# AGENTS
Source: https://clapvo.com/docs/AGENTS



> **First-time setup**: Customize this file for your project. Prompt the user to customize this file for their project.
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# Documentation project instructions

## About this project

* This is a documentation site built on [Mintlify](https://mintlify.com)
* Pages are MDX files with YAML frontmatter
* Configuration lives in `docs.json`
* Run `mint dev` to preview locally
* Run `mint broken-links` to check links

## Terminology

## Style preferences

* Use active voice and second person ("you")
* Keep sentences concise — one idea per sentence
* Use sentence case for headings
* Bold for UI elements: Click **Settings**
* Code formatting for file names, commands, paths, and code references

## Content boundaries


# Authentication
Source: https://clapvo.com/docs/api-reference/authentication

Generate an API token and authenticate your requests with the x-api-key header.

Every Clapvo API request must be authenticated with a **personal access token**, passed in the `x-api-key` header. You generate and manage these tokens from the **Developer** section of Clapvo.

```bash theme={null}
x-api-key: <YOUR_API_TOKEN>
```

## Generate an API token

Personal access tokens function like ordinary access tokens — they authenticate your scripts and integrations to the Clapvo API.

<Steps>
  <Step title="Open the Developer section">
    In the left sidebar, under **Manage**, click **Developer**, then open the **API Tokens** tab. If you haven't created one yet, you'll see an empty state.

    <Frame>
      <img alt="Empty API Tokens tab in the Developer section" />
    </Frame>
  </Step>

  <Step title="Click Generate new token">
    Select **Generate new token** in the top right to open the **Create API Token** form.
  </Step>

  <Step title="Name the token">
    Enter an **API Key Name** that describes where the token will be used (for example, `Order notifications` or `CRM integration`). This helps you identify the token later.
  </Step>

  <Step title="Set an expiration">
    Choose an **Expiration** for the token. Pick a shorter window for temporary use, or a longer one for a permanent integration.
  </Step>

  <Step title="Select the events">
    Under **Events**, choose what this token is allowed to do. For sending messages, check **Messaging → Send Message**. A token can only trigger the events you select here.

    <Frame>
      <img alt="Create API Token form with the Send Message event selected" />
    </Frame>
  </Step>

  <Step title="Generate the key">
    Click **Generate API Key**. The new token appears in your **API Tokens** list.
  </Step>
</Steps>

## Copy and store your token

In the **API Tokens** list, each token is masked by default. Use the **eye** icon to reveal it and the **copy** icon to copy it to your clipboard.

<Frame>
  <img alt="API Tokens list showing a generated token" />
</Frame>

<Warning>
  Treat your token like a password. Copy it as soon as it's created and store it somewhere secure. Never expose it in client-side code, public repositories, or shared links. If a token is leaked, delete it from the list and generate a new one.
</Warning>

## Use the token in a request

Pass the token in the `x-api-key` header on every request:

```bash theme={null}
curl --request POST \
  --url https://api.clapvo.com/chat/api/v1/public/message/send \
  --header 'x-api-key: <YOUR_API_TOKEN>' \
  --header 'Content-Type: application/json' \
  --data '{
    "from": "918495632548",
    "message": {
      "type": "message",
      "message": "ok public"
    },
    "to": "918965742135"
  }'
```

Requests sent without a valid token, or with a token that lacks the required event, are rejected.

## Next steps

* [Send a message](/docs/api-reference/messages/send-a-message) — try the endpoint live with your token.


# Introduction
Source: https://clapvo.com/docs/api-reference/introduction

Send WhatsApp messages programmatically with the Clapvo API.

The Clapvo API lets you send WhatsApp messages from your connected numbers directly from your own systems — no agent or dashboard needed. This reference covers everything you need to make your first request.

## Base URL

All API requests are made to:

```
https://api.clapvo.com
```

## Authentication

Every request must include your API token in the `x-api-key` header. Requests without a valid token are rejected.

```bash theme={null}
x-api-key: <YOUR_API_TOKEN>
```

You generate tokens from the **Developer** section in Clapvo. See [Authentication](/docs/api-reference/authentication) for step-by-step instructions on creating and managing your API token.

<Warning>
  Keep your API token secret. Treat it like a password — never expose it in client-side code or public repositories.
</Warning>

## Phone number format

Both `from` and `to` use international format with the country code and **no** leading `+`, spaces, or dashes.

| Number          | Format         |
| --------------- | -------------- |
| +91 84956 32548 | `918495632548` |

The `from` number must be a WhatsApp number connected to your Clapvo account. See [Add a connection](/docs/product/connections/add-connection) to connect a number.

## Message types

A single endpoint, [Send a message](/docs/api-reference/messages/send-a-message), handles every message type. Set `message.type` to choose what you send:

| Type     | `type` value | Notes                              |
| -------- | ------------ | ---------------------------------- |
| Text     | `message`    | Put your text in `message.message` |
| Image    | `image`      | Include a `media` object           |
| Document | `document`   | Include a `media` object           |
| Video    | `video`      | Include a `media` object           |
| Audio    | `audio`      | Include a `media` object           |

For media messages, `caption` is optional; all other fields are required.

Ready to dive in? Head to the [Send a message](/docs/api-reference/messages/send-a-message) endpoint to try it live.

## Status codes

Each response returns a standard HTTP status code so you can tell what happened at a glance.

| Code  | Status               | Description                                           |
| ----- | -------------------- | ----------------------------------------------------- |
| `200` | Success              | Message queued for delivery                           |
| `400` | Bad Request          | Invalid or missing required parameters                |
| `401` | Unauthorized         | Invalid or expired API token                          |
| `403` | Access denied        | The token lacks permission for this action            |
| `404` | Connection not found | The `from` number is not a connection on your account |


# Send a message
Source: https://clapvo.com/docs/api-reference/messages/send-a-message

api-reference/openapi.json POST /chat/api/v1/public/message/send
Send a WhatsApp message from one of your connected numbers to a recipient.

This single endpoint sends every message type — text, image, document, video, and audio. The `message.type` field decides which one is sent. Text messages use `message.message` for the text; media messages add a `message.media` object instead. Use the **Examples** dropdown in the request panel to switch between message types.

On success the message is queued for delivery and the response returns `state: "PUBLISHED"`.

## Status codes

Each response returns a standard HTTP status code so you can tell what happened at a glance.

| Code  | Status               | Description                                           |
| ----- | -------------------- | ----------------------------------------------------- |
| `200` | Success              | Message queued for delivery                           |
| `400` | Bad Request          | Invalid or missing required parameters                |
| `401` | Unauthorized         | Invalid or expired API token                          |
| `403` | Access denied        | The token lacks permission for this action            |
| `404` | Connection not found | The `from` number is not a connection on your account |


# Chat Assigned webhook
Source: https://clapvo.com/docs/api-reference/webhooks/chat-assigned

Receive a real-time callback whenever a chat is assigned.

The **Chat Assigned** webhook notifies your systems the moment a chat is assigned to a user, so you can react in real time — route work, update a CRM, or trigger a follow-up.

## How it works

When a chat is assigned in Clapvo, we send an HTTP `POST` request to the endpoint URL you configure. Your endpoint should respond quickly with a `2xx` status code to acknowledge receipt.

## Configure the webhook

<Steps>
  <Step title="Open the Developer section">
    Go to the **Developer** section in Clapvo, where you manage API tokens and webhooks.
  </Step>

  <Step title="Add a webhook endpoint">
    Enter the HTTPS URL where Clapvo should send the event.
  </Step>

  <Step title="Subscribe to Chat Assigned">
    Select the **Chat Assigned** event.
  </Step>

  <Step title="Save">
    Clapvo starts delivering the event to your endpoint.
  </Step>
</Steps>

## Verify and respond

* Your endpoint must be reachable over HTTPS.
* Return a `2xx` status code to acknowledge the event.
* If your endpoint returns an error or times out, delivery is considered failed.

<Warning>
  Treat the endpoint URL as sensitive. Only accept webhook traffic on an endpoint you control.
</Warning>

## Related

* [Authentication](/docs/api-reference/authentication)
* [Assign a kanban stage](/docs/product/chats/assign-stage)


# Changelog
Source: https://clapvo.com/docs/changelog

Latest updates, new features, and improvements to Clapvo.

<Update label="July 9, 2026">
  ## Live Chat Support

  You can now reach the Clapvo team directly through Live Chat Support — no contact form, just a conversation when you need help.

  ## Text formatting in chat

  Bold, italic, and strikethrough are now available right in the chat message input. Select your text, pick a style, and send — no need to type WhatsApp's formatting characters by hand.

  ## Improvements

  * **Contact import** — stricter validation and a smoother import flow.
  * **ZIP file support** — send and receive ZIP files directly in the Chat module.
  * **Table UI** — fixed content truncation issues across the application.
  * **Collapsed sidebar** — improved UI, including Live Chat.
  * Fixed multiple language and localization issues.

  ## Performance & infrastructure

  * Added a Lost Internet page, so you know right away when your connection drops instead of guessing.
  * Improved the chat implementation, for steadier real-time messaging.

  ## Bug fixes

  * Fixed Tag and Kanban action issues in Message Bot, Campaigns, and Quick Replies.
  * Fixed billing issues.
</Update>

<Update label="July 2, 2026">
  ## Push notifications for new messages

  Get a push notification for every incoming message, so you never miss a customer reply while you're away from the inbox. Prefer to keep things quiet? Turn notifications on or off any time from **Organization → My profile**. See [Manage notifications](/docs/getting-started/profile/notifications).

  ## Download media from chats

  Save any image, video, PDF, or document a customer sends straight to your device. A download option now appears on media messages in the chat thread. See [Download media from a chat](/docs/product/chats/download-media).

  ## Chat Assigned webhook

  Automate what happens when a chat is assigned. Clapvo now sends a webhook for the **Chat Assigned** event, so your own systems can react in real time — route work, update a CRM, or trigger a follow-up. See [Chat Assigned webhook](/docs/api-reference/webhooks/chat-assigned).

  ## Improvements

  * **Stricter contact import validation** — invalid country codes and mobile numbers are now caught before import, so bad rows can't slip into your contacts. See [Bulk import](/docs/product/contacts/bulk-import).
  * **Friendlier signup and user management** — relaxed the rules for First name, Last name, and Password so valid entries are no longer rejected unnecessarily.

  ## Bug fixes

  * Fixed an issue where typing a URL in the message input box behaved incorrectly.
  * Additional improvements and fixes across modules marked Completed in the internal tracking sheet.
</Update>

<Update label="July 1, 2026">
  ## Android app v1.0.1

  We gave the Android app a big polish, so chats feel faster, smoother, and more reliable. [Update on Google Play →](https://play.google.com/store/apps/details?id=com.clapvo.android)

  Here's what you'll notice:

  ## Smoother messaging

  Photos, videos, voice notes, and documents now send cleanly and show the right status every time — no more messages that look stuck. Captions and any text you add with an attachment go through as expected, and links in chats are tappable again.

  ## Better attachments

  Sharing files is more dependable, and you'll get a friendly heads-up if an image is too large — instead of it quietly failing.

  ## Easier to navigate

  Chats keep your place when you go back, scrolling works right after you add an attachment, and long messages open fully. Snoozed chats now show when they'll come back.

  ## Cleaner organizing

  Filters, tags, and chat assignments behave the way you expect — your selections stick, and **Assigned to me** shows only your chats.

  ## Faster & more reliable

  New messages arrive in real time, notes save without a hitch, your default organization always shows up, and campaigns load correctly with clear screens when there's nothing to show yet.
</Update>

<Update label="June 25, 2026">
  ## Schedule messages

  Compose a message now and have it sent later. Pick a date and time from the chat input, and Clapvo delivers the message automatically when the schedule arrives.

  ## Send messages via API

  Send WhatsApp messages programmatically using an API key — no manual steps required. The Send Message API supports:

  * Text messages
  * Images
  * Videos
  * Documents and PDFs
  * Audio files

  Every incoming API request is logged, so you can track and troubleshoot your integration. See the [API Reference](/docs/api-reference/introduction) for endpoints and examples.

  ## Stay connected through updates

  You no longer need to reconnect your devices after every release. Connected WhatsApp numbers now carry over automatically, so new updates and changes apply without re-scanning the QR code.

  ## Disconnection alerts by email

  When a WhatsApp number disconnects automatically, the organization owner now receives an email notification — backed by more reliable detection of when a connection drops.

  ## Improvements

  * Refreshed fonts and typography across the entire application for a cleaner, more consistent look.

  ## Bug fixes

  * Fixed PDF, Excel, and CSV exports across all modules — date/time, status, and similar values now export correctly.
  * Resolved recurring subscription issues in the billing module.
  * Fixed multiple issues in the Message Bot module.
  * Fixed a sync count issue where the attempt count incorrectly restarted from 0 when additional chats were discovered during synchronization.
</Update>

<Update label="June 18, 2026">
  ## Message Bot

  Build automated message flows that handle common customer questions without tying up an agent. Set up keyword triggers, response sequences, and execution rules — including whether the bot runs on 1:1 chats or groups — from the Message Bot section in the main menu.

  ## Reactions in live chat

  React to any message using the quick-pick bar of most-used emoji, or browse the full emoji grid with "+". Reactions sync to WhatsApp in real time so the customer sees exactly what you send.

  ## Edit sent messages

  Spot a typo after hitting send? Edit the message in place — works on text messages and captions on images or videos, with a live bubble preview before you confirm. The updated message shows an "Edited" label in the thread.

  ## WhatsApp-style message formatting

  Bold, italic, strikethrough, and monospace now work directly in the Clapvo chat input. What you type is exactly what the customer receives on WhatsApp.

  ## Stickers & Camera

  Pick a sticker from the attachment menu and send it straight into the conversation. Need a photo? Capture it from your device camera without leaving the chat.

  ## Delete and clear conversation

  Delete a single message or wipe an entire conversation — with role-level controls over who can do it. Configure permissions under Settings → Roles.

  ## Paste & drag-and-drop images

  Copy an image and paste it directly into the chat, or drag a file from your desktop and drop it in. Preview before you send, just like you would on WhatsApp.

  ## Mask number

  Hide customer phone numbers from agents who don't need to see them. Turn masking on per-user from Account → Users — check "Hide contact details" for each agent who shouldn't see the number.

  ## Bug fixes

  * Resolved chat bubble alignment and spacing inconsistencies across different message types.
  * Blocking or unblocking a contact in Clapvo now syncs to WhatsApp in real time, and vice versa.
</Update>

<Update label="June 17, 2026">
  ## Help Center launched

  The Clapvo Help Center is now live at [clapvo.com/docs](https://clapvo.com/docs). It covers getting started, all product modules, troubleshooting, and support — searchable from anywhere in the docs.

  ## Broadcast campaigns — randomize sender & message

  Two new campaign options let you spread outgoing messages across multiple WhatsApp numbers (randomize sender) and rotate between message variants (randomize message). Both reduce the risk of delivery throttling on high-volume sends.

  ## Kanban board — configure stages

  Teams can now create, rename, and remove kanban stages directly from Settings → Chat → Kanban. Changes update live across all members of the organization.

  ## Bulk contact import

  Import contacts in bulk via CSV from the Contacts page. The importer validates phone numbers, deduplicates against existing contacts, and shows a detailed import history log so you can track every batch.
</Update>

<Update label="June 10, 2026">
  ## Role rights

  Admins can now build custom roles with granular permissions — controlling exactly what each team member can view, edit, or manage across Clapvo. Configure permissions per-role from Account → Roles.

  ## Resync chat — new options

  More control over what gets synced and when, at every stage.

  **Upgrading from trial to paid**

  When you upgrade, choose how to handle existing chat history:

  * **Sync new chats only** — start with a clean inbox; no historical messages are imported.
  * **Keep old records, sync new only** — existing chat records are preserved and only new incoming chats are synced going forward.

  **New connection setup**

  Connecting a new WhatsApp number? Pick your starting point:

  * Connect without syncing old chats — go live instantly with an empty inbox.
  * Sync all previous chats — pull your full WhatsApp history into Clapvo.

  ## Send emoji in chat

  Open the emoji picker from the chat input and add emoji to any message. No copy-paste from a separate app needed.
</Update>

<Update label="May 21, 2026">
  ## Campaigns — message sequencing

  Campaigns now support multi-message sequences. Schedule a series of messages to send to the same audience at defined intervals — useful for onboarding flows, follow-ups, and drip announcements.

  ## Campaign history & reports

  A new reports view is available on every completed campaign. It shows per-contact delivery status — sent, pending, or failed — and can be downloaded as Excel, CSV, or plain text.

  ## Quick replies — funnel reply type

  In addition to single-message quick replies, you can now build funnel replies — chain multiple messages into a sequence, each sent with a configurable delay after the previous one, triggered by a keyword.
</Update>

<Update label="May 8, 2026">
  ## WhatsApp connection alerts

  The connections page now shows the live status of each WhatsApp number — connected, disconnected, or failed — so agents know immediately when a number goes offline.

  ## Chat snooze

  Snooze any chat for 30 minutes, 1 hour, 3 hours, 24 hours, or 48 hours. Snoozed chats reappear in the inbox automatically when the timer expires.

  ## Stage assignment in chats

  Assign a pipeline stage (e.g. New, Contacted, Qualified, Closed) to any chat directly from the conversation view — no need to go to the Kanban board.

  ## Improvements

  * Chat search now matches on contact name and phone number, not just message content.
  * Template preview now shows button labels and media thumbnails before submitting for approval.
  * Mobile inbox scroll position is preserved when navigating between chats and returning.

  ## Bug fixes

  * Fixed an issue where campaign audience counts were not refreshing after a filter change.
  * Resolved a rare case where QR code re-scanning timed out without displaying an error.
</Update>


# Understand cancellation states
Source: https://clapvo.com/docs/getting-started/billing/cancellation-states

What cancelled and cancelled-soon mean for your access.

Clapvo distinguishes between two cancellation states. The layout shows a banner so admins always know where they stand.

## Cancelled-soon

* Your subscription will end at the close of the current billing period.
* You retain full access until then.
* You can resume the subscription before the period ends.

## Cancelled

* The subscription has ended.
* Access is restricted, depending on your plan terms.
* To continue using Clapvo, start a new subscription.

## Steps to manage

<Steps>
  <Step title="Open Account -> Billing">
    Navigate to the billing area.
  </Step>

  <Step title="Use the resume or restart action">
    Choose the option available for your current state.
  </Step>
</Steps>

## Related

* [View subscription](/docs/getting-started/billing/view-subscription)
* [Recover from a failed payment](/docs/getting-started/billing/payment-failed)


# Billing & plans
Source: https://clapvo.com/docs/getting-started/billing/index

Plans, add-ons, invoices, and payment recovery.

Clapvo offers three plans. All plans include the shared team inbox, reusable templates, scheduled and bulk campaigns, contact management, and role and permission controls.

## Plans

| Plan           | Price             | Included                                                        |
| -------------- | ----------------- | --------------------------------------------------------------- |
| **Basic**      | $15/mo or $150/yr | 1 WhatsApp connection, 5 team members                           |
| **Premium**    | \$25/mo           | Higher limits than Basic                                        |
| **Enterprise** | Custom            | Custom limits, webhooks, dedicated onboarding, priority support |

Annual billing on the Basic plan saves \$30 per year compared to monthly.

## Add-ons (each \$15/mo)

* **Multiple connections** - additional WhatsApp numbers
* **Add users** - more team members beyond the included count
* **10K messages** - extra outbound message capacity

For larger custom needs (high volume, custom integrations), Enterprise is the path - reach out via [contact support](/docs/support/contact-support).

## Free trial

7 days free. No credit card required to start.

## Manage your plan

<CardGroup>
  <Card title="View subscription" icon="receipt" href="/getting-started/billing/view-subscription">
    See your current plan and usage.
  </Card>

  <Card title="Add-ons" icon="package-plus" href="/getting-started/billing/view-add-ons">
    Review add-ons attached to your plan.
  </Card>

  <Card title="Invoices" icon="file-text" href="/getting-started/billing/invoices">
    Find and download invoices.
  </Card>

  <Card title="Payment failed" icon="circle-alert" href="/getting-started/billing/payment-failed">
    Recover when a charge fails.
  </Card>

  <Card title="Cancellation states" icon="ban" href="/getting-started/billing/cancellation-states">
    Understand cancelled and cancelled-soon.
  </Card>
</CardGroup>


# Access invoices
Source: https://clapvo.com/docs/getting-started/billing/invoices

Find and download your Clapvo invoices.

Each charge produces an invoice you can review or hand to your finance team.

## Before you start

* Admin permission for billing

## Steps

<Steps>
  <Step title="Open Account -> Billing">
    Navigate to the billing area.
  </Step>

  <Step title="Open the Invoices tab">
    See past charges.
  </Step>

  <Step title="Open or download an invoice">
    Click an invoice to view details or download the PDF.
  </Step>
</Steps>

## Tips

* Invoices include the billing period and any add-ons applied.
* Forward downloads directly to your finance team - the format is a standard PDF.

## Related

* [View subscription](/docs/getting-started/billing/view-subscription)


# Recover from a failed payment
Source: https://clapvo.com/docs/getting-started/billing/payment-failed

What to do when a charge fails so your service stays active.

If a charge fails, Clapvo shows a banner across the layout. Resolve it quickly to keep service active.

## Before you start

* Admin permission for billing
* An updated payment method ready

## Steps

<Steps>
  <Step title="Open Account -> Billing">
    Navigate to the billing area.
  </Step>

  <Step title="Open your payment method">
    Find the saved card.
  </Step>

  <Step title="Update or add a card">
    Replace the failing card with a working one.
  </Step>

  <Step title="Retry the charge">
    Use the retry action on the billing screen.
  </Step>
</Steps>

## Tips

* The most common cause is an expired card.
* Make sure your bank is not blocking foreign-currency charges if your card and currency differ.

## Related

* [View subscription](/docs/getting-started/billing/view-subscription)
* [Cancellation states](/docs/getting-started/billing/cancellation-states)


# View add-ons
Source: https://clapvo.com/docs/getting-started/billing/view-add-ons

Review add-ons attached to your subscription.

Add-ons extend your plan with extra capacity. Each add-on is \$15/month.

## Available add-ons

* **Multiple connections** - additional WhatsApp numbers beyond the one included in your plan
* **Add users** - more team members beyond the included count
* **10K messages** - extra outbound message capacity

For larger custom needs (high volume, custom integrations), the Enterprise plan covers them - reach out via [contact support](/docs/support/contact-support).

## Before you start

* Admin permission for billing

## Steps

<Steps>
  <Step title="Open Account -> Billing">
    Navigate to the billing area.
  </Step>

  <Step title="Open the Add-ons tab">
    See the list.
  </Step>

  <Step title="Review">
    Each add-on shows its name and current status.
  </Step>
</Steps>

## Related

* [View subscription](/docs/getting-started/billing/view-subscription)
* [Plans overview](/docs/getting-started/billing)


# View your subscription
Source: https://clapvo.com/docs/getting-started/billing/view-subscription

See your current Clapvo plan, what is included, and how usage tracks against it.

The subscription tab is the source of truth for your plan and usage.

## Before you start

* Admin permission for billing

## Steps

<Steps>
  <Step title="Open Account -> Billing">
    Navigate to the billing area.
  </Step>

  <Step title="Open the Subscription tab">
    View plan details.
  </Step>

  <Step title="Review">
    Plan name, connection count, included users, renewal date, and active add-ons.
  </Step>
</Steps>

## What you will see

* **Plan name** - Basic, Premium, or Enterprise.
* **Connections active** - the number of paired WhatsApp numbers.
* **Included users** - team members covered under the plan.
* **Renewal cadence** - monthly or annual.
* **Active add-ons** - any extra connections, users, or message capacity attached to your plan.

## Related

* [Add-ons](/docs/getting-started/billing/view-add-ons)
* [Invoices](/docs/getting-started/billing/invoices)


# Connect WhatsApp
Source: https://clapvo.com/docs/getting-started/connect-whatsapp

Pair your WhatsApp number to your organization using the QR code flow.

<Frame>
  <img alt="Add Connection" />
</Frame>

Pair a WhatsApp number to your organization by scanning a QR code from your phone. Once paired, your number powers the shared inbox and outbound campaigns.

## Before you start

* An organization (see [Create an organization](/docs/getting-started/organization/create-organization))
* The phone holding the WhatsApp number you want to connect, with internet access
* WhatsApp open on the phone

<iframe title="YouTube video player" />

## Steps

<Steps>
  <Step title="Open the connection screen">
    After signing in to a new organization, Clapvo routes you to the QR pairing flow automatically. To pair from elsewhere, open **Connections** and start a new pairing.
  </Step>

  <Step title="Open WhatsApp on your phone">
    Tap **Settings** -> **Linked Devices** -> **Link a Device**.
  </Step>

  <Step title="Scan the QR code">
    Point your phone at the QR code on screen.
  </Step>

  <Step title="Wait for confirmation">
    Clapvo updates the screen in real time. Stay on the page until pairing completes.
  </Step>

  <Step title="Land in the dashboard">
    On success, Clapvo redirects you to the dashboard.
  </Step>
</Steps>

## Tips

* The QR refreshes periodically. If yours expired, just wait for a new one.
* Keep the phone next to your laptop with WhatsApp open during pairing.
* A successful connection appears under **Connections** with status connected.

## Related

* [Add a WhatsApp connection](/docs/product/connections/add-connection)
* [WhatsApp number disconnected](/docs/support/troubleshooting/whatsapp-disconnected)
* [QR code not loading](/docs/support/troubleshooting/qr-not-loading)


# Create your account
Source: https://clapvo.com/docs/getting-started/create-account

Sign up and verify your email to start using Clapvo.

<Frame>
  <img alt="Singup" />
</Frame>

## Before you start

* An email address you can access right now
* A strong password

<iframe title="YouTube video player" />

## Steps

<Steps>
  <Step title="Open the sign-up page">
    Go to Clapvo and click [**Sign up**.](https://app.clapvo.com/auth/register)
  </Step>

  <Step title="Fill the form">
    Enter your name, email, and a password.
  </Step>

  <Step title="Submit">
    Click **Create account**.
  </Step>

  <Step title="Verify your email">
    Open the email Clapvo sends and click the verification link.
  </Step>

  <Step title="Sign in">
    Return to Clapvo and log in.
  </Step>
</Steps>

## Tips

* Use a work email so teammates can recognize you when you start sending invites.
* If your verification link has expired, request a new one from the login screen.

## Related

* [Sign in and account security](/docs/getting-started/sign-in-security)
* [Create an organization](/docs/getting-started/organization/create-organization)


# Getting started & account
Source: https://clapvo.com/docs/getting-started/index

Sign up, connect WhatsApp, and set up your organization, users, and billing.

Set up Clapvo for your team. Start with sign-up, pair your WhatsApp number, then configure your organization, invite users, and review your plan.

<CardGroup>
  <Card title="Quickstart" icon="timer" href="/getting-started/quickstart">
    From sign-up to your first reply.
  </Card>

  <Card title="Create account" icon="user-plus" href="/getting-started/create-account">
    Sign up and verify your email.
  </Card>

  <Card title="Sign in & security" icon="lock" href="/getting-started/sign-in-security">
    Login, forgot password, reset.
  </Card>

  <Card title="Connect WhatsApp" icon="qr-code" href="/getting-started/connect-whatsapp">
    Pair your WhatsApp number with QR.
  </Card>

  <Card title="Profile" icon="user" href="/getting-started/profile">
    Edit profile and change password.
  </Card>

  <Card title="Organization" icon="building" href="/getting-started/organization">
    Create, switch, and edit your organization.
  </Card>

  <Card title="Users & roles" icon="users" href="/getting-started/users-and-roles">
    Invite teammates and control access.
  </Card>

  <Card title="Billing & plans" icon="credit-card" href="/getting-started/billing">
    Subscription, invoices, and payment recovery.
  </Card>
</CardGroup>


# Accept an organization invite
Source: https://clapvo.com/docs/getting-started/organization/accept-invite

Join an organization that has invited you.

When someone invites you, Clapvo shows the invite both in your email and inside the product on the invited organizations page.

## Before you start

* A Clapvo account using the same email the invite was sent to
* An invite (in email or shown on the invited organizations page)

## Steps

<Steps>
  <Step title="Open the invite">
    Click the link in the invite email, or open the invited organizations page in Clapvo.
  </Step>

  <Step title="Review">
    Confirm you want to join.
  </Step>

  <Step title="Accept">
    Clapvo adds you to the organization.
  </Step>

  <Step title="Land in the organization">
    You are now a member.
  </Step>
</Steps>

## Tips

* If you do not have a Clapvo account yet, the invite link guides you through sign-up first.
* After joining, you can switch between any organizations you belong to.

## Related

* [Switch between organizations](/docs/getting-started/organization/switch-organization)
* [Invite a user](/docs/getting-started/users-and-roles/invite-user)


# Create an organization
Source: https://clapvo.com/docs/getting-started/organization/create-organization

Spin up a new Clapvo organization for your team.

An organization is the container for your team chats, contacts, templates, and campaigns. You can belong to more than one.

## Before you start

* A signed-in Clapvo account

## Steps

<Steps>
  <Step title="Open the create organization screen">
    From the organization list, click **Create organization**. New accounts route here automatically after sign-up.
  </Step>

  <Step title="Enter your organization name">
    Use a name your team and customers will recognize.
  </Step>

  <Step title="Submit">
    Create the organization.
  </Step>

  <Step title="Land in the new organization">
    Clapvo drops you into the workspace, ready to connect WhatsApp.
  </Step>
</Steps>

## Tips

* The name shows up in the organization switcher and on customer-facing surfaces where applicable.
* Right after creation, the next step is usually [Connect WhatsApp](/docs/getting-started/connect-whatsapp).

## Related

* [Switch between organizations](/docs/getting-started/organization/switch-organization)
* [Edit organization details](/docs/getting-started/organization/organization-details)


# Organization
Source: https://clapvo.com/docs/getting-started/organization/index

Create a Clapvo organization, switch between organizations, and manage organization details.

An organization is the boundary for your team's chats, contacts, templates, and campaigns. You can belong to more than one and switch between them.

<CardGroup>
  <Card title="Create organization" icon="circle-plus" href="/getting-started/organization/create-organization">
    Spin up a new organization.
  </Card>

  <Card title="Switch organization" icon="arrow-left-right" href="/getting-started/organization/switch-organization">
    Move between organizations you belong to.
  </Card>

  <Card title="Accept invite" icon="mail-open" href="/getting-started/organization/accept-invite">
    Join an organization that invited you.
  </Card>

  <Card title="Organization details" icon="building" href="/getting-started/organization/organization-details">
    Edit name, logo, and favicon.
  </Card>
</CardGroup>


# Edit organization details and branding
Source: https://clapvo.com/docs/getting-started/organization/organization-details

Update your organization name, logo, and favicon.

Branding shows up where customers and teammates see your organization - in the product UI and on customer-facing surfaces where applicable.

## Before you start

* Admin access to the organization
* Logo and favicon files ready (recommended: square logo with transparent background)

## Steps

<Steps>
  <Step title="Open Account -> Organization">
    Navigate to the organization details page.
  </Step>

  <Step title="Edit details">
    Update the name and any other available fields.
  </Step>

  <Step title="Upload branding">
    Replace the logo and favicon.
  </Step>

  <Step title="Save">
    Confirm your changes.
  </Step>
</Steps>

## Tips

* Logos look best as PNG or SVG with a transparent background.
* A favicon is typically 32x32 or 64x64 pixels.

## Related

* [Create an organization](/docs/getting-started/organization/create-organization)


# Switch between organizations
Source: https://clapvo.com/docs/getting-started/organization/switch-organization

Move between the organizations you belong to.

If you belong to multiple organizations - say one for each brand or team - you can switch between them at any time.

## Before you start

* You belong to more than one organization

## Steps

<Steps>
  <Step title="Open the organization list">
    Use the organization switcher in the top navigation, or open the organization list page.
  </Step>

  <Step title="Pick an organization">
    Click the one you want to enter.
  </Step>

  <Step title="Land in that organization">
    Clapvo loads its workspace.
  </Step>
</Steps>

## Tips

* You can mark a default organization so you skip the picker after login.
* Pending invites to other organizations are shown separately. See [Accept an invite](/docs/getting-started/organization/accept-invite).

## Related

* [Accept an organization invite](/docs/getting-started/organization/accept-invite)


# Change your password
Source: https://clapvo.com/docs/getting-started/profile/change-password

Update your account password from your profile.

Update your password regularly and any time you suspect it has been exposed.

## Before you start

* Know your current password
* Choose a strong new password

## Steps

<Steps>
  <Step title="Open your profile">
    Click your avatar and choose **My profile**.
  </Step>

  <Step title="Open the Security tab">
    Switch to the security view.
  </Step>

  <Step title="Enter passwords">
    Type your current password and the new password (twice).
  </Step>

  <Step title="Save">
    Confirm the change. Stay signed in or sign out and back in to verify.
  </Step>
</Steps>

## Tips

* If you cannot remember your current password, sign out and use the [forgot password flow](/docs/getting-started/sign-in-security).
* Use a unique password not used on other sites.

## Related

* [Sign in and account security](/docs/getting-started/sign-in-security)


# Edit your profile
Source: https://clapvo.com/docs/getting-started/profile/edit-profile

Update your name and personal details on your profile.

Your display name and personal details surface anywhere teammates need to know who acted - chats, kanban cards, and audit trails.

## Before you start

* Be signed in to Clapvo

## Steps

<Steps>
  <Step title="Open your profile">
    Click your avatar in the top-right and choose **My profile**.
  </Step>

  <Step title="Open the Detail tab">
    Switch to the personal details view.
  </Step>

  <Step title="Update fields">
    Edit your name and other available personal details.
  </Step>

  <Step title="Save">
    Confirm your changes.
  </Step>
</Steps>

## Tips

* Use the name your teammates know you by, not a nickname only customers would recognize.

## Related

* [Change password](/docs/getting-started/profile/change-password)


# Profile
Source: https://clapvo.com/docs/getting-started/profile/index

Manage your personal details and account security.

Your profile is where you control your own account: personal details, password, and notifications.

<CardGroup>
  <Card title="Edit profile" icon="user-pen" href="/getting-started/profile/edit-profile">
    Update your name and personal details.
  </Card>

  <Card title="Change password" icon="key-round" href="/getting-started/profile/change-password">
    Update your account password.
  </Card>

  <Card title="Notifications" icon="bell" href="/getting-started/profile/notifications">
    Turn push notifications for incoming messages on or off.
  </Card>
</CardGroup>


# Manage notifications
Source: https://clapvo.com/docs/getting-started/profile/notifications

Turn push notifications for incoming messages on or off.

Never miss a customer reply. When notifications are on, Clapvo pops up an alert for every new message — even when you're on another tab or away from your inbox. You decide whether they're on, and you can change your mind any time.

## Before you start

* Make sure you're signed in to Clapvo.
* If your browser or phone asks whether to allow notifications from Clapvo, tap **Allow**.

## Turn notifications on or off

<Steps>
  <Step title="Open your profile">
    Click your avatar in the top-right corner and choose **My profile** (under **Organization**).
  </Step>

  <Step title="Find the notifications setting">
    Look for the notifications option on your profile.
  </Step>

  <Step title="Flip the switch">
    Turn it **on** to get an alert for every new message, or **off** for some quiet.
  </Step>

  <Step title="Save">
    Save your change — that's it.
  </Step>
</Steps>

## Good to know

* Not seeing any alerts even though the setting is on? Your browser or phone may still be blocking them — check that Clapvo is allowed to send notifications.
* This is your own setting. Turning it on or off only affects you, not your teammates.

## Related

* [Edit your profile](/docs/getting-started/profile/edit-profile)
* [Reply to a customer](/docs/product/chats/reply-to-customer)


# Quickstart
Source: https://clapvo.com/docs/getting-started/quickstart

From sign-up to your first reply in Clapvo in about 15 minutes.

This is the fastest path through Clapvo for an admin setting up a new organization. Plan on about 15 minutes end to end. New accounts come with a 7-day free trial - no credit card required.

## Before you start

* A WhatsApp number you control on a phone with WhatsApp installed
* A working email address you can access right now
* A few minutes free of WhatsApp activity on the device

## Steps

<Steps>
  <Step title="Create your account">
    Sign up and verify your email. See [Create your account](/docs/getting-started/create-account).
  </Step>

  <Step title="Create your organization">
    Pick a name your team will recognize. See [Create an organization](/docs/getting-started/organization/create-organization).
  </Step>

  <Step title="Connect WhatsApp">
    Pair your number using the QR code flow. See [Connect WhatsApp](/docs/getting-started/connect-whatsapp).
  </Step>

  <Step title="Invite your team">
    Send invites and assign roles. See [Invite a user](/docs/getting-started/users-and-roles/invite-user).
  </Step>

  <Step title="Send your first reply">
    Open Chats and reply to an inbound message.
  </Step>
</Steps>

## Next steps

* Set up [tags](/docs/product/settings/tags) and [statuses](/docs/product/settings/statuses) to organize chats
* Build a few [templates](/docs/product/templates) and [quick replies](/docs/product/quick-replies)
* Configure [kanban columns](/docs/product/settings/kanban-columns) to match your workflow


# Sign in and account security
Source: https://clapvo.com/docs/getting-started/sign-in-security

Log in to Clapvo, recover a forgotten password, and reset your password.

<Frame>
  <img alt="Singin" />
</Frame>

Everyday access plus the recovery paths when something goes wrong.

## Sign in

## Forgot password

<Steps>
  <Step title="Open the login page">
    Go to the Clapvo sign-in URL.
  </Step>

  <Step title="Enter credentials">
    Type your email and password.
  </Step>

  <Step title="Sign in">
    Click **Sign in**.
  </Step>
</Steps>

## Reset password while signed in

<Steps>
  <Step title="Click forgot password">
    From the login screen, click **Forgot password?**
  </Step>

  <Step title="Enter your email">
    Submit and wait for the reset email.
  </Step>

  <Step title="Open the link">
    Click the link in the email.
  </Step>

  <Step title="Set a new password">
    Type and confirm a new password, then sign in.
  </Step>
</Steps>

You can also change your password from your profile. See [Change password](/docs/getting-started/profile/change-password).

## Tips

* Reset emails expire. If yours has aged out, request a new one.
* Use a unique password not reused on other sites.

## Related

* [Change password](/docs/getting-started/profile/change-password)
* [Login issues](/docs/support/troubleshooting/login-issues)


# Activate or deactivate a role
Source: https://clapvo.com/docs/getting-started/users-and-roles/activate-deactivate-role

Turn a role on or off without deleting it.

Use deactivation when you want to retire a role temporarily without losing the permission set.

## Before you start

* Admin permission to manage roles

## Steps

<Steps>
  <Step title="Open Account -> Roles">
    Navigate to the roles page.
  </Step>

  <Step title="Find the role">
    Locate it in the list.
  </Step>

  <Step title="Toggle the active switch">
    Activate or deactivate as needed.
  </Step>

  <Step title="Save">
    Confirm the change.
  </Step>
</Steps>

## Tips

* Deactivating does not move users to a different role - they keep that role until you reassign them.
* You can re-enable a deactivated role at any time without losing the permissions.

## Related

* [Edit a role](/docs/getting-started/users-and-roles/edit-role)


# Create a role
Source: https://clapvo.com/docs/getting-started/users-and-roles/create-role

Define a new role and choose which features it can access.

Roles bundle a set of permissions you can assign to a user. Use them to keep responsibilities clear and to limit exposure to sensitive controls.

## Before you start

* Admin permission to manage roles
* A clear idea of what the role should and should not see

## Steps

<Steps>
  <Step title="Open Account -> Roles">
    Navigate to the roles page.
  </Step>

  <Step title="Click Create role">
    Open the role builder.
  </Step>

  <Step title="Enter a name">
    Describe the role responsibility (for example, Support Agent or Campaign Operator).
  </Step>

  <Step title="Pick permissions">
    Toggle permissions for each module and action this role can access. Permissions are granular — you can allow a role to view chats but not delete them, or access campaigns but not manage contacts.
  </Step>

  <Step title="Save">
    Create the role.
  </Step>
</Steps>

## Tips

* Start with the minimum permissions needed and grant more only when someone is blocked.
* Prefer deactivating a role over deleting it if you might need it again.

## Related

* [Edit a role](/docs/getting-started/users-and-roles/edit-role)
* [Activate or deactivate a role](/docs/getting-started/users-and-roles/activate-deactivate-role)
* [Mask customer numbers](/docs/getting-started/users-and-roles/mask-number)
* [Cannot access a module](/docs/support/troubleshooting/cant-access-module)


# Edit or remove a user
Source: https://clapvo.com/docs/getting-started/users-and-roles/edit-remove-user

Update a teammate record or remove someone from the organization.

Manage the people in your organization as your team changes.

## Before you start

* Admin permission to manage users

## Edit a user

<Steps>
  <Step title="Open Account -> Users">
    Navigate to the users page.
  </Step>

  <Step title="Click the user">
    Open their record.
  </Step>

  <Step title="Update fields">
    Adjust details or role.
  </Step>

  <Step title="Save">
    Confirm the change.
  </Step>
</Steps>

## Remove a user

<Steps>
  <Step title="Open Account -> Users">
    Navigate to the users page.
  </Step>

  <Step title="Open the user actions menu">
    Click the actions on the user row.
  </Step>

  <Step title="Choose Remove">
    Confirm the removal.
  </Step>
</Steps>

## Tips

* Removed users lose access immediately.
* Removing a user does not delete the chats they handled - those stay in the shared inbox.

## Related

* [Invite a user](/docs/getting-started/users-and-roles/invite-user)


# Edit a role
Source: https://clapvo.com/docs/getting-started/users-and-roles/edit-role

Modify the permissions on an existing role.

Change a role permissions when responsibilities shift.

## Before you start

* Admin permission to manage roles
* The change you intend to make

## Steps

<Steps>
  <Step title="Open Account -> Roles">
    Navigate to the roles page.
  </Step>

  <Step title="Click the role">
    Open the role you want to change.
  </Step>

  <Step title="Update permissions">
    Toggle features on or off.
  </Step>

  <Step title="Save">
    Confirm the change.
  </Step>
</Steps>

## Tips

* Changes apply to everyone assigned to that role.
* If a teammate suddenly cannot access something, check whether their role permission was just changed.

## Related

* [Create a role](/docs/getting-started/users-and-roles/create-role)
* [Activate or deactivate a role](/docs/getting-started/users-and-roles/activate-deactivate-role)


# Users & roles
Source: https://clapvo.com/docs/getting-started/users-and-roles/index

Invite teammates and control what they can access with roles and permissions.

Add the people who need access to your organization, then use roles to decide which features each person can see and use.

<CardGroup>
  <Card title="Invite user" icon="user-plus" href="/getting-started/users-and-roles/invite-user">
    Send and resend invites.
  </Card>

  <Card title="Edit / remove user" icon="user-cog" href="/getting-started/users-and-roles/edit-remove-user">
    Update or remove a member.
  </Card>

  <Card title="Create role" icon="shield-plus" href="/getting-started/users-and-roles/create-role">
    Define a new permission set.
  </Card>

  <Card title="Edit role" icon="shield-ellipsis" href="/getting-started/users-and-roles/edit-role">
    Modify an existing role.
  </Card>

  <Card title="Activate / deactivate role" icon="toggle-right" href="/getting-started/users-and-roles/activate-deactivate-role">
    Turn a role on or off.
  </Card>
</CardGroup>


# Invite a user
Source: https://clapvo.com/docs/getting-started/users-and-roles/invite-user

Invite a teammate to your organization and resend invites if needed.

Add the people who need access. Each invite is delivered by email and tied to a role.

## Before you start

* The teammate email address
* The role you want to assign (default or custom - see [Create a role](/docs/getting-started/users-and-roles/create-role))

## Steps

<Steps>
  <Step title="Open Account -> Users">
    Navigate to the users page.
  </Step>

  <Step title="Click Invite user">
    Open the invite modal.
  </Step>

  <Step title="Enter the email and pick a role">
    Fill in the form.
  </Step>

  <Step title="Send the invite">
    Clapvo emails the user a link to accept.
  </Step>

  <Step title="Wait for acceptance">
    Once accepted, the user appears as a member of your organization.
  </Step>
</Steps>

## Tips

* If an invite expires, click **Resend invite** from the user list.
* You can change a user role at any time after they join.

## Related

* [Edit or remove a user](/docs/getting-started/users-and-roles/edit-remove-user)
* [Create a role](/docs/getting-started/users-and-roles/create-role)


# Mask customer numbers
Source: https://clapvo.com/docs/getting-started/users-and-roles/mask-number

Hide customer phone numbers from agents who don't need to see them.

Turn on number masking per-user to hide customer phone numbers from specific agents. Useful for privacy compliance or when agents don't need direct access to contact details.

## Before you start

* Admin permission to manage users

## Steps

<Steps>
  <Step title="Open Account -> Users">
    Navigate to the users list.
  </Step>

  <Step title="Open the user">
    Click the user you want to configure to open the user drawer.
  </Step>

  <Step title="Enable Hide contact details">
    Check the "Hide contact details" option.
  </Step>

  <Step title="Save">
    The agent will no longer see customer phone numbers in the chat view.
  </Step>
</Steps>

## Tips

* Masking is configured per-user, not per-role — set it individually for each agent who needs it.
* Agents with masking on can still send and receive messages; they just cannot see the full phone number.
* To remove masking, uncheck "Hide contact details" for the same user.

## Related

* [Invite a user](/docs/getting-started/users-and-roles/invite-user)
* [Edit or remove a user](/docs/getting-started/users-and-roles/edit-remove-user)
* [Create a role](/docs/getting-started/users-and-roles/create-role)


# Built for teams that run on WhatsApp
Source: https://clapvo.com/docs/index

Clapvo gives your team one place to manage chats, templates, campaigns, and contacts - without relying on personal phones or messy group chats.

Clapvo is your team's WhatsApp workspace for support, sales, and campaigns. Connect one or more business numbers, work a shared inbox together, and scale outbound with templates, audiences, and randomized senders for stronger deliverability.

Try it free for 7 days. No credit card required.

## Get started

<CardGroup>
  <Card title="Quickstart" icon="timer" href="/getting-started/quickstart">
    Sign up, pair WhatsApp, and send your first reply.
  </Card>

  <Card title="Connect WhatsApp" icon="qr-code" href="/getting-started/connect-whatsapp">
    Pair a number to your organization with the QR code flow.
  </Card>
</CardGroup>

## Run campaigns

<CardGroup>
  <Card title="Send a quick campaign" icon="bolt" href="/product/campaigns/quick-campaign">
    The fastest path to a broadcast.
  </Card>

  <Card title="Create a full campaign" icon="megaphone" href="/product/campaigns/create-campaign">
    Audience, sequencing, and advanced options.
  </Card>

  <Card title="Randomize sender" icon="shuffle" href="/product/campaigns/randomize-sender">
    Rotate across multiple connected numbers to protect deliverability.
  </Card>

  <Card title="A/B test variants" icon="split" href="/product/campaigns/randomize-message">
    Send different message variants to different recipients.
  </Card>
</CardGroup>

## Manage your team

<CardGroup>
  <Card title="Invite a user" icon="user-plus" href="/getting-started/users-and-roles/invite-user">
    Add teammates and assign roles.
  </Card>

  <Card title="Create a role" icon="shield-plus" href="/getting-started/users-and-roles/create-role">
    Decide what each role can access.
  </Card>

  <Card title="Subscription" icon="credit-card" href="/getting-started/billing/view-subscription">
    See plan, usage, and renewal.
  </Card>

  <Card title="Invoices" icon="receipt" href="/getting-started/billing/invoices">
    Find and download invoices.
  </Card>
</CardGroup>

## Day-to-day

<CardGroup>
  <Card title="Reply to a customer" icon="reply" href="/product/chats/reply-to-customer">
    Use the shared inbox for inbound chats.
  </Card>

  <Card title="Kanban board" icon="columns-3" href="/product/kanban-board">
    Track chats as cards across stages.
  </Card>

  <Card title="Quick replies" icon="zap" href="/product/quick-replies">
    Save reusable replies and trigger them inline.
  </Card>

  <Card title="Bulk import contacts" icon="upload" href="/product/contacts/bulk-import">
    Import many contacts from a spreadsheet.
  </Card>
</CardGroup>

## Need help?

<CardGroup>
  <Card title="Troubleshooting" icon="wrench" href="/support/troubleshooting">
    Common issues and step-by-step fixes.
  </Card>

  <Card title="Contact support" icon="life-buoy" href="/support/contact-support">
    Reach the Clapvo team directly.
  </Card>
</CardGroup>


# Select a campaign audience
Source: https://clapvo.com/docs/product/campaigns/audience-selection

Pick recipients from contacts, chats, and tags.

Audience selection decides who receives your campaign. Clapvo gives you three sources to mix and match.

## Sources

* **Contacts** - pick from your contact database. Filter by tags or other fields.
* **Chats** - target everyone you have an active or recent chat with. Useful for follow-ups.
* **Tags** - pull anyone tagged a certain way, regardless of whether they came from contacts or chats.

## Steps

<Steps>
  <Step title="Open the audience step">
    Inside the campaign builder, switch to audience.
  </Step>

  <Step title="Choose your source">
    Pick contacts, chats, or tags - or combine them.
  </Step>

  <Step title="Apply filters">
    Narrow the list with tag filters or other criteria.
  </Step>

  <Step title="Review the count">
    Confirm the recipient count looks right before continuing.
  </Step>
</Steps>

## Tips

* Always check the recipient count before sending. Mistakes here are expensive.
* For large lists, pair audience selection with [Randomize sender](/docs/product/campaigns/randomize-sender) to protect deliverability.

## Related

* [Create a campaign](/docs/product/campaigns/create-campaign)
* [Manage tags](/docs/product/settings/tags)


# Add tagging, grouping, archiving, and blocking actions
Source: https://clapvo.com/docs/product/campaigns/campaign-actions

Attach actions like tagging, grouping, archiving, or blocking as part of a campaign flow.

Campaign actions let you do more than just send a message. They run automatically as the campaign processes each recipient.

## Available actions

* **Tag** - apply a tag to each recipient.
* **Group** - move recipients into a group for later targeting.
* **Archive** - archive the chat associated with the recipient.
* **Block** - block the recipient from further messaging.

## Steps

<Steps>
  <Step title="Open the campaign builder">
    Create or edit a campaign.
  </Step>

  <Step title="Open the actions step">
    Switch to the actions panel.
  </Step>

  <Step title="Pick the actions you want">
    Tagging is the most common - use it to mark who received this campaign.
  </Step>

  <Step title="Save">
    The actions run automatically on each recipient as the campaign processes.
  </Step>
</Steps>

## Tips

* Tagging recipients with the campaign name makes future audience selection trivial - you can target everyone who received it (or did not).
* Use blocking carefully. Once blocked, you cannot easily message the recipient again.

## Related

* [Create a campaign](/docs/product/campaigns/create-campaign)
* [Manage tags](/docs/product/settings/tags)


# View campaign history and download reports
Source: https://clapvo.com/docs/product/campaigns/campaign-history-and-reports

Find past campaigns and download their reports.

Every campaign you run is recorded so you can audit performance and download reports.

## Steps

<Steps>
  <Step title="Open Campaigns">
    Navigate to the campaigns module.
  </Step>

  <Step title="Open History">
    Switch to the history view.
  </Step>

  <Step title="Find the campaign">
    Filter by date or name to locate it.
  </Step>

  <Step title="Open the campaign">
    View the summary.
  </Step>

  <Step title="Download the report">
    Use the download action to get the campaign report.
  </Step>
</Steps>

## Tips

* Reports are useful for handing performance numbers to a stakeholder without giving them direct access to Clapvo.
* Compare reports across runs to track whether your messaging is improving over time.

## Related

* [Pause, resume, or cancel](/docs/product/campaigns/pause-resume-cancel)
* [Clone a campaign](/docs/product/campaigns/clone-campaign)


# Clone a campaign
Source: https://clapvo.com/docs/product/campaigns/clone-campaign

Duplicate a campaign to reuse its setup.

Cloning is the fastest way to launch a recurring campaign or reuse a setup with a new audience.

## Steps

<Steps>
  <Step title="Open Campaigns">
    Navigate to the campaigns module.
  </Step>

  <Step title="Find the campaign">
    Open the source you want to clone.
  </Step>

  <Step title="Click Clone">
    Clapvo creates a copy as a new draft.
  </Step>

  <Step title="Adjust">
    Update the audience, message variants, or schedule. Rename so you can tell them apart in history.
  </Step>

  <Step title="Send">
    Launch when ready.
  </Step>
</Steps>

## Tips

* Always rename the clone before sending. A list of identical names in history is hard to audit later.
* Cloning copies the message setup but lets you pick a new audience.

## Related

* [Create a campaign](/docs/product/campaigns/create-campaign)
* [Campaign history and reports](/docs/product/campaigns/campaign-history-and-reports)


# Create a campaign
Source: https://clapvo.com/docs/product/campaigns/create-campaign

Set up a full broadcast with audience, sequencing, and advanced options.

Create campaign is the full builder. Use it when you want sequencing, multiple message variants, randomized senders, or detailed audience filters.

## Before you start

* An audience in mind
* Templates ready (or messages drafted)
* Decision on whether to randomize senders or message variants

## Steps

<Steps>
  <Step title="Open Campaigns">
    Navigate to the campaigns module.
  </Step>

  <Step title="Click Add">
    Open the campaign builder.
  </Step>

  <Step title="Name the campaign">
    Use a name your team will recognize in history.
  </Step>

  <Step title="Pick an audience">
    Use [audience selection](/docs/product/campaigns/audience-selection) to set recipients.
  </Step>

  <Step title="Add messages">
    Pick templates or write new content. Add variants if you want to A/B test.
  </Step>

  <Step title="Configure sequencing">
    Set delays between messages if you are sending more than one.
  </Step>

  <Step title="Configure senders">
    Pick connections. Enable randomize sender if you want to rotate.
  </Step>

  <Step title="Add actions">
    Optionally add tagging, grouping, archiving, or blocking actions.
  </Step>

  <Step title="Preview">
    Open the preview drawer to review.
  </Step>

  <Step title="Save and send">
    Launch the campaign.
  </Step>
</Steps>

## Related

* [Quick campaign](/docs/product/campaigns/quick-campaign)
* [Audience selection](/docs/product/campaigns/audience-selection)
* [Randomize sender](/docs/product/campaigns/randomize-sender)
* [Randomize message](/docs/product/campaigns/randomize-message)
* [Preview drawer](/docs/product/campaigns/preview-drawer)


# Delete a campaign
Source: https://clapvo.com/docs/product/campaigns/delete-campaign

Remove a campaign from the list.

Delete a campaign you no longer need to track.

## Before you start

* Permission to delete campaigns
* The campaign is not currently running (cancel first if it is)

## Steps

<Steps>
  <Step title="Open Campaigns">
    Navigate to the campaigns module.
  </Step>

  <Step title="Find the campaign">
    Locate it in the list.
  </Step>

  <Step title="Open the actions menu">
    Click delete.
  </Step>

  <Step title="Confirm">
    The campaign is removed.
  </Step>
</Steps>

## Tips

* Deletion is permanent. If you want a record but do not want it cluttering your list, archive or rename instead where supported.

## Related

* [Pause, resume, or cancel](/docs/product/campaigns/pause-resume-cancel)


# Campaigns
Source: https://clapvo.com/docs/product/campaigns/index

Broadcasts at scale, with audience selection, sequencing, randomized senders, and A/B variants.

Campaigns is the outbound broadcast module. Compose quick blasts or set up full campaigns with audience filters, sequencing, randomized sender numbers, and A/B message variants.

<CardGroup>
  <Card title="Quick campaign" icon="bolt" href="/product/campaigns/quick-campaign">
    Compose a fast broadcast.
  </Card>

  <Card title="Create campaign" icon="megaphone" href="/product/campaigns/create-campaign">
    Set up a full broadcast.
  </Card>

  <Card title="Audience selection" icon="users" href="/product/campaigns/audience-selection">
    Pick recipients from contacts, chats, or tags.
  </Card>

  <Card title="Message sequencing" icon="timer" href="/product/campaigns/message-sequencing">
    Add delays between messages.
  </Card>

  <Card title="Campaign actions" icon="list-checks" href="/product/campaigns/campaign-actions">
    Tag, group, archive, block as part of a flow.
  </Card>

  <Card title="Preview drawer" icon="eye" href="/product/campaigns/preview-drawer">
    Review before sending.
  </Card>

  <Card title="Pause / resume / cancel" icon="pause" href="/product/campaigns/pause-resume-cancel">
    Control a running campaign.
  </Card>

  <Card title="Clone campaign" icon="copy" href="/product/campaigns/clone-campaign">
    Reuse an existing setup.
  </Card>

  <Card title="Delete campaign" icon="trash-2" href="/product/campaigns/delete-campaign">
    Remove a campaign.
  </Card>

  <Card title="Randomize sender" icon="shuffle" href="/product/campaigns/randomize-sender">
    Rotate across multiple connected numbers.
  </Card>

  <Card title="Randomize message" icon="split" href="/product/campaigns/randomize-message">
    A/B variants in one campaign.
  </Card>

  <Card title="History & reports" icon="history" href="/product/campaigns/campaign-history-and-reports">
    Find past campaigns and download reports.
  </Card>
</CardGroup>


# Configure message sequencing
Source: https://clapvo.com/docs/product/campaigns/message-sequencing

Add delays between messages in a multi-message broadcast.

Sequencing controls the spacing between messages when you send more than one as part of a single campaign.

## Before you start

* More than one message in your campaign

## Steps

<Steps>
  <Step title="Open the campaign builder">
    Open or create a campaign.
  </Step>

  <Step title="Add multiple messages">
    Each one becomes a step in the sequence.
  </Step>

  <Step title="Set the delay">
    Choose how long to wait after each message before the next one is sent.
  </Step>

  <Step title="Save">
    The sequence runs automatically when the campaign starts.
  </Step>
</Steps>

## Tips

* Avoid sending two messages back-to-back. A short delay reads more human.
* Use sequencing for follow-ups - a soft introduction, then the offer, then a reminder.

## Related

* [Create a campaign](/docs/product/campaigns/create-campaign)


# Pause, resume, or cancel a campaign
Source: https://clapvo.com/docs/product/campaigns/pause-resume-cancel

Control a running campaign at any time.

Campaigns are not fire-and-forget. You can pause, resume, or cancel any campaign that is in progress.

## Pause

* Stops sending immediately.
* Recipients already messaged are unaffected.
* Use when you spot an issue and need a moment to investigate.

## Resume

* Continues sending from where the campaign paused.
* Use after fixing whatever caused the pause.

## Cancel

* Stops the campaign permanently.
* Pending recipients are not messaged.
* Use when you do not want to continue at all.

## Steps

<Steps>
  <Step title="Open Campaigns">
    Navigate to the campaigns module.
  </Step>

  <Step title="Find the running campaign">
    Open it.
  </Step>

  <Step title="Click pause, resume, or cancel">
    Pick the action you want.
  </Step>

  <Step title="Confirm">
    Cancellation requires explicit confirmation because it is permanent.
  </Step>
</Steps>

## Related

* [Campaign history and reports](/docs/product/campaigns/campaign-history-and-reports)


# Preview a campaign before sending
Source: https://clapvo.com/docs/product/campaigns/preview-drawer

Use the preview drawer to review a campaign before it goes out.

The preview drawer shows you exactly what recipients will see, in WhatsApp-like formatting, before the campaign actually launches.

## Before you start

* A campaign in the builder, fully composed

## Steps

<Steps>
  <Step title="Open the campaign">
    Continue editing in the campaign builder.
  </Step>

  <Step title="Open Preview">
    Click the preview action to open the drawer.
  </Step>

  <Step title="Review">
    Step through messages, buttons, lists, media, and any variants.
  </Step>

  <Step title="Adjust if needed">
    Close the drawer, fix anything, and re-open preview.
  </Step>
</Steps>

## Tips

* Always preview campaigns with media. Caption truncation is the most common mistake.
* If you have message variants, the drawer shows each so you can confirm they all read well.

## Related

* [Create a campaign](/docs/product/campaigns/create-campaign)
* [Randomize message](/docs/product/campaigns/randomize-message)


# Send a quick campaign
Source: https://clapvo.com/docs/product/campaigns/quick-campaign

Compose and send a fast broadcast.

Quick campaign is the shortest path to a broadcast - good for ad-hoc updates and small audiences.

## Before you start

* An audience in mind (contacts, a chat segment, or a tag)
* Your message ready (or a template to pull from)

## Steps

<Steps>
  <Step title="Open Campaigns">
    Navigate to the campaigns module.
  </Step>

  <Step title="Click Quick campaign">
    Open the fast composer.
  </Step>

  <Step title="Pick an audience">
    Choose recipients from contacts, chats, or tags.
  </Step>

  <Step title="Compose the message">
    Type a message or pick a template.
  </Step>

  <Step title="Send">
    The campaign goes out.
  </Step>
</Steps>

## Tips

* For larger or more complex sends, use [Create a campaign](/docs/product/campaigns/create-campaign) instead.
* Quick campaigns still appear in [campaign history](/docs/product/campaigns/campaign-history-and-reports) for tracking.

## Related

* [Create a campaign](/docs/product/campaigns/create-campaign)
* [Audience selection](/docs/product/campaigns/audience-selection)


# Randomize message variants (A/B test)
Source: https://clapvo.com/docs/product/campaigns/randomize-message

Send different message variants to different recipients in the same campaign.

Randomize message is Clapvo's built-in A/B (or multi-variant) testing for broadcasts. Prepare multiple message variants for the same campaign and Clapvo distributes them randomly across recipients.

## Why this matters

* Helps you discover which copy, offer, or call-to-action actually performs best.
* Avoids guessing wording - real audience response decides.
* Reduces the risk that one tired or low-performing message tanks an entire campaign.
* Protects sender reputation - repeating the exact same text to many recipients is a common spam signal, while randomized variants look more human.

## Before you start

* Two or more message ideas you want to test
* Clear hypothesis: which element are you varying (headline, CTA, length, tone)?

## Steps

<Steps>
  <Step title="Open the campaign builder">
    Create or edit a campaign.
  </Step>

  <Step title="Add message variants">
    Enter each variant of the message - same audience, different copy.
  </Step>

  <Step title="Enable randomize message">
    Turn on the variant rotation option.
  </Step>

  <Step title="Preview">
    Use the [preview drawer](/docs/product/campaigns/preview-drawer) to confirm each variant reads well.
  </Step>

  <Step title="Save and send">
    Clapvo distributes variants randomly across recipients.
  </Step>
</Steps>

## Typical use cases

* Testing different headlines or opening lines on a promotional broadcast
* Comparing CTAs (for example, **Reply YES** vs **Click here** vs **Book a slot**)
* Comparing short vs long copy on the same audience
* Comparing message tone (formal vs casual) for the same offer
* Ongoing optimization of recurring templates used in sales follow-up or support nudges

## Tips

* Vary one element at a time so you can attribute the difference to the change.
* Pair with [Randomize sender](/docs/product/campaigns/randomize-sender) for the strongest combination - multiple senders and multiple variants per campaign.
* Keep the winning variant; iterate on the rest next round.

## Related

* [Randomize sender](/docs/product/campaigns/randomize-sender)
* [Preview drawer](/docs/product/campaigns/preview-drawer)
* [Create a campaign](/docs/product/campaigns/create-campaign)


# Randomize sender numbers
Source: https://clapvo.com/docs/product/campaigns/randomize-sender

Rotate across multiple connected WhatsApp numbers to protect deliverability on large campaigns.

Randomize sender is one of Clapvo's two highlight campaign features. Instead of sending every message from a single number, Clapvo rotates across the pool of connected numbers you choose - automatically.

## Why this matters

* Reduces the load on any single WhatsApp number, which lowers the risk of rate-limiting, throttling, or bans.
* Improves overall deliverability of large campaigns.
* Makes outreach look more natural - messages do not all originate from one number.
* Lets you scale outbound volume by simply adding more connections instead of changing how you work.

## Before you start

* More than one connected WhatsApp number (see [Add a connection](/docs/product/connections/add-connection))
* A campaign that is large enough to benefit from rotation (typically anything over a few hundred recipients)

## Steps

<Steps>
  <Step title="Open the campaign builder">
    Create or edit a campaign.
  </Step>

  <Step title="Open the senders step">
    Switch to the connections panel.
  </Step>

  <Step title="Enable randomize sender">
    Turn on the rotation option.
  </Step>

  <Step title="Pick eligible connections">
    Tick the numbers Clapvo can use for this campaign.
  </Step>

  <Step title="Save">
    When the campaign runs, Clapvo distributes messages randomly across the pool.
  </Step>
</Steps>

## Typical use cases

* Bulk promotional broadcasts to thousands of contacts
* Recurring update or reminder campaigns to a wide audience
* Sales outreach where you own several connected business numbers
* Any case where one number alone would hit safe-send limits

## Tips

* Pair this with [Randomize message](/docs/product/campaigns/randomize-message) for the strongest deliverability and engagement combination.
* Add more connections any time you want to scale outbound volume - the rotation pool grows automatically.

## Related

* [Randomize message](/docs/product/campaigns/randomize-message)
* [Add a connection](/docs/product/connections/add-connection)
* [Create a campaign](/docs/product/campaigns/create-campaign)


# Assign a kanban stage from a chat
Source: https://clapvo.com/docs/product/chats/assign-stage

Set a chat kanban stage from the profile panel.

You can move a chat into a kanban stage without leaving the conversation. The stage you pick is the same one used by the [kanban board](/docs/product/kanban-board).

## Before you start

* Kanban columns configured (see [Manage kanban columns](/docs/product/settings/kanban-columns))

## Steps

<Steps>
  <Step title="Open the chat">
    Navigate to the conversation.
  </Step>

  <Step title="Open the profile panel">
    It sits to the right of the chat window on desktop.
  </Step>

  <Step title="Find the stage picker">
    Look for the stage / status field.
  </Step>

  <Step title="Pick a stage">
    Select from your configured columns.
  </Step>

  <Step title="Save">
    The card now appears in that stage on the kanban board.
  </Step>
</Steps>

## Tips

* Assigning a stage from chat is faster than going to the kanban board to drag the card.
* Use it as a tiny ritual - move stage every time you reply, so the board stays current without separate effort.

## Related

* [Move cards on the kanban board](/docs/product/kanban-board/move-cards)
* [Manage kanban columns](/docs/product/settings/kanban-columns)


# Delete and clear conversations
Source: https://clapvo.com/docs/product/chats/delete-message

Remove a single message or clear an entire conversation.

Delete an individual message or clear a full conversation. Both actions require the appropriate role permission — configure under Account → Roles.

## Delete a single message

<Steps>
  <Step title="Open the chat">
    Navigate to the chat with the message.
  </Step>

  <Step title="Open message actions">
    Hover over the message and open the actions menu.
  </Step>

  <Step title="Click Delete">
    Confirm the deletion.
  </Step>
</Steps>

## Clear a conversation

<Steps>
  <Step title="Open the chat">
    Navigate to the conversation you want to clear.
  </Step>

  <Step title="Open chat options">
    Click the options menu at the top of the conversation.
  </Step>

  <Step title="Click Clear conversation">
    Confirm. All messages in the conversation are removed.
  </Step>
</Steps>

## Tips

* Deletion behavior in WhatsApp depends on time elapsed — older messages may still be visible to the recipient.
* Clear conversation removes all messages on the Clapvo side. Act fast if you need to retract something sensitive.
* If the Delete or Clear option is not visible, your role does not have the required permission. Ask an admin to update your role under Account → Roles.

## Related

* [Reply to a customer](/docs/product/chats/reply-to-customer)
* [Edit a sent message](/docs/product/chats/edit-message)
* [Create a role](/docs/getting-started/users-and-roles/create-role)


# Download media from a chat
Source: https://clapvo.com/docs/product/chats/download-media

Save images, videos, PDFs, and documents from chat messages to your device.

Got a photo, video, or file from a customer that you'd like to keep? You can save it to your device in a couple of taps, right from the chat.

## How to download

<Steps>
  <Step title="Open the chat">
    Go to the conversation that has the file you want.
  </Step>

  <Step title="Find the message">
    Scroll to the image, video, PDF, or document in the chat.
  </Step>

  <Step title="Tap download">
    Tap the download option on the message. The file saves straight to your device.
  </Step>
</Steps>

## What you can download

* Images
* Videos
* PDFs
* Documents

## Related

* [Reply to a customer](/docs/product/chats/reply-to-customer)
* [Forward a message](/docs/product/chats/forward-message)


# Edit a sent message
Source: https://clapvo.com/docs/product/chats/edit-message

Correct a text message or media caption after it has been sent.

Edit a text message or the caption on an image or video after it has been sent. The message updates inline with an "Edited" label.

## Steps

<Steps>
  <Step title="Open the chat">
    Navigate to the conversation containing the message.
  </Step>

  <Step title="Open message actions">
    Hover over the message and open the actions menu.
  </Step>

  <Step title="Click Edit">
    The edit modal opens with the current text and a live bubble preview.
  </Step>

  <Step title="Make your changes">
    Update the text or caption. The preview updates as you type.
  </Step>

  <Step title="Confirm">
    Save the edit. The message updates in place and shows an "Edited" label in the thread.
  </Step>
</Steps>

## Tips

* Works on both text messages and captions on images or videos.
* The live preview shows exactly how the message will look before you confirm.
* You can only edit messages your team sent — not messages from the contact.

## Related

* [Delete a message](/docs/product/chats/delete-message)
* [Reply to a customer](/docs/product/chats/reply-to-customer)


# Format message text
Source: https://clapvo.com/docs/product/chats/format-message-text

Add bold, italic, or strikethrough to a message before sending.

Nobody wants to type `*asterisks*` around a word and hope WhatsApp does the right thing. Now you don't have to — select your text, and Clapvo formats it for you.

## Steps

<Steps>
  <Step title="Type your message like normal">
    Click into the message input for any chat and write as you normally would.
  </Step>

  <Step title="Highlight the part you want to style">
    Select a word or phrase with your mouse or keyboard, same as in any text editor.
  </Step>

  <Step title="A toolbar pops up above your selection">
    It shows three options: **Bold**, **Italic**, and **Strikethrough**.
  </Step>

  <Step title="Click one">
    Your text updates on the spot, already in the formatting WhatsApp expects.
  </Step>
</Steps>

## A couple of things worth knowing

Styles stack — select the same text again and layer on a second format if you want both bold and italic on one word. And what you see is exactly what your customer sees: the formatting renders on their end on WhatsApp the same way it looks in your input box, no surprises.

## Related

* [Reply to a customer](/docs/product/chats/reply-to-customer)


# Forward a message
Source: https://clapvo.com/docs/product/chats/forward-message

Forward a single message to another chat.

Forwarding is the fastest way to share a message with another customer or move information between chats.

## Steps

<Steps>
  <Step title="Open the chat">
    Navigate to the chat with the message you want to forward.
  </Step>

  <Step title="Open message actions">
    Hover over the message and open the actions menu.
  </Step>

  <Step title="Click Forward">
    A picker opens.
  </Step>

  <Step title="Pick the destination chat">
    Search and select.
  </Step>

  <Step title="Send">
    The message is forwarded.
  </Step>
</Steps>

## Tips

* Forwarding preserves media (image, audio, video, document) attached to the message.
* WhatsApp marks forwarded messages with a forwarded label on the recipient side.

## Related

* [Reply to a customer](/docs/product/chats/reply-to-customer)
* [Delete a message](/docs/product/chats/delete-message)


# Chats
Source: https://clapvo.com/docs/product/chats/index

Use the shared inbox to handle inbound and outbound WhatsApp conversations.

The chats module is your team's shared inbox. Reply to customers, react to messages, forward, snooze, schedule messages, assign kanban stages, and trigger quick replies inline.

<CardGroup>
  <Card title="Reply to customer" icon="reply" href="/product/chats/reply-to-customer">
    Send a reply — with emoji, formatting, stickers, camera, and image paste.
  </Card>

  <Card title="React to message" icon="smile" href="/product/chats/react-to-message">
    Add an emoji reaction to any message.
  </Card>

  <Card title="Edit sent message" icon="pencil" href="/product/chats/edit-message">
    Correct a message or caption after sending.
  </Card>

  <Card title="Forward message" icon="forward" href="/product/chats/forward-message">
    Forward a message to another chat.
  </Card>

  <Card title="Delete & clear" icon="trash-2" href="/product/chats/delete-message">
    Remove a message or clear a full conversation.
  </Card>

  <Card title="Snooze chat" icon="alarm-clock" href="/product/chats/snooze-chat">
    Re-surface a chat later.
  </Card>

  <Card title="Download media" icon="download" href="/product/chats/download-media">
    Save images, videos, PDFs, and documents to your device.
  </Card>

  <Card title="Schedule message" icon="clock" href="/product/chats/schedule-message">
    Send a message or sequence at a set date and time.
  </Card>

  <Card title="Assign stage" icon="columns-3" href="/product/chats/assign-stage">
    Set a kanban stage from the chat profile.
  </Card>

  <Card title="Use quick reply in chat" icon="zap" href="/product/chats/use-quick-reply-in-chat">
    Trigger a saved reply inline.
  </Card>

  <Card title="Mobile vs desktop" icon="smartphone" href="/product/chats/mobile-vs-desktop">
    How the layout adapts.
  </Card>

  <Card title="Tag a chat" icon="tag" href="/product/chats/tag-a-chat">
    Organize and filter chats with tags.
  </Card>

  <Card title="Format message text" icon="bold" href="/product/chats/format-message-text">
    Bold, italic, and strikethrough before you send.
  </Card>
</CardGroup>


# Mobile vs desktop chat layouts
Source: https://clapvo.com/docs/product/chats/mobile-vs-desktop

How the chat window adapts on mobile and desktop.

The chats module reflows for screen size. The behavior is the same; the layout differs.

## Desktop

* **Three columns side by side** - chat list, chat window, profile panel.
* All views visible at once.
* Best for high-volume work where you switch chats constantly.

## Mobile

* **Stacked navigation** - chat list, chat window, and profile panel are separate views.
* Tap a chat to open it. Tap back to return to the list.
* Profile panel opens as a drawer rather than a sidebar.

## Tips

* For agents working full-time on customer chats, the desktop layout is faster.
* The mobile layout is for on-the-go responses - same data, smaller screen.

## Related

* [Reply to a customer](/docs/product/chats/reply-to-customer)


# React to a message
Source: https://clapvo.com/docs/product/chats/react-to-message

Add an emoji reaction to any message in a chat.

React to a customer or agent message with an emoji. Reactions sync to WhatsApp in real time so the contact sees them immediately.

## Steps

<Steps>
  <Step title="Open a chat">
    Navigate to the conversation.
  </Step>

  <Step title="Hover over the message">
    The reaction button appears on the message.
  </Step>

  <Step title="Pick an emoji">
    Select from the quick-pick bar of most-used reactions, or click "+" to browse the full emoji grid.
  </Step>
</Steps>

## Tips

* The quick-pick bar shows your most-used reactions so you don't have to open the full grid every time.
* Reactions are visible to the contact on WhatsApp immediately after you pick one.

## Related

* [Reply to a customer](/docs/product/chats/reply-to-customer)
* [Edit a sent message](/docs/product/chats/edit-message)


# Reply to a customer
Source: https://clapvo.com/docs/product/chats/reply-to-customer

Send a reply from the shared inbox.

The chats module is your team's shared inbox. Replying is the most common thing you'll do here.

## Before you start

* At least one chat in the inbox

## Steps

<Steps>
  <Step title="Open Chats">
    Navigate to the chats module.
  </Step>

  <Step title="Pick a chat">
    Click a conversation in the chat list.
  </Step>

  <Step title="Read the context">
    Use the profile panel on the right for contact details.
  </Step>

  <Step title="Type your reply">
    Write a message, paste from a [template](/docs/product/templates), or trigger a [quick reply](/docs/product/chats/use-quick-reply-in-chat).
  </Step>

  <Step title="Send">
    Hit send. The message goes out from the connected number for that chat.
  </Step>
</Steps>

## Rich message options

The chat input supports more than plain text:

**Emoji** — click the emoji icon in the input bar to open the picker and insert emoji directly into your message.

**Formatting** — use WhatsApp syntax as you type: `*bold*`, `_italic_`, `~strikethrough~`, ` ```monospace``` `. The formatting renders for the contact on WhatsApp exactly as typed.

**Stickers** — open the attachment menu and pick a sticker to send it directly in the conversation.

**Camera** — tap the camera option in the attachment menu to capture a photo from your device and send it without leaving the chat.

**Paste or drag-drop images** — copy an image to your clipboard and paste it into the input, or drag a file from your desktop and drop it into the chat window. Preview the image before sending.

## Tips

* Use templates for common replies your whole team should send the same way.
* Use quick replies for personal shortcuts during live conversations.
* The profile panel shows tags and any custom fields - useful before replying.

## Related

* [Use a quick reply in chat](/docs/product/chats/use-quick-reply-in-chat)
* [Forward a message](/docs/product/chats/forward-message)
* [Snooze a chat](/docs/product/chats/snooze-chat)
* [React to a message](/docs/product/chats/react-to-message)
* [Edit a sent message](/docs/product/chats/edit-message)


# Schedule a message
Source: https://clapvo.com/docs/product/chats/schedule-message

Compose a message now and have Clapvo send it to the customer at a set date and time.

Scheduling lets you line up a message — or a sequence of messages — to go out automatically at a future date and time, without anyone having to be online to hit send.

## Two ways to schedule

* **From the send button** — open the chat, click the dropdown arrow next to **Send**, and choose **Schedule Message**.
* **From the Schedule tab** — open the customer's profile panel on the right of the chat and switch to the **Schedule** tab, then click **Add Message**.

Both open the same schedule builder.

## Build the schedule

<Steps>
  <Step title="Name the schedule">
    Enter a descriptive **Name** so you can recognize it later in the Schedule tab.
  </Step>

  <Step title="Add your message">
    Add one or more messages. For each one, pick a type — **Message**, **Image + Message**, **Document + Message**, **Audio + Message**, or **Video + Message** — and fill in the text, caption, or media.
  </Step>

  <Step title="Sequence multiple messages (optional)">
    Click **Add Message** to chain more messages into a sequence. Drag to reorder them, clone a message, or remove one. Set a **Min Delay** and **Max Delay** (in seconds) to space each message out — the delay must be at least 3 seconds.
  </Step>

  <Step title="Set the date and time">
    Choose when the schedule should fire. The time must be in the future.
  </Step>

  <Step title="Save">
    Click **Save**. The schedule appears in the **Schedule** tab.
  </Step>
</Steps>

## Advanced actions (optional)

Under **Advanced Setting**, you can have Clapvo run extra actions when the schedule fires — these work even if the message itself is turned off:

* **Groups** — add the contact to, or remove them from, WhatsApp groups.
* **Tags** — add or remove tags on the contact.
* **Kanban stage** — move the contact into or out of a stage.
* **Archive chat** — archive the conversation after the schedule runs.

## Manage scheduled messages

The **Schedule** tab lists every schedule with its date, time, and status:

* **Pending** — waiting to send. You can **edit** or **delete** it.
* **Sent** — delivered. You can **preview** (read-only) or **delete** it.
* **Failed** — didn't send. You can **edit**, **preview**, or **delete** it.

Use the **eye** icon to preview, the **pencil** icon to edit, and the **trash** icon to delete a schedule.

## Tips

* Use a sequence with delays to mimic a natural, human-paced follow-up rather than one long message.
* A schedule sends from the WhatsApp number on that connection — make sure the connection is connected before the scheduled time. See [Connection alerts](/docs/product/connections/connection-alerts).
* Editing is only available before a schedule sends; once it's sent you can preview or delete it.

## Related

* [Reply to a customer](/docs/product/chats/reply-to-customer)
* [Snooze a chat](/docs/product/chats/snooze-chat)
* [Create a funnel quick reply](/docs/product/quick-replies/create-funnel-reply)


# Snooze a chat
Source: https://clapvo.com/docs/product/chats/snooze-chat

Hide a chat for now and have it re-surface later.

Snoozing temporarily hides a chat from your active list. It comes back automatically when the snooze period ends - perfect for waiting on the customer or scheduling a follow-up.

## Steps

<Steps>
  <Step title="Open the chat">
    Navigate to the conversation.
  </Step>

  <Step title="Open chat actions">
    Find the snooze action.
  </Step>

  <Step title="Pick a duration">
    Choose how long to hide the chat.
  </Step>

  <Step title="Confirm">
    The chat moves out of the active list.
  </Step>
</Steps>

## When to snooze

* The customer said they will get back to you in a few days
* You are waiting on internal information before responding
* You want to follow up at a specific time but do not need a reminder elsewhere

## Tips

* A new inbound message wakes a snoozed chat immediately.
* Use [tags](/docs/product/settings/tags) for longer-term categorization rather than long snoozes.

## Related

* [Assign a kanban stage](/docs/product/chats/assign-stage)
* [Reply to a customer](/docs/product/chats/reply-to-customer)


# Tag a chat
Source: https://clapvo.com/docs/product/chats/tag-a-chat

Apply tags to a chat to organize and filter your inbox.

A busy inbox gets messy fast. Tags are how you cut through it — label a chat "VIP," "Billing issue," or whatever your team tracks, and you can pull up every matching conversation in one click, from the inbox or the kanban board.

## Before you start

You'll need at least one tag already created. See [Manage tags](/docs/product/settings/tags) if your list is empty.

## Three places to add one

You're never more than a click away from a tag picker:

<Steps>
  <Step title="Right from the chat list">
    Every row has a **+ Tags** chip on the right. Click it, check off whatever applies, done. The row shows your first tag plus a **+N** if there's more — hover over that to see the rest.
  </Step>

  <Step title="Inside the chat, from the profile panel">
    Open the conversation and expand **Tags** in the profile panel. Hit **Select tag** to grab an existing one, or **+ Add tags** if you need a new one and don't want to leave the chat to go create it.
  </Step>

  <Step title="On a kanban card">
    Same **+ Tags** control shows up on cards. Tag from either side and it appears on both — the chat and the card stay in sync automatically.
  </Step>
</Steps>

Every one of these pickers has a search box built in, so this still works once your tag list gets long.

## Finding chats by tag later

The point of tagging is finding things again. The chat list's filter panel has a **Tag** filter — pick one or more tags and the list narrows to just those chats. The kanban board has the same filter, and it applies across every column at once, not just the one you're looking at.

## Who can do what

Two different permissions are at play here, and it trips people up:

* **Managing the tag list** — adding new tags, renaming them, changing colors, deleting them — lives under the `Tag` setting permission, set to **Manage**.
* **Putting an existing tag on a chat** rides on your normal chat write access instead. So you can have full rights to tag chats you're working on without ever touching the tag settings page, and someone else could manage the whole tag list without being able to tag a single chat.

If a tag picker looks greyed out or missing, that's almost always one of these two permissions — worth a quick check with your admin before assuming something's broken.

## A couple of tips

Give your important tags colors that actually stand out — a bright "Urgent" tag catches your eye scrolling through fifty chats in a way a plain grey one won't. And if you tag as you go, during a campaign or right after an import, filtering later takes zero extra effort — you've already done the work.

## Related

* [Manage tags](/docs/product/settings/tags)
* [Search and filter the kanban board](/docs/product/kanban-board/search-and-filter)
* [Assign a kanban stage from a chat](/docs/product/chats/assign-stage)


# Use a quick reply in chat
Source: https://clapvo.com/docs/product/chats/use-quick-reply-in-chat

Trigger a saved quick reply from the chat input.

Quick replies cut down on repetitive typing. Use them inline from the chat input without leaving the conversation.

## Before you start

* At least one quick reply saved (see [Quick replies](/docs/product/quick-replies))

## Steps

<Steps>
  <Step title="Open the chat">
    Navigate to the conversation.
  </Step>

  <Step title="Click the quick reply icon in the chat input">
    Or use the keyboard shortcut if available.
  </Step>

  <Step title="Pick a reply">
    Choose from shared (org-wide) or personal replies.
  </Step>

  <Step title="Send">
    For a single message, it sends immediately. For a [funnel reply](/docs/product/quick-replies/create-funnel-reply), it walks through stages.
  </Step>
</Steps>

## Tips

* Use shared replies for messages your whole team should send consistently.
* Keep personal replies for shortcuts only you need (signatures, niche FAQs).

## Related

* [Create a single-message quick reply](/docs/product/quick-replies/create-single-message-reply)
* [Create a funnel quick reply](/docs/product/quick-replies/create-funnel-reply)


# Add a WhatsApp connection
Source: https://clapvo.com/docs/product/connections/add-connection

Pair an additional WhatsApp number to your organization.

<Frame>
  <img alt="Add New Connection" />
</Frame>

Pair more numbers when you want to scale outbound volume, run multiple business lines, or use [randomize sender](/docs/product/campaigns/randomize-sender) on campaigns.

## Before you start

* The phone holding the WhatsApp number you want to connect, with internet access
* WhatsApp open on the phone

<iframe title="YouTube video player" />

## Steps

<Steps>
  <Step title="Open Connections">
    Navigate to the connections module.
  </Step>

  <Step title="Click Add connection">
    Open the QR pairing flow.
  </Step>

  <Step title="Open WhatsApp on your phone">
    Tap **Settings** -> **Linked Devices** -> **Link a Device**.
  </Step>

  <Step title="Scan the QR code">
    Point your phone at the QR code on screen.
  </Step>

  <Step title="Wait for confirmation">
    Pairing completes in real time.
  </Step>
</Steps>

## Chat sync options

When you connect a new number, Clapvo asks how to handle existing WhatsApp chat history:

* **Connect without syncing old chats** — go live instantly with an empty inbox.
* **Sync all previous chats** — import your full WhatsApp history into Clapvo.

If you are upgrading from a trial plan to a paid plan, you get an additional choice for how to handle existing records:

* **Sync new chats only** — start with a clean inbox; no historical messages are imported.
* **Keep old records, sync new only** — your existing chat records are preserved and only new incoming chats are synced going forward.

## Tips

* Each number runs on a dedicated server slot, so deliverability is isolated per connection.
* Plans charge per connection — check [billing](/docs/getting-started/billing) before adding many.
* If you are unsure about importing history, start without syncing — you can always reconnect and choose to sync later.

## Related

* [Connect WhatsApp](/docs/getting-started/connect-whatsapp)
* [Randomize sender](/docs/product/campaigns/randomize-sender)
* [Reconnect number](/docs/product/connections/reconnect-number)


# Read connection alerts
Source: https://clapvo.com/docs/product/connections/connection-alerts

Understand the alerts that appear when a number disconnects.

Clapvo shows a banner across the top of the workspace whenever a connected number drops offline so you do not miss it.

## Where alerts appear

* **Top banner** - persists across the layout until reconnected.
* **Connections list** - shows status for each number.
* **Dashboard** - connection health panel updates in real time.

## What to do

<Steps>
  <Step title="Click the alert">
    Jump straight to the connections page.
  </Step>

  <Step title="Find the disconnected number">
    It is highlighted in the list.
  </Step>

  <Step title="Reconnect">
    See [Reconnect a disconnected number](/docs/product/connections/reconnect-number).
  </Step>
</Steps>

## Tips

* Alerts arrive in real time via socket. If a banner stays for more than a minute after reconnecting, refresh the page.
* Multiple disconnects show in one banner with a count.

## Related

* [Reconnect number](/docs/product/connections/reconnect-number)
* [Read the dashboard](/docs/product/dashboard)


# Connections
Source: https://clapvo.com/docs/product/connections/index

Manage the WhatsApp numbers connected to your organization.

Each connected number powers your shared inbox and outbound campaigns. The connections page shows which numbers are online and which need attention.

<CardGroup>
  <Card title="Add connection" icon="circle-plus" href="/product/connections/add-connection">
    Pair a new WhatsApp number.
  </Card>

  <Card title="Reconnect number" icon="refresh-cw" href="/product/connections/reconnect-number">
    Bring a disconnected number back online.
  </Card>

  <Card title="Connection alerts" icon="bell" href="/product/connections/connection-alerts">
    Read the alerts you'll see in the layout.
  </Card>
</CardGroup>


# Reconnect a disconnected number
Source: https://clapvo.com/docs/product/connections/reconnect-number

Bring a disconnected WhatsApp number back online.

Numbers can drop offline if the phone loses internet, the WhatsApp account is unlinked, or the device sleeps for a long time. Reconnecting takes about a minute.

## Before you start

* Identified which connection is offline (the connections list and the layout banner both show it)
* The phone with that WhatsApp number, online and unlocked

## Steps

<Steps>
  <Step title="Open Connections">
    Navigate to the connections module.
  </Step>

  <Step title="Find the disconnected number">
    It is marked with a disconnected status.
  </Step>

  <Step title="Click Reconnect">
    A new QR appears.
  </Step>

  <Step title="Scan with WhatsApp">
    Same flow as initial pairing - **Settings** -> **Linked Devices** -> **Link a Device**.
  </Step>

  <Step title="Wait for confirmation">
    Status flips back to connected.
  </Step>
</Steps>

## Tips

* Most disconnects come from the phone losing internet or someone manually unlinking the device in WhatsApp.
* Until the number is reconnected, any chats that arrive on it are not visible in the inbox.

## Related

* [Connection alerts](/docs/product/connections/connection-alerts)
* [WhatsApp number disconnected](/docs/support/troubleshooting/whatsapp-disconnected)


# Add a contact
Source: https://clapvo.com/docs/product/contacts/add-contact

Create a new customer contact record.

Contacts is your customer database. Add records here so you can target them in campaigns and see context inside chats.

## Before you start

* The contact name and phone number (with country code)

## Steps

<Steps>
  <Step title="Open Contacts">
    Navigate to the contacts module.
  </Step>

  <Step title="Click Add contact">
    Open the new contact form.
  </Step>

  <Step title="Fill the form">
    Enter name, phone number, and any other available fields.
  </Step>

  <Step title="Add tags">
    Tag the contact so you can target them later (optional).
  </Step>

  <Step title="Save">
    The contact appears in your database.
  </Step>
</Steps>

## Tips

* Always include the country code on phone numbers - this is what WhatsApp uses to route messages.
* Use [tags](/docs/product/settings/tags) to group contacts by source, segment, or campaign.

## Related

* [Edit a contact](/docs/product/contacts/edit-contact)
* [Bulk import contacts](/docs/product/contacts/bulk-import)
* [Manage tags](/docs/product/settings/tags)


# Bulk import contacts
Source: https://clapvo.com/docs/product/contacts/bulk-import

Import many contacts at once from a spreadsheet.

Bulk import lets you load hundreds or thousands of contacts in a single run from a spreadsheet (CSV or XLSX).

## Before you start

* A CSV or XLSX file with one row per contact
* Column headers for the fields you want to import (at minimum: name and phone with country code)
* Duplicates removed beforehand if possible

## Steps

<Steps>
  <Step title="Open Contacts">
    Navigate to the contacts module.
  </Step>

  <Step title="Click Import">
    Open the import flow.
  </Step>

  <Step title="Upload your file">
    Drag and drop your CSV or XLSX file.
  </Step>

  <Step title="Map columns">
    Match each column in your file to a Clapvo field.
  </Step>

  <Step title="Review the preview">
    Check the first few rows look right before continuing.
  </Step>

  <Step title="Run the import">
    Clapvo processes the file and reports how many succeeded.
  </Step>
</Steps>

## Tips

* Always include a valid country code on phone numbers (for example, +1, +91, +55). Rows with an invalid country code or mobile number are rejected before import, so they can't slip into your contacts.
* Imports run in the background. Check [Import history](/docs/product/contacts/import-history) for results and any rows that failed.
* Tag the rows during import so you can find this batch later.

## Related

* [Import history](/docs/product/contacts/import-history)
* [Add a contact](/docs/product/contacts/add-contact)


# Delete a contact
Source: https://clapvo.com/docs/product/contacts/delete-contact

Remove a contact from your database.

Deletion is permanent. If you want to keep the record but stop targeting them, remove their tags or move them to an archived state instead.

## Before you start

* Permission to delete contacts

## Steps

<Steps>
  <Step title="Open Contacts">
    Navigate to the contacts module.
  </Step>

  <Step title="Find the contact">
    Locate them in the list.
  </Step>

  <Step title="Open the actions menu">
    Use the row actions or open the contact and choose delete.
  </Step>

  <Step title="Confirm">
    The contact is removed from your database.
  </Step>
</Steps>

## Tips

* If you need to remove many at once, deleting one by one is slow - filter and delete in bulk where supported.
* Deleting a contact does not delete the chat history attached to their phone number.

## Related

* [Edit a contact](/docs/product/contacts/edit-contact)


# Edit a contact
Source: https://clapvo.com/docs/product/contacts/edit-contact

Update fields on an existing contact.

Keep customer details current as you learn more about them.

## Before you start

* The contact already exists

## Steps

<Steps>
  <Step title="Open Contacts">
    Navigate to the contacts module.
  </Step>

  <Step title="Open the contact">
    Click the contact you want to edit.
  </Step>

  <Step title="Click Edit">
    Switch into edit mode.
  </Step>

  <Step title="Update fields">
    Change name, phone, tags, or any other field.
  </Step>

  <Step title="Save">
    Confirm the change.
  </Step>
</Steps>

## Tips

* Editing a contact does not affect prior chats - those remain attached.
* If the phone number changes, expect a new chat thread to start when the customer next messages.

## Related

* [Add a contact](/docs/product/contacts/add-contact)
* [View a contact](/docs/product/contacts/view-contact)


# View import history
Source: https://clapvo.com/docs/product/contacts/import-history

Review past contact import runs and their outcomes.

Every bulk import run is recorded so you can audit what happened and recover from errors.

## Before you start

* You have run at least one import (see [Bulk import](/docs/product/contacts/bulk-import))

## Steps

<Steps>
  <Step title="Open Contacts">
    Navigate to the contacts module.
  </Step>

  <Step title="Open Import history">
    Switch to the history view.
  </Step>

  <Step title="Review">
    Each row shows the file, run date, and success / failure counts.
  </Step>

  <Step title="Inspect failures">
    Open a failed run to see which rows failed and why.
  </Step>
</Steps>

## Tips

* If many rows failed, fix your source file and re-import only the failed rows.
* The most common failure is malformed phone numbers (missing country code or extra characters).

## Related

* [Bulk import contacts](/docs/product/contacts/bulk-import)


# Contacts
Source: https://clapvo.com/docs/product/contacts/index

Your customer database. Add, edit, view, delete, and bulk-import contacts.

Contacts is the customer database that powers chat context and campaign audiences. Manage records one at a time or import in bulk.

<CardGroup>
  <Card title="Add contact" icon="user-plus" href="/product/contacts/add-contact">
    Create a new contact record.
  </Card>

  <Card title="Edit contact" icon="user-pen" href="/product/contacts/edit-contact">
    Update an existing contact.
  </Card>

  <Card title="View contact" icon="user" href="/product/contacts/view-contact">
    Open the full profile.
  </Card>

  <Card title="Delete contact" icon="user-minus" href="/product/contacts/delete-contact">
    Remove a contact.
  </Card>

  <Card title="Bulk import" icon="upload" href="/product/contacts/bulk-import">
    Import many contacts from a spreadsheet.
  </Card>

  <Card title="Import history" icon="history" href="/product/contacts/import-history">
    Review past import runs.
  </Card>
</CardGroup>


# View a contact
Source: https://clapvo.com/docs/product/contacts/view-contact

Open the full contact profile.

The contact profile gives you everything you know about a customer in one place.

## Before you start

* The contact exists in your database

## Steps

<Steps>
  <Step title="Open Contacts">
    Navigate to the contacts module.
  </Step>

  <Step title="Click the contact name">
    Open the profile detail page.
  </Step>
</Steps>

## What you will see

* Basic details (name, phone, email, address fields where present)
* Tags assigned to the contact
* Any custom fields available

## Related

* [Edit a contact](/docs/product/contacts/edit-contact)
* [Delete a contact](/docs/product/contacts/delete-contact)


# Read the dashboard
Source: https://clapvo.com/docs/product/dashboard

Read summary counts, connection health, and broadcast progress at a glance.

The dashboard is your operational home screen. Open it first thing each day to spot anything that needs attention.

## What you will see

* **Summary counts** - templates, contacts, broadcasts, chats.
* **Connection health** - phone status for each connected number.
* **Broadcast progress** - any active campaigns and their current state.
* **Quick links** - jump straight into common modules.

The dashboard updates in real time over a socket connection, so you do not need to refresh.

## What to act on

* A **disconnected number** - jump to [reconnect](/docs/product/connections/reconnect-number).
* A **stalled broadcast** - open the campaign and check pause / resume controls.
* A **growing chat backlog** - open chats or the kanban board to triage.

## Tips

* If something on the dashboard looks stale, refresh once. Repeat staleness usually points to a socket issue or a connection problem.

## Related

* [Connections](/docs/product/connections)
* [Campaigns](/docs/product/campaigns)
* [Chats](/docs/product/chats)


# Product guides
Source: https://clapvo.com/docs/product/index

How to use the dashboard, chats, kanban, contacts, templates, campaigns, and settings.

Day-to-day operation of your Clapvo organization happens here. Pick a module to learn what it does and how to do common tasks.

<CardGroup>
  <Card title="Dashboard" icon="layout-dashboard" href="/product/dashboard">
    Read the operational overview.
  </Card>

  <Card title="Connections" icon="plug" href="/product/connections">
    Manage WhatsApp numbers.
  </Card>

  <Card title="Chats" icon="message-square" href="/product/chats">
    Reply, snooze, forward, and assign stages.
  </Card>

  <Card title="Kanban board" icon="columns-3" href="/product/kanban-board">
    Track chats as cards across stages.
  </Card>

  <Card title="Quick replies" icon="zap" href="/product/quick-replies">
    Reusable single-message and funnel replies.
  </Card>

  <Card title="Contacts" icon="contact" href="/product/contacts">
    Customer database and bulk import.
  </Card>

  <Card title="Templates" icon="file-text" href="/product/templates">
    Reusable message templates.
  </Card>

  <Card title="Message Bot" icon="bot" href="/product/message-bot">
    Automate replies with keyword triggers.
  </Card>

  <Card title="Campaigns" icon="megaphone" href="/product/campaigns">
    Broadcasts, randomized senders, A/B variants.
  </Card>

  <Card title="Settings" icon="settings" href="/product/settings">
    Tags, statuses, kanban stages, and shared replies.
  </Card>
</CardGroup>


# Add or pick a chat into the board
Source: https://clapvo.com/docs/product/kanban-board/add-or-pick-chat

Add a new chat or pull an existing chat into the kanban board.

The kanban board can show every chat that has a stage assigned - but you can also add chats from inside the board itself.

## Add a new chat

<Steps>
  <Step title="Open the kanban board">
    Navigate to the kanban module.
  </Step>

  <Step title="Click Add chat">
    Open the modal.
  </Step>

  <Step title="Choose New chat">
    Enter a phone number to start a new conversation.
  </Step>

  <Step title="Pick a stage">
    Place it in the correct column.
  </Step>
</Steps>

## Pick an existing chat

<Steps>
  <Step title="Open the kanban board">
    Navigate to the kanban module.
  </Step>

  <Step title="Click Add chat">
    Open the modal.
  </Step>

  <Step title="Choose Pick existing">
    Search and select a chat.
  </Step>

  <Step title="Pick a stage">
    Place it in the correct column.
  </Step>
</Steps>

## Tips

* Picking existing chats into the board is the easiest way to build a starting pipeline from your inbox.

## Related

* [Reply to a customer](/docs/product/chats/reply-to-customer)
* [Move cards](/docs/product/kanban-board/move-cards)


# Configure kanban columns
Source: https://clapvo.com/docs/product/kanban-board/configure-columns

Manage the stages used by the kanban board from settings.

The columns shown on the kanban board are configured in Settings. See [Manage kanban columns](/docs/product/settings/kanban-columns) for the full guide.

## Quick steps

<Steps>
  <Step title="Open Settings -> Kanban">
    Navigate to the kanban column settings page.
  </Step>

  <Step title="Add, rename, reorder, or delete columns">
    Edits apply to the board immediately.
  </Step>
</Steps>

## Related

* [Manage kanban columns](/docs/product/settings/kanban-columns) (full guide)
* [Manage statuses](/docs/product/settings/statuses)


# Kanban board
Source: https://clapvo.com/docs/product/kanban-board/index

Track chats as cards across customizable stages with drag-and-drop, search, and filters.

The kanban board treats your chats as a pipeline. Drag cards between stages, filter by tags or phone, and pull chats into the board for follow-up tracking.

<CardGroup>
  <Card title="Move cards" icon="move" href="/product/kanban-board/move-cards">
    Drag a chat between stages.
  </Card>

  <Card title="Search and filter" icon="filter" href="/product/kanban-board/search-and-filter">
    Per-column search and filter chips.
  </Card>

  <Card title="Add or pick chat" icon="plus" href="/product/kanban-board/add-or-pick-chat">
    Add new or pull an existing chat into the board.
  </Card>

  <Card title="Configure columns" icon="settings-2" href="/product/kanban-board/configure-columns">
    Manage stages from Settings.
  </Card>
</CardGroup>


# Move cards between stages
Source: https://clapvo.com/docs/product/kanban-board/move-cards

Drag and drop a chat between kanban stages.

Moving a card on the kanban board updates the stage assigned to that chat - whether you opened it from the board or from the chats module.

## Steps

<Steps>
  <Step title="Open the kanban board">
    Navigate to the kanban module.
  </Step>

  <Step title="Find the card">
    Use search or filters to locate the chat.
  </Step>

  <Step title="Drag and drop">
    Grab the card and drop it in a new column.
  </Step>
</Steps>

## Tips

* Cards show tags, message previews, and status rows directly - you can usually decide where to move a card without opening it.
* If you prefer not to drag, [assign the stage from the chat profile panel](/docs/product/chats/assign-stage) instead.

## Related

* [Assign stage from chat](/docs/product/chats/assign-stage)
* [Configure kanban columns](/docs/product/kanban-board/configure-columns)


# Search and filter the kanban board
Source: https://clapvo.com/docs/product/kanban-board/search-and-filter

Use per-column search and the board-level filter chips.

The kanban board offers two layers of filtering so you can focus on the cards that matter.

## Per-column search

* Each column has its own search box.
* Filters cards inside that column only.
* Useful when one column is dense and others are not.

## Board filter

* Filters every column at once.
* Filter by phone, tags, or quick filters (saved combinations).
* Active filters appear as chips at the top of the board.

## Steps

<Steps>
  <Step title="Open the kanban board">
    Navigate to the kanban module.
  </Step>

  <Step title="Use per-column search">
    Type into a column search to filter inside it.
  </Step>

  <Step title="Use the board filter">
    Open the filter panel for board-wide filtering.
  </Step>

  <Step title="Read the filter chips">
    The chips strip at the top shows what filters are active.
  </Step>

  <Step title="Clear filters">
    Click a chip to remove that filter.
  </Step>
</Steps>

## Tips

* Tag filtering is the most powerful for large boards - tag chats during campaigns to make this easy later.
* Use board filters for status reviews ("show me everything tagged VIP across all columns").

## Related

* [Manage tags](/docs/product/settings/tags)
* [Move cards](/docs/product/kanban-board/move-cards)


# Create a message bot
Source: https://clapvo.com/docs/product/message-bot/create-bot

Set up keyword triggers and automated response sequences.

Build an automated reply flow that responds to incoming messages matching a keyword — no agent involvement needed.

## Before you start

* Admin or a role with Message Bot access

## Steps

<Steps>
  <Step title="Open Message Bot">
    Navigate to Message Bot in the main menu.
  </Step>

  <Step title="Click Create bot">
    Open the bot builder.
  </Step>

  <Step title="Set a keyword trigger">
    Enter the keyword or phrase that activates this bot. The bot fires when an incoming message matches.
  </Step>

  <Step title="Add response messages">
    Write one or more response messages. Each sends in sequence.
  </Step>

  <Step title="Choose execution scope">
    Set whether the bot runs on 1:1 chats, specific groups, or all groups.
  </Step>

  <Step title="Save and activate">
    Save the bot. It starts responding immediately on matching messages.
  </Step>
</Steps>

## Tips

* Keep triggers specific to avoid unintended matches on common words.
* Add multiple response messages for multi-step flows — each sends in order.
* If a human agent needs to take over, deactivate the bot for that conversation.

## Related

* [Reply to a customer](/docs/product/chats/reply-to-customer)
* [Quick replies](/docs/product/quick-replies)


# Message Bot
Source: https://clapvo.com/docs/product/message-bot/index

Automate replies to common customer questions with keyword-triggered message sequences.

The Message Bot lets you handle common customer questions automatically without tying up an agent. Set up keyword triggers, response sequences, and choose whether the bot runs on 1:1 chats, groups, or both — from Message Bot in the main menu.

<CardGroup>
  <Card title="Create a bot" icon="bot" href="/product/message-bot/create-bot">
    Set up triggers, responses, and execution rules.
  </Card>
</CardGroup>


# Create a funnel quick reply
Source: https://clapvo.com/docs/product/quick-replies/create-funnel-reply

Build a multi-step funnel reply with sequential stages.

A funnel reply is a sequence - the agent triggers it once and Clapvo walks through multiple stages, sending each in turn.

## Use cases

* Onboarding sequences (welcome message, then key info, then CTA)
* Qualification flows (ask a question, react to the answer)
* Multi-message follow-ups that should always go in the same order

## Steps

<Steps>
  <Step title="Open Settings -> Quick replies">
    Pick **All** or **My**.
  </Step>

  <Step title="Click Add">
    Open the builder.
  </Step>

  <Step title="Choose Funnel">
    Pick the multi-step type.
  </Step>

  <Step title="Add stages">
    Each stage is a collapsible block with its own message.
  </Step>

  <Step title="Configure each stage">
    Add the message, any media, and links.
  </Step>

  <Step title="Save">
    The funnel is now triggerable inline from any chat.
  </Step>
</Steps>

## Tips

* Funnels are great for templating common multi-step responses you'd otherwise type manually.
* Preview the funnel before sending - see [Preview a quick reply](/docs/product/quick-replies/preview-reply).

## Related

* [Use a quick reply in chat](/docs/product/chats/use-quick-reply-in-chat)
* [Preview a quick reply](/docs/product/quick-replies/preview-reply)


# Create a single-message quick reply
Source: https://clapvo.com/docs/product/quick-replies/create-single-message-reply

Save a one-shot reply you can trigger inline from chat.

A single-message quick reply is the simplest format - one message you save once and reuse forever.

## Before you start

* Decide whether the reply should be **shared** (org-wide) or **personal** (only you)

## Steps

<Steps>
  <Step title="Open Settings -> Quick replies">
    Pick **All** for shared or **My** for personal.
  </Step>

  <Step title="Click Add">
    Open the builder.
  </Step>

  <Step title="Choose Single message">
    Pick the simple type.
  </Step>

  <Step title="Enter content">
    Type the message you want to save.
  </Step>

  <Step title="Save">
    The reply is now triggerable inline from any chat.
  </Step>
</Steps>

## Tips

* Save replies for greetings, common FAQs, escalation messages, and signatures.
* Keep names short and obvious - you will pick from a list mid-conversation.

## Related

* [Use a quick reply in chat](/docs/product/chats/use-quick-reply-in-chat)
* [Create a funnel quick reply](/docs/product/quick-replies/create-funnel-reply)


# Quick replies
Source: https://clapvo.com/docs/product/quick-replies/index

Reusable single-message and multi-step funnel replies for chat.

Quick replies cut down on repetitive typing. Build single-message replies for one-shot answers or funnel replies for multi-step sequences. Trigger them inline from the chat input.

<CardGroup>
  <Card title="Create single-message reply" icon="zap" href="/product/quick-replies/create-single-message-reply">
    One reply, one tap.
  </Card>

  <Card title="Create funnel reply" icon="git-merge" href="/product/quick-replies/create-funnel-reply">
    Multi-step sequenced replies.
  </Card>

  <Card title="Preview reply" icon="eye" href="/product/quick-replies/preview-reply">
    Review a reply before sending.
  </Card>

  <Card title="Reorder personal replies" icon="arrow-up-down" href="/product/quick-replies/reorder-personal-replies">
    Drag-to-reorder your personal list.
  </Card>
</CardGroup>


# Preview a quick reply before sending
Source: https://clapvo.com/docs/product/quick-replies/preview-reply

Open the preview modal to review a quick reply.

The preview modal shows you exactly what a quick reply will look like before you send it. Especially useful for funnel replies with multiple stages.

## Steps

<Steps>
  <Step title="Open Settings -> Quick replies">
    Navigate to your reply list (All or My).
  </Step>

  <Step title="Open the preview action">
    Click the preview button on the reply.
  </Step>

  <Step title="Step through stages">
    For funnel replies, navigate stage by stage.
  </Step>

  <Step title="Close">
    Return to the list when done.
  </Step>
</Steps>

## Tips

* Preview before promoting a personal reply to the shared list.
* For funnels, preview every stage to catch typos and missing media.

## Related

* [Create a funnel quick reply](/docs/product/quick-replies/create-funnel-reply)


# Reorder personal quick replies
Source: https://clapvo.com/docs/product/quick-replies/reorder-personal-replies

Drag-to-reorder your personal quick reply list.

Order matters - the replies you trigger most should sit at the top of the list. Drag-to-reorder lets you keep the list ergonomic.

## Steps

<Steps>
  <Step title="Open Settings -> Quick replies -> My">
    Navigate to your personal list.
  </Step>

  <Step title="Grab a reply">
    Use the drag handle on the reply row.
  </Step>

  <Step title="Drop">
    Drop the reply where you want it.
  </Step>

  <Step title="Order saves automatically">
    No explicit save action needed.
  </Step>
</Steps>

## Tips

* Reorder periodically. The replies you used heavily last month may not be the ones you need this month.
* Shared replies are typically reordered by admins through their own management flow.

## Related

* [Create a single-message quick reply](/docs/product/quick-replies/create-single-message-reply)
* [Manage personal quick replies](/docs/product/settings/quick-replies-personal)


# Settings
Source: https://clapvo.com/docs/product/settings/index

Tags, statuses, kanban columns, and shared and personal quick replies.

Settings is where you tune the small operational details: tags, statuses, kanban stages, and the quick replies your team can reach for in chat.

<CardGroup>
  <Card title="Tags" icon="tag" href="/product/settings/tags">
    Create and edit tags.
  </Card>

  <Card title="Statuses" icon="circle-dot" href="/product/settings/statuses">
    Create and edit statuses.
  </Card>

  <Card title="Kanban columns" icon="columns-3" href="/product/settings/kanban-columns">
    Configure kanban board stages.
  </Card>

  <Card title="Shared quick replies" icon="users" href="/product/settings/quick-replies-shared">
    Org-wide reply library.
  </Card>

  <Card title="Personal quick replies" icon="user" href="/product/settings/quick-replies-personal">
    Your private replies.
  </Card>
</CardGroup>


# Manage kanban stages
Source: https://clapvo.com/docs/product/settings/kanban-columns

Configure the stages that appear on the kanban board.

Kanban stages are the columns chats move through on the [kanban board](/docs/product/kanban-board). Configure them to match your real workflow.

## Steps

<Steps>
  <Step title="Open Settings -> Chat -> Kanban">
    Navigate to the kanban stage settings page.
  </Step>

  <Step title="Add a stage">
    Click add and enter a name.
  </Step>

  <Step title="Edit or delete">
    Click a stage to rename it, or use the actions menu to delete.
  </Step>

  <Step title="Save">
    Changes appear on the kanban board immediately.
  </Step>
</Steps>

## Tips

* Use stages that describe meaningful transitions (New, In progress, Waiting on customer, Won, Lost).
* Resist adding too many stages — the board gets crowded fast.
* A stage you delete cannot easily be restored — rename instead if you are unsure.

## Related

* [Kanban board overview](/docs/product/kanban-board)
* [Move cards between stages](/docs/product/kanban-board/move-cards)


# Manage personal quick replies
Source: https://clapvo.com/docs/product/settings/quick-replies-personal

Curate the quick replies that only you can use.

The personal quick reply list (also called **My**) is yours alone. Use it for shortcuts only you need - signatures, niche FAQs, draft replies you are still iterating on.

## Steps

<Steps>
  <Step title="Open Settings -> Quick replies -> My">
    Navigate to your personal list.
  </Step>

  <Step title="Add a reply">
    Click add to create a new personal reply.
  </Step>

  <Step title="Edit">
    Click an existing reply to update it.
  </Step>

  <Step title="Reorder">
    Drag to reorder so your most-used replies sit at the top. See [Reorder personal replies](/docs/product/quick-replies/reorder-personal-replies).
  </Step>

  <Step title="Delete">
    Use the actions menu to remove a reply.
  </Step>
</Steps>

## Tips

* Promote a personal reply to the shared list once it has been reviewed.
* Personal replies do not require team alignment - iterate freely.

## Related

* [Create a single-message quick reply](/docs/product/quick-replies/create-single-message-reply)
* [Reorder personal replies](/docs/product/quick-replies/reorder-personal-replies)
* [Manage shared quick replies](/docs/product/settings/quick-replies-shared)


# Manage shared quick replies
Source: https://clapvo.com/docs/product/settings/quick-replies-shared

Curate the quick replies that everyone in the organization can use.

The shared quick reply list (also called **All**) is the org-wide library. Anyone in your organization can trigger these replies inline from chat.

## Steps

<Steps>
  <Step title="Open Settings -> Quick replies -> All">
    Navigate to the shared list.
  </Step>

  <Step title="Add a reply">
    Click add to create a new shared reply. See [Single message](/docs/product/quick-replies/create-single-message-reply) or [Funnel](/docs/product/quick-replies/create-funnel-reply).
  </Step>

  <Step title="Edit">
    Click an existing reply to update it.
  </Step>

  <Step title="Delete">
    Use the actions menu to remove a reply.
  </Step>
</Steps>

## Tips

* Treat shared replies as approved messaging. Review wording before adding to the list.
* Use the [preview modal](/docs/product/quick-replies/preview-reply) to check funnel replies before publishing.
* Keep the list curated - duplicates and stale replies make the picker harder to use.

## Related

* [Create a single-message quick reply](/docs/product/quick-replies/create-single-message-reply)
* [Create a funnel quick reply](/docs/product/quick-replies/create-funnel-reply)
* [Manage personal quick replies](/docs/product/settings/quick-replies-personal)


# Manage statuses
Source: https://clapvo.com/docs/product/settings/statuses

Create and edit statuses used for workflow organization.

Statuses describe where a record sits in your workflow - for example, New, In progress, Resolved.

## Steps

<Steps>
  <Step title="Open Settings -> Statuses">
    Navigate to the status settings page.
  </Step>

  <Step title="Click Add status">
    Enter a name and pick a color.
  </Step>

  <Step title="Save">
    The status is available organization-wide.
  </Step>
</Steps>

## Edit or delete

* Click an existing status to rename or recolor it.
* Use the actions menu to delete (existing records using the status may need reassignment).

## Tips

* Keep your status list short. Three to five values usually covers most workflows.
* Statuses pair well with the kanban board - each status can map to a column.

## Related

* [Manage kanban columns](/docs/product/settings/kanban-columns)
* [Manage tags](/docs/product/settings/tags)


# Manage tags
Source: https://clapvo.com/docs/product/settings/tags

Create and edit tags used across chats and contacts.

Tags are flexible labels you apply to chats and contacts. Use them to group, filter, and target.

## Steps

<Steps>
  <Step title="Open Settings -> Tags">
    Navigate to the tag settings page.
  </Step>

  <Step title="Click Add tag">
    Enter a name and pick a color.
  </Step>

  <Step title="Save">
    The tag becomes available across the organization.
  </Step>
</Steps>

## Edit or delete

* Click an existing tag to rename or recolor it.
* Use the actions menu to delete a tag (this removes it from any chats or contacts that have it).

## Tips

* Use tags to mark campaign sources, segments, lifecycle stages, or VIP contacts.
* Keep your tag list tidy. A long list nobody understands is worse than no tags.

## Related

* [Tag a chat](/docs/product/chats/tag-a-chat)
* [Audience selection](/docs/product/campaigns/audience-selection)
* [Add a contact](/docs/product/contacts/add-contact)


# Create a button template
Source: https://clapvo.com/docs/product/templates/create-button-template

Save a template with action buttons recipients can tap.

Buttons turn your message into a one-tap action - perfect for confirmations, replies, or links.

## Before you start

* The message body and the labels you want on each button

## Steps

<Steps>
  <Step title="Open Templates">
    Navigate to the templates module.
  </Step>

  <Step title="Click Add">
    Open the template builder.
  </Step>

  <Step title="Choose Button">
    Pick the button type.
  </Step>

  <Step title="Enter the message">
    Type the body customers will see above the buttons.
  </Step>

  <Step title="Add buttons">
    Enter button labels. Each button can be a quick reply or a URL action depending on type.
  </Step>

  <Step title="Set visibility">
    Choose public or private.
  </Step>

  <Step title="Save">
    The template is ready to use.
  </Step>
</Steps>

## Tips

* Keep button labels short - 1 to 3 words.
* Make each button distinct so recipients can pick at a glance.

## Related

* [Create a list template](/docs/product/templates/create-list-template)
* [Edit a template](/docs/product/templates/edit-template)


# Create a contact template
Source: https://clapvo.com/docs/product/templates/create-contact-template

Save a template that shares a contact card.

A contact template sends a vCard so recipients can save it directly to their phone - perfect for sharing your sales rep, support line, or partner contact.

## Before you start

* The name, phone, and any other details you want to share

## Steps

<Steps>
  <Step title="Open Templates">
    Navigate to the templates module.
  </Step>

  <Step title="Click Add">
    Open the template builder.
  </Step>

  <Step title="Choose Contact">
    Pick the contact type.
  </Step>

  <Step title="Fill the contact card">
    Enter name, phone, email, and any other fields available.
  </Step>

  <Step title="Set visibility">
    Choose public or private.
  </Step>

  <Step title="Save">
    The template is ready to use.
  </Step>
</Steps>

## Related

* [Create a media template](/docs/product/templates/create-media-template)


# Create a list template
Source: https://clapvo.com/docs/product/templates/create-list-template

Save a template with a selectable list of options.

A list lets recipients pick one option from a longer set than buttons can fit.

## Before you start

* The message body, the list items, and an optional section header

## Steps

<Steps>
  <Step title="Open Templates">
    Navigate to the templates module.
  </Step>

  <Step title="Click Add">
    Open the template builder.
  </Step>

  <Step title="Choose List">
    Pick the list type.
  </Step>

  <Step title="Enter the message">
    Add the prompt customers will read.
  </Step>

  <Step title="Add list items">
    Enter each option label and description.
  </Step>

  <Step title="Set visibility">
    Choose public or private.
  </Step>

  <Step title="Save">
    The template is ready to use.
  </Step>
</Steps>

## Tips

* Lists are great for menus, support categories, or appointment slots.
* Keep item labels short. Use the description for any extra context.

## Related

* [Create a button template](/docs/product/templates/create-button-template)
* [Create a poll template](/docs/product/templates/create-poll-template)


# Create a media template
Source: https://clapvo.com/docs/product/templates/create-media-template

Save a template with image, audio, video, or document content.

Media templates pair a message with a file - image, audio, video, or document.

## Before you start

* The media file you want to attach
* The caption or message body to send with it

## Steps

<Steps>
  <Step title="Open Templates">
    Navigate to the templates module.
  </Step>

  <Step title="Click Add">
    Open the template builder.
  </Step>

  <Step title="Choose the media type">
    Pick image, audio, video, or document.
  </Step>

  <Step title="Upload the file">
    Attach your media.
  </Step>

  <Step title="Enter the caption">
    Add the body that will appear with the file.
  </Step>

  <Step title="Set visibility">
    Choose public or private.
  </Step>

  <Step title="Save">
    The template is ready to use.
  </Step>
</Steps>

## Tips

* Optimize media before uploading. Smaller files send faster and use less data on the recipient side.
* Use video for demos, image for product visuals, document for invoices and contracts.

## Related

* [Create a text template](/docs/product/templates/create-text-template)
* [Edit a template](/docs/product/templates/edit-template)


# Create a poll template
Source: https://clapvo.com/docs/product/templates/create-poll-template

Save a template that asks recipients to choose an option.

Polls collect quick structured answers from many recipients - useful for feedback, scheduling, or simple surveys.

## Before you start

* A clear poll question and the answer options

## Steps

<Steps>
  <Step title="Open Templates">
    Navigate to the templates module.
  </Step>

  <Step title="Click Add">
    Open the template builder.
  </Step>

  <Step title="Choose Poll">
    Pick the poll type.
  </Step>

  <Step title="Enter the question">
    Add the prompt.
  </Step>

  <Step title="Add options">
    List the answers recipients can pick.
  </Step>

  <Step title="Set visibility">
    Choose public or private.
  </Step>

  <Step title="Save">
    The poll is ready to send.
  </Step>
</Steps>

## Tips

* Keep options mutually exclusive so the data is easy to interpret.
* Use polls in campaigns to segment your audience by their answer.

## Related

* [Create a list template](/docs/product/templates/create-list-template)


# Create a text template
Source: https://clapvo.com/docs/product/templates/create-text-template

Save a reusable plain-message template.

A text template is the simplest format - a single message your team can reuse from chats and campaigns.

## Before you start

* The exact wording you want to save

## Steps

<Steps>
  <Step title="Open Templates">
    Navigate to the templates module.
  </Step>

  <Step title="Click Add">
    Open the template builder.
  </Step>

  <Step title="Choose Plain message">
    Pick the text type.
  </Step>

  <Step title="Enter content">
    Type the message body. Keep it short and clear.
  </Step>

  <Step title="Set visibility">
    Choose public or private. See [Template visibility](/docs/product/templates/template-visibility).
  </Step>

  <Step title="Save">
    The template is now reusable across the organization.
  </Step>
</Steps>

## Tips

* Keep templates short. WhatsApp users skim.
* Use placeholders for personalization where supported.

## Related

* [Create a button template](/docs/product/templates/create-button-template)
* [Edit a template](/docs/product/templates/edit-template)


# Edit a template
Source: https://clapvo.com/docs/product/templates/edit-template

Update an existing template.

Edit a template to fix a typo, refresh the wording, or swap out media.

## Before you start

* The change you want to make

## Steps

<Steps>
  <Step title="Open Templates">
    Navigate to the templates module.
  </Step>

  <Step title="Click the template">
    Open the editor.
  </Step>

  <Step title="Update fields">
    Change the body, buttons, list items, media, or visibility.
  </Step>

  <Step title="Save">
    The change applies to anyone who uses the template going forward.
  </Step>
</Steps>

## Tips

* Test edited templates in a chat before relying on them in a campaign.
* Templates already inside running campaigns may use the previous version - clone the campaign to pick up the new template if needed.

## Related

* [Template visibility](/docs/product/templates/template-visibility)
* [Clone a campaign](/docs/product/campaigns/clone-campaign)


# Templates
Source: https://clapvo.com/docs/product/templates/index

Reusable message templates: text, button, list, poll, media, and contact.

Templates standardize what your team sends. Build them once, reuse them across chats and campaigns. Choose visibility per template.

<CardGroup>
  <Card title="Text template" icon="type" href="/product/templates/create-text-template">
    Plain message.
  </Card>

  <Card title="Button template" icon="square-mouse-pointer" href="/product/templates/create-button-template">
    Action buttons.
  </Card>

  <Card title="List template" icon="list" href="/product/templates/create-list-template">
    Selectable list.
  </Card>

  <Card title="Poll template" icon="bar-chart-3" href="/product/templates/create-poll-template">
    Recipient-picks-an-option.
  </Card>

  <Card title="Media template" icon="image" href="/product/templates/create-media-template">
    Image, audio, video, document.
  </Card>

  <Card title="Contact template" icon="contact" href="/product/templates/create-contact-template">
    Share a contact card.
  </Card>

  <Card title="Template visibility" icon="eye" href="/product/templates/template-visibility">
    Public vs private inside the organization.
  </Card>

  <Card title="Edit template" icon="pencil" href="/product/templates/edit-template">
    Update an existing template.
  </Card>
</CardGroup>


# Set template visibility
Source: https://clapvo.com/docs/product/templates/template-visibility

Choose whether a template is public to the organization or private to you.

Visibility controls who can use a template.

## Public

* Everyone in the organization can see and use the template.
* Use for approved messages your whole team should send consistently.

## Private

* Only you can see and use the template.
* Use for personal drafts or templates you are still iterating on.

## Steps

<Steps>
  <Step title="Open the template">
    Edit an existing template or open the builder for a new one.
  </Step>

  <Step title="Toggle visibility">
    Switch between public and private.
  </Step>

  <Step title="Save">
    Visibility takes effect immediately.
  </Step>
</Steps>

## Tips

* Promote a template from private to public once it has been reviewed.
* Public templates set the standard for your team. Treat them as approved messaging.

## Related

* [Create a text template](/docs/product/templates/create-text-template)
* [Edit a template](/docs/product/templates/edit-template)


# Contact support
Source: https://clapvo.com/docs/support/contact-support

Reach the Clapvo support team.

If something is not behaving the way you expect, the [troubleshooting](/docs/support/troubleshooting) section solves most issues in a few minutes. For anything else, reach the team directly.

## How to reach us

* **Support email:** [support@clapvo.com](mailto:support@clapvo.com)
* **Response time:** typically within 24 hours
* **Real humans, not bots.** No sales pressure - just help.

For account, billing, or plan changes, the same email works.

## Before you write

Including a few details up front gets you a faster answer:

* Your organization name
* The user account that hit the issue (your email is enough)
* The module and page where the issue happened (for example, **Campaigns -> Create**)
* What you expected vs what actually happened
* A screenshot if you can - especially of any error message
* The date and approximate time of the issue, if it has already passed

## Self-service troubleshooting

* [WhatsApp number disconnected](/docs/support/troubleshooting/whatsapp-disconnected)
* [QR code not loading](/docs/support/troubleshooting/qr-not-loading)
* [Message not delivered](/docs/support/troubleshooting/message-not-delivered)
* [Campaign appears stuck](/docs/support/troubleshooting/campaign-stuck)
* [Login issues](/docs/support/troubleshooting/login-issues)
* [Cannot access a module](/docs/support/troubleshooting/cant-access-module)


# Support
Source: https://clapvo.com/docs/support/index

Get help and troubleshoot common issues.

If something is not behaving the way you expect, start with troubleshooting. For anything else, reach the Clapvo support team directly.

<CardGroup>
  <Card title="Contact support" icon="life-buoy" href="/support/contact-support">
    How to reach us.
  </Card>

  <Card title="Troubleshooting" icon="wrench" href="/support/troubleshooting">
    Common issues and fixes.
  </Card>
</CardGroup>


# Campaign appears stuck
Source: https://clapvo.com/docs/support/troubleshooting/campaign-stuck

What to check when a campaign stops progressing.

A stalled campaign is usually fixable in under a minute. Check these in order.

## Common causes

* The campaign was paused (manually or automatically)
* The sending connection went offline
* The campaign hit a rate limit and is throttling
* Sequencing delays make progress look slow when it is actually working

## Steps to fix

<Steps>
  <Step title="Open the campaign">
    Find it in the campaigns list.
  </Step>

  <Step title="Check the status">
    If it is paused, click **Resume**. See [Pause / resume / cancel](/docs/product/campaigns/pause-resume-cancel).
  </Step>

  <Step title="Check the sending connection(s)">
    If the number is disconnected, [reconnect it](/docs/product/connections/reconnect-number). The campaign will continue once the number is back online.
  </Step>

  <Step title="Check sequencing">
    If you set delays between messages, the campaign may simply be waiting. The progress bar should still tick.
  </Step>

  <Step title="Check the dashboard">
    Broadcast progress on the dashboard updates in real time and may show what is happening more clearly.
  </Step>
</Steps>

## Tips

* For very large campaigns, expect natural slowdowns when [randomize sender](/docs/product/campaigns/randomize-sender) is rotating across multiple connections.
* If you cannot recover the campaign, [clone it](/docs/product/campaigns/clone-campaign) and re-run with a clean setup.

## Related

* [Pause / resume / cancel](/docs/product/campaigns/pause-resume-cancel)
* [Reconnect a number](/docs/product/connections/reconnect-number)
* [Read the dashboard](/docs/product/dashboard)


# Cannot access a module
Source: https://clapvo.com/docs/support/troubleshooting/cant-access-module

Why you may be redirected away from a module and how to fix it.

If clicking a module sends you somewhere else, Clapvo is enforcing one of three guards.

## Common causes

* **Missing permission** - your role does not include access to that module.
* **Missing organization access** - you are not a member of the organization, or you have switched out of it.
* **Missing active connection** - the workspace requires at least one connected WhatsApp number for many modules.

## Steps to fix

<Steps>
  <Step title="Check your organization">
    Make sure you are in the organization that owns the module. See [Switch between organizations](/docs/getting-started/organization/switch-organization).
  </Step>

  <Step title="Check your role">
    Ask an admin to confirm what role you have and which permissions it includes. See [Edit a role](/docs/getting-started/users-and-roles/edit-role).
  </Step>

  <Step title="Check connection state">
    Open **Connections**. If no number is connected, [pair one](/docs/getting-started/connect-whatsapp).
  </Step>

  <Step title="Reload the page">
    Permission updates apply immediately, but a stale tab may still be using old state.
  </Step>
</Steps>

## Tips

* If access was working an hour ago and is not now, an admin probably edited your role.
* For organization owners: when in doubt, sign in as a test agent to see what your team actually sees.

## Related

* [Edit a role](/docs/getting-started/users-and-roles/edit-role)
* [Connect WhatsApp](/docs/getting-started/connect-whatsapp)
* [Switch between organizations](/docs/getting-started/organization/switch-organization)


# Troubleshooting
Source: https://clapvo.com/docs/support/troubleshooting/index

Recover from common issues with WhatsApp connections, login, and campaigns.

Most issues fall into a small set of categories. Pick the one that matches what you're seeing.

<CardGroup>
  <Card title="WhatsApp disconnected" icon="wifi-off" href="/support/troubleshooting/whatsapp-disconnected">
    Recover an offline number.
  </Card>

  <Card title="QR not loading" icon="qr-code" href="/support/troubleshooting/qr-not-loading">
    Fix QR pairing problems.
  </Card>

  <Card title="Message not delivered" icon="send" href="/support/troubleshooting/message-not-delivered">
    Common delivery issues.
  </Card>

  <Card title="Campaign stuck" icon="pause-circle" href="/support/troubleshooting/campaign-stuck">
    What to check when progress halts.
  </Card>

  <Card title="Login issues" icon="lock" href="/support/troubleshooting/login-issues">
    Recover access to your account.
  </Card>

  <Card title="Cant access module" icon="shield-x" href="/support/troubleshooting/cant-access-module">
    Permission redirects explained.
  </Card>
</CardGroup>


# Login issues
Source: https://clapvo.com/docs/support/troubleshooting/login-issues

Recover from common sign-in problems.

If you cannot sign in, work through these in order.

## Common causes

* Wrong password
* Email not yet verified
* Account on a different organization than you expect
* Browser cache or cookies in a bad state

## Steps to fix

<Steps>
  <Step title="Reset your password">
    Click **Forgot password?** on the login screen and follow the email link.
  </Step>

  <Step title="Verify your email">
    If you signed up recently, the verification email may still be sitting unread. Check spam too.
  </Step>

  <Step title="Check your organization">
    If you belong to multiple organizations, make sure you are landing in the right one. See [Switch between organizations](/docs/getting-started/organization/switch-organization).
  </Step>

  <Step title="Try incognito or a different browser">
    Clears cached state that can confuse login.
  </Step>

  <Step title="Clear cookies for the Clapvo domain">
    A last-resort browser cleanup that resolves stale auth state.
  </Step>
</Steps>

## Tips

* Reset emails expire. If your link does not work, request a new one.
* If you cannot reach the password reset email at all, contact [support](/docs/support/contact-support).

## Related

* [Sign in and account security](/docs/getting-started/sign-in-security)
* [Change password](/docs/getting-started/profile/change-password)


# Message not delivered
Source: https://clapvo.com/docs/support/troubleshooting/message-not-delivered

Common reasons a message did not reach a recipient.

Most delivery issues fall into a handful of categories. Walk through them in order.

## Common causes

* The recipient phone number is invalid or missing the country code
* The recipient does not have WhatsApp on that number
* The recipient has blocked your number
* Your number was rate-limited or temporarily restricted by WhatsApp
* The connection sending the message went offline mid-send

## Steps to diagnose

<Steps>
  <Step title="Check the phone number format">
    It must include the country code (for example, `+1`, `+91`, `+55`).
  </Step>

  <Step title="Check the connection status">
    Open **Connections**. Make sure the sending number is connected.
  </Step>

  <Step title="Try sending again">
    Open the chat or campaign and retry the send.
  </Step>

  <Step title="Test with a known-good number">
    Send to a colleague to confirm the connection itself works.
  </Step>

  <Step title="If many recipients failed">
    Your number may be rate-limited. Slow down sends, enable [randomize sender](/docs/product/campaigns/randomize-sender), or pause to let limits reset.
  </Step>
</Steps>

## Tips

* If undelivered messages are a recurring problem on one number, that number may have a poor sender reputation. Add more connections and rotate.
* For campaigns, use [randomize sender](/docs/product/campaigns/randomize-sender) and [randomize message](/docs/product/campaigns/randomize-message) together to protect deliverability.

## Related

* [Randomize sender](/docs/product/campaigns/randomize-sender)
* [Randomize message](/docs/product/campaigns/randomize-message)
* [WhatsApp number disconnected](/docs/support/troubleshooting/whatsapp-disconnected)


# QR code not loading
Source: https://clapvo.com/docs/support/troubleshooting/qr-not-loading

Steps to take when the QR pairing screen fails to load.

Pairing relies on a real-time socket connection to Clapvo. If the QR does not appear or never refreshes, the socket is the usual suspect.

## Common causes

* Browser extensions blocking the socket (ad blockers, privacy extensions, content blockers)
* A corporate firewall or VPN blocking WebSocket traffic
* A flaky network dropping the connection
* An outdated browser

## Steps to fix

<Steps>
  <Step title="Refresh the page">
    Close any ongoing pairing and start over.
  </Step>

  <Step title="Disable extensions">
    Try in an incognito or private window where extensions are off by default.
  </Step>

  <Step title="Try a different browser">
    Switch from Chrome to Firefox (or vice versa) to rule out a browser-specific issue.
  </Step>

  <Step title="Check your network">
    If you are on corporate Wi-Fi or VPN, try a different network. WebSocket blocking is common in restrictive networks.
  </Step>

  <Step title="Update your browser">
    Older browsers may not support modern WebSocket features.
  </Step>
</Steps>

## Tips

* The QR refreshes periodically. If yours expired, just wait for a new one to appear.
* If you see a **disconnected** indicator in the layout, fix that first - the QR will not load while the socket is down.

## Related

* [Connect WhatsApp](/docs/getting-started/connect-whatsapp)
* [Add a connection](/docs/product/connections/add-connection)
* [Contact support](/docs/support/contact-support)


# WhatsApp number disconnected
Source: https://clapvo.com/docs/support/troubleshooting/whatsapp-disconnected

Recover when a connected WhatsApp number drops offline.

A disconnect means messages stop arriving on that number until you reconnect. Clapvo shows a banner across the layout the moment it happens.

## Common causes

* The phone lost internet (Wi-Fi off, mobile data interrupted, airplane mode)
* The phone was off or in deep sleep too long
* Someone manually unlinked the device from inside WhatsApp on the phone
* The WhatsApp account was banned or restricted by Meta

## Steps to fix

<Steps>
  <Step title="Confirm the phone is online">
    Make sure WhatsApp itself works on the phone.
  </Step>

  <Step title="Check Linked Devices on the phone">
    In WhatsApp, open **Settings -> Linked Devices**. If Clapvo is missing, the device was unlinked.
  </Step>

  <Step title="Reconnect from Clapvo">
    Open **Connections**, find the disconnected number, and click **Reconnect**. Scan the new QR. See [Reconnect a number](/docs/product/connections/reconnect-number).
  </Step>

  <Step title="If the WhatsApp account is banned">
    You will need to resolve the ban with WhatsApp before reconnecting. Contact [Clapvo support](/docs/support/contact-support) for guidance.
  </Step>
</Steps>

## How to prevent it

* Keep the phone plugged in and on Wi-Fi when possible.
* Do not let the device fall into very long deep-sleep states.
* Avoid any behavior that could trigger a WhatsApp ban (sudden bulk sends from a new number, repeated identical messages without using [randomize message](/docs/product/campaigns/randomize-message)).

## Related

* [Reconnect a number](/docs/product/connections/reconnect-number)
* [Connection alerts](/docs/product/connections/connection-alerts)
* [Randomize sender](/docs/product/campaigns/randomize-sender)