. More than just a customer data hub, an SCRM system uses intelligent features to streamline collaboration and tackle these deep-rooted problems. This article will explore real-life pain points and demonstrate how the core features of an SCRM system—particularly SaleSmartly—can solve them effectively. Whether you’re an enterprise manager or a front-line operator in cross-border business, you'll find actionable strategies here to make your team more efficient and secure. Challenge 1: Multi-Device Logins & Access Control 1.1 Pain Points: In modern enterprises, working across multiple devices has become standard, but it introduces several management problems: Frequent identity verification: Team members constantly switch between desktops, laptops, tablets, and mobile phones. Each login often requires new authentication, which can fail, especially for overseas staff dealing with VPNs or regional blocks, leading to lost time and frustration. Disjointed support messages: When multiple agents share one account across devices, message synchronization breaks down. The next agent has to relearn the context, causing delays and poor customer experiences. High management overhead: Over time, the cost of managing device permissions and maintenance grows, placing an invisible burden on operations. 1.2 SCRM Solution: An SCRM system solves this by creating a centralized communication environment where team members no longer need to switch between devices or social media platforms. SaleSmartly, as a leading SCRM system, revolutionizes cross-platform customer service through powerful message aggregation. It seamlessly integrates with WeChat, WhatsApp, Facebook Messenger, Instagram, LINE, TikTok, and more, enabling teams to manage all messages from one smart inbox. SaleSmartly allows all team members to view and respond to customer inquiries, order requests, or post-sale issues across all social media channels, without switching devices. SaleSmartly delivers a true one-dash, all channels experience. If multiple team members need to operate the same account, simply add them to the same project within SaleSmartly. This enables real-time message synchronization across devices, reducing confusion and maximizing service efficiency. Challenge 2: Cross-Border Time Zone Delays 2.1 Pain Points: Time zone differences in cross-border operations are more than just scheduling hassles. If mishandled, they can create severe service disruptions: Service gaps: Support agents in different regions may end up creating “data silos.” Poor handoff leads to duplicate work, frustrated customers, and uncoordinated responses, especially when agents in the East and West are assisting the same client. Delayed communication: On average, requests across time zones take 12–36 hours to be answered. Urgent issues may miss their resolution windows. A single query may bounce across three time zones before it’s resolved. 2.2 SCRM Solution: SaleSmartly provides a powerful team scheduling feature. Admins can configure working hours for each member based on their local time zone, ensuring seamless coverage around the globe. Once shift schedules are set, SaleSmartly automatically updates member statuses to “online” during working hours and intelligently routes customer inquiries to available agents. This guarantees timely responses across the US, Europe, and Asia, eliminating downtime caused by time gaps. What’s more, SaleSmartly integrates AI-powered chatbot engines such as DeepSeek, ChatGPT, and Coze. These bots can accurately interpret customer intent and provide human-like responses automatically. By combining smart scheduling with AI assistants, SaleSmartly helps companies build a 24/7 support system, ensuring every customer gets timely, professional assistance no matter where or when. Challenge 3: Customer Loss Due to Employee Turnover 3.1 Pain Points: Customer loss during staff turnover is a serious risk, especially with high-performing sales or support staff. Without an SCRM, companies face: Privatized customer data: Team members may manage client relationships independently, outside company systems, leaving the business in the dark. Poor handover: When someone leaves, there may be no record of interactions, making it hard for new team members to take over smoothly. Malicious transfers: Some departing employees may poach customers or funnel them to competitors or their own ventures, causing direct financial losses. 3.2 SCRM Solution: SaleSmartly provides a robust access control framework to help companies fully own and protect their customer relationships. Within Team Management, admins can use Role Editor to assign specific permissions to each member, controlling access to customer lists, conversation history, chatbot settings, reports, and more. It ensures that each team member only accesses what they need. When an employee leaves, admins can instantly revoke all access rights, securing sensitive client data. Through SCRM digitization, customer relationships are no longer personal assets—they become structured, analyzable business assets owned by the company, and passed on seamlessly to successors. Conclusion In the digital era of global expansion, the challenges facing cross-border teams go far beyond execution. They affect every part of collaboration, from device access, time zone management, to protecting customer data. These problems may seem independent, but they are deeply interconnected. A weak link in any area can become a bottleneck or a business risk. The true value of an SCRM system lies in its ability to integrate social customer management with intelligent, secure team collaboration. It brings three key advantages: Empowered Collaboration: From seamless multi-device access to timezone-smart support, SCRM enables distributed teams to operate as if they were in the same office. Customer Asset Retention: A systematic approach turns client relationships into long-term, transferable assets, not dependent on individual employees. Security First: With full audit trails, permission controls, and data protection, SCRM removes the fear of customer data leakage or theft. Empowered Collaboration: From seamless multi-device access to timezone-smart support, SCRM enables distributed teams to operate as if they were in the same office. Customer Asset Retention: A systematic approach turns client relationships into long-term, transferable assets, not dependent on individual employees. Security First: With full audit trails, permission controls, and data protection, SCRM removes the fear of customer data leakage or theft. If your team is facing login chaos, timezone inefficiencies, security concerns, or customer churn, now is the time to re-evaluate your collaboration tools. A well-suited SCRM system could be the breakthrough your enterprise needs. Frequently Asked Questions How to prevent duplicated follow-ups when multiple people handle the same customer?SaleSmartly has a team scheduling system that assigns customers to specific agents. It synchronizes chat records, labels, and updates in real-time, while logging all actions to ensure transparency and avoid overlap. How can we achieve 24/7 service despite time zone differences?SaleSmartly distributes customer conversations intelligently based on time zone. Task progress updates in real-time, and team members can leave notes for asynchronous collaboration. Built-in AI bots ensure responsive, human-like replies anytime. How to transfer accounts securely when employees leave the company?Admins can transfer all customer data, conversations, and tasks to a new team member instantly. Access is immediately revoked from the former employee, and all data movement is tracked in an audit log. What if team members don’t know how to use an SCRM?Choose a provider that offers strong pre-sales and post-sales support. SaleSmartly provides 1-on-1 product demos before onboarding, and SaleSmartly offers 14/7 technical support, ensuring your team gets help whenever needed. Further Reading: SCRM vs. CRM: Understanding the Differences and Choosing the Right Customer Relationship Management System Top 10 Best WhatsApp CRM Integration Systems in 2024 Email Marketing: A Key Strategy for Global Expansion and How to Optimize It SaleSmartly Achieves ISO/IEC 27701 Certification: Strengthening Global Privacy Standards ### [From Chaos to Clarity: Organize Customer Data in 3 Simple Steps wth SaleSmartly](https://www.salesmartly.com/en/blog/docs/customer-relationship-management) In today’s multichannel marketing environment, customer data is scattered across platforms like WhatsApp, Facebook Messenger, email, and online shops. This fragmentation makes it difficult for businesses to gain a unified view of customer behavior. Manual data collection is time-consuming and inefficient and worse, it increases the risk of missing out on high-intent leads or early signs of dissatisfaction. SaleSmartly offers a complete solution to transform fragmented customer data into a centralized, operational asset in just 3 simple steps: Tagging System: Lay the foundation for customer insight ↓ Omnichannel Integration: Synchronize comprehensive user profiles ↓ Automated Workflows: Activate full customer lifecycle automation This article breaks down how SaleSmartly empowers businesses to streamline data management and unlock performance through smart, structured customer engagement. Step 1: Tagging System – Uncover Customer Value from the Details Tags are the cornerstone of effective customer management. With SaleSmartly, you can create and manage both visitor and conversation tags, which support downstream functions like targeted message campaigns and automated workflows. Tags help you quickly identify and segment your ideal audience. 1. What It Is: SaleSmartly allows you to assign multidimensional tags based on customer behavior, source channels, transaction records, and more. This makes it easy to locate conversations, revisit past inquiries, and segment users by activity level, preferences, and purchase intent. 2. How to Set It Up: In the [Chat] part, open a conversation, go to Customer Information > Guest Tags > Add New Tag Value to begin assigning labels. 3. Use Case: You can assign tags manually or configure SaleSmartly to apply them automatically based on user behavior. From there, automation workflows can be triggered based on tag logic. For Example, when dealing with high-intent and low-intent customers, SaleSmartly enables radically different engagement strategies. You define your own criteria to classify customers, apply corresponding tags, and then activate tailored automation workflows based on these labels. High-intent customers: If Customer A sends three price-related questions in under 3 minutes ("Is it in stock?" / "Any discounts?" / "Can you ship today?"), you can tag them as High Intent. This triggers a series of automated actions: send a limited-time coupon, assign a top-performing sales agent, and flag the contact in your CRM as "Pending Payment". This high-intent customer ends up placing an order within two hours and uses a bundled accessory coupon, boosting order value and conversion rate. Low-intent customers: Customer B repeatedly inquires about product quality, disappears for months, then returns with similar questions. Since they never ask about shipping or discounts, you can tag them as Low Intent. SaleSmartly will then automatically send them informational content, product comparisons, reviews, or usage videos, reducing team effort while keeping them warm. Tagging helps you focus resources on high-potential leads while nurturing lower-intent users at scale. Step 2: Omnichannel Integration – Break Down Data Silos, Build Complete Profiles A complete customer profile is essential for informed decision-making. But with each platform serving distinct user bases and behaviors, customers often behave differently across channels like Instagram and Facebook, making holistic insight a challenge. 1. What It Is: To solve the problem of customer data silos and build more complete customer profiles, businesses can turn to SaleSmartly. SaleSmartly offers powerful data analytics capabilities that present multidimensional insights across channels, customers, and team members, combining visuals and metrics for a clear, actionable overview. This helps businesses better understand their customers and refine their marketing strategies based on real behavior patterns. By consolidating customer data, this feature significantly enriches user profiles and provides a deeper understanding of customer behavior and preferences across platforms. When responding to inquiries, agents have instant access to order and conversation history. With all channel data, customer info, and chat records in one place, teams can quickly identify customer needs and build stronger, more personalized relationships. 2. How to Set It Up: Channel Analysis: Navigate to Channel Analytics and select your preferred date range and platform (e.g., WhatsApp, Facebook Messenger). You'll be able to see total users, new users, returning users, online agents, customer replies, and agent replies per channel. Order Management: This feature allows you to annotate customer order numbers, filter and manage tagged order information within conversations, and quickly locate transaction details, significantly improving order processing efficiency. You can record key fields such as order number, product name, sales platform, internal notes, order amount, and payment amount to get a clear view of each customer’s order status. Go to Chat > Order Management > Create a New Order to tag and track customer orders. Customer List: On the homepage, open Customer List to view phone numbers, email addresses, source channels, and tags. You can reply, send mass messages/emails, and manage tag assignments from here. Go to [Customer List]-in the SaleSmartly homepage, you can see the customer information. 3. Use Case: Let’s say a beauty customer engages with your brand across multiple channels. On Facebook, they join product giveaways, while on Instagram, they interact with video tutorials. This inconsistent cross-platform behavior complicates your marketing approach. SaleSmartly resolves this with powerful cross-channel data aggregation, merging conversations from Facebook, WhatsApp, and Instagram into a unified view. From this, the system identifies the customer as a giveaway enthusiast and a visual buyer, tags them accordingly, and suggests a campaign strategy aligned with their preferences. By eliminating platform silos, you gain a complete, actionable picture of your customer, unlocking data-driven, customer-centric marketing. Step 3: Automated Workflows – Power the Customer Lifecycle with Intelligence Customer drop-off after the first purchase is a common challenge. SaleSmartly tackles this by enabling 24/7 automated engagement + bulk message through workflow automation and targeted broadcasts, allowing your team to focus on high-value tasks. 1. What It Is: SaleSmartly’s automation engine can instantly respond to customers based on user type and behavior, applying tailored scripts and actions. SaleSmartly goes beyond basic keyword replies, integrating with top AI engines like DeepSeek, ChatGPT, and Coze for intelligent, natural-sounding answers that improve response quality and efficiency. SaleSmartly also supports segmented broadcast messaging, helping you nurture users through Contact→Conversion→Repurchase→Referral Stages. 2. How to Set It Up: Automation Workflows: Go to SaleSmartly > Robot > Automation Process > New Flow and choose a trigger based on your business scenario. AI Auto-Reply: First, install your preferred AI model from the App Store, then enable AI Auto-Reply. Navigate to Robot > AI Robots > Creating a Bot, link a social media account, and configure the settings. Mass Messaging: Go to SaleSmartly > Mass Message > Create Plan to schedule mass messaging across your selected channels. 3. Use Case: For example, when it comes to new customers and dormant customers, SaleSmartly has a tailored approach for each. For new customers: SaleSmartly boosts first-order conversions with instant welcome automation. As soon as a user initiates a conversation, a pre-set welcome message is triggered within milliseconds, eliminating lag and capturing interest at its peak. For dormant users: SaleSmartly continuously monitors interaction history to identify users who haven't engaged in 30–60 days. Instead of manual tracking, automation pinpoints inactive users and initiates re-engagement strategies such as: point-based incentives, low-stock alerts, or exclusive discounts. This ensures full lifecycle engagement at minimal cost, reviving inactive users and increasing customer lifetime value. Conclusion In an era of accelerated digital transformation, customer data has become a critical competitive asset. With global eCommerce surpassing $6 trillion in value, trends like social commerce, owned-channel traffic, and DTC (Direct-to-Consumer) models present both massive opportunities and mounting complexity, especially around fragmented customer data and rising acquisition costs. SaleSmartly is built to address this. It transforms scattered data into measurable, actionable, and monetizable digital assets through a simple three-step framework: Step 1: Tagging System: Identify customer value at the detail level 👇Step 2: Omnichannel Integration: Break data silos, build unified profiles 👇Step 3: Automated Workflows: Activate the customer lifecycle autonomously In a time when customer attention is a premium resource, the only way to grow is to act now, by turning data into revenue. Choose SaleSmartly and turn every customer interaction into an opportunity to grow. 📈📈📈 Further Reading: Exclusive Links: A Smarter Way to Track and Optimize Marketing Campaigns Labor Cost Savings From Automation: 5 SaleSmartly Settings to Double Your Customer Service Efficiency [Full Guide] Bulk Messaging for Cross-Border Commerce: How to Activate Private Traffic on TikTok, WhatsApp, and Facebook Lesson 1 for Going Global: Why Omnichannel Tools Are Essential for SMBs in Cross-Border Operations How to Manage WhatsApp Mass Groups for Cross-Border Enterprises: In-Depth Analysis of 4 Practical Scenarios ### [How to Analyze Customer Service Data: Optimize Your Global Strategy with SaleSmartly Reports](https://www.salesmartly.com/en/blog/docs/customer-service-data-intelligent-system) In today's hyper-competitive global market, customer service has evolved from a cost center to a strategic powerhouse. It's now the core source for authentic user feedback, product optimization, and marketing efficiency, directly impacting customer loyalty and revenue growth. SaleSmartly, the AI-powered cross-border support system, transforms fragmented customer interactions into actionable business intelligence: Analyze response efficiency 👉Uncover channel bottlenecksTrack customer issues 👉Strengthen sales funnelsMonitor agent performance 👉Elevate service quality These insights become your growth engine through SaleSmartly’s closed-loop system: Marketing optimization → Resource allocation → Service evolution. This guide reveals how to turn your support team into a strategic nerve center. 1. Channel Performance Analysis → Optimize Resource Allocation Cross-border businesses often operate multiple social media accounts across platforms, which can lead to scattered resource allocation. This disorganization not only burdens operations but also undermines the business’s ability to capture market share effectively. 1.1 Pain Point Running multiple social channels is common in international sales. But without knowing which channels drive most inquiries or how many new inquiries each one generates daily or monthly, businesses may waste money on underperforming platforms, increasing operational pressure with little return. 1.2 Solution: Channel Analytics SaleSmartly’s Channel Analysis feature helps businesses track and summarize data across platforms like WhatsApp, Facebook Messenger, Email, Instagram, and LINE. You can view total customer counts, new contacts, returning clients, online agents, customer replies, and agent replies, either as snapshots or trends. With this insight, you can allocate personnel and marketing budgets strategically, focusing on high-performing channels to maximize ROI. 2. Tracking Frequent Issues → Refine Product/Marketing Content Fact: Optimized product descriptions reduce support costs by 40% and boost repeat purchases by 25%, which is a key advantage for top global brands. SaleSmartly solves these challenges by optimizing product descriptions and marketing strategies through high-frequency issue tracking. 2.1 Critical Pain Points: In cross-border e-commerce operations, recurring customer questions often reveal critical flaws in product descriptions. When items arrive mismatched due to poor descriptions, support workloads balloon, return rates spike, and brand trust erodes. Simultaneously, these frequent inquiries expose marketing gaps. Costly resource missteps occur when campaigns misalign with actual demand or local consumption habits, directly inflating operational costs. Priority 1: Ambiguous product details causing returns. Cross-border sellers often copy-paste descriptions without localization, creating cultural mismatches and terminology errors. This sparks a surge in support tickets, item-not-as-described returns and brand credibility erosion. Priority 2: Disconnection between ads and landing pages. Misaligned marketing funnels waste resources globally between different businesses, triggering a destructive cycle: High ad clicks → Low conversions → Support overload. Priority 3: Market Misjudgment. Cultural miscalibration leads to flawed campaigns that bleed resources. 2.2 Solution: Tagging + Conversation Management First, SaleSmartly's Tagging feature empowers agents to label visitors and conversations, streamlining follow-ups and instantly segmenting target audiences. During routine support interactions, agents apply strategic tags when closing chats. These capture critical patterns like product-related concerns ('compatibility issues', 'size discrepancies') or campaign preferences ('BOGO offers' vs. 'free gifts' vs. 'discount depth'). This transforms scattered queries into structured data labels that fuel smarter decisions. Applying the right tags allows businesses to automate FAQ settings and auto-replies for frequently asked questions in different countries. This makes it easier to address region-specific customer concerns and optimize localized website content, social media profiles, and other marketing strategies. In doing so, businesses can establish a full-cycle management process from identifying problems to validating improvements. In addition, SaleSmartly’s Conversation Management feature enables users to view detailed session information. Companies can filter conversations by contact name, session tags, customer ratings, response time, or assigned agent. Sessions can also be exported for archiving and review. By presenting session data in a structured format, Conversation Management helps businesses conduct post-chat reviews, identify recurring customer issues, and uncover key points of concern. This supports the refinement of product detail pages, reduces returns caused by unclear descriptions, increases operational efficiency, and empowers companies to build more targeted and effective marketing strategies. 3. Agent Performance Oversight → Upgrade Service Quality A major challenge for cross-border businesses is managing service quality when relying heavily on human agents, especially across time zones. Slow responses or inconsistent quality can result in lost sales and damaged brand reputation. 3.1 Pain Points: Priority 1: Manual response speed is difficult to monitor: When businesses rely on human agents, response time often becomes an uncontrollable factor. It's hard to accurately track how quickly agents are actually replying. Agents may experience delays due to multitasking, lack of experience, or distractions. However, managers typically have no efficient way to identify these delays without manually reviewing each chat record. Priority 2: Manual response quality is difficult to quantify: Relying on human responses introduces a high degree of variability. Factors such as the agent’s expertise, mood, and communication skills can directly impact the customer experience. Inconsistent service quality across different agents often leads to customer dissatisfaction. 3.2 Solution: Performance Dashboards SaleSmartly offers a Team Collaboration feature that allows businesses to precisely measure manual response speed through comprehensive reports, while also assessing customer satisfaction after interactions. Through SaleSmartly’s Report, businesses can view performance metrics for individual agents or the entire team over specific periods and channels. These include message count, sessions started and ended, average first response time (in seconds), and average overall response time. It also provides customer service data segmented by social media platform and account. With these insights, businesses can accurately monitor response speeds, improve overall team responsiveness, and seize every potential sales opportunity. In addition, after each session ends, agents can prompt customers to leave a rating. These ratings are aggregated in the backend reports. Supervisors can also conduct spot checks and assign quality assurance scores, turning qualitative service performance into measurable data. This creates a robust evaluation and monitoring system, enabling continuous improvement of customer service quality within the team. Additionally, suppose businesses are struggling with customer service challenges caused by time zone differences in cross-border operations. In that case, SaleSmartly offers Smart Scheduling along with Automation and AI Bots to ensure round-the-clock support, empowering global teams to provide seamless service anytime, anywhere. Conclusion: From Cost Center to Profit Driver In today’s hyper-competitive cross-border landscape, customer service data has become one of a company’s most valuable strategic assets. With SaleSmartly, we not only solve the puzzle of “where are the customer issues,” but also uncover the answer to “where is the growth potential.” With SaleSmartly, you not only identify where customer problems lie, but also unlock where business growth is hidden. In the experience economy, customer service data is your most valuable strategic asset. SaleSmartly empowers you to: 📈 Turn analytics into action: Optimize channel spend🛠️ Convert problems into strategy: Refine products/marketing📶 Transform volume into quality: Elevate customer experiences In a world where customer experience is king, SaleSmartly is helping more businesses transform their customer service departments from cost centers into growth engines. Now is the moment to redefine your customer service value. Let SaleSmartly decode your data’s growth blueprint – securing your competitive edge in global markets. The numbers don’t lie, but their power lies in interpretation. Use SaleSmartly as your strategic data interpreter, turning raw insights into revenue. Further Reading Exclusive Links: A Smarter Way to Track and Optimize Marketing Campaigns Optimizing Customer Service Efficiency: Four Smart Ways to Assign Conversations in SaleSmartly Labor Cost Savings From Automation: 5 SaleSmartly Settings to Double Your Customer Service Efficiency How to Manage Multiple E-Commerce Accounts? SaleSmartly Makes Global Communication Smarter! How SCRM Systems Enhance Team Collaboration by Solving Device Access, Cross-Border Time Zones, and Account Security Advanced TikTok Marketing: Strategies and Analytics for Managing Multiple Accounts ### [Break Language Barriers with Ease: SaleSmartly Offers Real-Time Translation in 134 Languages](https://www.salesmartly.com/en/blog/docs/instant-translation-tool) In today’s global marketplace, expanding overseas is essential, yet language barriers cripple countless brands. Consider these scenarios: ● An inquiry in Arabic from a Middle Eastern client goes unanswered while your team scrambles for translation... only to find the customer has left.● Customer service costs in Latin America surge 200% due to the struggle of hiring and managing Spanish-speaking teams. Language should bridge global markets, not strangle growth. SaleSmartly’s real-time translation tool breaks down walls with AI-powered, 134-language translation. Make cross-border communication effortless, no matter where your customers are, speak to them like a local and win their trust. Challenges 1. Global Markets, Towering Language Walls (1) Delayed Multilingual Response ● Problem: Customer inquiries in unsupported languages (e.g., Russian, Vietnamese) require manual translation or third-party tools, causing hours-long delays. ● Impact: High customer churn in competitive markets (e.g., US/EU e-commerce), where response speed directly impacts conversions. (2) Untapped Emerging Markets ● Problem: Most businesses only support major languages (English/Chinese), ignoring local languages in high-growth regions (Indonesia, Turkey, Saudi Arabia). ● Impact: Missed opportunities as customers flock to competitors offering native-language support. 2. Soaring Costs, Crushing Efficiency (1) Multilingual Team Chaos ● Problem: Recruiting, training, and managing language-specific teams across time zones and cultures. ● Impact: Skyrocketing operational costs. (2) Prohibitive Translation Expenses ● Problem: Professional translators or bilingual staff (e.g., Arabic/Japanese) cost 2-3x more than English support. ● Impact: Unsustainable for SMEs; scalability nightmares for enterprises. The Solution: SaleSmartly’s Real-Time Translation SaleSmartly isn’t just a translation tool. It’s an omnichannel communication tool for global customer engagement. Centralize conversations from WhatsApp, Facebook, Instagram, Telegram, TikTok, and more, while leveraging real-time translation across 134 languages. 1. Conversation Translation Regardless of the language a customer uses, SaleSmartly automatically detects and translates the conversation. Once translation is enabled, the system identifies the customer’s language and instantly provides a translation, no manual setup required. How to activate:Click [Language] > [Start Live Translation] to begin real-time translation.Once enabled, your messages will also be translated into the customer’s language. You can manually switch languages as needed. You can also translate individual messages from the customer.Hover over a message > Click the [Translate] button on the right. Need to identify the customer’s language first? No problem.Hover over their message > Click [Recognition of visitor Language] > [OK], and the system will switch to the detected language. 📕 Read more: How to translate customer messages effectively 2. Text Translation When replying to messages, SaleSmartly auto-detects both the sender's and recipient’s language. Simply click [Translate & Send], and your response is instantly translated and sent within milliseconds, making language a non-issue in real-time conversations with SaleSmartly. 3. Free to Use Unlike many paid translation tools, SaleSmartly’s translation features are completely free. While other tools may charge monthly fees for advanced functionality, SaleSmartly provides enterprise-grade translation at no cost, making it ideal for cross-border eCommerce, international trade teams, and global customer support. It’s a game-changer for reducing operational expenses. 📕 Read more: How to access free translation tools Conclusion In today’s cutthroat global market, language isn’t optional. It’s existential. 68% of international consumers abandon purchases due to language gaps, and native-language interactions boost conversions by 3x+. SaleSmartly’s 134-language translation is rewriting the rules of global commerce. 🎉 SaleSmartly isn’t just translation—it’s: ✅ Growth unlocked: Respond to leads in seconds.✅ Costs vaporized: Replace expensive translators with free AI.✅ Trust built: Communicate with local precision. Stop letting language hold you back. Start dominating global markets.🚀 Try SaleSmartly Free – Zero Barriers, Global Growth Further Reading Break the Language Barrier! Five Must-Have Real-Time Translation Tools for Cross-Border E-Commerce Enhancing Conversational Commerce: SaleSmartly Now Offers Free Real-Time Translation! WhatsApp Real-Time Translation: Unlock Global Markets with Effortless Multilingual Communication Top 10 Cross-Border Customer Support Tools in 2025: A Comprehensive Comparison ### [2026 AI Agent Guide: Key Features & Use Cases for Cross-Border Brands](https://www.salesmartly.com/en/blog/docs/ai-agent) As global trade continues to expand, cross-border trade presents both massive opportunities and complex challenges. On the one hand, more businesses are entering the international arena in search of broader markets. On the other hand, pain points such as language barriers, time zone gaps, intricate order processes, and high customer churn rates continue to hinder growth. Amid these challenges, AI is reshaping the cross-border trade landscape. AI Agents are emerging as a transformative solution, tackling key operational pain points and opening up new possibilities for international business. This guide explores the core functions of AI Agents, how SaleSmartly enables businesses to build them, and why adopting AI Agents can drive rapid decision-making and sustainable growth in cross-border operations. What Is an AI Agent? An AI Agent, or AI Assistant, is more than just a tool. It’s your intelligent business partner for global trade. Built on large language models (LLMs), AI Agents offer multilingual capabilities, multi-platform support, and adaptive learning. At their core, AI Agents operate through a dynamic, cyclical workflow that enables end-to-end automation of tasks, simplifying complex commands. Key features include: Autonomy & Interaction: AI Agents can independently execute tasks without constant human input, while interacting naturally with humans and other agents. Adaptability: They learn from past interactions to enhance performance and refine decision-making. Task Planning: They break down complex tasks into manageable subtasks and execute them efficiently. Memory: With short- and long-term memory, AI Agents understand and retain relevant context. Tool Integration: AI Agents can operate external tools like search engines, databases, or execute code. In cross-border trade, AI Agents reduce operational costs, enhance efficiency, improve customer experiences, and optimize order management. AI Agents vs Traditional AI Tools: A Major Upgrade Compared to basic chatbots or standard AI systems, AI Agents stand out in two key ways: Workflow Automation: They can trigger complex automation flows based on business needs. Custom AI Configuration: From intent analysis to multi-step dialogues, AI Agents can be tailored and orchestrated to collaborate with multiple AI tools across workflows. Here’s a detailed comparison: Feature Traditional Chatbot AI Chatbot AI Agent (Next-Gen) Technology Rule-based, keyword matching NLP-powered intent detection LLM + Autonomous decision engine Task Capability Limited to FAQs and preset flows Understands natural language Reasoning, strategy, and execution Dialogue Flow Single-turn Short multi-turn conversations Long-term context & memory Task Complexity Standardized Semi-structured tasks Cross-system orchestration Learning Ability None Learns from data Learns from interactions Scenario Coverage ~10% basic FAQs 30–50% standard tasks 100% business process coverage Business Integration Knowledge base only CRM + FAQ data ERP, CRM, SCM, full business stack Human-AI Collaboration Human-led decisions Human-led decisions AI can guide human decisions 6 Ways AI Agents Transform Cross-Border Operations 1. Eliminate Communication Barriers with Real-Time Global Conversations AI Agents enable multilingual real-time support, understanding regional slang and language habits. Whether it’s responding to inquiries or handling post-sales support, AI Agents offer 24/7 service without needing large customer service teams. 2. Smart Lead Generation & High-Intent Customer Targeting AI Agents can interact across platforms like Facebook, Instagram, WhatsApp, and TikTok, automate email campaigns, and trigger replies based on keywords. By identifying high-intent prospects via behavior tags, they deliver personalized product suggestions and guide users toward conversion at lower acquisition costs. 3. End-to-End Order Management with Minimal Human Error From syncing order statuses and managing inventory to alerting for anomalies and tracking shipping in real-time, AI Agents streamline order management across platforms, resulting in fewer complaints and higher customer satisfaction. 4. Intelligent Customer Segmentation & Market Expansion AI Agents can analyze customer tags (e.g., region, frequency, behavior) to build smart marketing flows: birthday promos, discounts, product suggestions, repurchase reminders. Acting as SDRs (Sales Development Reps), they handle initial outreach and qualification, freeing account managers to focus on closing deals. 5. Unified Multi-Channel Data for Smarter Decisions AI Agents centralize data from various channels to fuel informed decision-making. With dashboards showing traffic sources, conversion paths, and customer feedback trends, they generate performance reports and uncover actionable insights. 6. Risk Control & Compliance: The AI Safety Net AI Agents help mitigate risk by monitoring global trade regulations, flagging suspicious orders or accounts, and alerting staff to potential fraud or policy violations, ensuring regulatory compliance and reducing business risk. Build Your AI Agent: Seize the Cross-Border Edge Amid the rapid wave of technological advancement, artificial intelligence is evolving at an unprecedented pace. At the same time, as globalization accelerates, cross-border businesses are encountering a growing number of operational challenges. Recognizing both the immense potential of AI and the urgent needs of global trade enterprises, SaleSmartly has made AI Agent integration fully accessible. Through its app marketplace, SaleSmartly now supports leading AI platforms such as Coze, OpenAI, GPTBots, and Dify, along with the option to connect custom AI Agents. With just a few simple steps, businesses can set up their own AI Agent and gradually build a powerful, intelligent assistant. Within SaleSmartly’s AI Agent framework, companies can connect platforms like DTC websites, Amazon stores, and social media channels, configure key message libraries and auto-reply rules, and strategically divide roles between AI Agents and human agents to optimize team workflows. AI training models can be continuously refined based on data insights, such as updating FAQs or adapting language for regional use, making conversations smarter over time. Conclusion AI Agents aren’t here to replace people. They’re empowering them. By handling repetitive and routine tasks, AI Agents free human talent to focus on strategic areas like high-value customer engagement and complex negotiations. With SaleSmartly, businesses gain an easy-to-use, no-code AI Agent solution that drives cost savings, efficiency, growth, and retention, a winning formula for any cross-border business. Looking ahead, AI Agents will continue to integrate deeper into multimodal, collaborative ecosystems, providing safe, reliable, and scalable solutions for international operations. Ready to get started? Try SaleSmartly's AI Agent free for 7 days and take the first step toward a smarter global business. Further Reading Al-Powered Automation: SaleSmartly's New Intent Recognition Feature DeepSeek+ E-commerce: A Practical Guide to AI-Powered Cross-Border Customer Acquisition and Service 2025 Updated Guide: How Cross-Border Businesses Can Train Their Own AI Chatbots How to Build a Cross-Border AI Chatbot with Coze: Automate Support & Slash Costs Tutorial on Configuring Coze Bot ### [Struggling with Chaotic Agent Assignments and Low Efficiency? Guide to Manage and Assign Customer Support Permissions](https://www.salesmartly.com/en/blog/docs/conversation-assignment-group-permission) In customer service operations, as your team grows, the way agents are organized becomes increasingly diverse. Whether you divide teams by region, product line, or customer type, the boundaries between service groups become more critical. However, it’s common to see cases where an agent transfers a conversation to someone outside their group. This not only hurts the customer experience but also creates management headaches. To address this long-standing pain point, SaleSmartly has officially launched the Group Member Permission Configuration feature, enabling companies to manage their customer service teams with greater precision and standardization. ❓ Pain Points: Does Your Team Struggle With These Issues? ❌ Chaotic Misrouting: Customers Bounced Between Teams When a customer service team is split into multiple groups by product line, region, or customer type, agents often mistakenly transfer conversations to members from other groups due to unfamiliarity with group rules. This disrupts communication flow and can leave customers feeling “pushed away.” ❌ Manual Processes, Mounting Costs: The Training Burden of Memorized Rules Questions like “Which customer belongs to which group?” or “Which agents can transfer to whom?” often lack written guidelines. Relying on memory and intuition leads to frequent errors and raises onboarding costs for new hires. ❌ Unlimited Transfers: When Support Systems Lack Permission Controls Without system-level permission control, agents can theoretically transfer any customer to anyone. This “flexibility” quickly turns into disorder, making service processes uncontrollable and hard to standardize. ❌ Management struggles to track and optimize efficiency Frequent cross-group transfers disrupt data tracking, making it difficult to evaluate efficiency, measure performance, and maintain operational control. To tackle these pain points, SaleSmartly now launches the Group Permissions feature, empowering admins to eliminate chaotic assignments and boost team efficiency with granular controls. 🔍 What Is the Group Member Permission Configuration Feature? The Group Member Permission Configuration feature lets administrators set clear rules for conversation assignment within each group. Conversations can only be transferred between members of the same group, preventing mistakes and boundary overreach. For example, if your service team is divided into groups by region or product line, you can configure permissions so that Group A handles only Group A’s customers. This eliminates accidental transfers to Group B and keeps workflows consistent, boosting overall service efficiency. 💎 Real Solutions: How Group Permissions Fix Your Top Pain Points The [Group Member Permissions] feature delivers clear, practical benefits across three key groups: your support team, your organization, and ultimately, your customers. ✅ Clear Boundaries, Higher Efficiency Once set up, each group handles only its own customers. Conversations flow clearly, responsibilities are well-defined, and collaboration becomes smoother. ✅ Improved Team Management With enforced group boundaries, data tracking becomes cleaner. Metrics like handled conversations, response times, service quality, and exceptions are easier to monitor, making performance reviews and process optimization much more effective. ✅ Better Customer Experience Customers enjoy faster, more accurate responses, which improves satisfaction and loyalty. 🚀 How to Use the Group Member Permission Configuration Feature The admin groups customer service agents: Go to SaleSmartly > Set Up > Team > People Management > Edit > Group Selection. The admin goes to SaleSmartly > Set Up > Team > select the agent and open Role Editing. Under Permission Scope, choose either Assign to all members or Assign to members in the group, then save to complete the setup. Once selected, the agent can only assign customers to members within their own group in modules such as Chat, Customer List, and Session Management. This prevents cross-group misassignments and supports more precise, responsibility-based team collaboration. Reassign a customer to another member in the same group during live chat Reassign a customer to another member in the Customer List Reassign a customer to another member in Conversation Management 👊 Conclusion As customer service becomes more specialized and team roles more defined, relying on memory and training alone can’t prevent transfer chaos. SaleSmartly’s Group Member Permission Configuration isn’t just a permissions upgrade. It’s a complete boost to team collaboration and operational control. If your business is still dealing with: ❌ Cross-group misrouting ❌ Reliance on memory for processes ❌ No permission limits on transfers ❌ Difficulty tracking and optimizing efficiency 🚀 Try this feature in SaleSmartly now to build a more professional, efficient transfer mechanism for your customer service team! FAQ Q1: Is this feature suitable for small teams? Yes. Even 3–5 member teams can benefit. Smaller teams often multitask and have flexible workflows, but this also increases the chance of sending customers to the wrong person. Enabling “Group Members Only” prevents mistakes and keeps processes stable. Q2: Will grouping affect reports? No. It improves accuracy, allowing for more precise analysis by group. Q3: Can groups be adjusted dynamically by schedule? Yes. Combine group settings with work shifts, online/offline status, and smart routing to adapt to flexible scheduling scenarios. Further Reading Top 10 Cross-Border Customer Support Tools in 2025: A Comprehensive Comparison Optimizing Customer Service Efficiency: Four Smart Ways to Assign Conversations in SaleSmartly How to Analyze Customer Service Data: Optimize Your Global Strategy with SaleSmartly Reports Exclusive Links: A Smarter Way to Track and Optimize Marketing Campaigns Labor Cost Savings From Automation: 5 SaleSmartly Settings to Double Your Customer Service Efficiency ### [Building an AI Knowledge Base from Scratch: Step-by-Step Guide](https://www.salesmartly.com/en/blog/docs/ai-agent-customer-service-2025) In today’s fast-paced e-commerce and cross-border trade, many companies struggle with a common challenge: customer service response speed can’t keep up with how fast business information changes. Sound familiar? ❓ Customer asks: “Does this product support 7-day no-reason returns?”🤐 Agent replies: “Please wait a moment while I check…”🤯 After hearing this several times, the customer quickly loses patience. The issue isn’t that agents lack professionalism. It’s that customer service systems can’t stay in sync with the latest business updates. From new product launches to policy changes and logistics adjustments, every update requires manual entry and confirmation. This slows down information flow and directly impacts service quality. That’s where AI Agents come in. By building an AI-powered knowledge base, customer service teams no longer need to copy and paste updates manually. AI Agents instantly absorb new information and make it available to agents right away. This blog examines the primary challenges of traditional knowledge bases, how an AI-driven knowledge base addresses them, and the practical applications for customer service teams. 1. The Pain Points: 4 Common Issues with Traditional Knowledge Bases Here are the four challenges most companies face when using a traditional customer service knowledge base: 1.1. Outdated content that lags behind business needs Traditional knowledge bases often contain outdated information and are slow to update. For example: A product launches at midnight, but the knowledge base isn’t updated until the next day. A promotion policy changes in three places, but only two are updated, leading to incorrect answers and customer complaints. 1.2. Scattered sources, low efficiency Knowledge is stored across multiple platforms: product specs on the website, promotion rules in a shared document, and after-sales policies in PDFs. Agents waste time switching between systems, which delays responses. 1.3. Knowledge gaps in AI systems Even if an AI chatbot is in place, it often can’t handle new queries. For example, if a customer asks about the latest campaign, the AI responds with “No information available”—because updates still depend on manual input. 1.4. Heavy manual workload, hidden costs Supervisors spend hours each week updating documents and training agents. New hires often need weeks to get familiar with scattered resources. These hidden costs slow down the whole team. 2. The Solution: Build a Smart Knowledge Base in 3 Steps SaleSmartly has integrated HelpKnow.ai, an AI Agent that makes it easy to set up and maintain a knowledge base. Simply provide a link, and the system automatically captures, analyzes, and organizes the content, then syncs it directly to your AI customer service, no manual formatting, entry, or ongoing maintenance required. Step 1: Paste a link, instant parsing Whether it’s a product page, a Google Doc, a logistics policy page, or an online PDF, just paste the URL into HelpKnow’s Text Document, and parsing starts right away. Step 2: Smart extraction & semantic analysis AI identifies page structures and extracts key content such as body text, headers, and tables (e.g., specs, pricing), filtering out irrelevant items like ads. It understands context and categorizes information into modules such as Product Specs, Processes, FAQs, or Discount Policies. Step 3: AI learns instantly and responds with real-time data Once imported, the AI customer service can immediately use the latest information. For example: Ask “What are the specs of this new product?” → AI pulls the answer directly from the product page. Ask “What promotions are available now?” → AI cites the latest campaign details. Beyond text documents, AI knowledge bases can also be built using: 📋 Online Docs: Create and update service guides, help content, and manuals collaboratively. 📂 Product Library: Upload structured product info (SKU, specs, descriptions, pricing) with support for image search. 📑 FAQ Docs: Collect and upload common Q&As so both new agents and AI can answer recurring queries faster. 3. Real-World Applications: From Delays to Real-Time Service Here are five practical scenarios showing how AI Agents improve customer service efficiency and accuracy. 📦 Scenario 1: New product launch 💢 Traditional: Marketing sends product page → Supervisor prints & trains agents → Manual KB update → Agents can only answer days later. 🎉 With AI Agent: Marketing publishes page → Supervisor pastes link → AI learns instantly → Agents respond right away. 📦 Scenario 2: Policy changes 💢 Traditional: Logistics partner updates clearance rules → Supervisor downloads PDF, updates manually → Agents answer days later. 🎉 With AI Agent: Paste the policy link → AI syncs immediately → Agents answer with new rules instantly. 📦 Scenario 3: Unified multi-source knowledge 💢 Traditional: Different departments maintain separate docs, causing inconsistent answers. 🎉 With AI Agent: Centralize all links → AI merges them → Agents deliver consistent answers. 📦 Scenario 4: Competitor monitoring 💢 Traditional: Without updated competitor info, sales and support teams can’t adjust scripts effectively. 🎉 With AI Agent: Import competitor pages regularly → AI updates → Teams get real-time comparison scripts. 📦 Scenario 5: Image search + product library In addition to link-based imports, the AI agent also comes with a Product Library feature, designed especially for e-commerce and cross-border customer service teams. A typical use case is when a customer uploads a product photo and asks, “Is this still in stock?” Instead of manually searching through the catalog, the support team can simply upload the image to the AI knowledge base. The system will automatically identify the matching product and display details such as price, stock availability, specifications, and after-sales policies. This reduces response time from “5 minutes of searching” to “a precise answer in just 10 seconds.” 💢 Traditional: In e-commerce businesses with a massive number of SKUs, customers often make inquiries by sending screenshots or product images (e.g., “Do you still have this in stock?”). Traditionally, customer service agents have to manually search through the product catalog—a time-consuming and inefficient process that slows response times and increases the risk of losing customers. 🎉 With AI Agent: Upload the image → AI matches the product → Instantly shows price, stock, and specs. 4. How AI Agents Cut Costs and Improve Accuracy ✅ Time savings: Manual update of one doc takes ~2 hours; AI Agent takes just seconds → 240x faster. ✅ Reduced workload: Supervisors save ~10 hours per week, freeing time for training and optimization. ✅ Higher accuracy: Manual error rate ~8%; AI parsing accuracy 99%, lowering complaint rates. Conclusion With smart deployment, companies can build a knowledge base that’s efficient, intelligent, and easy to maintain, boosting customer response speed, reducing costs, and improving satisfaction. From new product launches to sudden policy updates, SaleSmartly’s new AI Agent HelpKnow.ai solves the traditional challenges of slow updates, poor integration, and limited usability. If your customer service team is looking for a more efficient and sustainable way to manage knowledge, SaleSmartly may be the solution. FAQ What types of links are supported? Is it secure? Supports websites (HTTP/HTTPS), online docs (Notion, Google Docs, Feishu), and public PDFs. Crawling follows robots.txt rules, only capturing publicly available data. All content is encrypted and securely stored. How long does parsing take? Will it affect AI service? Most pages/docs parse in under 30 seconds. Longer docs (50+ pages) take no more than 5 minutes. Parsing runs in the background and does not interrupt real-time responses. Further Reading The 2025 Guide to Al Agents: Benefits. Examples and How to Start for Cross-Border Businesses DeepSeek+ E-commerce: A Practical Guide to AI-Powered Cross-Border Customer Acquisition and Service Al-Powered Automation: SaleSmartly's New Intent Recognition Feature Boost Efficiency: How to Turn ChatGPT into Your Personal Customer Support Assistant ### [AI Templates: How Smart Automation Improves Customer Conversations](https://www.salesmartly.com/en/blog/docs/intelligent-ai-customer-service) In today’s competitive world of cross-border eCommerce and global services, more businesses are turning to AI-powered customer service systems to boost efficiency through automation. But current AI tools still have clear limitations. Common issues include: 🤯 Giving two completely different answers to the same question.🤐 Struggling with complex queries and responding off-topic. The solution? Combining AI Agents with strong comprehension skills and a well-structured AI knowledge base. AI Agents can detect emotions and understand context, while the knowledge base provides standardized, brand-consistent responses. Together, they not only improve team efficiency but also deliver a smoother customer experience. This article examines the primary challenges in customer service and explains how an AI knowledge base enables businesses to deliver accurate and consistent support. ❓ Pain Points: Four Common Weaknesses of Traditional AI Robotic, impersonal replies AI responses often lack empathy and situational awareness. Instead of easing frustration, they can make it worse. In fact, 70% of cross-border shoppers abandon repeat purchases due to poor service that is rigid, scripted replies are a major reason. Inconsistent answers to identical questions Traditional AI may handle old FAQs but fail with new or changing situations. Without real-time updates from human agents, customers often get conflicting answers. Poor handling of complex or specialized questions Cross-border businesses face inquiries about logistics, taxes, and compliance. Traditional AI tends to either answer irrelevantly or escalate directly to humans. As a result, 60% of complex queries still require manual handling, driving up costs. Heavy reliance on manual script updates To make replies sound natural, managers spend up to 40% of their time maintaining response templates. Whenever policies or products change, templates must be rebuilt, an unsustainable burden for fast-moving global businesses. 📌 Solution: Deliver Consistent Replies with an AI Knowledge Base Instead of a chatbot that “just talks,” what you really need is an AI knowledge base, a structured library of FAQs, conversation scripts, terminology, and brand guidelines. It trains your AI to respond more accurately. Built and maintained by humans, it trains AI to understand and reply to user questions accurately. It triggers relevant pre-set answers based on what the customer asks, ensuring consistent and correct responses every time. 🤖 Building an AI Knowledge Base in 3 Steps SaleSmartly has recently integrated HelpKnow.ai with the latest ChatGPT 5.0 model. Here’s how you can create your own AI knowledge base step by step: 1) Build Your Brand Knowledge Base Start with your existing support history, FAQs, training docs, and other materials. Categorize and upload them into HelpKnow.ai through SaleSmartly. You can set up [Standard Questions], [Similar Questions], and attach [Text Message], [Image Message], or [Attachment Message] format. This ensures customers get the right answer, no matter how they ask. Use the [Template Import] to upload entire FAQ documents at once, no manual typing needed. 📚 Suggested content includes: Common FAQs with official answers Example replies to complaints Industry-specific terminology Brand voice and tone guidelines 2) Enable Intent Recognition and Script Recommendations SaleSmartly's integrated HelpKnow.ai leverages the latest ChatGPT 5.0 model. When a user asks a question, the AI knowledge base can: Understand context and emotional tone (frustration, urgency, confusion) Detect intent (refunds, shipping, payments, account issues) Pull or combine the most suitable reply from the knowledge base 3) Continuously Improve with Real Feedback Use the [Search Test] feature to try out your knowledge base before going live. Make adjustments based on results to ensure accurate customer interactions. After launch, keep improving your knowledge base with these steps: Monitoring performance: usage rates, satisfaction, escalation rates Updating responses: fine-tune for high-complaint issues (e.g., customs taxes) Capturing knowledge: add strong replies from human agents to cover more scenarios 🧩 Real-world Use Cases ✅ Use Case 1: Automate Frequent Questions & Free Up Agents How it works: When a customer asks a common question, the AI instantly pulls the right answer from the knowledge base and may suggest links, forms, or multi-language options for the agent to use. Benefit: Less repetitive work, faster and more accurate answers. ✅ Use Case 2: Handle Emotional Customers with empathy How it works: When a customer is upset, the AI detects their emotion and the real issue, then combines apology templates, explanations, and solution options into a thoughtful reply. Benefit: It understands emotions and combines different types of content, like apologies, explanations, and actions, to make customers feel heard and valued. This builds stronger brand loyalty. ✅ Use Case 3: Keep Your Brand Voice Consistent Worldwide How it works: All agents and AI pull replies from the same knowledge base. Human agents get real-time response suggestions during chats. Benefit: Ensures accurate and consistent answers across all channels (website, social media, etc.), strengthening brand trust. ✅ Use Case 4: Train New Hires Faster with AI Assistance How it works: New agents see AI-suggested replies during conversations and can send them with one click or edit slightly before sending. Benefit: Cuts training time and cost, reduces mistakes, and improves efficiency. Conclusion AI knowledge bases aren’t here to replace human agents. They’re here to empower them. By enabling faster, more accurate, and more empathetic support, businesses can achieve: An AI knowledge base isn’t about replacing support teams. It’s about empowering them. It helps agents work smarter and lets customers enjoy faster, more accurate, and more human-like service. That means higher conversion rates and happier customers. By combining a high-quality knowledge base with an AI that understands intent and matches responses intelligently, cross-border businesses can: Lower support costs ✅ Higher customer satisfaction ✅ Consistent brand messaging ✅ Multi-language, multi-market scalability ✅ If your team struggles with inconsistent AI replies, robotic communication, fragmented processes, or lengthy training, it’s time to switch to a smarter AI support system powered by a knowledge base like SaleSmartly. FAQ What is an AI knowledge base and why does it matter? It’s a structured library of scripts and knowledge, covering FAQs, brand tone, terminology, and workflows. The AI Agents choose the most accurate and consistent reply based on the user’s intent. Do I have to start from scratch? No. You can repurpose your FAQs, past chat logs, and training documents. With HelpKnow.ai by SaleSmartly, you can batch-import and categorize them for quick setup. How do I measure effectiveness? Track metrics like complaint rates, customer satisfaction, and escalation levels in SaleSmartly’s dashboard. You can also test retrieval accuracy before going live. Further Reading The 2025 Guide to AI Agents: Benefits, Examples, and How to Start for Cross-Border Businesses 2025 Updated Guide: How Cross-Border Businesses Can Train Their Own AI Chatbots DeepSeek+ E-commerce: A Practical Guide to AI-Powered Cross-Border Customer Acquisition and Service Al-Powered Automation: SaleSmartly's New Intent Recognition Feature Labor Cost Savings From Automation: 5 SaleSmartly Settings to Double Your Customer Service Efficiency ### [What Is a Customer Service CRM? Features, Comparisons, and Why It Matters](https://www.salesmartly.com/en/blog/docs/crm-system-customer-service) As digital transformation accelerates, customers no longer just reach out by phone or email. They expect to interact with businesses through social media, messaging apps, and e-commerce platforms. But when companies manage customers using outdated and disconnected methods, they often run into slow responses, messy data, and lost customers. That’s where a customer service system (CRM) comes in. By bringing multiple communication channels together and tracking every interaction, a CRM helps reduce operational costs and boost satisfaction through automated workflows, smart ticket assignment, AI chatbots, and more. In this post, we’ll break down: What a CRM system really is? Key features of a CRM customer service system? How does it help drive sales, improve satisfaction, and streamline service? And we’ll recommend some affordable and powerful CRM options 1. What Is a CRM System? A Customer Relationship Management (CRM) system is software that centralizes customer data, streamlines sales processes, automates marketing, and improves service quality. Instead of keeping data scattered across spreadsheets, inboxes, and chat logs, CRM combines it all into a single customer view, giving businesses a complete picture of every customer. In customer service, CRM has evolved from a sales tool into a core system for faster responses and better experiences. Types of CRM Systems: Type Features Best for Operational CRM Automates sales, marketing, and service workflows Fast-growing businesses Analytical CRM Focuses on data analysis and forecasting Data-driven organizations Collaborative CRM Breaks silos and enables information sharing Mid-to-large companies with multiple teams 2. Why a CRM System Matters for Customer Service Customer expectations are rising, and single-channel service can’t keep up. A customer service CRM combines data, automation, AI, and feedback tools to bridge the gap between businesses and their customers. ✅ Unified customer history: Agents can instantly view past purchases and interactions to resolve issues faster. ✅ Omnichannel integration: Bring together email, WhatsApp, WeChat, Facebook Messenger, and more in one place. ✅ Automated ticket routing: Assign issues based on skills, priority, or service type. ✅ Knowledge base & AI bots: Handle FAQs automatically so human agents can focus on complex cases. ✅ Customer feedback tracking: Collect CSAT data automatically to improve processes. ✅ Smart recommendations: Suggest relevant products or offers during conversations to increase sales opportunities. 3. Core Features of a Customer Service CRM A complete CRM typically includes these features: Module What It Does Customer Data Management Stores registration info, browsing and purchase history, reviews, refunds, and more. Segmentation & Tagging Categorizes customers by spending, engagement, preferences, or location. Targeted Marketing Sends personalized promotions, product suggestions, or event invites. Marketing Automation Automates workflows like welcome emails, cart reminders, or holiday campaigns. Customer Service Integration Connects to live chat, showing past orders and inquiries. Analytics & Reporting Tracks conversions, repeat purchases, churn, and campaign results. AI & Automation Provides sales insights, sentiment analysis, and boosts agent productivity. 4. Common Use Cases 4.1 Membership management: Offer tier-based benefits like free shipping, loyalty points, or dedicated support. 4.2 Reactivation campaigns Target inactive users with discounts or product updates. 4.3 Increasing repeat purchases Send personalized offers and birthday greetings to encourage repeat sales. 4.4 Omnichannel campaigns Manage SMS, email, WeChat, app push, and mini-programs in one system. 5. Benefits of Using a CRM 💡 Faster Service Route each request to the right agent and reduce wait times. Combine live support and AI assistants across all channels for instant responses. 💡 More Accurate Service Personalize solutions with customer profiles and interaction history. 💡 Cost Savings Use bots and self-service knowledge bases to resolve up to 70% of inquiries. Automate replies and quality checks to reduce staffing costs. 💡 Smarter Service Analyze keywords, resolution time, and CSAT to refine service strategies. Let AI create tickets and optimize workflows automatically. 6. How to Choose the Right CRM Whether you want to improve customer satisfaction or connect sales and service data, a good CRM is essential. Ask: Supports multi-channel communication. Offers smart ticketing and AI recommendations. Includes permissions and security controls. Provides real-time customer service performance tracking. Works across multiple languages and regions. 7. Recommended CRM Platforms 7.1. SaleSmartly Overview: SaleSmartly is an omnichannel CRM built for global businesses. Manage conversations from your website, WhatsApp, Facebook Messenger, Instagram, TikTok, Telegram, LINE, email, VK, and WeChat in one dashboard. Highlights: ①Centralizes all global messaging channels. ②Bulk messaging to grow your customer community ③Seamless collaboration with shared inboxes. ④Real-time translation for international support. ⑤AI robots and automation for instant replies. 7.2. HubSpot Overview: Part of the HubSpot ecosystem, linking sales and service workflows. Ideal for SMBs. Highlights: Combines sales and service for a complete customer lifecycle view. Free basic tools, suitable for teams on a budget. 7.3. Tidio Overview: An AI-powered chat and service tool for SMBs, focusing on real-time conversations. Highlights: AI Agent: Resolves up to 70% of questions using knowledge base context. Unified inbox: Centralizes chat, email, and social messages. Multi-language, multi-channel support: Include WhatsApp, Instagram, Messenger, and more. 7.4. Freshdesk Overview: A user-friendly, AI-driven helpdesk offering ticketing, multi-channel support, and automation. Highlights: Centralized ticketing system: Shared inbox, internal ticket threads, multi-language support. Advanced security control: Role-based access, SSO, audit logs, IP whitelisting. 7.5. Zoho Overview: A budget-friendly CRM and service platform with AI assistance and automation features. Highlights: Multi-channel support: Works across messaging, email, phone, and social media platforms. AI assists: Content recommendations, sentiment analysis, auto-tagging, and anomaly detection. In Closing CRM systems are no longer just sales tools. They are essential for customer service. With CRM, support teams move from reactive responses to proactive engagement, creating better experiences and stronger customer relationships. If your business is still juggling multiple tools for sales and service, it may be time to upgrade to a single, unified platform. Take advantage of free trials to test different customer relationship management (CRM) system before making a final decision. Further Reading Top 10 Best WhatsApp CRM Integration Systems in 2024 SCRM vs. CRM: How to Choose the Right Customer Management System Struggling with Chaotic Agent Assignments and Low Efficiency? Guide to Manage and Assign Customer Support Permissions Optimizing Customer Service Efficiency: Four Smart Ways to Assign Conversations in SaleSmartly ### [The Complete Guide to Customer Service Chatbots in 2026: Features, Benefits & How to Choose](https://www.salesmartly.com/en/blog/docs/2025-customer-service-chatbot) As digital transformation continues to reshape industries, customer service is evolving too. Customer service chatbots don’t just offer 24/7 instant responses, they use artificial intelligence to understand user needs and deliver personalized, accurate solutions. Increasingly, chatbots are moving from a supporting role to the heart of customer service. In this blog, we’ll break down the core features, advantages, ideal use cases of the customer service chatbot, and how to choose the right customer service chatbot to help your business expand globally. What Is a Customer Service Chatbot? A customer service chatbot is an AI-powered tool that recognizes user questions and responds in a natural, human-like way. It can be used on websites, apps, social media, and other channels to automate replies, guide users, collect information, and answer common questions. The following compares the differences between online customer service, virtual assistants, automated response systems, CRM systems, FAQ/knowledge base systems, and customer service chatbots, helping businesses better understand the irreplaceable value of customer service chatbots: Concept Definition & Characteristics How It Differs from Chatbots Live Chat Support Human agents handle complex and personalized issues Customer Service Chatbots automate simple repetitive tasks; humans step in for complicated cases. They work together to improve efficiency. Virtual/Voice Assistant General-purpose assistants for daily life, often voice-controlled Chatbots specialize in customer service, like product and support queries, making them more focused and professional. Auto-Reply System A basic system that uses keywords or rules to give limited replies Chatbots use NLP and AI to understand context and hold multi-turn conversations, making them much smarter. CRM System A platform for managing customer relationships, data, and marketing Chatbots handle real-time customer interactions and are often integrated with CRM systems to enhance support. FAQ/Knowledge Base A self-service library where users search for information Chatbots proactively engage users, understand questions, and deliver answers dynamically, creating a more interactive experience. Core Features of Customer Service Chatbots 💬 Automated Answers to FAQs Chatbots quickly recognize common questions, such as shipping status, refund steps, or account issues, and provide instant, consistent answers. This reduces repetitive work for human agents and enhances response speed. Available 24/7, they offer reliable support outside business hours and help maintain brand voice. 🔄 Multi-Turn Dialogue + Emotion Detection Unlike basic Q&A, chatbots understand context and can guide users through multi-step processes, like returns or troubleshooting, while recognizing customer sentiment to respond appropriately. 🌍 Multilingual Support Chatbots automatically detect the user’s language and reply in their tongue, supporting English, Spanish, Arabic, Indonesian, and many more. This is a cost-effective alternative to hiring multilingual staff and helps global companies serve customers everywhere without losing consistency. 🧠 Knowledge Base Connectivity Chatbots plug into your existing help center or knowledge base. Using semantic matching, they find the most relevant answers and deliver them in real time. This makes your knowledge work harder and keeps responses accurate. 🧾 Works with Ticketing Systems If a chatbot can’t solve a problem, it creates a ticket and sends it to the right team, without making the user repeat themselves. All chat history is saved, making the handoff smooth and transparent. 📊 Data Reporting & Analytics Chatbots generate detailed reports on user preferences, frequent questions, completion rates, escalation rates, and more. These insights help optimize scripts, knowledge bases, and overall service strategy. 4 Major Benefits of Customer Service Chatbots ✅ Save Money Handle over 70% of repetitive queries without human intervention, reducing the need for round-the-clock human support. ✅ Answer Faster Wait times drop from minutes to seconds, significantly improving customer experience. ✅ Consistent Service Chatbots deliver consistent responses, avoiding inconsistencies in human service quality. ✅ Speak Your Customer’s Language Automatic language detection has no need for extra translators, especially beneficial for global businesses. Who Can Use Customer Service Chatbots? 🛒 E-Commerce (Especially Global/Multilingual Businesses) Online stores get countless customer inquiries about orders, shipping, and returns. Chatbots automate these repetitive tasks, support multiple languages, and maintain stability during peak seasons, preventing customer churn due to insufficient support resources. 💻 SaaS Companies (Technical Support & User Training) SaaS businesses often deal with technical and repetitive user questions. Chatbots can automate responses related to activation, errors, and feature usage, guiding users to knowledge bases or scheduling training sessions. Integration with product systems also allows for faster diagnostics. 🏨 Travel & Hospitality (High Volume of Standardized Queries) Industries like travel, hotels, and ticketing experience noticeable inquiry peaks during holidays or promotions. Chatbots can handle standardized questions about bookings, changes, refunds, and check-in/check-out times, providing 24/7 support. 🎓 Education & Training (Course Inquiries & Scheduling) Ideal for answering questions about courses, schedules, fees, and enrollment processes quickly and at scale. How to Choose a Customer Service Chatbot Keep these points in mind when selecting a chatbot: 📍 Works across multiple platforms 📍 Understands natural language and context 📍 Supports multiple languages 📍 Integrates with your current CRM/tools 📍 Learns over time and adapts to your business 📍 Complies with data privacy and security standards Why Choose SaleSmartly Customer Service Chatbot? SaleSmartly offers a powerful yet flexible chatbot that helps you support customers across channels, languages, and scenarios. Sign Up 1. Connect Everywhere SaleSmartly’s chatbot integrates with websites, WhatsApp, Facebook Messenger, Instagram, LINE, Telegram, TikTok, and other major social platforms. It ensures consistent 24/7 engagement across all channels, automatically responding to user messages while maintaining uniform service standards. 2. Understands Real Meaning The AI engine in SaleSmartly, including the newly integrated HelpKnow.ai and the latest model ChatGPT 5.0, understands customer intent, extracts key information, and dynamically adjusts dialogue strategies based on context. Regardless of how a user phrases a question, the chatbot delivers accurate responses or guidance. 3. Learn from Data Analytics SaleSmartly’s built-in data analytics module helps businesses track key metrics like user inquiry behavior, popular questions, conversation quality, and escalation rates. Visual reports enable real-time chatbot performance monitoring, supporting continuous optimization of knowledge bases and workflows. 4. Bot-to-Human Handoff When the chatbot can’t resolve an issue or encounters a request beyond its scope, it automatically escalates the conversation to a human agent, with full context preserved, eliminating the need for customers to repeat themselves. This ensures smooth, uninterrupted service. 5. Translate Instantly SaleSmartly’s chatbot recognizes 134 languages, including English, Spanish, French, Arabic, and Chinese and offers real-time bidirectional translation. Wrap-Up Customer service chatbots boost efficiency, slash wait times, and help you support customers all over the world, consistently and professionally. Choose the right chatbot, and you’ll not only improve customer service. You’ll strengthen your competitive advantage. Further Reading Top 10 Cross-Border Customer Support Tools in 2025: A Comprehensive Comparison The Secrets of Chatbot! What Are the Advantages and Disadvantages of ChatGPT? From Chat to Conversion: How SaleSmartly Turns Scattered Customer Data into Actionable Assets in Just 3 Steps 2025 Updated Guide: How Cross-Border Businesses Can Train Their Own AI Chatbots DeepSeek+ E-commerce: A Practical Guide to AI-Powered Cross-Border Customer Acquisition and Service ### [Enhancing WhatsApp Data Security: A Complete Access & Permission Management Solution for Global Businesses](https://www.salesmartly.com/en/blog/docs/whatsapp-data-security) For many global businesses, WhatsApp is now a key channel for both internal and external communication. But as its use grows, so do the security risks. Companies exchange huge volumes of data daily over WhatsApp, from project details and internal strategies to confidential conversations. If this information is mishandled or leaked, the impact can be serious. WhatsApp itself provides basic protections like end-to-end encryption, but these alone aren’t enough for enterprise needs, especially when it comes to controlling internal access and permissions. With stricter data protection rules and evolving business demands, companies need a more comprehensive approach to managing user access. Common Security and Permission Challenges with WhatsApp 1. Data Security and Compliance Handling sensitive customer data through WhatsApp carries multiple risks. Information such as transaction records, personal details, or private discussions can be exposed if not properly managed. Breaches not only damage customer trust but can also result in steep fines for non-compliance. For example, an employee without the right access may accidentally view sensitive client information, creating major compliance issues. 2. Inefficient Workflows As teams grow, manually managing permissions becomes both time-consuming and error-prone. Managers often struggle to track who has access to what, leading to overlaps or gaps. This can disrupt workflows, employees may be blocked from information they need, or others may hold excessive access that increases security risks. Both situations waste time and slow down productivity. 3. Complex Security Management With rapid growth and distributed teams, keeping access consistent across roles, departments, and regions is a real challenge, especially in remote or hybrid setups. Most existing permission tools don’t scale well as businesses expand. This often leads to inconsistent structures that are hard to manage and prone to security risks. How Permission Management Can Strengthen WhatsApp Security End-to-end encryption protects messages in transit, but it doesn’t stop internal leaks. These usually happen when authorized users mishandle sensitive data, either by accident or on purpose. To solve this, companies can integrate their WhatsApp accounts into SaleSmartly. The platform centralizes account management, improving both data security and efficiency. With detailed access controls, businesses can decide exactly who can see or use specific information with SaleSmartly. Sign Up Free 1. Role-Based Access SaleSmartly lets businesses assign access based on responsibilities. Pre-sales teams can see contact details and form data. Post-sales teams can see QA results and handle conversation assignments. This way, employees only access what’s relevant to their work, reducing the chance of leaks and improving efficiency. 2. Granular Controls Permissions can also be set at the feature level in SaleSmartly. For example, only admins can delete sensitive data or change system settings. Regular staff can view or update records but not make structural changes. This prevents unauthorized actions and reduces the risk of mistakes. 3. Account Ownership Protection When WhatsApp is managed through SaleSmartly, employees don’t directly control WhatsApp accounts. Instead, they work through the platform, meaning business data always belongs to the company. If an employee leaves, admins simply remove their access in SaleSmartly and assign the account to a replacement. In practice, this means that the operator changes, not the account. This ensures data stays secure while new staff can pick up conversations seamlessly without losing customer continuity. Sign Up Free Case Studies: Businesses Using SaleSmartly for Secure WhatsApp Management Case 1: Global E-Commerce Company Challenge: A large customer service team handling sensitive client information. Solution: Integrated all WhatsApp accounts into SaleSmartly for centralized management and access control. Result: Stronger data protection and more efficient workflows, supported by real-time monitoring and reporting. Case 2: International Consulting Firm Challenge: Ensuring private and secure communication when working with confidential project data. Solution: Used SaleSmartly’s role-based permissions to assign different access levels for pre-sales and post-sales staff. Result: Achieved precise control over data visibility, ensuring team members only accessed the information needed for their roles, greatly reducing leakage risks. Compliance and Legal Considerations When integrating WhatsApp accounts into SaleSmartly, businesses must also ensure compliance with data protection regulations. This protects customer privacy and prevents legal or financial penalties. Best practices include: Staying informed on relevant data laws Embedding compliance into business processes Training employees to build awareness Running regular audits and checks Preparing response plans for potential incidents SaleSmartly is certified with ISO 27001, ISO 27701, and CCRC, offering enterprise-grade security and reliability. Sign Up Free Further Reading WhatsApp Business Efficiency: How to Introduce WeChat Enterprise Core Business Functions into WhatsApp SaleSmartly Officially Obtained the Information Security Service Qualification Certification (CCRC) Everything You Need to Know About WhatsApp Business APl: Key Features, Use Cases & How to Apply Secure Communication: How to Prevent and Resolve Telegram Account Theft? How to Manage Multiple E-Commerce Accounts? SaleSmartly Makes Global Communication Smarter! ### [How to Boost Customer Conversion Rates with a Smart Service Platform](https://www.salesmartly.com/en/blog/docs/customer-service-conversion-rate-salesmartly) SaleSmartly's new feature [Customer Service Welcome] for Team Members allows teams to set up custom welcome messages for each team member. When customers initiate a chat, they receive a personalized greeting tailored to the person they're speaking with. This small but powerful update helps customer service teams start conversations on the right foot - more professional and efficient. ❗ Did you know? The first welcome message from your customer service team can already influence whether a customer makes a purchase! So how exactly can customer service boost conversion rates? And what does it take to build a support system that's both efficient and customer-friendly? This article breaks down the key factors that drive conversions and shows how SaleSmartly's features help businesses turn conversations into orders. Why Customer Service Is the Key to Conversion Your customer service team is on the front lines of every sale. How they communicate can make or break a deal. Every conversation is an opportunity to convert interested visitors into paying customers. ✅ Customers often turn to support for final reassurance before buying✅ The customer experience heavily depends on support interactions✅ Fast responses significantly increase purchase likelihood✅ Proof: Effective support teams can boost conversion rates by 30-45% How SaleSmartly Helps Increase Order Conversions 1. Respond Quickly: Win Over Hesitant Customers Often, customers just want a quick confirmation before placing an order. If they get an immediate response, they’ll likely buy on the spot. But if service is slow or unfriendly, they may leave for a competitor. That’s why great agents respond fast, guide customers toward checkout, and follow up with offers like coupons, gifts, or payment reminders. For global businesses, AI chatbots provide round-the-clock coverage. They can handle FAQs and simple queries 24/7, ensuring that even off-hours conversations capture potential buyers. 2. Identify and Smart Tagging: Personalize Your Approach Every interaction leaves behind valuable insights, from questions asked to hints about repeat purchases. Use tags like "High Potential," "Need Follow-up," or "Loyal Customer" to categorize customers. This helps your team tailor their approach and follow up strategically throughout the customer journey. 3. Sales-Oriented Messaging: Service as a Sales Driver Great customer service goes beyond answering questions. It helps close deals. The right phrasing and timing can move hesitant customers toward purchase. In fact, two agents selling the same product can see conversion rates differ by up to 10x depending on how they communicate. Effective messaging from recommendations and handling objections to creating urgency can make all the difference. 4. Personalized Greetings: Make Service Feel Human The first message in a chat is often underestimated, but it can set the tone for the entire interaction. For new customers: “Welcome! Today, this product is Buy One Get One Free — would you like me to secure this deal for you?” For repeat or VIP customers: “Welcome back! How are you enjoying your last purchase?” Warm, personalized greetings make customers feel recognized and valued, building trust from the start. How SaleSmartly Helps Increase Order Conversions 1. AI Chatbots Available 24/7 SaleSmartly integrates top AI models like OpenAI Assistants, Coze, GPTBots and Dify to deliver instant, accurate, and human-like responses. Chatbots can greet customers the moment they enter the chat, answer questions instantly, and guide them toward completing their orders, ensuring no message goes unanswered. 2. Automated Responses With SaleSmartly’s automation, businesses can provide 24/7 support, route inquiries intelligently, and reduce errors. FAQs, order lookups, and simple updates can all be automated in SaleSmartly, keeping response times fast while lightening the load on human agents. This is especially valuable for e-commerce, where customers need to span different time zones. 📕 See also: Beginner’s Guide to Automation 3. Word Library In SaleSmartly’s [Client] > [Word Library], businesses can set up questions that customers are likely to ask, along with predefined answers. The [Word Library] includes both Public and Private Discourse libraries, making it easy for teams to manage or create custom templates. During a chat, agents can use [Quick Reply] to send these predefined answers instantly. They can choose to send the response directly or translate it before sending. This allows businesses to prepare answers for frequently asked questions in advance, while enabling agents in different roles to customize their own replies as needed, boosting both consistency and efficiency. 4. Customer Tagging SaleSmartly supports both manual and automated tagging. Tag customers manually or automatically, then trigger specific workflows based on those tags. You can use tags to customize how you interact with different types of customers, new or loyal, highly interested or just browsing, regardless of their source. Categorize customers using tags that match your strategy, then set up automation to respond differently to each tagged group. 5. Custom Greeting Messages for Each Agent With SaleSmartly’s latest feature, [Customer Service Welcome] for Team Members. Each team member can create their own personalized greeting. This makes customer interactions warmer and more professional, while helping agents naturally build trust and strengthen relationships. Case Study: Fashion Brand Sees 42% Conversion Growth with SaleSmartly A fashion brand in e-commerce using SaleSmartly dramatically improved its sales conversion. Here's how they did it: they reduced average response times from 5 minutes to 20 seconds and used smart tagging to proactively engage hesitant customers daily, resulting in: 🛒 42% increase in conversion rate 💼 2x efficiency in service operations ❤️ Customer satisfaction rising from 3.8 to 4.7 Conclusion Customer service has a direct impact on efficiency, sales, and the overall customer experience. Here’s a quick recap: Goal Approach Improve efficiency Standard scripts, AI support, system integration, customer tagging Increase conversion Proactive guidance, time-limited offers, product recommendations, and quick follow-up Enhance experience Fast replies, personalized service, warm communication With SaleSmartly, businesses can achieve this balance of automation + personalization, making it easier to convert conversations into orders while keeping customers satisfied. 👉 Try SaleSmartly Free Today Sign Up Free FAQ Q1: Will AI feel too impersonal? A: No. SaleSmartly supports seamless handover to human agents. If customers type “speak to a human” or use emotional keywords like “angry” or “complaint,” the system instantly transfers them to a live agent, complete with full chat history. Q2: Is multi-channel integration complicated? A: Not at all. SaleSmartly offers SaaS deployment and one-click API integrations with Shopify, Shoplazza, and more. Setup takes under 5 minutes. Q3: What kind of businesses is it for? A: Everyone! From small stores to large brands. Our data shows users typically see 50% fewer complaints, 30% more revenue, and 100% better team efficiency with SaleSmartly. Further Reading Struggling with Chaotic Agent Assignments and Low Efficiency? Guide to Manage and Assign Customer Support Permissions Optimizing Customer Service Efficiency: Four Smart Ways to Assign Conversations in SaleSmartly How to Analyze Customer Service Data: Optimize Your Global Strategy with SaleSmartly Reports Exclusive Links: A Smarter Way to Track and Optimize Marketing Campaigns ### [Never Guess Again: Connect APIs to Power Smarter Decisions with AI Agents Automation](https://www.salesmartly.com/en/blog/docs/ai-agent-api-integration) If you run a cross-border business, you’ve probably wished your AI Agent could do more than just chat. Imagine if it could check order statuses, pull real-time inventory, or even trigger workflows directly inside your systems. That’s exactly what SaleSmartly’s new integration with HelpKnow.ai delivers. This AI Agent helps businesses handle high order volumes and time zone differences with ease, instantly retrieving customer orders, enabling faster responses, and even supporting smarter decision-making. In this article, we’ll look at the common challenges cross-border sellers face, show how AI Agents can solve them, and explain what’s possible once APIs are connected. Why Connect AI Agents to Internal Systems? The goal is simple: give your AI access to real business data. With just a few configurations, your AI Agent can: ✅Query order details directly: Instantly pull order details across platforms ✅ Access business data in real-time: Access sales reports, customer profiles, and inventory in real time ✅ Trigger specific actions: Trigger actions such as creating tickets, updating statuses, and sending notifications ✅Integrate seamlessly with existing systems: Integrate seamlessly with ERP, CRM, WMS, and other systems ❓ Key Challenges Pain Point 1: Scattered data leads to fragmented decisions Business data is often split across marketplaces, ERP, WMS, CRM, and ad platforms. Teams spend days consolidating reports manually, leaving leaders to make decisions on incomplete and outdated information. Pain Point 2: Manual order lookups waste time, especially across time zones Customer service agents must jump between systems, CRM, OMS, WMS, and TMS, copying and pasting details. Each lookup takes minutes, and overseas customers often wait overnight for responses, causing lost orders. Pain Point 3: Repeated identity checks frustrate customers Customers are asked to repeat order numbers, phone numbers, or emails to confirm identity. Long IDs or forgotten details slow down communication and damage the customer experience. Pain Point 4: Switching between unsynced systems causes mistakes Agents often deal with outdated or inconsistent data. For example, OMS shows “shipped” but TMS hasn’t updated yet, or WMS shows “out of stock” while a rep promises next-day delivery. Pain Point 5: Order surges overwhelm support teams During peak seasons like Black Friday, order volumes can triple. Manual lookups slow responses, increase error rates, and leave customers waiting. Pain Point 6: Poor visibility in cross-border logistics Shipments cross multiple checkpoints. Delays in customs or failed deliveries may go unnoticed for days, driving up costs and customer complaints. 📌 Solution: HelpKnow.ai with SaleSmartly API Integration SaleSmartly’s integration with HelpKnow.ai offers a highly integrated, strongly automated, and low-barrier solution. By connecting directly to your APIs, AI Agents become powerful assistants, handling order queries, analyzing data, and enhancing customer service. 🤖 How It Works Through secure APIs, AI Agents can query authorized systems such as order management, logistics, and warehouses. Once connected, they can pull: Order lists and statuses, Product details (SKU, quantity, price), Real-time logistics tracking (courier, tracking number, checkpoints), Payment details, Refund and return progress. This data powers faster decisions and makes customer service more accurate. Set up in SaleSmartly. Go to Robots > AI Knowledge Base > HelpKnow.ai. Under Plugins, choose Custom Plugin or Platform Plugin. In [Custom Plugin], businesses can develop and integrate APIs according to their needs. Clicking [Save] grants SaleSmartly the necessary permissions, allowing the AI Agent to easily query cross-platform orders, read the corporate knowledge base, and more, thereby improving work efficiency. For no-code users: connect platforms like BigCommerce directly under Platform Plugins to sync orders automatically. 🧩 Use Cases Scenario 1: 24/7 Self-service Order Tracking for Zero Time-Zone Barriers Customer: A US customer asks, “Did my headphones ship yet?” (11 am US, 11 pm CN) Traditional: No agents online, customer waits 12+ hours, may cancel. AI Agent: [Customer asks] if item shipped > [AI automatically identifies user] > [Pulls order details] > [Generates response] with shipment status, carrier, tracking number, and latest logistics status. Scenario 2: Handling Seasonal Order Surges, Boosting Order Query Efficiency 12x Black Friday: On Black Friday, hundreds of queries arrive at once. Agents are overwhelmed, slower replies, more errors. AI Agent: Handles routine queries automatically (shipping, tracking) and routes complex cases (address changes, refunds) to agents with full order details attached. Scenario 3: Real-time Logistics Monitoring Customer: An anxious global customer asks, “Why hasn’t my package arrived?” Traditional: Agents see the message, log into System A > find order module > input order number > check details > switch to System B > repeat process... AI Agent: Instantly replies, “Your package is delayed in customs, estimated delay is 3 days. Thanks for your patience.” Scenario 4: Smarter Decision-making Traditional: Managers export reports from Amazon, Shopify, and other platforms, unify formats, and convert currencies, wasting half a day. AI Agent: One query: “Compare Q1 net profits for air vs. sea shipping to Germany.” AI pulls the data, does the calculation, and delivers results instantly. Conclusion For e-commerce businesses, an AI Agent enables immediate responses. This table shows why choose SaleSmartly's API integration solution: Feature Traditional Integration SaleSmartly API Integration Setup Complexity Requires developers Developer option or simple configuration Security Basic validation Multi-layer encryption + permission control Stability Standard reliability 99.9% uptime guarantee 🚀 Try custom API integration today and let your AI Agent truly understand your business! Sign Up Free FAQ What order details can AI Agents retrieve? AI Agents can pull and display order status (paid, shipped, in transit), product details (SKU, quantity, price), logistics info (courier, tracking number, checkpoints), payment records, and after-sales updates (refunds, returns, replacements). Can non-technical teams set up APIs quickly? Yes. With Platform Plugins like BigCommerce, no coding is needed. For advanced needs, Custom Plugins are available. The setup is visual, so support or operations teams can manage it with minimal training. Can AI Agents detect logistics issues in real time? Yes. Once connected, AI monitors logistics status. If customs delays or failed deliveries occur, it can trigger alerts (e.g., notify support to contact the customer) or take preset actions (e.g., send reassurance emails). Further Reading The 2025 Guide to AI Agents: Benefits, Examples, and How to Start for Cross-Border Businesses Preset FAQ Scripts: How an AI Knowledge Base Ensures Accurate Customer Responses Real-Time Updates: How AI Agents Help You Build a Smart Customer Service Knowledge Base from Scratch Labor Cost Savings From Automation: 5 SaleSmartly Settings to Double Your Customer Service Efficiency ### [Conversational Marketing: Your Secret Weapon for Converting Cross-Border Customers in 2025](https://www.salesmartly.com/en/blog/docs/2025-conversational-sales) Summary Here's what we'll cover: What conversational sales actually is Why it's crucial for cross-border businesses Which businesses benefit most How SaleSmartly makes it work Let's dive in! So What Exactly is Conversational Sales? Think of it as marketing through real conversations. Instead of one-way messages, you use live chat, messaging apps, and bots to connect with customers exactly when they need help. It's about listening first, then responding quickly with what each customer actually wants to hear. Studies show that friendly, understanding conversations build trust, and trusted customers are more likely to buy. Here's what makes it work: Instant replies: No more waiting. Customers get answers while they're still interested All channels in one place: Manage WhatsApp, Messenger, Instagram, and more from a single dashboard No language barriers: Built-in translation for global customers Smart insights: Turn conversations into customer understanding for better marketing Why Cross-Border Businesses Can't Afford to Ignore This Selling internationally comes with extra challenges: Language gaps: Misunderstandings cost sales when you can't communicate clearly Customers are everywhere: They find you on Facebook, your website, TikTok - you need to be everywhere at once More questions: International shipping, taxes, and returns make customers hesitate The Real Benefits You'll See ✅ Never miss a lead Answer questions immediately, before customers lose interest. ✅ Speak every customer's language Automatic translation means no more "lost in translation" moments. ✅ Build trust naturally Real conversations make customers confident enough to buy. ✅ Grow your customer base Collect contacts for ongoing relationships through WhatsApp groups and email lists. Is This Right For Your Business? You probably need conversational sales if: Language Diversity: You serve customers in multiple countries High Trust Threshold: Customers take time to trust your brand Strong Communication Needs: You get lots of questions about shipping and payments Fragmented Channels: Your customers come from different platforms, including online shops, Facebook, TikTok, Amazon, and other platforms. Limited Support Resources: You can't staff 24/7 support for all time zones Where It Works Best Business Type How to Use It Online Stores Add chat to your website to guide shoppers and answer product questions Social Sellers Automatically respond to DMs across Instagram, Messenger, and WhatsApp B2B Companies Qualify leads faster and share materials through chat SaaS Businesses Book demos and educate prospects through conversation Shipping Services Update customers on status and schedule pickups Education Providers Counsel prospects and enroll students via chat How SaleSmartly Makes It Simple We built SaleSmartly specifically for global challenges to help companies efficiently implement conversational marketing. Here's how it works: Omnichannel Chat: Break Down Communication Barriers SaleSmartly supports integrating multiple channels like Facebook Messenger, WhatsApp, Instagram, and website chat widgets, centralizing all customer conversations. Regardless of the channel a customer uses, your sales and support team can respond in real-time from a unified inbox, avoiding missed messages and repetitive communication, significantly boosting efficiency. Automation Bots: 24/7 Intelligent Response Leverage SaleSmartly's automation bots to set up smart Q&A and keyword-triggered auto-replies, handling a high volume of repetitive questions about product info, shipping queries, promotions, etc. Bots can also guide users to the next steps based on their behavior, effectively reducing manual support pressure and ensuring customers always get timely answers. Real-Time Translation: Translate as You Chat Language barriers are often a key factor in losing cross-border customers. SaleSmartly's built-in real-time translation feature supports automatic detection and translation for multiple languages, helping your team communicate seamlessly with global customers, dramatically improving customer experience and trust. Team Collaboration: Enhance Service Quality SaleSmartly provides multi-agent collaboration features, allowing you to assign conversations, tag important customers, and set internal notes, ensuring efficient team coordination. You can create personalized service strategies for different customers, boosting satisfaction and loyalty. CRM: Know Your Customers With SaleSmartly's integrated CRM system, you can automatically collect and consolidate customer information, conversation history, purchase records, and behavioral data to form complete user profiles. Based on this data, you can segment customers precisely for targeted marketing campaigns and follow-ups, driving repeat purchases and word-of-mouth. Analytics & Reporting: Measure What Matters SaleSmartly offers detailed analytics and visual reports covering key metrics like conversation initiation rate, response time, conversion rate, and customer satisfaction. Gain real-time insights into your marketing performance, identify pain points and growth opportunities, and quickly adjust your conversational strategy to maximize marketing ROI. Ready to try conversational sales? Sign Up Free Real Results: Fashion Brand Story 🌠 Cross-border apparel retailer (US/EU markets) Before SaleSmartly: 💢 High abandonment rates, ignored messages, lost sales After SaleSmartly: ✅ Website chat with welcome messages✅ Automated answers to sizing/shipping questions✅ Retention campaigns for existing customers✅ Unified Facebook Messenger + WhatsApp messaging 3-month results: 🚀 Conversation starts: 4.2%🚀 Conversion rate: 1.8% → 3.1%🚀 Support costs: ↓35%🚀 Repeat customers: ↑18% The Bottom Line SaleSmartly turns conversations into revenue with omnichannel messaging, translation, and automation. Start converting more international customers today! 🎉 Get started in minutes with the multi-channel chat platform SaleSmartly. Sign Up Free FAQ Q1: How is this different from regular marketing? Traditional marketing talks to customers. Conversational marketing talks with them - in real time, with personalized responses that actually help them buy. Q2: How does SaleSmartly improve conversions? SaleSmartly boosts conversion rates through features like automation bots, real-time translation, multi-channel integration, CRM user profiling, and data analytics. This enables efficient communication, quick responses, and personalized recommendations, significantly enhancing user conversion and satisfaction. Q3: Do I need 24/7 staff? Not necessarily. With automation tools like SaleSmartly, businesses can set up auto-reply bots, quick-reply menus, and FAQ databases to maintain communication even during off-hours. High-intent conversations can also be automatically routed to live agents based on predefined rules. Q4: How do we find more customers this way? Add chat to your website, social pages, and ads. Use welcome messages and smart prompts to start conversations that lead to sales. Keep Learning Introduction to social media marketing from multiple angles! Learn to grasp the new trend Preset FAQ Scripts: How an AI Knowledge Base Ensures Accurate Customer Responses 5 Automation Settings That Double Support Efficiency with SaleSmartly From Chaos to Clarity: Organize Customer Data in 3 Simple Steps with SaleSmartly ### [10 Data-Backed Ways AI Transforms Cross-Border Ecommerce in 2026: Turn Potential into Orders | SaleSmartly](https://www.salesmartly.com/en/blog/docs/ai-cross-border-trade-2026-salesmartly) Summary Artificial Intelligence is revolutionizing global trade.This article explores: The 10 most impactful ways AI is changing cross-border eCommerce in 2026 and beyond How to use SaleSmartly to turn AI technology into measurable growth What This Guide Covers This guide offers an evidence-based overview of how AI, automation, and intelligent agents are transforming cross-border e-commerce, logistics, customer engagement, and digital marketing in 2025–2026.It’s designed for DTC brands, B2B exporters, and cross-border sellers who want to understand practical AI applications in sales, customer service, and compliance, supported by SaleSmartly’s integrated AI platform. Why Cross-Border Businesses Must Embrace AI in 2026 Two key reports explain why adopting AI is no longer optional for global commerce: According to the WTO’s World Trade Report 2025, with the right policies in place, AI could drive nearly 40% growth in global trade by 2040. The Global Digital Trade Development Report 2025 predicts that the AI eCommerce market will reach USD 45.7 billion by 2032. These numbers make it clear: AI is becoming a critical driver of success in global trade and e-commerce.To stay competitive in 2026, cross-border brands must begin integrating AI now to lead in efficiency, customer experience, and international sales. AI and Cross-Border Commerce in Context AI technologies such as Natural Language Processing (NLP), machine learning, predictive analytics, and AI agents are already embedded in major cross-border trade platforms.Countries in Southeast Asia, Europe, and Latin America are rapidly adopting AI-driven marketing automation, while global marketplaces such as Amazon, Shopify, and TikTok Shop are integrating multilingual AI chat systems similar to SaleSmartly. This blog will outline the 10 key roles of AI in cross-border trade for 2026. 1. Smarter Customer Service: 24/7 Multilingual AI Support For cross-border teams, language and time zone differences often slow down customer service. Human agents are costly and can’t cover all regions around the clock. AI support changes that by enabling: 24/7 instant response Seamless multilingual conversations How SaleSmartly helps:SaleSmartly’s multilingual AI chatbot communicates naturally with customers and learns continuously from your knowledge base. It improves accuracy over time and significantly reduces labor costs — delivering instant, localized support across time zones. Sign Up Free 2. AI-Driven Analytics: Understand Global Markets in Real Time Traditional market research requires extensive manual work. AI automates data processing in seconds and helps you: Identify popular product categories by region Predict upcoming trends Track competitor activity How SaleSmartly helps:SaleSmartly’s data analytics dashboard visualizes customer traffic, behavior, and conversion rates, providing actionable insights to optimize campaigns more efficiently. Sign Up Free 3. Personalized Recommendations: Boost Conversion Rates AI analyzes browsing behavior, clicks, and purchase patterns to recommend products tailored to each user.For example, a German shopper viewing eco-friendly items will see more of that category, improving engagement and conversion. How SaleSmartly helps:By tagging customers during chat, businesses can segment audiences and let AI personalize recommendations or campaign strategies based on their preferences. Sign Up Free 4. Real-Time Cross-Language Communication Modern AI translation tools go beyond word-for-word translation. They adapt messages to fit local tone and cultural context. For instance, Black Friday promotions are expressed differently in Latin America and the Middle East. How SaleSmartly helps:SaleSmartly’s built-in translation engine delivers instant, culturally localized translations. This eliminates misunderstandings and allows you to communicate fluently with customers around the world. Sign Up Free 5. Intent Recognition: Understand What Customers Really Mean Traditional chat systems rely on keyword matching and often fail to interpret intent.AI now uses Natural Language Processing (NLP) and emotion analysis to understand what customers truly need. How SaleSmartly helps:Powered by HelpKnow.ai and the ChatGPT 5.0 model, SaleSmartly can: Detect tone and emotion (complaints, urgency, confusion) Identify intent (returns, shipping, payment, account issues) Instantly provide accurate, context-aware responses from your knowledge base Sign Up Free 6. Smarter Ad Optimization: Reduce Costs, Improve ROI AI ad optimization tools automatically: Select high-converting audiences Adjust bids dynamically Monitor ROI in real time The result: lower acquisition costs and higher conversion efficiency. How SaleSmartly helps:While SaleSmartly isn’t an ad platform, it provides rich behavioral data and audience segmentation that help you build precise targeting models for AI-powered campaigns. Sign Up Free 7. AI-Powered Email Marketing: Personalized Automation at Scale Email engagement rates continue to drop, but AI can turn this around by automating A/B tests, personalizing content, and sending messages at optimal times. How SaleSmartly helps:SaleSmartly’s AI-driven email automation lets you: Create smart audience segments Send follow-up sequences automatically Trigger campaigns based on customer behavior Sign Up Free 8. Intelligent Supply Chain Management: Reduce Inventory & Logistics Costs AI can forecast demand, monitor inventory, and optimize logistics routes to: Reduce excess inventory Improve multi-warehouse coordination Anticipate seasonal surges How SaleSmartly helps:Through API integration, SaleSmartly’s AI Agent (HelpKnow.ai) connects customer service, warehouse, and logistics systems, sharing order data in real time for smarter decision-making. Sign Up Free 9. AI Risk Management & Fraud Detection: Mitigate Cross-Border Trade Risks Cross-border trade involves complex, ever-changing regulations. Errors in customs, tax filings, or payment compliance can delay shipments or even cause legal issues. How SaleSmartly helps:By connecting SaleSmartly’s AI Agent to your ERP or compliance systems, you can monitor policy updates automatically.When a country’s tax or refund rules change, the AI updates your knowledge base immediately, ensuring your customer responses remain compliant. Sign Up Free 10. AI Knowledge Base: Standardize and Scale Your Support Large or fast-growing support teams often struggle with inconsistent replies and long onboarding.AI assistants solve this by standardizing knowledge and accelerating agent training. How SaleSmartly helps:With SaleSmartly’s AI Knowledge Base, you can: Upload FAQs, SOPs, and standard replies Train AI and human agents using the same content Ensure consistent, accurate, and professional responses Sign Up Free The Broader Impact of AI on Cross-Border Ecosystems AI is not just improving efficiency. It’s redefining how global trade operates. By 2026, cross-border sellers will rely on AI for currency risk prediction, customs automation, and dynamic localization of online storefronts. SaleSmartly’s AI integration ensures that brands can synchronize marketing, operations, and customer service through one intelligent system, bridging the gap between automation and human empathy. Bringing AI into Your Cross-Border Business AI Use Case Action SaleSmartly Feature Key Benefit 1. Smart Support Deploy AI chatbots 24/7 multilingual AI support Faster response, lower cost 2. Data Insights Track key metrics Analytics dashboard Smarter targeting 3. Personalization Build customer segments Tags + AI recommendations Higher conversion 4. Cross-Language Chat Enable translation Built-in translator Seamless communication 5. Intent Recognition Use AI Agent NLP + sentiment detection Human-like replies 6. Ad Optimization Define target groups Behavioral analytics Better ROI 7. Email Automation Set triggers and workflows Email module Higher engagement 8. Supply Chain Connect systems via API AI Agent integration Lower inventory cost 9. Risk Control Monitor compliance ERP + AI integration Avoid losses 10. Knowledge Base Train virtual assistants AI Knowledge Hub Consistent service Now is the time for cross-border sellers, DTC brands, and B2B exporters to scale globally with AI.👉 Start Free Trial and see how SaleSmartly turns AI potential into measurable business growth. Sign Up Free Conclusion AI is transforming cross-border eCommerce through smarter automation, multilingual chatbots, intelligent analytics, and integrated AI agents. With SaleSmartly, global sellers can apply AI to real-time communication, customer engagement, and compliance, turning AI’s potential into measurable business growth. This guide summarizes AI use cases, market forecasts, and enterprise tools, offering clear takeaways for cross-border professionals and AI-powered business strategists. FAQ 1. How does AI improve customer service efficiency in cross-border businesses? AI automates 24/7 multilingual support through chatbots, translation, and intent recognition, cutting labor costs and improving response speed. With SaleSmartly, you can also deliver personalized, self-learning AI interactions. 2. Can AI completely replace human agents? Not entirely. AI handles about 80% of common inquiries, but complex or emotional cases still require human input. The most effective model is an AI-assisted human service for efficiency and empathy. 3. What AI features does SaleSmartly offer for cross-border teams? SaleSmartly includes multilingual AI chatbots, behavior analytics, tagging, customer segmentation, and automated email campaigns, helping you scale communication and boost conversions. 4. Which types of cross-border businesses benefit most from AI tools? Whether you’re running a DTC brand, a B2B exporter, or an independent online store, AI helps you automate communication, reduce costs, and expand globally, especially for lean or growing teams. 5. How can I start using AI to improve conversion rates quickly? Begin by: Deploying AI chatbots to handle instant replies Using AI content tools to optimize product and ad copy Leveraging analytics to refine user experience and sales funnelsSaleSmartly offers a free trial, so you can test results right away. Further Reading 2026 AI Agent Guide: Key Features & Use Cases for Cross-Border Brands How to Train a Custom AI Chatbot for Cross-Border Businesses (2026 Edition) Building an AI Knowledge Base from Scratch: Step-by-Step Guide How to Add Live Chat Plugins to Your Online Store to Improve Customer Communication Never Guess Again: Connect APIs to Power Smarter Decisions with AI Agents Automation Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [SaleSmartly 2025: The Year We Built for You](https://www.salesmartly.com/en/blog/docs/salesmartly-2025-product-update) In 2025, we focused on what truly matters: solving real problems. Instead of following hype, we listened. Every product update was a direct response to our customers' needs. Our north star remains the same: The Customer. Always. Our Guiding Philosophy: Listen, Then Build. Our customers told us what keeps them up at night:● Conversations are happening everywhere, but nothing is connected.● Teams are stretched thin, and manual work eats into efficiency.● AI promises a lot, but few tools deliver practical, day-to-day value.● When the platform goes down, everything stops.These are fundamental business challenges, not simple requests for features. In 2025, we committed to building the reliable, integrated system needed to solve them. How We Evolved in 2025 We focused on strengthening our platform across five core areas to make your work simpler and more effective. 1. Platforms That Actually Work for You We moved beyond simple integrations to build powerful, actionable connections.● New Additions: We brought Zalo, TikTok, YouTube, and WeCom into the fold.● Deepened Capabilities: Enhanced automation for Zalo and TikTok Business, better team collaboration via WeCom, and internal alerts through Slack.● Unified Inbox: Comments, DMs, and group chats now live in one place. Proactively message customers on Telegram, Zalo, or TikTok directly from SaleSmartly.Now, every platform is a true customer touchpoint you can manage and automate. 2. A Leaner, Smarter Agent Workspace We streamlined the support interface to help your team work faster and focus on people, not processes.● Workflow Efficiency: Send rich media across platforms, manage group chats with ease, and enjoy an interface designed for how agents really work.● Powerful Management: Export full chat histories instantly, filter your inbox with precision, and organize views by priority.● AI-Assisted Speed: Get intelligent reply suggestions to customize and send in seconds, plus text-to-speech for greater flexibility.The result? Less busywork, more meaningful conversations. 3. Automation & AI You Can Actually Use We made AI a practical part of your workflow, not just a buzzword.● Smarter Workflows: Run multiple automations in parallel and trigger actions based on data from other apps.● Your AI, Your Choice: Connect the AI tools you trust, like HelpKnow, OpenAI Assistants, Coze, GPTBots, or Dify, custom bots, and let them work with your knowledge base and automations.● Effortless Campaigns: Send automated, rich-media messages and execute consistent cross-channel sequences without duplicate setup.AI in SaleSmartly is now a seamless decision-maker within your operations. 4. Marketing Built on a Single Customer View We built the foundation for targeted, coordinated outreach.● One True Profile: Our ONE ID system merges customer interactions from every platform into a single, accurate profile.● Clean Data, Clean Campaigns: Automatically merge duplicate contacts for precise targeting and accurate analytics.● Flexible Outreach: Schedule recurring message campaigns to nurture leads over time.Move from broad broadcasts to personalized, profile-based engagement. 5. The Reliable Foundation You Deserve We made significant investments in the stability and security you rely on.● Performance at Scale: Enhanced infrastructure ensures smooth operation during traffic spikes.● Built for Resilience: A robust, multi-cloud architecture maintains uptime.Your business needs a platform that just works, and we have made that our priority. A Cleaner, More Intuitive Experience We’ve begun rolling out a refreshed, modern interface across key parts of the platform. It’s designed for clarity and ease, reflecting the powerful system underneath. Thank You for Your Partnership This year’s progress is a direct result of your feedback. You shared your challenges, and we built the solutions. We are truly building this together. Sign Up Free Looking Ahead to 2026 Our commitment is to listen even closer. We’re engaging in deeper conversations with businesses worldwide to turn your real-world challenges into our development focus. In 2026, SaleSmartly will continue to deliver practical AI, reliable automation, and unwavering system stability. This allows you to focus entirely on your customers. Putting you first isn’t a campaign. It’s our core. ### [Why Thai Brands Need a Messaging-First Strategy for LINE, Facebook, and Beyond](https://www.salesmartly.com/en/blog/docs/thailand-messaging-first-strategy-line-facebook-ai) Quick Takeaways: 📱 90.7% of Thai internet users are on Facebook, 90.6% on LINE. They manage accounts on 7 different platforms monthly. 💬 LINE reaches 56 million monthly users—78% of Thailand's population. 🛒 75% of Thai online shoppers use Shopee, 67% use Lazada, with the market hitting 1.1 trillion baht in 2024. 🤖 AI chatbots can handle up to 80% of common queries instantly, with Thai-language NLP improving dramatically. 💰 Omnichannel customers spend 30% more and have 30% higher lifetime value. Source: Simarweb Ranking Introduction: From "Channel Management" to "Relationship Building" Most businesses treat customer service as channel management: install a support agent on LINE, open an inbox on Facebook, reply to DMs on TikTok. The result? More channels, more chaos, more customer fatigue. "Messaging-First" is not about choosing which channel to be on. It's a brand-new service philosophy: Not "we have LINE support," but "we use LINE to build relationships." Not "we reply on Facebook," but "we turn Facebook into a conversation portal." Not "AI replaces humans," but "AI makes humans more human." This article is for brands that already know they need to be on LINE in Thailand. We'll show you: how to move from "presence" to "excellence," from "doing it" to "building a system." Part 1: What Is a "Messaging-First" Service Model? 1.1 Definition: Conversation-Centric, Not Channel-Centric The traditional service model is channel-centric: Customer asks on LINE → You reply in LINE dashboard. Customer asks on Facebook → You reply in Facebook dashboard. Customer switches channels → You don't recognize the same person. The messaging-first model is customer-centric: Customer starts conversation on any channel → You handle it unified. Customer moves from LINE to Facebook → You recognize the same person. Every conversation builds on the same customer profile. 1.2 Why Messaging-First Is Non-Negotiable in Thailand This isn't a choice. It's survival. Because: Platform Reach in Thailand Why It Matters LINE 56M users (78% of population) Thailand's "operating system"—daily communication hub. Facebook 90.7% of internet users Covers all demographics, functions as community square. TikTok 85.7% of internet users Fastest-growing commerce channel, especially for younger consumers. Messenger High penetration Independent messaging tool closely tied to Facebook. Thai consumers don't think in terms of channels. They think in terms of relationships. They discover products on Facebook, inquire on LINE, and purchase on Shopee or Lazada, expecting a seamless journey at every step. 1.3 The Three Levels of Messaging-First Maturity Level Description Key for Thai Market Level 1: Presence Have a presence on all major channels. LINE + Facebook + TikTok is the baseline. Level 2: Integration Recognize customers across channels, unified management. Say goodbye to multi-dashboard switching. Level 3: Intelligence AI-powered + data-driven + proactive service. AI handles 80% routine queries, humans focus on relationships. Most brands stop at Level 1, treating LINE as a broadcast station. True relationship building requires Levels 2 and 3. Part 2: LINE Integration—The Essential Course for Thailand 2.1 LINE Is Not "a Channel"—It's Your Customer's Digital Identity For Thai consumers, LINE isn't just another app. It's: Opened 30+ times daily. The primary way they communicate with family and friends. A gateway to news, entertainment, and life services. Where they discover and purchase products. LINE Official Account (OA) has become a critical marketing channel, enabling: Direct, personalized communication with opted-in customers. Rich media messaging (images, videos, cards). Customer service within the same interface. Transaction facilitation through LINE Pay. 2.2 The Three Layers of LINE Official Account Layer Capabilities Use Cases Basic One-way broadcast + basic replies Notifications, promotional pushes. Interactive 1-on-1 conversations + human agents Pre-sales inquiries, after-sales service. Relational CRM integration + personalized service VIP maintenance, repeat purchase conversion. Most brands stay at the "Basic" layer. To truly build relationships, you need the "Interactive" and "Relational" layers. 2.3 LINE Integration: Technical Reality When you integrate LINE Official Account with SaleSmartly, you get: LINE Official Account ↔ SaleSmartly Unified Inbox ↔ Your Support Team ↓ ↓ ↓ Customer messages Auto-match customer profile AI assistance + script library What this enables: All LINE messages enter the unified inbox in real-time. Customer identity auto-matches (if returning, shows complete history). Rich media support (images, videos, cards). Template messages (within LINE policy). Multiple agents online with auto-assignment. Part 3: Facebook—From "Fan Page" to "Conversation Portal" 3.1 Facebook's Unique Position in Thailand While Facebook's growth has slowed globally, in Thailand it remains: The most-visited social network as of January 2026. A cross-generational community space covering 90.7% of internet users. The core channel for local commerce. Facebook Groups function as irreplaceable "digital villages." 3.2 Redefining the Role of Facebook Page Many brands treat their Facebook Page as a bulletin board: post updates, wait for likes, occasionally reply to comments. In a messaging-first model, your Facebook Page should be a conversation portal: Traditional Thinking Messaging-First Thinking Post updates Create conversation topics. Reply to comments Convert comments to direct messages. Wait for DMs Proactively guide to DMs. Handle DMs separately DMs enter unified workflow. 3.3 The Game-Changer: Comments-to-Direct Message When users comment "How much?" or "How to buy?" on your posts, that's a high-intent signal. SaleSmartly's automation can: Identify these high-intent keywords. Automatically send a direct message to the user (with product links/coupons). Route the conversation to the unified inbox. Tag the user as "high intent" for follow-up. The result: Previously lost comment traffic becomes trackable conversation assets. 3.4 Case in Point: FWD Thailand FWD Thailand, a life insurance company, partnered with a Meta Business Partner to build Messenger-powered conversational experiences promoted via ads that click to Messenger. The results from their "E-Cancer" campaign were striking: 5.4X more quote conversion rates from ads that click to Messenger compared to business-as-usual campaigns clicking to website. 5.6X lower cost per quote from the Messenger campaign. As Padon Jeffrey Chirasanti, Head of Digital Sales at FWD Thailand, noted: "We want to be where our customers are and offer our insurance services across several digital touchpoints. We decided to get creative and experiment with Messenger." Part 4: TikTok—The Front Line of Social Commerce 4.1 TikTok in Thailand: From Entertainment to Transaction TikTok in Thailand has transcended entertainment: 85.7% internet user penetration (extremely high). TikTok Shop has become a major commerce force. 90+ minutes daily average usage. "Watch and buy" is now normalized. 4.2 What Makes TikTok Support Unique TikTok support scenarios differ completely from other platforms: Platform Support Scenario Challenge LINE 1-on-1 private chat Fast response, personalized service. Facebook Comments + direct messages Public comments need careful handling. TikTok Live + Comments + direct messages Extreme real-time, instantaneous traffic spikes. During live streams: Comments flood in, and humans can't keep up. Questions are highly repetitive (price, stock, shipping). After the stream ends, direct messages pour in. 4.3 TikTok + SaleSmartly: The Solution During live stream: AI automatically identifies high-frequency questions in comments, replies in-stream or sends auto-direct messages. High-intent comments ("How to buy?" "Price?") are flagged and enter follow-up process. After live stream: All direct messages enter the unified inbox. Common questions (shipping, after-sales) auto-replied. High-intent users prioritized for human agents. Result: The instantaneous traffic of live streaming is systematically captured: no potential customer left behind. Part 5: The Role of AI—Letting Humans Be Human 5.1 What AI Should Do vs. What It Shouldn't In a messaging-first service model, AI's role is enablement, not replacement. AI Should Do AI Should NOT Do Answer repetitive questions (address, hours) Handle complex complaints. Collect pre-consultation info (like medical triage) Provide emotional support. Auto-tag and categorize conversations Make major promises on behalf of the brand. 24/7 instant response Pretend to be human. As one industry analysis notes: "AI tools can handle far more than just chatbot replies or automated emails. But throwing automation at everything can backfire. Instead, businesses should take a strategic approach, automating tasks that are repetitive, time-consuming, or data-heavy, while preserving roles that require creativity, empathy, and real-world judgement." 5.2 The Ideal AI + Human Collaboration Workflow Customer message arrives ↓ AI assesses intent + matches knowledge base ↓ If AI confidence high → AI responds directly If AI confidence low → Seamless transfer to human + full context ↓ Human handles complex issue ↓ AI learns from human response, optimizes future performance Thai NLP has improved dramatically in recent years, enabling more accurate local language processing. This means AI can handle increasingly sophisticated Thai-language interactions while still knowing when to escalate. 5.3 Real-Time Translation: Breaking Language Barriers For international brands serving the Thai market, language is the most practical barrier. SaleSmartly's real-time translation AI: Customer inquires in Thai → agent sees English/Chinese translation. Agent replies in English → customer receives Thai version. Higher accuracy for vertical-specific terminology (medical, e-commerce). This mirrors broader industry trends. HBX Group recently rolled out AI-powered real-time translation supporting 13 languages including Thai, noting: "Our goal is for any customer, anywhere in the world, to feel that they are receiving personalized service, without having to deal with language barriers." For your business, this means: You don't need to hire full-time Thai-speaking support agents to serve Thai customers in Thai. Part 6: From "Reactive" to "Proactive"—CRM-Driven Relationship Management 6.1 The Value of Unified Customer Profiles When all channel conversations flow into SaleSmartly, you gain: Single Customer View: She discovered you on TikTok live. Asked about product shades on LINE. Checked shipping on Facebook direct message. Completed first purchase on your website. Now asking about new arrivals on LINE. When a support agent picks up a conversation, they don't just see a message. They see a relationship history. 6.2 Tag-Based Precision Service Once customer profiles are unified, you can: Tag VIP customers to ensure priority routing to your best agents. Flag "high intent but not converted" customers for follow-up. Identify "repeat complainers" for special attention. Filter out "dormant 180+ days" customers to avoid disturbance. As one expert notes: "Use AI scoring models or your CRM to prioritise hot leads. For example, if a customer has interacted with your website five times, clicked your promotion, and messaged on LINE, AI can flag them as high-priority, saving your sales team hours of guesswork." 6.3 Proactive Outreach: Showing Up Before the Customer Asks Messaging-first isn't just "wait for customers to ask." It's "show up when customers need you": Auto-push shipping updates when logistics exceptions occur. Send birthday greetings + offers. Notify interested customers when new products arrive. Auto-remind when carts are abandoned. These aren't spam. When based on real customer behavior and preferences, they're valuable service. 6.4 The Omnichannel Customer Effect The payoff for getting this right is substantial: Omnichannel customers spend 30% more and have 30% higher lifetime value. Brands with consistent cross-channel presence achieve 89% retention versus just 33% for fragmented messaging. Nearly 70% of businesses report over 10% revenue growth after improving brand consistency. Practical Implementation Guide Step 1: Audit Your Current Channels List every place customers currently contact you: LINE Official Account (do you have one? how active?). Facebook Page (DM volume? comment engagement?). TikTok account (live frequency? DM volume?). Instagram (DM volume?). Website chat/chat widget (traffic sources?). WhatsApp (if applicable). Step 2: Prioritize Your Channels Not all channels are equally important. Prioritize based on your business type: Business Type Priority 1 Priority 2 Priority 3 Local retail/service LINE Facebook - E-commerce (domestic) LINE TikTok Facebook Cross-border (serving Thailand) LINE Facebook WhatsApp B2B Facebook LINE - Step 3: Choose Your Integration Platform Select a platform that can truly integrate (not just aggregate) these channels. Key criteria: Native LINE integration (not just message forwarding). Cross-channel customer recognition. AI capabilities for common questions. PDPA compliance support. Team collaboration features (multiple agents online simultaneously). Step 4: Design Your Workflows Which questions should AI handle? What's the confidence threshold? When should conversations transfer to humans? How? How should conversations be assigned to different agents? What are your response time SLAs? How will you track and improve agent quality? Step 5: Train and Launch Train your support team (tool usage + new processes). Pilot with 1-2 channels first. Collect feedback, optimize processes. Gradually expand to all channels. Step 6: Continuous Optimization Weekly analysis of AI handle rate, transfer rate. Monthly knowledge base updates (common questions + standard replies). Regular review of customer tags and segments. Track correlation between response quality and conversion rates. Frequently Asked Questions (FAQ) Q1: "Having a LINE account is enough" Having a LINE account is just step one. The real question is how you use it—as a broadcast station, or as a relationship channel? Q2: "AI makes service feel cold" Quite the opposite. AI handling repetitive questions frees up humans to do the warm, empathetic work that builds relationships. Q3: "Integration platforms are too expensive" Run the numbers: current spend on multiple tools + time lost switching between dashboards + missed customers—what's the total? Conclusion: Messaging-First Isn't a Technology Choice In the Thai market, a messaging-first service model isn't about chasing trends. It's about returning to fundamentals: serve customers where they are. Thai customers are on LINE. They're on Facebook. They're on TikTok. They use messaging to communicate life, and they use messaging to discover and purchase products. Your choice is: Continue serving customers the way you're comfortable with (email, phone, Excel). Or serve customers the way they're comfortable with (messaging-first, AI-enabled, relationship-driven). The first path gets harder every day. The second path is rapidly becoming the standard. Messaging-first isn't about tools. It's about mindset. Companies that master omnichannel consistency will gain a major competitive edge, converting multi-platform engagement into loyal customers and sustainable growth. In a market where fewer than 10% of retailers feel fully consistent across all channels, the opportunity is clear. The question isn't whether to adopt a messaging-first approach. It's whether you'll start now, or after your competitors have already built the relationships you could have had. Ready to Transform Your Thai Customer Service? Book a free consultation with SaleSmartly's Southeast Asia specialists. We'll: Audit your current customer communication setup. Show you exactly how SaleSmartly can consolidate your channels. Demonstrate AI automation tailored to your business. Explain our compliance framework and certifications. 👉 Looking for more hands-on eCommerce AI strategies? Join our Telegram channel for practical growth tips, proven playbooks, and the latest product updates. Related Reading Choose the Right Social Media Platform for Global Growth in 2026 LINE Official Account Guide: Setup Process and Basic Functions Shopify Costs in 2026: A Complete Pricing Guide for Store Owners Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [Southeast Asia's Trust Challenge: 68% Love AI, 40% Trust It and How to Fix](https://www.salesmartly.com/en/blog/docs/ai-trust-challenge-southeast-asia-fix) Quick Takeaways: 🇸🇬 68% of Singapore consumers believe AI will have a positive impact on society—among the highest rates globally. ⚠️ Yet only 40% trust organizations to use AI responsibly. 🔍 58% worry about data misuse. 55% fear losing human connection. 💡 The Fix: Transparent, collaborative AI that handles routine inquiries and escalates complex issues with complete context. Source: Qualtrics 2026 Consumer Experience Trends Report Introduction: The Trust Gap According to the Qualtrics "Consumer Experience Trends 2026" Report, Southeast Asia leads the world in AI optimism. In Singapore, 68% of consumers believe AI will benefit society. They use AI daily and embrace personalization. But ask if they trust businesses to use AI responsibly, and confidence drops to just 40%. Consumers have experienced poorly deployed chatbots, fragmented conversations, and opaque data practices. They've asked the same question across three channels. They've been trapped in chatbot loops. They've wondered where their data went. Source: Qualtrics 2026 Consumer Experience Trends Report The Fix isn't less AI. It's better AI: transparent, collaborative, and designed to enhance the effectiveness of human agents. Part 1: Where Trust Breaks Down Channel fragmentation: 81% expect seamless conversations across channels. When customers repeat themselves, trust erodes. Empathy deficit: 55% fear AI will eliminate human touch. Deflection without resolution makes it real. Transparency gap: Unexplained AI decisions breed suspicion. Who has access to my data? These three breakdowns don't exist in isolation. They feed into each other, creating a downward spiral. A customer who repeats her story across channels arrives at a human agent already irritated. If that agent lacks context, her frustration deepens. And if an AI made an incomprehensible decision along the way, trust shatters entirely. Closing the trust gap means tackling all three at once—not with scattered point solutions, but with a unified system that weaves together seamless handoffs, genuine empathy, and verifiable transparency. Part 2: The 6 Fixes—How SaleSmartly Closes the Trust Gap SaleSmartly was built from the ground up to address these exact pain points. By combining all channels into one workspace, embedding emotional intelligence into AI, and ensuring everything is anchored in certified data protection, we provide businesses with a single platform to restore customer confidence. Here's how. 2.1 Fix #1: Unify Every Channel Problem: Fragmented conversations across LINE, Facebook, Instagram, and WhatsApp force customers to repeat themselves. Each repetition chips away at trust. Fix: SaleSmartly's Unified Inbox consolidates all channels into a single workspace. When a customer moves from Instagram DMs to LINE, the agent sees the complete history—past conversations, order history, preferences—without the customer having to repeat a word. Result: Customers feel known, not frustrated. Trust builds with every seamless interaction. 2.2 Fix #2: AI That Handles the Routine Problem: Simple questions flood your team's inbox, forcing customers to wait hours for answers that could be instant. Fix: SaleSmartly's AI agents handle up to 90% of routine inquiries autonomously, including order status, shipping updates, pricing, and FAQs. When customers ask "Where's my order?" at 11 PM, they get an instant answer with tracking details, not a "we'll reply during business hours" auto-reply. When to escalate: Low confidence/satisfaction requests trigger seamless transfer to a human with a complete conversation history attached. 2.3 Fix #3: Emotional Intelligence That Responds Automatically Problem: When customers express frustration, silence only exacerbates the issue. Your team can't monitor every conversation 24/7. Fix: AI continuously scans for frustration keywords—"angry," "frustrated," "not happy," "this is unacceptable." When detected, it automatically sends a pre-set empathetic response: "I'm sorry to hear you're frustrated. I understand this is important to you. Let me connect you with someone who can help right away." Result: Customers feel heard instantly. Emotions de-escalate before a human even joins the conversation. 2.4 Fix #4: Unified Customer Profiles Problem: Agents handle tickets with no visibility into the customer's full history across channels and past interactions. Fix: Every interaction is attached to a single customer profile—complete with a conversation history across all channels, past purchases, previous issues, and communication preferences. Result: Customers never have to explain their history again. Agents resolve issues more quickly because they have all the necessary context. 2.5 Fix #5: Data Closed Loop Problem: Thousands of conversations sit untouched, with no systematic way to learn from them. Fix: SaleSmartly's customer service analytics automatically tag and analyze every interaction, revealing patterns that inform product development and strategy. Which products generate the most questions? Where do customers get confused? Which markets respond to which promotions? Result: Every conversation becomes intelligence that makes your business smarter. 2.6 Fix #6: Certified Compliance Problem: 58% worry about data misuse. Generic privacy policies aren't enough to build trust. Fix: SaleSmartly holds ISO/IEC 27001 (Information Security Management) and ISO/IEC 27701 (Privacy Information Management) certifications—globally recognized standards for data protection. What this means: Data encryption, granular access controls, complete audit trails, and clear consent management. You can prove you handle data responsibly. Part 3: Industry Solutions in Action 3.1 E-Commerce & Retail Challenge: Peak seasons flood teams with "where's my order" questions. Abandoned carts drain revenue. Solution: AI handles 90% of order inquiries automatically Cart recovery messages via LINE or Facebook Messenger Frustrated customers get instant comfort messages + human escalation Result: A fashion retailer processed three times the number of orders during Black Friday with the same team size. 3.2 Local Services: SPA & Wellness Challenge: Spas receive booking inquiries and complaints across multiple channels, including LINE, Facebook, and chat. A delayed treatment or miscommunication can lead to negative reviews. Solution: Unified inbox catches every message across channels AI answers availability and pricing questions instantly When a client types "I've been waiting 20 minutes" or "This massage isn't what I expected," AI detects dissatisfaction and automatically sends a comforting reply: "I'm sorry your experience isn't meeting expectations. We truly care about your relaxation. A team member will review your concern and get back to you shortly." The conversation is tagged and queued for manager follow-up Result: Clients feel heard immediately. Issues are resolved before they become negative reviews. 3.3 Beauty & Personal Care Challenge: Thousands of daily questions about skin types and product recommendations overwhelm small teams. Solution: The AI Product Advisor, trained on a product catalog, recommends items based on customer questions. Sentiment detection provides helpful guidance when customers appear uncertain. Result: An Indonesian brand now answers every "what's good for acne-prone skin?" instantly. Purchase rates increased significantly. 3.4 SaaS & Digital Services Challenge: Users across different time zones require assistance at midnight. 24/7 human support is too expensive. Solution: AI handles password resets and common questions around the clock. Complex issues are escalated to engineers with a full conversation history. Feature requests are automatically tagged and routed to product teams. Result: A Malaysian fintech startup now covers 75% of after-hours inquiries with AI. 3.5 Cross-Border Businesses Challenge: Serving Thai, Vietnamese, and Indonesian customers without hiring dedicated teams for each language. Solution: Real-time translation—customer types in Thai, agent sees English, and reply translates back. Unified profiles show history regardless of the language used. Localized comfort messages for each market. Result: A Singaporean electronics retailer serves three markets with a single Singapore-based team. Customer frustration dropped because people can finally use their own language. Read more solution here. Conclusion: The Fix Is Here The trust gap is real, but it's not permanent. Brands that invest in transparent, collaborative AI will earn the confidence of Southeast Asia's consumers. The Fix is a platform that: Unifies channels so customers never repeat themselves Handles routine inquiries with AI so humans focus on what matters Responds to emotions automatically with pre-set comfort messages Builds unified profiles so agents have complete context Turns conversations into intelligence through automated analytics Protects data with certified compliance so customers trust you With SaleSmartly, you don't have to choose between automation and trust. You can have both. 👉 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. What is Agentic AI, and how is it different from traditional chatbots? Agentic AI refers to AI systems that perceive context, reason through complex problems, and take autonomous action—not just respond to keywords. Traditional chatbots follow rigid scripts; Agentic AI, on the other hand, understands intent, remembers conversation history, and can execute tasks such as checking order status or escalating to a human agent when needed. 2. How to ensure AI doesn‘t lose the human touch? SaleSmartly is designed for human‑AI collaboration. AI handles routine inquiries, freeing human agents to focus on complex, emotional interactions. Our Emotional Intelligence feature automatically sends empathetic responses when customers express frustration, ensuring they feel heard immediately. All escalations carry a complete conversation history, so human agents have full context. 3. Do I need technical skills to set up AI agents? No. SaleSmartly's interface is designed for business users. You can train AI agents by uploading your FAQ documents, and our no-code workflow builder lets you design escalation rules, comfort messages, and automated responses without writing a single line of code. Related Reading Why Thai Brands Need a Messaging-First Strategy for LINE, Facebook, and Beyond SaleSmartly passed ISO 27001 certification, and its information security management was recognized internationally What is SaaS (Software as a Service)? A Complete Guide to Benefits, Use Cases, and Top SaaS Tools Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [Automate High-Intent Leads Across Borders with 🦞OpenClaw and SaleSmartly](https://www.salesmartly.com/en/blog/docs/openclaw-salesmartly-api-skill) Why Cross-Border Chat Management Breaks at Scale According to Meta Business reports, over 70% of global consumers expect real-time responses on messaging platforms like WhatsApp and Messenger. At the same time, internal data from CRM platforms such as Zendesk shows that: Support teams spend 30–50% of their time on repetitive tasks High-intent leads are often buried in large volumes of low-quality inquiries So the real problem is not traffic.It is signal extraction and response speed. The Core Challenge If you run cross-border eCommerce or global private traffic operations, you likely face this: Too many conversations across channels No unified view of customer intent Manual filtering slows down sales Data is fragmented between ads and chats OpenClaw is powerful. But without structured data access, it stays a tool, not a system. The Breakthrough: Natural Language + CRM API With SaleSmartly API Skills, OpenClaw becomes a real operational engine. Instead of writing scripts, connecting APIs manually, and exporting Excel reports, you can now: Run complex CRM workflows using plain English commands. This is not just automation.It is AI-native customer operations. Quick Setup: Connect OpenClaw with SaleSmartly Step 1: Install the Skill Send this command to OpenClaw: Install this skill package:https://github.com/Sale-Smartly/salesmartly-api-skills.git It will handle: Environment setup Dependency installation Skill activation Step 2: Get Your Credentials Go to: SaleSmartly Dashboard → Settings → Project Management → Enterprise Development Configuration/Project Setup Copy: API Key Project ID Step 3: Configure with One Command Example: “My API Key is XXXX, Project ID is XXX.Set it up. Then tell me how many new Vietnam customers we got yesterday and export it to Excel.” Expected Result Data is pulled in real time Leads are filtered automatically The report is generated instantly 4 Advanced Automation Workflows You Can Deploy Today 1. High-Intent Lead Qualification and Auto Assignment The Problem B2B and high-ticket stores receive large volumes of low-quality inquiries.Manual tagging wastes time and delays response. The Solution Use OpenClaw + SaleSmartly to build an auto-qualification workflow. Example Command “Every hour, fetch new leads from SaleSmartly.If the chat mentions product specifications, MOQ (Minimum Order Quantity), or shipping timelines, tag it as [High Intent B2B] and assign it to top-performing sales representative A.If the message is vague or irrelevant, tag it as [Low Value] and assign it to the bot.” Expected Outcome Sales teams focus only on qualified leads Response time improves Conversion rates increase 2. Cross-Channel Risk Control and Customer Recovery The Problem WhatsApp account bans are common in global marketing.Relying only on appeals is reactive and risky. The Solution Build multi-channel redundancy. Example Command Monitor all WhatsApp devices.If device 004 goes offline, retrieve active conversations.Check if these users have a Facebook account or an email address.Send message: ‘Our WhatsApp is temporarily unavailable. Please continue here.’ Expected Outcome Immediate traffic migration Reduced customer loss Stronger channel resilience 3. Closed-Loop Marketing Analytics The Problem Ad data and chat conversion data are disconnected. The Solution Turn OpenClaw into your AI data analyst. Example Command “Export leads from the past 7 days from campaign ‘TK Summer Promo’.Analyze chat logs and final tags.Identify the top 3 objections and generate a report.” Expected Outcome Clear insight into customer concerns Better landing pages Improved ad targeting 4. Customer Support Performance Monitoring The Problem Managers waste hours exporting and analyzing reports. Key Metrics Explained FRT (First Response Time): Time taken to reply to the first message Resolution Rate: % of conversations successfully closed Example Command “Pull last week’s FRT and resolution rate for WhatsApp and Messenger.List the top 3 fastest responders.Highlight agents with response time over 5 minutes.Generate a report.” Expected Outcome Instant performance visibility Data-driven team management Automated weekly reporting What You Can Control with Natural Language Function Example Command Customer Query “How many new customers yesterday?” Tag Management “Tag these users as VIP.” Chat Analysis “Find common issues in the last 7 days.” Assignment “Assign this lead to John.” WhatsApp Control “Check device status.” Team Insights “Who replied fastest last week?” Marketing Data “Which channel converts best?” Three Core Problems This Solves 1. Break Data Silos Connect OpenClaw directly to: WhatsApp Facebook TikTok CRM systems No more manual exports. 2. Eliminate Manual Backend Work No more: Clicking filters Exporting spreadsheets Switching dashboards Just say what you need. 3. Remove Reporting Delays Ask questions like: “What’s our conversion rate today?” “Which device is offline?” Get answers in seconds. Real-World Use Case A Southeast Asia-based eCommerce brand implemented this setup: Automated lead tagging Cross-channel recovery flows Weekly performance tracking Results (within 30 days) 35% faster response time 22% increase in qualified leads 18% improvement in conversion rate Method: Internal CRM comparison before vs after automation. Best Practices for Implementation Start with limited permissions Test workflows on small datasets Define clear tagging logic Monitor outputs weekly Gradually expand automation scope Final Thoughts AI is not here to replace your support team.It is here to remove repetitive work. Let AI handle: Data processing Lead filtering Report generation So your team can focus on: Closing deals Building relationships Growing revenue That is what real automation should look like. Resources OpenClaw: https://OpenClaw.ai Developer Docs: https://docs.OpenClaw.ai SaleSmartly API: https://salesmartly-api.apifox.cn/llms.txt GitHub Skill Package: https://github.com/Sale-Smartly/salesmartly-api-skills 👉 Looking for more hands-on strategies? Join our Telegram channel for practical growth tips, proven playbooks, and the latest product updates. Further Reading How to Manage Multiple E-Commerce Accounts with SaleSmartly From Chaos to Clarity: Organize Customer Data in 3 Simple Steps wth SaleSmartly How a Customer Support System Improves Team Collaboration Across Channels and Time Zones Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [🎁 Win a $10 Steam Gift Card + 14‑Day SaleSmartly VIP Access!](https://www.salesmartly.com/en/blog/docs/steam-giveaway-march-2026) Want a shot at a $10 Steam Gift Card and 14 days of SaleSmartly VIP? We’re celebrating smarter customer support with a big giveaway, and you’re invited. Gamers, business owners, curious folks: if you want free games, better customer chats, or just want to see what SaleSmartly can do, now’s your chance. Here’s what’s up for grabs: 3 lucky winners get: 1️⃣ A $10 Steam Gift Card (treat yourself to a new game or some DLC) 2️⃣ 14 days of SaleSmartly VIP (get access to AI automation, real-time translation, a multi-channel inbox, and a bunch more) How to enter: 1️⃣ Follow @SaleSmartlyGlobal on Twitter 2️⃣ Like and repost the giveaway tweet That’s it. You’re in. Want better odds? Get extra entries: +1 if you sign up for a free SaleSmartly account (share.salesmartly.com/twgregister), then drop a screenshot of your dashboard in the comments on the giveaway tweet (don’t worry, blur anything private). 👉share.salesmartly.com/twgregister +1 more if you read our article, How to Turn Public Traffic into Private Revenue Streams, then respond to the giveaway tweet with your thoughts, a story, a question, anything related to traffic. A quick win, a challenge you’ve faced, whatever. 👉How to Turn Public Traffic into Private Revenue Streams You can pick one or do both for more chances to win! Winners get chosen at random, and we’ll announce them on ⏰March 30 at 5:30 PM (UTC+8) right on our Twitter account. If you win, we’ll tag you, so keep an eye on those notifications. Why bother? Sure, the prizes are sweet. But honestly, SaleSmartly helps you manage all your customer chats from places like WhatsApp, Facebook, Instagram, Telegram, and more, without the headache. Automate with AI chatbots, get instant translations in 134+ languages, and turn casual visitors into loyal customers. Whether you’re flying solo or have a remote team, this gives you some serious power. A few details: Giveaway closes March 30, 2026, just before we announce winners Open to everyone! Just follow @SaleSmartlyGlobal on Twitter to enter Prizes come to you digitally: Steam cards via Twitter DMs, and VIP added right to your SaleSmartly account (if you’re not signed up yet, we’ll help you set it up) Good luck! Show off your dashboard screenshots, drop your thoughts on traffic, and follow us for more updates and future giveaways. Head to @SaleSmartlyGlobal on Twitter and jump in. Questions? Just reply to the giveaway tweet or message us directly. We’re always here. Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [Live Chat & AI Assistant for Cross-Border Ecommerce: Speed Up Every Step](https://www.salesmartly.com/en/blog/docs/customer-service-efficiency-problems) If you run a cross-border ecommerce business, you’ve probably run into these problems: A customer messages you in a language you don’t speak. You have to translate it before you can reply. They send a long voice note. You have to listen to the whole thing. They upload a screenshot. You type out the order number by hand. The same questions come up every day. You end up typing the same answers over and over. Each one of these tasks seems small on its own. But together, they slow your team down. And when replies slow down, customers get impatient. That wait often means lost sales. SaleSmartly’s AI assistant handles these repetitive tasks for you. Translation, voice messages, images, and common replies. All managed right inside your live chat and omnichannel customer service platform. No more jumping between different tools. What used to take several manual steps now takes just one click. Here are 6 ways the AI assistant streamlines the parts that slow you down. 1. Real-Time Translation: Remove Language Barriers The challenge Cross-border teams often talk to customers in multiple languages. Switching between translation tools breaks the flow, and translation errors can cause confusion. How it helps SaleSmartly translates messages directly in the chat window. You type in your language, and the customer sees the message in theirs. It works both ways. What changes Smooth conversations with customers from anywhere Fewer misunderstandings, more accurate replies No need for external translation apps 2. Automatic Language Detection: Start Conversations Faster The challenge You don’t always know what language a customer speaks. Figuring it out takes extra time and sometimes guesswork. How it helps The AI detects the customer’s language automatically and matches translation settings. What changes Know what the customer needs right away Natural conversations across multiple languages 3. Voice-to-Text: Handle Voice Messages More Efficiently The challenge Listening to voice messages one by one takes time. It can also delay your first reply. How it helps Voice messages get converted to text instantly. What changes No need to replay voice notes Faster response times Better first response rate 4. Text-to-Voice: Add a Personal Touch The challenge Some information is easier to explain with voice, especially product walkthroughs. Typed messages don’t always feel as clear or personal. How it helps Convert text into voice messages you can send to customers. What changes Information feels more personal and easier to understand Great for product introductions and step-by-step guidance 5. Image Text Extraction: Capture Details Accurately The challenge Order numbers and addresses in screenshots have to be typed manually. That takes time and invites mistakes. How it helps The AI pulls text from images automatically and makes it ready to use. What changes Less manual typing, fewer errors The extracted text is easy to find and reuse later 6. Smart Replies: Respond Faster Without Sacrificing Quality The challenge Different customers ask different questions. It takes time to frame a good reply, and inconsistent tone can hurt communication. How it helps The AI suggests replies based on the conversation context. What changes Clear, well-structured responses Better understanding of customer needs Faster replies without compromising quality Sign Up Free Why These Features Matter for Cross-Border Ecommerce Cross-border customer service comes down to four main challenges: language, response time, information handling, and reply quality. The AI assistant solves each one by helping you: Understand – translation and language detection Process faster – voice and image handling Reply better – smart suggestions When these improve, results follow: Faster replies → more conversions Fewer errors → lower support costs Higher team efficiency → better use of resources Who Benefits Most From SaleSmartly’s AI Assistant? This AI-powered chat is built for: Cross-border ecommerce teams (independent sites, Shopify, social media channels) Support teams on platforms like WhatsApp, Messenger, Instagram, Telegram, and TikTok Teams are looking for a unified omnichannel customer service experience to manage all conversations from one place Small teams managing multiple languages Sign Up Free Summary If your team is still translating messages manually, listening to voice notes one by one, typing out order details from screenshots, or copying and pasting the same replies. Stop. Utilize SaleSmartly’s AI assistant to handle the repetitive work, so your team can focus on what matters. With our omnichannel live chat and customer service software, you can finally streamline support across all your sales channels. Further Reading 10 Data-Backed Ways AI Transforms Cross-Border Ecommerce in 2026: Turn Potential into Orders 2026 AI Agent Guide: Key Features & Use Cases for Cross-Border Brands SaleSmartly adds AI intent recognition triggers! Let customers enjoy more accurate automated services Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [How to Streamline Your Email Marketing Workflow from Start to Finish](https://www.salesmartly.com/en/blog/docs/email-marketing) If you are running an ecommerce business, email marketing can feel like a juggling act. You are probably dealing with at least one of these challenges. Rewriting every campaign from scratch Translating content for different countries Mixing up customer groups and sending messy blasts Losing track of replies and forgetting to follow up When sending gets delayed and replies go unanswered, you lose customers who were ready to buy. SaleSmartly brings it all together with a unified helpdesk system. You can write, send, personalize, and manage replies without switching between tools. What used to be a bunch of disconnected tasks now runs as one smooth workflow. Write Emails Faster Without Starting From Zero The problem Every campaign feels like a blank page. You spend hours rewriting the same types of emails: promos, updates, follow‑ups. How SaleSmartly helps Use built‑in templates to get started. Edit quickly without rebuilding everything. What you get Less time writing More consistent messaging An easy way to keep showing up in inboxes Send to the Right People, Not Everyone The problem Blasting the same email to your whole list feels generic. Open rates drop, and so do sales. How SaleSmartly helps Use customer segmentation to group contacts by tags, source, or behavior. Then send targeted emails that actually match what they care about. What you get Higher open and click rates Less waste, more relevance A cleaner, more predictable marketing rhythm Make Every Email Feel Personal Without Extra Work The problem Mass emails look like mass emails. They get ignored. How SaleSmartly helps Insert customer names, order details, or other variables. The system personalizes each email automatically. What you get Emails that feel one‑to‑one Higher engagement without manual effort A simple way to scale email personalization Keep All Replies in One Place The problem Replies land in a scattered inbox. It is easy to miss messages and drop the ball on follow‑ups. How SaleSmartly helps Manage every reply from a single dashboard. This centralized reply management system lets you see, track, and respond without the chaos. What you get No more missed customer messages Faster follow‑ups A cleaner experience for your team and your buyers Sign Up Free Why These Capabilities Matter for Ecommerce Most email marketing struggles stem from a few key factors. Content takes too long to produce Multi‑language communication is a hassle Personalization feels hard, even though it is critical Replies get scattered and lost When these issues stack up, you end up sending late, missing the mark, and leaving conversions on the table. With SaleSmartly, you get consistent sending, so customers hear from you regularly. You get relevant messaging that leads to better open and click rates. And you get real personalization that builds stronger connections and drives more sales. Who Is This For? This workflow is best suited for those running a cross-border ecommerce store on Shopify, Shoplazza, Shopyy, or other similar platforms. It is also a great fit if you have a growing customer base you need to engage regularly, or if you want better email results without growing your team. If you are looking for a reliable helpdesk system or automation tools that simplify omnichannel customer service, SaleSmartly gives you everything in one place. Sign Up Free The Bottom Line If your email marketing still means writing every email manually, translating the same copy over and over, sending generic blasts, and chasing replies across inboxes, then the problem is not your strategy. It is your workflow. SaleSmartly connects the dots. It turns email marketing from a messy checklist into a reliable growth engine. Further Reading Email marketing is indispensable when going overseas. Here’s how to optimize it! Foreign trade mailbox recommendation: choosing the best mail service provider and efficient skills Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [How Multi-Location Clinics Can Deliver Consistent Patient Experience Across WhatsApp, LINE, and Facebook](https://www.salesmartly.com/en/blog/docs/omnichannel-solution-for-healthcare) For a patient, trust in a healthcare provider is built on consistency. They expect the same level of care, the same attention to detail, and most importantly, the same understanding of their history, whether they visit your downtown clinic, your suburban branch, or send a message on WhatsApp late at night. But for multi-location clinics and medical groups, delivering this seamless experience is a monumental challenge. It’s not about the efficiency of a single clinic anymore; it’s about ensuring a patient feels like they belong to one organization, not a collection of independent offices using the same logo. When communication is fragmented, the patient experience suffers. The most successful healthcare groups have moved beyond simple appointment management to build a capture–convert–retain framework that turns every patient interaction into a lasting relationship. The Broken Reality of Multi-Location Communication In a typical multi-location healthcare group, communication often looks like this: Siloed Accounts: Each clinic manages its own WhatsApp Business or LINE account. A patient who messages Clinic A cannot be recognized if they later message Clinic B. Fragmented Histories: A patient with a question about a previous visit has to repeat their story when contacting a different branch. Blind Spots for Leadership: Group headquarters has no visibility into response times, patient sentiment, or service quality across different locations. The contrast is stark: ❌ The fragmented way: Patient messages East clinic on WhatsApp with a question. Next week, they will message the West clinic on LINE about a follow-up. West Clinic has no idea who they are. The patient repeats their history, frustrated. ✅ The unified way: Patient messages any clinic, any channel. The system instantly recognizes them, pulls up their profile, and displays past interactions. The agent responds with full context. The patient feels known and cared for. What Patients Actually Expect Modern healthcare consumers expect the same level of service from their medical providers as they do from leading e-commerce brands. The data supports this: 81% of patients expect a seamless experience where they don’t have to repeat information when switching between communication channels or clinic locations. 58% of consumers are concerned about how their personal data is stored and shared, highlighting a critical need for secure and unified communication systems. Patients today expect healthcare experiences that mirror retail or hospitality—fast and digital. The Foundation: 3 Core Capabilities Before diving into patient journeys, let’s establish the platform capabilities that make unified healthcare communication possible. SaleSmartly provides these three foundational layers: 1. Unified Inbox Connect all your location-specific WhatsApp, LINE, Facebook, Instagram, Telegram, and WeChat accounts into one dashboard. Messages are automatically tagged by channel and clinic location. Staff manage all conversations from a single interface, no more switching between apps or phones. 2. Unified Patient Profiles (SCRM) Every patient who messages is automatically recognized by phone number. Complete interaction history, past inquiries, appointment details, and service requests are stored in one place. Whether a patient contacts East clinic or West clinic, authorized staff see the full context immediately. 3. Hierarchical Permissions & Smart Routing Clinic staff see only messages assigned to their location. Headquarters can monitor all conversations for quality assurance without interfering in daily operations. Smart routing distributes conversations based on agent availability, workload, and expertise. After-hours coverage ensures no message is left unanswered. With these capabilities in place, let’s walk through how they power the complete patient journey. Phase 1: Capture — Turn Every Inquiry Into a Known Patient The Challenge: Patient inquiries come from multiple channels (WhatsApp, LINE, Facebook) and multiple clinic locations. Without a unified system, leads fall through the cracks, and no one has a complete view of who is reaching out. How SaleSmartly Solves It: All inquiries land in one place. Whether a patient messages your East clinic on WhatsApp or your West clinic on LINE, the unified inbox captures every conversation, automatically tagged by location. Nothing is missed. Every patient is automatically profiled. When a patient messages, the system creates or updates their unified profile. Based on conversation keywords (e.g., “dermatology consult,” “follow-up”), the patient is tagged and segmented for future outreach. AI handles routine questions 24/7. Deploy AI chatbots to answer common questions (hours, services, insurance acceptance) instantly. Patients get immediate answers; staff focuses on complex cases. Location‑specific QR codes streamline intake. Use QR codes in clinics or on marketing materials. When scanned, patients are automatically assigned to the correct branch and greeted with a welcome message. Result: No inquiry goes unanswered. Every patient is instantly recognized and profiled. Staff know who they’re talking to before typing a single word. Phase 2: Convert — Streamline Appointments and Reduce No-Shows The Challenge: High no-show rates due to forgotten appointments. Manual booking processes that frustrate patients. Staff are spending hours on phone confirmations instead of patient care. How SaleSmartly Solves It: Self‑service booking in chat. When a patient sends a keyword like “book appointment,” an automated workflow guides them through selecting service type, preferred date, and location, all within WhatsApp, LINE, or Facebook Messenger. No phone calls required. Instant confirmations and smart reminders. Patients receive immediate confirmation after booking. Automated reminders are sent 24–48 hours before appointments, with one‑tap options to confirm, reschedule, or cancel. Multiple reminder touchpoints ensure no appointment is missed. Intelligent assignment. Based on the patient’s history or stated preference, the system automatically routes the booking to the correct clinic and assigns it to the appropriate staff member. Multi‑channel consistency. Whether the patient books via WhatsApp, LINE, or Facebook Messenger, the workflow is identical. Patients use the channel they prefer; you get a streamlined process. Result: No-show rates drop significantly. Staff reclaim hours previously spent on manual appointment management. Patients appreciate the convenience and reliability. Phase 3: Retain — Build Lasting Relationships Beyond the Visit The Challenge: Patients leave after an appointment and are never heard from again. No system for follow-up care, satisfaction monitoring, or re-engagement. Missed opportunities for repeat visits and referrals. How SaleSmartly Solves It: Automated post‑visit follow-ups. Send personalized follow-up messages after appointments, checking in on recovery, sharing care instructions, or simply thanking the patient. Timing can be customized to ensure patients feel cared for beyond the clinic walls. Satisfaction surveys that get responses. Send automated survey links after appointments. WhatsApp’s high open rates (98%+) mean significantly more responses than email or SMS. Use insights to improve service quality across all locations. Targeted re‑engagement campaigns. Segment patients by tags (e.g., “dermatology patient,” “3+ months no visit,” “high-value client”) and send personalized broadcasts. Promote seasonal check-ups, new services, or special offers to the right patients at the right time. Broadcast across channels. Reach patients on WhatsApp, LINE, Facebook Messenger, and more with a single broadcast. Track open rates, reply rates, and engagement to refine your strategy. Result: Patient retention improves significantly. Repeat visits become predictable rather than random. Patients feel valued and informed, driving referrals and long-term loyalty. Use Case: Multi-Lingual Support for Diverse Patient Populations The Challenge: A clinic group serving a multicultural population. Staff struggles to communicate with patients who speak different languages. The SaleSmartly Solution: Real-time translation supports 130+ languages, automatically translating messages between patients and staff. Staff replies in their native language; patients receive messages in theirs. Translation works across all integrated channels: WhatsApp, LINE, Facebook Messenger. Result: Language barriers eliminated. Patient base expands without hiring additional multilingual staff. Security and Compliance: Protecting Patient Data In healthcare, trust is currency. Patients share personal information only if they believe it’s protected. Every conversation, from appointment reminders to follow-up inquiries, contains personal details that must be handled with care. SaleSmartly is built with enterprise-grade security: Certification What It Means ISO 27001 Information security management ISO 27701 Privacy information management aligns with GDPR, PDPA, and other global privacy regulations Key security features: Role-based access control (RBAC) ensures only authorized staff have access to patient chats. Audit trails track who accessed what information and when. Data residency options comply with local data protection laws. Important compliance note: SaleSmartly focuses on managing communication workflows. Patient information shared within the platform is handled in accordance with industry security standards. Getting Started: Implement Omnichannel Patient Communication Ready to unify your patient communication across all your locations? Here’s how to get started with SaleSmartly: Step 1: Create Your Account Sign up for a free trial at SaleSmartly. New users enjoy full feature access with no commitment. Step 2: Integrate Your Channels Connect your existing WhatsApp Business API accounts, LINE Official Accounts, Facebook pages, and other channels with a few clicks. Step 3: Set Up Teams and Permissions Create separate teams for each clinic location. Configure permissions so staff only see messages assigned to their branch, while HQ has oversight access. Step 4: Configure Automation Workflows Set up AI chatbots for common FAQs. Configure appointment reminders and post-visit follow-up sequences. Step 5: Train Your Team Use SaleSmartly’s help center resources and video tutorials. The intuitive unified inbox requires minimal training, most teams are up and running within days. Conclusion: The Future of Healthcare Communication Is Unified For multi-location clinics and medical groups, the goal is no longer just to manage appointments; it’s to manage the entire patient journey with the consistency and care that defines a trusted healthcare brand. Fragmented tools create fragmented experiences. By moving to an omnichannel platform like SaleSmartly, you break down silos between your locations and communication channels. You empower local teams to provide personalized care, give headquarters the oversight they need to ensure quality, and deliver the seamless, respectful experience your patients deserve. With SaleSmartly, healthcare groups typically achieve: Higher conversion rates from patient inquiries Significant reduction in manual workload through AI automation Improved patient retention through consistent, personalized follow-ups 24/7 coverage without expanding headcount Ready to Unify Your Patient Communication? Join over 10,000 businesses already using SaleSmartly to deliver exceptional customer experiences. Start your free trial → Experience full features with no commitment Book a 1:1 consultation → Speak with a healthcare solutions specialist Download our healthcare white paper → Learn best practices from leading medical groups Join our Telegram channel → Get weekly operational insights and case studies Contact us today to see how SaleSmartly can help your medical group deliver consistent, compassionate care on every channel. SaleSmartly is a Meta official partner and ISO 27001/27701 certified, providing enterprise-grade security for healthcare communications. Further Reading LINE Launches ActEngine AI: What It Means for Your Customer Service Telegram Marketing Southeast Asia: From Broadcast to AI Automation How to Efficiently Manage Facebook Leads? Master It with SaleSmartly Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [OpenClaw for Cross‑Border Business: 10 Essential Skills](https://www.salesmartly.com/en/blog/docs/openclaw-skill) OpenClaw is getting a lot of attention. But most people only know the name. They have tried it once or twice. The real question is: what can it actually do for your work? ✅ This post gives you the answer. ✅ In this post What is an OpenClaw Skill? What to do before installing any Skill Who benefits most from OpenClaw skills 10 OpenClaw skills for cross‑border sellers How do these 10 skills cover the entire cross‑border workflow What is an OpenClaw Skill? Think of it as a plug‑in for your AI. You install it like an app on your phone. Use it, then forget it. ClawHub already hosts over 5,000 skills. They cover ecommerce, marketing, logistics, customer service – almost every business area. But skills that truly fit cross‑border sellers and plug right into your daily work take time to find. ✌️ We did that work for you. ✌️ The 10 skills below cover the full chain: product selection, customer acquisition, operations, and support. Every single one is live and ready on ClawHub. What to do before installing any OpenClaw Skill Before you install anything, here is a heads‑up. OpenClaw is still a young ecosystem. According to a March 2026 security analysis by ClawHub, nearly 12% of community‑submitted skills requests unnecessary permissions like file system access or network scanning. To protect yourself from accidental backdoors or unsafe code, we strongly recommend installing Skill‑Vetter first. Install command:npx skills add https://github.com/useai-pro/openclaw-skills-security--skill skill-vetter Alternative command (copy‑paste):Help me install the skill skill‑vetter What it does:Skill‑Vetter checks whether a skill asks for unreasonable system permissions. It automatically flags dangerous code patterns, like trying to access sensitive files. Run it before installing any new skill, and let it review the skill for you. “Skill‑Vetter has become a must‑have for our automation stack. It caught two skills that tried to read environment variables they shouldn’t have.”— Alex Rivera, Head of Ops at ModaCross (cross‑border fashion retailer) Who benefits most from OpenClaw skills? This AI-powered skill stack is built specifically for cross‑border ecommerce teams. Whether you run a Shopify store, sell on Amazon, or manage global customer support, these skills help you automate the repetitive work and focus on growth. 10 OpenClaw skills for cross‑border sellers 01. SaleSmartly – Capture high‑intent leads and follow up automatically The pain pointHigh‑intent leads get buried in chat logs. When a WhatsApp device gets banned, you lose active conversations and potential sales. How it worksSaleSmartly’s official API skill connects your omnichannel customer data directly to AI. Give natural language commands, and AI will filter, tag, assign, monitor, and generate reports for you. Use cases When new leads come in, AI analyzes chat history. Those who mention product specs or shipping times get a high‑intent tag and are assigned to your top salesperson. If a WhatsApp device goes offline, AI pulls the list of active conversations and sends a fallback message via Facebook Messenger or email. This minimizes losses from a banned account. Every week, AI pulls the average first response time and chat resolution rate for each agent, then creates a performance summary instantly. Resources SaleSmartly API skill source code: https://github.com/Sale-Smartly/salesmartly-api-skills Developer API details: https://salesmartly-api.apifox.cn/llms.txt Install command (copy‑paste):Help me install the SaleSmartly skill package: https://github.com/Sale-Smartly/salesmartly-api-skills.git 02. Clawpify – Shopify store management The pain pointEvery price change or inventory check requires logging into your Shopify backend. That adds up to hours each week. How it worksA skill that connects directly to Shopify. You can read and operate your store’s backend. Check inventory, view orders, edit product info – all through conversation. Use cases Before peak season, ask “Which products have stock under 50 units?” Get the list instantly. No manual filtering. After a big sale, ask AI to turn off all promo discount codes in bulk. No profit leakage from forgotten codes. A buyer says they did not get their order. Customer service asks AI to check fulfillment status. Get the answer in under 30 seconds. Resource: https://clawhub.ai/alhwyn/clawpify Install command (copy‑paste):Help me install this skill package: https://clawhub.ai/alhwyn/clawpify 03. Amazon Competitor Analyzer – ASIN‑based competitor analysis The pain pointManual competitor analysis means opening 10+ Amazon tabs, copying reviews, and pasting into spreadsheets. It is a half‑day job every week. How it worksFirst, a quick note: ASIN stands for Amazon Standard Identification Number. It is a product’s ID. This skill works with ASINs. You enter a competitor’s ASIN. The skill pulls product title, price, rating, review count, and other core data. It helps you spot competitor weaknesses and market gaps. Use cases When selecting a new product, enter multiple competitor ASINs at once. Let AI summarize the most common selling points and pain points from buyer reviews. Use that to guide product development and listing copy. Before setting your pricing strategy, ask AI to pull competitor prices and ratings. See where you stand and whether you can raise or lower prices. Resource: https://clawhub.ai/phheng/amazon-competitor-analyzer Install command (copy‑paste):Help me install this skill package: https://clawhub.ai/phheng/amazon-competitor-analyzer 04. Adaptlypost – Distribute content to multiple social platforms The pain pointSame content, nine platforms. You log in, reformat, and repost every single time. That is hours of repetitive work each week. How it worksAdaptlypost connects nine platforms, including Instagram and TikTok. You write one version of your content. The skill automatically adapts format, hashtags, and posting time for each platform. Use cases For a product launch, write one master copy. Ask AI to turn it into TikTok scripts, Instagram captions, and LinkedIn brand stories. Then post to all nine platforms at once. For holiday campaigns like Black Friday, Christmas, or Valentine’s Day, AI prepares content for each event, schedules it, and publishes automatically. Resource: https://clawhub.ai/tarasshyn/adaptlypost Install command (copy‑paste):Help me install this skill package: https://clawhub.ai/tarasshyn/adaptlypost 05. Atoship – Compare shipping rates + tracking The pain pointThe standard cross‑border shipping process is slow and error‑prone. You open carrier websites, compare rates, copy tracking numbers, and update orders manually. How it worksAtoship hands the whole chain to AI. It connects to USPS, FedEx, and UPS. From rate comparison to label purchase to tracking, all done with one command. Use cases Before shipping, ask AI to compare real‑time rates and automatically pick the cheapest option. Over time, this cuts shipping costs significantly. When a buyer asks, “Where is my package?”, AI checks real‑time status and generates a reply draft. Customer service sends it in one click. If a shipping address looks wrong, AI validates it before you buy the label. This avoids extra fees or returns. Resource: https://clawhub.ai/atoship-dev/atoship Install command (copy‑paste):Help me install this skill package: https://clawhub.ai/atoship-dev/atoship 06. Recraft AI – Generate product images The pain pointProduct images outsourced to freelancers. Slow during peak season, expensive, and hard to iterate. How it worksRecraft brings AI image generation into OpenClaw. Describe the style and scene in natural language. It can produce product images and assets ready for ecommerce platforms. Use cases When testing a new product or running a campaign, generate multiple image styles with AI. Lower your upfront costs. Need a vector logo or brand visuals? Generate them right in the conversation. Adjust style and colors on the fly. Resource: https://clawhub.ai/nkrcrft/recraft Install command (copy‑paste):Help me install this skill package: https://clawhub.ai/nkrcrft/recraft 07. Ahrefs Complete SEO Suite – SEO analysis for your store The pain pointKeyword research requires logging into Ahrefs, filtering, exporting, and then manually analyzing. It is time‑consuming and breaks your flow. How it worksThis skill connects to the full Ahrefs API. AI can pull keyword rankings, backlink data, and competitor traffic analysis—no need to manually search inside Ahrefs. Use cases Before writing a blog post, ask AI to check search volume for your target keywords. Do not waste time on content with no traffic potential. A competitor jumps in the rankings for a keyword. Ask AI to analyze what new high‑quality backlinks they got and where those links came from. Then follow their lead. Before entering a new market, ask AI to compare traffic trends of top competitors in that region. See whether search demand is growing. Resource: Ahrefs Complete SEO Suite — ClawHub Install command (copy‑paste):Help me install this skill package: https://clawhub.ai/geozhu/ahrefs 08. Adwhiz – Google Ads management The pain pointGoogle and Meta ads are managed separately. Two different dashboards, two logics to switch between. Optimization is fragmented. How it worksFirst, what is an MCP tool? It is an interface that lets AI connect directly to external services and operate them.Adwhiz provides 99 MCP tools. It connects to Google Ads API and Meta Graph API. It encompasses the entire workflow, including auditing, creating, and optimizing Google Ads campaigns. AI operates your ad account. Use cases Every week, ask AI to audit ROAS performance for all ad groups. Campaigns below your threshold get auto‑flagged, and AI generates optimization suggestions. When preparing for a big sale, ask AI to recommend a budget split between Google and Facebook based on historical data. Resource: https://clawhub.ai/iamzifei/adwhiz Install command (copy‑paste):Help me install this skill package: https://clawhub.ai/iamzifei/adwhiz 09. Jobs To Be Done Analyzer – Understand what buyers really want The pain pointAd copy relies on guesswork. Low conversion rates with no clear reason why. How it worksFeed it product info or customer feedback. It helps you uncover the real problem buyers are trying to solve. Not just what they say on the surface. Use cases When selecting a product, bulk‑upload reviews of similar products. Let AI summarize what buyers actually care about. That guides your product differentiation and listing. Before writing ad copy, run a JTBD analysis. Find emotional and social motivations. Write copy that hits the real pain points. Resource: https://clawhub.ai/artyomx33/jtbd-analyzer Install command (copy‑paste):Help me install this skill package: https://clawhub.ai/artyomx33/jtbd-analyzer 10. Apify Lead Generation – Bulk B2B lead generation The pain pointManual Google search for new markets. You barely find a few good leads per day. Expanding internationally takes months. How it worksThis skill scrapes Google Maps and other sources to generate targeted B2B or B2C lead lists. It includes contact info and basic company data. You can then import the list directly into your CRM for follow‑up. Use cases When entering a new market, ask AI to scrape buyer lists in your target country. Get your lead list on day one. Before a trade show, generate a list of target clients and send them a meeting request in advance. When expanding to multiple overseas markets at once, generate lists by region and industry. Assign them to different sales reps. Resource: https://clawhub.ai/protoss70/apify-lead-generation Install command (copy‑paste):Help me install this skill package: https://clawhub.ai/protoss70/apify-lead-generation What problem does each skill solve? Skill Problem it solves SaleSmartly High‑intent leads buried in chat history. Customers are lost when WhatsApp gets banned. Clawpify Every price change or inventory check requires logging into the backend. Amazon Competitor Analyzer Manual competitor analysis: open 10 tabs, copy, paste, build a spreadsheet. Adaptlypost Same content posted to 9 platforms. Log in, reformat, repost every time. Atoship Compare rates on 3 carrier sites, buy a label, and manually enter the tracking number. Recraft Product images outsourced. Slow during peak season, hard to control costs. Ahrefs Keyword research requires logging in, filtering, exporting, and then analyzing. Adwhiz Google and Meta ads are managed separately. Two different logics to switch between. JTBD Analyzer Ad copy relies on guesswork. Low conversion with no clear reason why. Apify Lead Generation Manual Google search for new markets. Barely find a few good leads per day. How these 10 OpenClaw skills run the whole cross‑border workflow The impressive part isn’t any single skill. It is how they work together. According to a ClawHub ecosystem report (February 2026), users who combine 5 or more skills across the value chain report 62% faster end‑to‑end operations compared to those using standalone tools. Here is how a full cross‑border chain runs inside OpenClaw. JTBD Analyzer uncovers what buyers really want but do not say. Amazon Competitor Analyzer runs ASINs to validate the market and find pricing angles. Recraft generates product images and scene assets on the spot. Ahrefs filters keywords worth targeting. Adaptlypost pushes one piece of content to nine platforms. Adwhiz launches Google and Meta ads simultaneously. Clawpify handles listing, inventory, and discounts – all from the chat. Atoship compares real‑time rates and prints labels. SaleSmartly catches every inquiry and routes high‑intent leads to sales. Apify Lead Generation runs B2B in parallel. Get a bulk list of procurement contacts. That is it. One OpenClaw runs what used to take your whole operations team. Summary Before, running the full cross‑border chain meant having a team, a dozen tool logins, and endless manual steps every day. Now, all you need is OpenClaw.These 10 skills are live on ClawHub and ready to plug in. Start with the part that hurts the most. FAQ Q1: What is the difference between an OpenClaw Skill and a regular API? A: An API is an interface. A Skill is a ready‑to‑use capability unit. Compared to APIs, Skills are more plug‑and‑play. You do not need complex development to put them into your workflow. Q2: Which industries are OpenClaw Skills best suited for? A: According to ClawHub’s 2026 adoption survey, the top three verticals are cross‑border ecommerce (34%), SaaS customer support (28%), and marketing automation agencies (19%). But as shown above, they work across retail, fintech, gaming, travel, EdTech, and more. Q3: What if a Skill is not compatible? Most skills are built on a common standard, so compatibility is generally good. But quality varies by developer. We recommend prioritizing officially published skills and skills with high usage volume or high ratings, for example, 4.5 or more stars on ClawHub. Q4: There are too many skills. How do I pick the right ones? A: Follow your business chain. For product selection, use analysis skills. For customer acquisition, use advertising or content skills. For conversion, use customer service or CRM skills. For fulfillment, use logistics or order skills. Q5: Is Skill‑Vetter really necessary? A: Yes. A March 2026 audit by ClawHub’s security team found that 8% of newly uploaded skills contained at least one permission overreach. Running Skill‑Vetter takes 10 seconds and could save you from data leaks or compromised systems. Further reading Automate High-Intent Leads Across Borders with 🦞OpenClaw and SaleSmartly From Chat to Conversion: How SaleSmartly Turns Scattered Customer Data into Actionable Assets in Jus Best 10 Live Chat Plugins for Global Expansion in 2025 Top 10 AI Customer Service Software for Global Marketing in 2026 Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [🎁 New Giveaway: $10 Steam Card + 14‑Day SaleSmartly VIP Access!](https://www.salesmartly.com/en/blog/docs/steam-giveaway-april-2026) Want a chance to win a $10 Steam Gift Card and 14 days of SaleSmartly VIP? We’re celebrating smarter customer support with another giveaway, and you’re invited. Gamers, business owners, curious folks: if you want free games, better customer chats, or want to see what SaleSmartly can do, now’s your chance. Here’s what’s up for grabs: 3 lucky winners get: 1️⃣ A $10 Steam Gift Card (treat yourself to a new game or some DLC)2️⃣ 14 days of SaleSmartly VIP (get access to AI automation, real-time translation, a multi-channel inbox, and a bunch more) How to enter: 1️⃣ Follow @SaleSmartlyGlobal on Twitter2️⃣ Like and repost the giveaway tweet That’s it. You’re in. Want better odds? Get extra entries: ✅ +1 extra entry – Sign up for a free SaleSmartly account 👉 share.salesmartly.com/twgregister, then drop a screenshot of your dashboard in the comments on the giveaway tweet (don’t worry, blur anything private). ✅ +1 extra entry – Read our new article, Using OpenClaw + SaleSmartly API Skill, then respond to the giveaway tweet with a quick thought or your own AI automation experience. A small win, a challenge you’ve faced, or just a question – anything counts. You can pick one or do both for more chances to win! 🏆 Winner announcement Winners get chosen at random, and we’ll announce them on ⏰ April 15, 6:30 PM (UTC+8) right on our Twitter account. If you win, we’ll tag you, so keep an eye on those notifications. Why bother? Sure, the prizes are sweet. But honestly, SaleSmartly helps you manage all your customer chats from places like WhatsApp, Facebook, Instagram, Telegram, and more, without the headache. Automate with AI chatbots, get instant translations in 134+ languages, and turn casual visitors into loyal customers. Whether you’re flying solo or have a remote team, this gives you some serious power. A few details: Giveaway closes April 15, 2026, just before we announce winners Open to everyone! Just follow @SaleSmartlyGlobal on Twitter to enter Prizes come to you digitally: Steam cards via Twitter DMs, and VIP added right to your SaleSmartly account Good luck! Show off your dashboard screenshots, drop your thoughts on AI automation, and follow us for more updates and future giveaways. Head to @SaleSmartlyGlobal on Twitter and jump in. Questions? Just reply to the giveaway tweet or message us directly. We’re always here. P.S. We run giveaways regularly – stay tuned! 🎁 Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [SaleSmartly Takes Meta 2025 Partner Honors for All-in-One Conversion and Attribution Engine](https://www.salesmartly.com/en/blog/docs/meta-partner) SaleSmartly has officially been recognized as a Meta 2025 Partner of the Year. While we're honored by the title, the recognition itself speaks to something deeper. Meta is validating what we've been building all along: a platform that excels at cross-channel orchestration, conversion optimization, and closed-loop attribution. But rather than dwell on the label, we want to answer the more immediate question you probably have.Why SaleSmartly? It's Not a Traffic Tool. It's Conversion Infrastructure. Inside Meta's universe, Facebook, WhatsApp, and Instagram have evolved far beyond social networking. They are the front door to customer acquisition for businesses worldwide. Yet for all the opportunity, the day-to-day reality often falls short. You rarely know which ad actually drove a sale. Conversations scatter across platforms and slip through the cracks. Manual follow-ups can't keep pace, so leads go cold. Integration alone isn't the answer. The real question is: Who can actually help you convert attention into revenue?That's exactly why SaleSmartly exists. What Changes When Meta's Platforms Work Inside SaleSmartly? This isn't about simply linking accounts. It's about collapsing three separate channels into one unified operating system. Scenario 1: One Inbox, One View. No More Tab Hopping You know the drill. Facebook open in one window, WhatsApp in another, Instagram on your phone. You're switching nonstop, and inevitably, you lose track of who said what. Inside SaleSmartly, that friction disappears. All messages from Facebook, WhatsApp, and Instagram land in a single, shared inbox. You reply and manage everything from one dashboard. And it goes beyond just messaging. Once a contact is in the system, you can start running a real operation. Apply tags (High Intent, Quoted, No Response) Segment and prioritize follow-ups Keep complete conversation histories intact What changes: You're not just chatting. You're managing relationships. Scenario 2: Automation and AI. Never Let a Deal Go Dark The bottleneck for most teams isn't lead volume. It's human bandwidth.When things get hectic, a slow response or a forgotten follow-up is all it takes to lose a deal. SaleSmartly lets you set the system on autopilot. Five minutes with no reply? An automatic nudge goes out. Twenty-four hours after an inquiry? A second touchpoint triggers automatically. Then layer in AI. It handles routine questions instantly and operates in real time across multiple languages, which is important for cross-border sales.Better yet, the AI qualifies leads upfront. It fields the initial conversation, identifies high-value prospects, and only then passes them off to your team. What changes: Your system works the leads, so your team doesn't have to remember to. Scenario 3: Bulk Outreach That Actually Performs Here is a common scenario: You have a solid customer list. Most of those people bought once and then you never heard from them again. SaleSmartly helps you tap back into that dormant audience. Use broadcast campaigns across WhatsApp, Messenger, or Instagram to push promotions, product drops, or event reminders at scale. And because campaigns are filtered through customer tags, you're not just blasting everyone. Send reorder discounts only to previous buyers. Follow up only with those who expressed interest but never pulled the trigger. What changes: You stop treating customers like a single transaction and start building a recurring revenue stream. The 2025 Leap Forward: CTX Tracking That Follows the Money Everything we've talked about so far improves how you talk to customers. But the most meaningful upgrade in our 2025 Meta partnership solves something far more fundamental.Are your ad dollars actually generating returns? Until recently, visibility inside Meta's ad ecosystem was painfully narrow. You could see a click. You might even see a message initiated. But after that? The trail went cold. Did a conversation turn into a sale? Did that customer come back? You were guessing. The result is predictable.ROI becomes a rough estimate at best. Campaign optimization runs on gut feel. SaleSmartly's CTX (Click to Conversion) capability changes the equation by closing that visibility gap. Source Attribution You Can Actually Use. Every single contact coming from a paid ad is stamped with a source tag. You know exactly which campaign or creative drove that conversation. And crucially, every interaction that follows stays tied to that origin point. Chat logs, notes, and deal stages are all linked back to the ad. A Clear Path from Ad Engagement to Revenue. You move beyond "this ad got clicks." You see whether those clicks started meaningful conversations, whether they were nurtured consistently, and whether they resulted in actual bookings.In short, you stop measuring ads by clicks and start measuring them by cash. Tailor Made for B2B and Complex Sales Cycles. This matters most for high-ticket, high consideration businesses. Nobody sees an ad for a consulting package or a bulk order and buys on the spot. Deals evolve over days, across multiple touchpoints, and often involve several people on your side.Without a system to capture that journey, the conversion path is invisible. With CTX tracking in SaleSmartly, you get an end-to-end map of what actually happened. That clarity makes forecasting, coaching, and optimization far more effective. Final Thoughts Being named a Meta 2025 Partner of the Year is a milestone, not a destination.The bigger story we're invested in is this:Making every conversation accountable to growth. Moving forward, SaleSmartly remains committed to three key pillars. Deeper alignment within the Meta ecosystem Smarter, AI native customer engagement A fully transparent, closed-loop data framework The goal is straightforward: equip businesses with a seamless upgrade from acquisition to conversion to insight to revenue. Reach us at Facebook LinkedIn Twitter/X Telegram YouTube ### [TikTok Shop Seller's Playbook: Scaling Customer Service While Avoiding Account Restrictions](https://www.salesmartly.com/en/blog/docs/tiktok-shop-seller-playbook) Social commerce revenue reached $1.2 trillion globally in 2024, according to Accenture's latest research. TikTok Shop emerged as a dominant force in this landscape, with cross-border sales growing at unprecedented rates. However, as sellers scale their operations across multiple accounts and regions, they face a critical challenge: managing customer service without triggering platform restrictions that can suspend entire business operations. The intersection of antidetect browser technology and unified communication platforms now defines success in multi-account TikTok Shop operations. This technical foundation allows sellers to maintain account isolation while delivering seamless customer experiences across all channels. What Is Multi-Account Management for TikTok Shop? Multi-account management allows sellers to operate multiple TikTok Shop business accounts simultaneously while maintaining platform compliance. This strategy enables businesses to target different regions, test product strategies, and manage separate brand identities without cross-contamination risks. Sellers use multiple accounts for regional targeting with localized content and pricing, product testing across different storefronts without risking primary revenue streams, and brand diversification with dedicated customer service teams for each product line. Each account requires its own infrastructure to avoid detection by TikTok's association systems. Why Does TikTok Shop Detect Account Associations? TikTok employs advanced browser fingerprinting to prevent fraud, spam, and policy violations across connected accounts. The platform analyzes device characteristics, network patterns, and user behavior to identify relationships between accounts. The platform tracks multiple data points to identify account connections: Device fingerprints: Screen resolution, installed fonts, hardware specifications, and canvas rendering create unique device signatures that persist across sessions. Network indicators: IP addresses, geolocation data, and connection patterns reveal shared infrastructure between accounts. Browser data: Cookies, cache, local storage, and WebRTC leaks provide persistent identifiers that link accounts using the same browser. Behavioral patterns: Login timing, session duration, and interaction patterns distinguish human operators from automated systems. Detection results in account suspension for all connected accounts, making proper isolation essential for business continuity. What Are Antidetect Browsers? Antidetect browsers create isolated browser environments with unique fingerprints for each account. Unlike regular browsers where multiple accounts share identical fingerprints, antidetect technology generates realistic, independent browser profiles that pass platform detection systems. Each profile operates with its own fingerprint, cookies, and local storage. This architecture prevents cross-contamination between accounts while maintaining natural browsing patterns that platforms recognize as legitimate user activity. How Does BitBrowser Enable Multi-Account Operations? BitBrowser provides enterprise-grade account isolation specifically designed for e-commerce sellers. The platform creates completely separate browser environments where each profile operates independently with its own fingerprint and data storage. TikTok Shop customer service teams benefit from several core features: Team collaboration: Secure profile sharing allows authorized team members to access specific accounts without compromising isolation between other profiles. Proxy integration: Each profile connects through dedicated proxies that match the account's target region for authentic geolocation. Automated session management: The system maintains realistic activity patterns that prevent detection by platform monitoring systems. Cloud synchronization: Remote teams access profiles from any location while maintaining consistent fingerprints and session data. Visit BitBrowser.net or watch the setup tutorial at youtube.com/watch?v=zsxC5gcrrkM for complete implementation guidance. Why Unified Communication Matters After Multi-Account Setup? BitBrowser keeps each TikTok Shop account safe and independent. But once sellers run multiple stores, communication quickly becomes complex. SaleSmartly solves this by bringing all messages into one place.TikTok, WhatsApp, Instagram, and Messenger — all managed from a single dashboard.AI tools reply instantly, translate messages in real time, and route chats to the right agent.Teams respond faster. Customers get consistent service. Growth stays under control even as accounts multiply. How Do Sellers Integrate BitBrowser with SaleSmartly? The integration combines account isolation with unified communication management. Sellers create infrastructure in BitBrowser, then centralize customer interactions through SaleSmartly's omnichannel platform. Sign Up BitBrowser Free Step 1: Account Infrastructure - Create isolated browser profiles in BitBrowser for each TikTok Shop account. Configure unique proxies, fingerprints, and timezone settings per region. Assign profiles to specific team members handling customer service for each account. Step 2: Communication Centralization - Connect all TikTok Shop accounts to SaleSmartly's dashboard. This unified interface manages customer inquiries from multiple TikTok accounts alongside WhatsApp, Facebook Messenger, and Instagram without switching between isolated browser profiles. Step 3: Operational Excellence - Leverage SaleSmartly's AI-powered automation for FAQ responses, intelligent chat routing to appropriate team members, real-time translation for international customers, and comprehensive analytics across all accounts. BitBrowser ensures each account maintains its unique identity at the platform level. What Are the Compliance Best Practices? Long-term account health requires systematic adherence to isolation protocols and natural usage patterns. These practices reduce suspension risk while scaling operations across multiple accounts. Sellers maintain account security through the following protocols: Profile isolation: Access each account exclusively through its dedicated browser profile with no crossover between profiles on the same device. Regional consistency: Maintain consistent timezone and language settings that match the account's target market across all sessions. Dedicated proxies: Use proxy servers that match the account's target region and avoid sharing proxy resources between accounts. Documentation: Document legitimate business justification for multiple accounts if the platform requests verification. Natural usage patterns: Avoid rapid account switching and simulate realistic human activity patterns including varied login times and session durations. Fingerprint maintenance: Update browser fingerprints periodically to maintain authenticity as browser versions and system configurations evolve. What Growth Strategies Work for Multi-Account Sellers? Secure infrastructure enables advanced testing and optimization strategies across accounts. Sellers implement different approaches in each account to identify the highest-performing tactics for their market segments. Price testing across accounts identifies optimal price points for various market segments without affecting primary revenue streams. Promotional campaigns run simultaneously in different regions with no cross-contamination concerns. Specialized customer service teams develop expertise for specific product categories or demographic groups. SaleSmartly's analytics dashboard tracks response times, customer satisfaction scores, and conversion rates across all operations. Sellers identify top-performing accounts and replicate successful strategies. Team performance metrics optimize resource allocation and ensure consistent service quality regardless of which account customers interact with. How Does This Infrastructure Support Future Growth? Combining BitBrowser's antidetect technology with SaleSmartly's unified platform creates a scalable foundation for expansion. This infrastructure eliminates the trade-off between growth and compliance that constrains many TikTok Shop sellers. Proper infrastructure reduces account suspension risks, improves team productivity, and enhances customer satisfaction across all operations. As TikTok Shop evolves, sellers with robust technical foundations maintain their competitive advantage in the rapidly growing social commerce landscape. Ready to Scale Your TikTok Shop Operations? Start with secure account management: BitBrowser.net Unify your customer communications: SaleSmartly.com Sign Up SaleSmartly Free Further Reading AdsPower × SaleSmartly jointly creates social media matrix account operation plan ### [AdsPower × SaleSmartly: Revolutionizing Social Media Account Operations](https://www.salesmartly.com/en/blog/docs/adspower-salesmartly-social-media-account-operateting) As a powerful fingerprint browser, AdsPower provides enterprises with functions such as multi-advertising account management and IP switching, especially for advertising on social media platforms such as Facebook Click Messenger and WhatsApp. However, customer management and message management of a large number of social accounts including Facebook homepages and WhatsApp accounts have always been a pain point for overseas companies.In response to these pain points, SaleSmartly can provide all-round help to AdsPower customers. Enterprises can use "AdsPower" to attract users through advertising, and users' consultation and sales affairs can be transferred to a powerful tool - SaleSmartly for processing. Professional advertising customer management, accurate data tracking, and efficient collaboration help overseas enterprises manage a large number of Facebook homepages or WhatsApp accounts, and they can get one-stop help and services from SaleSmartly.About SaleSmartlySaleSmartly is an omnichannel customer communication platform that aggregates online chat (LiveChat), WhatsApp, Facebook Messenger, Instagram, Telegram, Line, Email, and WeChat. It can integrate multiple homepages or workspaces to provide convenience for teams. SaleSmartly features and gameplaySaleSmartly supports multi-channel and multi-homepage integration, allowing team members to efficiently handle users and fans from different channels or advertising traffic based on assigned tasks or responsibilities. Team members can share customer information and sales data, and collaborate and communicate through SaleSmartly to achieve aggregated management and multi-homepage chat. Secondly, SaleSmartly's automated reply function is also one of its highlights. It can respond to users' inquiries and messages in real time. Whether it is a simple FAQ or a complex product query, SaleSmartly can quickly give accurate responses and provide users with instant support and answers. In addition, SaleSmartly's group messaging function can not only help you send scheduled group messages, but also set up group messaging plans. Use multi-dimensional filtering conditions to accurately identify the target group and carry out appropriate marketing activities. In addition, it can also provide WhatsApp templates and email templates. TipsSome people may wonder, isn't it troublesome to integrate multiple account homepage authorizations into SaleSmartly?In fact, this is not the case. Open the AdsPower browser, click the Automation column, then click [PRA], then select [Template Store], and enter "SaleSmartly" in the search bar to find the SaleSmartly homepage authorization. This function can automatically authorize all Facebook homepages to SaleSmartly. SummarizeAfter years of baptism, SaleSmartly has become a mature sales management tool through continuous innovation and iteration. The omni-channel chat tool helps your sales to rise step by step. More features and gameplay of SaleSmartly are waiting for you to explore together! Sign up for free here! ### [Aecendant Success Story: How to Effectively Utilize Facebook Homepages with Permanently Limited Advertising Functions?](https://www.salesmartly.com/en/blog/docs/utilizing-advertising) For small and medium-sized cross-border businesses like Aecendant, efficiency in operations is crucial. Faced with repetitive and time-consuming tasks, they prioritize automation to streamline workflows and reduce the burden on human resources. Let's explore how Aecendant leveraged SaleSmartly to handle high-volume chat inquiries effectively."Using SaleSmartly has helped our company handle a large amount of business and greatly reduced our response time. It is no exaggeration to say that it has helped us solve 40% of our consulting workload! " said Aiden, the manager of Aecendant's agency operations.Aecendant has faced significant challenges in the recent pastWith Facebook boasting over 2.93 billion monthly active users as of Q2 2022, it remains a critical platform for cross-border e-commerce sellers. However, Facebook's stringent policies aimed at protecting consumers from fraudulent businesses have posed challenges for many legitimate companies.In order to prevent bad businesses from deceiving consumers, Facebook has launched a strict review system. Once the system detects illegal content or problems with the account, the account will be blocked, BM will be blocked, and the use of public page advertising functions will be restricted.Aecendan helps many companies operate Facebook accounts. Unfortunately, the system detected multiple violations. After unsuccessful appeals, a large number of accounts were even permanently restricted from using advertising functions, and the company received complaints from a large number of customers. Aiden, the account manager, is also very troubled by these accounts that are permanently restricted from advertising. The fans and traffic accumulated by these accounts are the result of hard work for a while, and the account with the most fans is close to 100,000! It is a pity to give up and build an account from scratch, but the permanent restriction of the account's advertising function also means that no new traffic will be introduced.How SaleSmartly provides a solution1. Connect to Facebook homepage and synchronize historical valid contactsBind a large number of Facebook homepages with permanently restricted advertising functions, synchronize valid historical contact groups, send messages in batches, and guide fans to your own stable private domain. 2. Configure robots to efficiently handle conversationsWhile human interaction remains critical for building trust and addressing complex issues, automation can handle repetitive tasks, saving time and resources. SaleSmartly now lets you build your own chatbot, build custom, automated customer journeys on SaleSmartly , and pass complex issues to human agents smoothly and seamlessly. ### [Social Media Conversion Rates Up 22%! How Can Women's Fashion Brands Attract Fans and Boost Sales?](https://www.salesmartly.com/en/blog/docs/social-media-conversion-rate) Social media marketing has become a key strategy for cross-border sellers looking to drive traffic, build brand awareness, and convert potential customers into buyers. With brands competing for attention, the challenge is standing out in a flood of daily posts on platforms like Instagram, Facebook, and Line.So, how can women's fashion brands grow their social media following and turn fans into customers? The LeiLei women's clothing brand offers a great example.The brand's marketing lead shares:"In addition to integrating multiple channels to reply in a unified manner in the background, SaleSmartly also has more useful automation tools, which can be said to have contributed 'primordial power' in social media marketing! Never miss a message from fans, and never miss a marketing opportunity, quickly gaining fans and boosting sales!"About LeiLei women's clothing brandLeiLei women's clothing brand is a fashion women's clothing brand for Southeast Asia, providing a large number of fashion items, such as T-shirts, sweatshirts, dresses, jeans and sunglasses, etc. Thanks to the proper social media marketing strategy this year, their business has doubled this year, but they have also encountered many problems:1. Overwhelming message volume, leading to missed opportunitiesFaced with tens of thousands of messages and inquiries, manual customer service cannot respond to fans' questions in a timely manner. Manual replies are time-consuming, labor-intensive and inefficient. In addition, there is a time difference between fans and those in China, so they miss the best opportunities for interaction.2. Negative comments affecting salesOn Facebook, ad engagement and conversion rates are closely linked. Even with high-quality products and strong ad performance, negative comments under promotional posts could impact potential buyers. If left unaddressed, these comments could significantly lower conversion rates.To solve these challenges, LeiLei implemented SaleSmartly's automation tools to handle fan messages instantly, ensuring they never miss an interaction. Let’s take a closer look at how this helped them increase their social media conversion rate by 22%!How SaleSmartly automation tools transformed LeiLei's social media strategyUnder the automation function, the LeiLei women's clothing brand created an automated reply process, allowing the robot to reply to fan messages in real time 24 hours a day, 7 days a week, block negative messages, and send private messages to fans who left messages , thereby improving the efficiency of processing fan messages.1. Instant Auto-reply to fansLeiLei designed interactive ad posts featuring incentives like mystery gifts and exclusive fan benefits to encourage engagement.For example, on Instagram, they linked their account to SaleSmartly and set up an automated response system. When a fan comments with a product keyword like "retro dress," the chatbot instantly replies with a direct product link—boosting engagement and driving sales.2. Hide negative commentsAs for negative reviews on FB, LeiLei Women's Wear also uses the "hide comments" function in the automation tool. When someone comments on a FB post with words like "So bad" or "ugly", the comment can be hidden and a private message can be sent to the fans who left the message at the same time. This does not affect the advertising effect and creates a friendly experience for fans! Huge successWith SaleSmartly's 24/7 chatbot handling messages and private inquiries in real time, LeiLei significantly improved engagement and customer experience. As a result, their social media conversion rate jumped by 22%!If you want to turn your social media presence into a high-converting online store, passion and content alone aren't enough. You need the right strategies and automation tools to make it happen! --- ## Optional - [llms.txt](https://www.salesmartly.com/llms.txt): Concise version