Chatmatic CRM help center
Module overviews, step-by-step guides and frequently asked questions.
Getting Started
Quick Start
A beginner-friendly guide, from your first login to adding your first customer, with no prior knowledge required.
Roles and Permissions
Who can see and do what? Admins, employees, permissions, and plan limits explained simply.
Frequently Asked Questions
Short, clear answers on missing menus, error codes, permissions, plans, and data.
Glossary
Everyday explanations of the technical and sales terms used in the guides.
Forgot Password
If you forgot your password, ask your admin to set a new one. What happens if the admin themselves forgot?
Chatmatic
What Is Chatmatic?
The inbox and screen layout that bring WhatsApp, Instagram, Facebook, email, and web chat together on one screen.
Contact Card
The card on the right of the conversation: get to know the person, see their registration status, and review and edit their details.
Saving a New Contact
When chatting with an unregistered person, save them from the card, or link the chat to the existing customer if they are already registered.
Actions from the Contact Card
Add a conversation log, set a reminder, and create a task. Do it all from the contact card without leaving the chat.
Web Chat Visitor Information
Get to know the visitor writing from your website: identification status, the page they came from, and customer matching.
Sending Templates (24-Hour Rule)
Write to WhatsApp conversations past 24 hours with a template. Choosing a template, preview, statuses, and parameterized templates.
Bulk Template Sending
Send the same WhatsApp template to multiple contacts at once: recipient selection, confirmation, and result tracking.
Notifications
New message sound, unread badges, tab title, desktop notifications, and turning notification sound on or off.
Message Statuses and Sending Rules
The tick marks next to a message, the "failed to send" warning, the Reply and Private Message tabs, and write permission.
Phone Numbers in Chatmatic
The country flag in the conversation list, formatted phone display, copying to the clipboard, and number correction while saving a contact.
Customers & Sales
Customers
Add customer records, search them, assign them to an agent, add them to lists, and restore deleted ones.
Directory
Group people who are not customers yet, import them in bulk with Excel, and use them for bulk messaging.
Pipeline Stages (Deals)
Track your sales pipeline; which customer is at which stage, who is handling them, and how long have they waited?
Quotes
Upload the quote document, track revisions, and record the accepted/rejected status and the amount.
Tasks
Assign to-dos to the team, track them, and link them to customers and chats.
Call Reminders
Plan when to call a customer and see today's calls with one click.
Customer Surveys
Create satisfaction and NPS surveys, send them through a channel, and read the results.
Lead Hub
Collect interested people from ads, forms, and messages in one place, distribute them to the team, and convert them into customers.
Phone Number Entry and Country Selection
Country selection with flags in phone fields, automatic formatting as you type, how numbers look in lists, and masked numbers.
Loyalty Program
Let customers earn points, group them into tiers, and let them spend points on rewards.
Channels & Communication
Chat Channels
Manage WhatsApp, Instagram, Messenger, TikTok, Telegram, email, and web chat in a single inbox.
WhatsApp Templates
Create Meta-approved templates, send them individually or in bulk, and schedule them.
Lists and Allowlist
Group customers into lists and manage contacts who have given consent for bulk messages.
Delivery Tracking
See who your messages reached, where errors occurred, and download reports.
Quick Replies
Save the replies you type often and use them with one click.
Marketing & Ads
Ad Analytics
See how many people messaged from each ad, how many were registered and how many became customers. Check what your ad budget returns.
Reports
Learn how to read deal, quote, chat and survey reports, and receive automatic reports by email.
Meta Conversions (CAPI)
Report your sales to Meta so the ad system learns to find people who actually buy.
Google Ads Conversions
Report sales from your web form to Google Ads so it learns which ads actually bring in sales.
Integrations
All Integrations
How to connect WhatsApp, Instagram, Messenger, TikTok, Telegram, email, phone, Lead Ads, Google and more to the CRM.
WhatsApp Integration
Connect your WhatsApp Business number; manage messages in the inbox and monitor limit and call settings.
Instagram Integration
Bring Instagram DMs into the inbox. Learn whether to choose "Connect with Facebook" or "Connect with Instagram".
Facebook Messenger Integration
Bring Messenger messages sent to your Facebook page into the inbox.
Email Integration (Mail and Gmail)
Connect your company email via SMTP or your Gmail account with Google sign-in.
Phone (Virtual PBX) Integration
Connect your virtual PBX line to the CRM so calls appear on the Contact card.
Facebook Lead (Lead Forms)
Connect Facebook and Instagram Lead Ads forms so completed forms land in the CRM automatically.
Google Maps (Business Reviews)
Connect your Google business profile; view and reply to customer reviews from the CRM.
Meta Ad Account Connection
Connect your Meta (Facebook/Instagram) ad account; bring spend and campaign names into Ad Analytics.
Web Form
Connect any form on your website to the CRM so every submission lands as a lead.
E-commerce Sync
Automatically import products and buyers into the CRM from WooCommerce, ikas, Shopify, OpenCart or a custom source.
Google Meet
Create a Google Meet link with one click from the chat screen, send it to the customer, and track link opens and meeting attendance.
TikTok Integration
Connect your TikTok business account; reply to messages in the inbox and automatically save Instant Form leads as customers.
Telegram Integration
Connect your Telegram bot; save people who message the bot as customers and reply to messages in the shared inbox.
Web Chat
Add a live chat box to your website and collect messages left while offline as leads.
Administration & Settings
Overview (Dashboard)
The summary screen you see when you log in. Understand the day's status at a glance.
Support Tickets
Open a ticket with the Chatmatic support team and track replies.
Team Management
Add employees, create branches and departments, and manage passwords and security.
Pipeline Settings
Define the steps (stages) of your sales pipeline and your customer sources.
Products / Services
Record the products, real estate, and vehicles you sell; use them in quotes and messages.
Account Settings
Date and time format, language, message texts, feature toggles, and corporate identity settings.
Security and Logs
Two-factor authentication, session timeout, data download, and logs showing who did what.
Plan and Billing
View and change your plan, and manage invoices and payments.