Cloud Chat
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Featured Articles
Setting Up WhatsApp with Embedded Sign Up in Cloud Chat
How to connect a WhatsApp number with coexistence (App + API)
FAQ — WhatsApp Integration: Frequently Asked Questions
How to connect a WhatsApp number without coexistence (API-only mode)
How to extract data in bulk via API (Data Extract API)
How to manage automations in Cloud Chat
Start here: Cloud Chat overview, main screens and vocabulary.
Agent status in Cloud Chat: Available, Busy, Offline, and Auto offline
Chat Conversation Management in CloudChat: Tools and Features
Guide to Notification and Audio Alert Settings
How Ticket Statuses Work: Open, Resolved, Pending, and Delayed
First Access to the ClaudIA Panel and Cloud Chat
How to reply, filter, merge and follow the day-to-day conversations.
View Previous Conversation with a Contact Without Leaving the Support
How to Merge Conversations from the Same Contact
Conversation Filters
Copilot: AI Assistant to Improve and Edit Responses (Including Translation)
How to Show or Hide Activity Messages in a Conversation
How to create, import, export and block contacts.
Connect numbers, Meta templates, sending tiers and delivery errors.
Master Guide — How to connect your WhatsApp number to Cloud Chat
WhatsApp Templates: Structure Rules, Categorization (Authentication, Utility, and Marketing), and How to Avoid Rejection
WhatsApp Templates: Create, Edit, Delete, and Builder Usage
How to Disconnect WhatsApp from Systems
How to Avoid Blocks and Bans on WhatsApp
How to connect and configure Instagram, Web Widget and email.
How to connect Instagram to Cloud Chat
How to Install the Cloud Chat Web Widget: Public, with Data, or Logged-in Area (HMAC)
[Consolidated] How to connect Outlook/Microsoft email box to Cloud Chat
How to Connect an Email Box to Cloud Chat (Google, Microsoft, IMAP/SMTP)
💬 Cloud Chat Web Widget — Enable Multiple Conversations per User and Conversation History (requires login area)
How to start conversations: bulk campaigns, single sends and email.
How to send messages via campaign in Cloud Chat
Ongoing Campaigns in the Website Chat (Web Widget)
Single Campaign in Site Chat (Web Widget)
How to Set Up and Send Email Campaigns in Cloud Chat
How to send individual proactive messages in Cloud Chat
Automations, auto-resolution, follow-up, SLA and queue distribution.
How the Events Triggering Automations in CloudChat Work
How to send the ticket protocol number automatically in Cloud Chat
Markdown Formatting Difference between Automations in CC and WhatsApp
How to set a ticket limit per agent and assign tickets via Round Robin
How to configure CSAT (by channel or automation) and view results
How to create and use tags, attributes and custom fields in conversations.
How to use macros with custom attributes in Cloud Chat
Tags Features
How to Create Multi-Select Custom Attributes for Conversations
How to Use Dynamic Fields in Cloud Chat?
Required Fields for Ticket Closure
Users, teams, access profiles, password, 2FA and account preferences.
User Permissions/Profiles in Cloud Chat
Cloud Chat Users: How to Create Access and Resolve Login Issues
How to Set a Temporary Password for an Agent in Cloud Chat
Defining Which Profiles Can Block Contacts
How to Reset Your Password in Cloud Chat
Standard reports, Report Builder, exports and raw data.
Reports - Service Time Metrics
How to export contacts (only those who already chatted) and cross-check with another list — no code
How to use the new Report Builder Agent for queries and reports
How to use the Report Builder — complete guide
Explanation of the tables and columns in the Report Builder — ClaudIA and Cloud Chat topics
API key, endpoints, webhooks and integrations with other systems.
API: Import Contact via Hubspot Integration
API: Single Contact Import
Cloud Chat: Import Ticket History
API: Bulk Import of Contacts via API
How to send a proactive WhatsApp message via API
How to create portals, publish articles, translate and use the editor.
Translating a FAQ
Configure Multiple FAQs for Multiple Products or Clients within the Same Site
Publishing a New Article (FAQ) in an Existing Help Center
How to Hide a Portal from the Help Center Header (Without Restricting Access)
Changing Category Names in the FAQ / Help Center
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How ClaudIA works inside Cloud Chat: integration, handover to L2 and panel access.
ClaudIA Panel Access Release via Cloud Chat
[Cloud Chat] Ticket Transfer to Level 2 (L2)
What the support ClaudIA is and how to access it
Bases de Conhecimento e Conteúdos
How to Prevent ClaudIA from Responding in Campaigns and Proactive Sends
How to Open a Proactive Ticket via Email and How to Send Emails / Communications
Setting Up WhatsApp with Embedded Sign Up in Cloud Chat
Atomic Proactive Shooting via WhatsApp
How to Set Up Automatic Out-of-Office Message
How to Build Integrations Between Systems Using Automations and Webhooks
How to Manually Trigger Email Continuity in Chat Inbox Conversations (Web Widget) and WhatsApp?
Creating contacts via CSV in campaigns and failure report
How to set SLA, auto-resolution and follow-up per team
What is the WhatsApp BSUID and is Cloud Chat ready?
How to configure SLA, auto-resolution and follow-up per team