Guide intro

Daily operations are about knowing when automation should help and when staff should take over.

WhatsApp chat control shortcuts

Use .0 to temporarily pause bot replies for a customer, .00 to permanently stop bot replies until resumed, and .1 to resume bot replies.

These shortcuts are for staff control in WhatsApp chats. They should not be presented as customer commands.

Human handoff and manual review

Staff should take over when a customer asks for a person, the issue is sensitive, the AI is unsure, pricing/refund/delivery details need judgment, or the conversation has been stopped with .00.

Launch review habits

Monitor AI replies at launch, keep product/pricing/privacy/refund/delivery information accurate, and update instructions when real customer conversations show gaps.

Related docs

CRM

CRM Pipeline and Smart Actions

Lead workspace, pipeline board, intelligence, smart actions, tasks, reports, and deal tracking.

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WhatsApp setup

WhatsApp Instance Setup

Instance Hub, QR linking, connection states, reset login, and number safety.

Open guide

Troubleshooting

Troubleshooting, Safety, and Compliance

Common fixes plus safe-use rules for WhatsApp, billing, integrations, media, sequences, and compliance.

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Related pages & tools

Docs index

Next step

Need safer automation?

Keep handoff rules short, visible, and easy for staff to use.