Callbell Knowledge Base
Chat Management Module
- Pin a chat
- Inbound calls: How it works
- WhatsApp Outbound Calls: How it works
- WhatsApp Calls guidelines
- How Automatic Assignment works
- AI Assistant: How It Works
CRM & Broadcast
- Funnel Kanban View
- Closing chats in bulk
- Broadcast Messages/Bulk Sends (WhatsApp Business API customers only)
- How to Stop / Resume a Broadcast
- How do I activate the CRM module for my collaborators?
- How to import contacts into Callbell
Callbell for teams
- How to use User Groups
- Access roles
- How to activate the Teams & Automatic Routing feature?
- How to create a new team on Callbell
- How to reassign a chat to another team
- How automatic chat routing works
Chatbot
- Setting up your AI agent
- Meta Conversions API for WhatsApp
- How automations work
- Introduction to the Callbell Chatbot
- How to create the first Chatbot
- What types of actions can I use in my Bot flow?
Callbell Shop
- How to create an account on Callbell Shop?
- How to set up my Shop
- How to create products and configure the catalog?
- How to create product variables
- How and why to set up product categories?
- How will I receive orders on Callbell Shop?
Widget
- How to install the Callbell widget on WordPress?
- How to install the Callbell widget with Google Tag Manager?
- When I click on "Connect with Facebook" in the widget nothing happens. Why?
- How to install the Callbell widget on Wix?
- What is the Custom Link feature and what can you do with it?
- I connected my Facebook page to the widget and it seems to not work on desktop. What can I do?
WhatsApp integration through WhatsApp Web QR
WhatsApp API
- Legacy WhatsApp API vs WhatsApp Cloud API How to migrate
- WhatsApp API "Coexistence"
- Mandatory requirements for WhatsApp API connection
- WhatsApp API Integration Process in Callbell
- What are the main differences between the integration via WhatsApp Web and that via the WhatsApp Business API
- What are message templates and what are they for?
Webchat
- How to install Webchat on Wordpress?
- How to configure your Webchat widget
- How install the Webchat widget on a website
- How install the Webchat widget on a website using Google Tag Manager
- How to update the Webchat widget?
- Can I install the Webchat widget on a multilingual website?
Instagram Direct, Facebook Messenger & Telegram
- Instagram Direct - Integrating Instagram Direct to Callbell: mandatory requirements
- Instagram Direct - How to integrate Instagram Direct to Callbell
- Facebook Messenger - How to change the Facebook page connected to Callbell?
- Telegram - How to integrate Telegram to Callbell
- Telegram - How to customize your Telegram profile (bot)
Reporting and Analytics
- WhatsApp Calls reports
- How it works Sales Analytics
- Real-time dashboard
- Conversations report
- Performance reports
- Legacy Reports
Callbell Billing
- How it works AI Credits in Callbell
- WhatsApp calls pricing
- Multi agent Plus vs Multi agent plan: What's the difference?
- How to purchase a Callbell license
- How do Callbell paid plans work?
- Plan changes
F.A.Q.
- Why can’t messages be deleted or edited?
- Mobile & Desktop Application
- Is it possible to connect more than one WhatsApp number or more than one Facebook page to the same Callbell account?
- How does billing for variable costs of WhatsApp Cloud API work?
- Is there a Callbell integration for Zapier?
- How to enable Two-Factor Authentication?