All trigger nodes require setting up in a node form, where you can further specify the parameters for a flow to be triggered. In this article, we will guide you on how to set up every “Interaction” trigger node so you can initiate your flows based on expected circumstances.   Incoming message received  The "Incoming message received" trigger activat...

You can delete contacts individually or in bulk. When you delete any contact, their records are deleted permanently and cannot be restored. ⚠️ Please note that deleting a contact is a permanent action that cannot be undone. Proceed with care to safeguard any critical data you may have.     Delete individual contact  To delete an individual contact: ...

🔒 The information in this section applies only to Admin account users   🔒This process only applies to users with an existing WhatsApp Business API account   You can migrate your existing WhatsApp Business API account from another Business Solution Partner to SleekFlow by following the guides outlined in this article.   What can be migrated?  The tab...

Once you have created a custom object, you can edit the object display sequences, visibility, name and properties or delete the object from your SleekFlow account in the custom object settings page. To reach the Custom object page, you can refer to the section here .  Editing custom object configurations  Sequences Adjusting the custom object sequen...

🔒 The information in this section applies only to Admin account users   🔒 Pro or Premium subscription plan is required   🔒 If you already have a WhatsApp Business API account, learn how to migrate your WhatsApp Business API account to SleekFlow   Applying for a WhatsApp Business API account Unlike WhatsApp Business App and WhatsApp Personal App, Wha...

“SleekFlow AI Smart Reply” allows you to utilize SleekFlow AI to generate responses in conversations based on the recent conversation history and knowledge from the source materials uploaded to the “AI Knowledge Base”. With “AI Smart reply", you can generate responses to cater general user enquiry and answer domain-specific questions using insights ...

SleekFlow platform will return an error code when you encounter an issue with messaging.  For example,  Error code is a numeric or alphanumeric code that indicates the nature of an error and, when possible, why it occurred. It helps you to identify the cause of a problem, a failing component, and the service actions that might be needed to solve the...

WhatsApp Business API has a wider variety of message types compared to WhatsApp Business and Personal app. In this article, we explain the messages types you can send and receive using WhatsApp Business API, as well as their use cases.  Sending messages In SleekFlow, you can send the following message types via WhatsApp Business API: Free-form text ...

Create a list To broadcast campaign messages to targeted customers, you must choose a List from your contacts that have messaged you through Viber. If you have not created the list, you can follow the below guide to create a new one for the campaign. Create a campaign Navigate to the Campaign page and select the Create Campaign button. You are requi...

The information in this section applies only to Admin account users.   To manage your connected channel on SleekFlow, sign in to your SleekFlow account and go to "Channels" by clicking on the icon on left sidebar. You will then land on the channel settings page.  You will see a list of channels on the left hand side of the screen. Clicking on a chan...

This article will outline the unsupported message types in SleekFlow with regards to sending and receiving messages via WhatsApp Business API. Sending Messages In SleekFlow, you are unable to send the following message types via WhatsApp Business API: Reaction to messages Contact messages The following types of Template messages: Flow messages Produ...

All action nodes require setting up in a node form, where you specify the parameters for the selected action. In this article, we will guide you on how to set up every “Contacts” action node so your flow can execute the appropriate tasks to achieve your desired outcome.   Update contact The "Update contact" action updates a contact's property with n...

Condition nodes evaluate enrollments based on set conditions, and determine the path they take in the flow depending on whether specified conditions are met. To add a condition node to your flow in “Flow Builder”: Add a new node to the flow   Click on "Condition", and select the condition you would like to add from the dropdown  ...

Enable "Access to Messages" on Instagram Step 1: Go to your Instagram profile and tap Menu icon in the upper right corner Step 2: Tap Settings > Privacy If you are still using personal account , please convert to Business account first   Step 3: Go to Messages Step 4: Enable “Access to Messages”...

Update to Business account Step 1:  Go to your Instagram profile and tap in the upper right corner Step 2:  Tap Settings > Account > Switch to Professional Account ℹ️ Some accounts "Switch to Professional Account" will be listed directly under Settings.   Step 3: Select your business Category > Done > OK Step 4 : Tap Business > Next S...

Action nodes perform specific tasks when triggered, enabling you to automate responses, update contact information, manage conversations, and integrate with external systems. To add an action node to your flow in "Flow Builder": Add a new node to the flow   Click on "Action", and select the category of action you would like to perform. These categor...

Add/Change a Facebook Page to your IG business account Step 1. Go to your Instagram profile > Edit Profile Step 2. Under Public Business Information > Page > Create Facebook Page/Connect an Existing Page Step 3: Connected to Facebook page For more details, please check Instagram.  ...

All trigger nodes require setting up in a node form, where you can further specify the parameters for a flow to be triggered. In this article, we will guide you on how to set up every “Integration” trigger node so you can initiate your flows based on expected circumstances.    Webhook received ⚠️ The "Webhook received" trigger will only be available...

To create a company account on SleekFlow, follow the steps outlined below. Step 1 - Head to the SleekFlow signup page Head to our signup page by clicking here . Step 2 - Create a personal SleekFlow account On the signup page, you can register for a personal SleekFlow account using 1 of the following 3 methods: Username, email, and password Please no...

In this article, we will guide you through one-time notifications and message tags on Facebook Messenger. What is Facebook one-time notification (OTN)?  Facebook One-Time Notification (OTN) is used for Facebook Messenger broadcasts or chat blasts to send bulk messages to customers. It is made for businesses to reach out to customers using a specific...

In this article, we will guide you through managing your company’s SleekFlow account settings, including updating your company name.   Note on permissions Only admin and team admin users can access and update your company's SleekFlow account settings.   Manage your company's information Access the page to update your company's information by followi...

Update mobile settings You can update your profile, and update your security settings and system preferences by heading to “My Profile” > “Settings”. You can check the sections below for your settings changes.   Personal profile If you wish to update your personal info for your SleekFlow account, you can update them under “Personal profile”. Here...

The information in this section applies to admin account users   You can create a custom object on the “Custom objects” setting page. You can reach this page by following the steps below. Click on the  icon on the bottom left of the navigation bar The “Settings” sidebar will appear, you can then click on “Custom objects” under the “Contacts and Data...

In this article, we will guide you through the steps to connecting and sending OTN as Facebook Messenger Broadcasts on SleekFlow. To connect to Facebook's one-time notification API on SleekFlow to send Facebook Messenger One-Time Notification, here’s what you need: Click-to-message CTAs on your Facebook Business Page, AND A Facebook Business Page, A...

Connecting to Telegram To connect Telegram to SleekFlow, you will need the following: A Telegram account A Telegram bot Create a Telegram bot Log in to your Telegram account Go to Contacts, search @BotFather Start creating a bot Press "Start" to create a Telegram bot Send a command Type in /newbot to send a command. Name your bot Type in your desire...

This article will guide you through SleekFlow mobile app’s features and instructions to make the most out of them. Inbox Our Inbox feature allows you to manage and streamline your customer communications across various messaging channels, including WhatsApp, Facebook, Instagram, and many more.  Manage conversations Filter conversations You can filte...

In this article, we will guide you through how to manage your SleekFlow account settings, including updating your personal information, resetting your password, selecting your preferred SleekFlow version, and connecting with your clients through sharing your WhatsApp QR code. Manage your personal information Access the page to update your personal i...

There are different types of messages you can send in Sleekflow, in this article we will walk through all the different types of messages you can send. General message type Text messages Text is one of the most commonly sent message types. You can input text through the textbox to send out text messages.  In channels such as WhatsApp, it also suppor...

All condition nodes require setting up in a node form, where you specify the parameters for a condition. In this article, we will guide you on how to set up every condition node so you can filter enrollments based on your desired criteria.    Contact property The "Contact property" condition evaluates a specific contact property of an enrollment, su...

ℹ️ The broadcast feature is only accessible to users in Admin or Team admin roles   SleekFlow's broadcast feature allows you to send a message simultaneously to a large group of recipients. Broadcasts can be used to efficiently distribute information, promotions, or announcements. You can easily set up and publish a broadcast campaign by following t...

You can view and manage all broadcasts created within your company in the "Broadcasts" main page. This guide will provide you with an overview of how to manage your broadcasts on the main page. Understanding the “Broadcasts” page On the "Broadcasts" main page, you will find the following: Create new broadcast button - The entry point to create and p...

In this article, we will guide you through how to Add Instagram as a Channel on SleekFlow. Adding Instagram to SleekFlow Step 1: Navigate to Channel > Instagram DM > Add Step 2: Read the require permission, Click “Start” Step 3: Confirm you have a Instagram Business account Step 4: Confirm Instagram account connected to a Facebook Page Step 5:...

This article will provide an overview of Flow Builder, a feature on SleekFlow that enables you to build automation workflows. We will outline the different components of Flow Builder and how to best use it to achieve your desired business needs.  What is a flow? A flow is the visual representation of an automation workflow on Flow Builder. It consis...

To connect Viber to SleekFlow, you will need the following: A Viber Business Account A bot account on Viber Admin Panel Create a Viber bot account Log in to Viber Admin Panel Enter PIN Your Viber app will receive a 6-digit PIN. Enter the verification code and click "Next". Create a Bot account Navigate to the left panel, and click on the "Create Bot...

Connect to LINE Business To connect Line Business to SleekFlow, you will need the following: A LINE account A LINE Business account You can use your existing LINE account to link with your LINE Business account.   Once you have activated your Line Business account, log in to the LINE Developers Console. Create a LINE Provider After logging into the ...

Conversation-based pricing WhatsApp charges a fee per conversation, not per individual message. The rate being charged per conversation depends on the category of conversation. This article outlines what a conversation is, the different conversation categories and how they are opened, as well as certain cases where conversations are free of charge. ...

Create a list To broadcast campaign messages to targeted customers, you must choose a List from your contacts that have messaged you through Telegram. If you have not created the list , you can follow the below guide to create a new one for the campaign. You can only interact with contacts that message you first or previously had a conversation with...

Any person who interacts with your business can be saved as a contact in SleekFlow, such as a potential customer messaging you on WhatsApp, a person who clicks on your Facebook Lead Ad, or a visitor who signs up on your website. You can manage all of these contacts in the "Contacts" page in SleekFlow. In this article, we will outline how to navigate...

All trigger nodes require setting up in a node form, where you can further specify the parameters for a flow to be triggered. In this article, we will guide you on how to set up every “Contact” trigger node so you can initiate your flows based on expected circumstances.  New contact added This trigger activates when a new contact is added to your Sl...

What is a custom object? To understand what a custom object is, you first need to wrap your head around the idea of objects as a whole. Defined below are some key concepts related to objects. Concept Definition Object A data entity or structure with distinct characteristics that make it uniquely suited to storing information on a specific type of th...

ℹ️ Flow Builder is only accessible to users in Admin roles   This article will outline how to get started with "Flow Builder" and create your first flow. To access "Flow Builder", click the icon on the left navigation bar. Create a new flow To create your first flow, click on "Create new flow" at the top right of the "Flow Builder" page. You will th...

Setting up Facebook Messenger To connect Facebook Messenger, you will need the following: A Facebook account A Facebook Page to link to the SleekFlow platform When a visitor sends you a message on Facebook, it will show on your SleekFlow Inbox. If you have not created a Facebook Page for your business, click here for more detailed instructions from ...

This article will outline how to use the flow log to troubleshoot your flows. The flow log enables you to have visibility into the execution status of each enrollment into a flow, allowing you to monitor the performance of your flows and troubleshoot any issues.   Flow logs To access the logs for a flow, go to the flow’s editor and click on the "Log...

In this article, we will guide you through setting up two-factor authentication (2FA) for your company’s SleekFlow account. What is 2FA? 2FA is an optional extra layer of security designed to protect your accounts from unauthorized access. When 2FA is enabled within a SleekFlow company account, an additional step is required for relevant users withi...

AI Settings is only available to: Companies that are on a paid plan (i.e. Pro or above) Users on Admin roles   The “AI Settings” page allows admin users to configure which AI-powered features to enable for their company. The changes made in “AI Settings” will be reflected for all users within the company account. To access “AI Settings”, navigate to...

All action nodes require setting up in a node form, where you specify the parameters for the selected action. In this article, we will guide you on how to set up every “External integration” action node so your flow can execute the appropriate tasks to achieve your desired outcome.   Send triggered message webhook ⚠️ The "Send trigger message webhoo...

In this article, we will guide you through setting up two-factor authentication (2FA) for your personal SleekFlow account. What is 2FA? 2FA is an optional extra layer of security designed to protect your account from unauthorized access. When your account has set up 2FA, an additional step is compulsory during the sign-in process, requiring you to p...

This article will outline how to monitor the performance of your broadcast campaigns, so you can gain insights on areas for improvement or engagement optimization.    Viewing broadcast analytics To view the analytics of a published broadcast:  Click on it in the table on the "Broadcasts" main page to access its settings page   Click on the "History"...

As a trusted platform, we have implemented robust security measures to ensure the safety of your data. We currently support setting up two-factor authentication (2FA) for your organization and your SleekFlow account. What is 2FA? 2FA is an optional extra layer of security designed to protect your accounts from unauthorized access. When 2FA is enable...

Required information To complete Facebook Business Verification, you are required to have the below access and information: Access to your company's Facebook Business Manager account , prefer the Facebook page admin A digital copy of your company's “Business Registration Document”   Step 1 - Completing the steps Login to Facebook Business by going t...

“SleekFlow AI Writing assistant” allows you to enrich your draft messages using SleekFlow AI based on a variety of out-of-the-box or custom prompts. In this article, you will learn how to use the “AI Writing assistant” to enrich your replies to customers in the “Inbox” module. Using AI Writing Assistant in Inbox AI Writing Assistant is only availabl...

Enjoy SleekFlow’s features on the go by downloading SleekFlow’s mobile app. We currently support iOS and Android versions. Learn how to download SleekFlow mobile app in this guide.  Download SleekFlow mobile app To download your SleekFlow mobile app, please follow the instructions below: For iOS users, please click here or scan the QR code below. iO...

This guide will help you distinguish different message statuses so you can easily track the progress and status of your messages  Sending When sending a message, a loading icon indicates "Sending", meaning that your message is currently being transmitted from your device to the recipient's device, and is in the process of being sent. This usually ta...

If you have not created a WeChat Official Account, please register a "Service Account 服务号" here .   Install WeChat on SleekFlow Navigate to Channels . Click the "Add" button next to WeChat. You will be directed to this screen, in which the system will fill in the "Webhook URL" and "Verification Token" automatically. You have to fill in the "Channel ...

From the contact details page, you can get a full overview of a contact including their details, any labels attached to them, lists or custom object records they are associated with, and more. You can also review the contact’s activity log to keep track of all the actions performed regarding them.  Navigating the contact details page To go to a cont...

You can create new contacts from the "Contacts" main page, or import contacts through .CSV or .XLSX files. Manual contact creation To manually create a contact, you can: Go  to the "Contacts" main page   Click "Create new contact" in the upper right side of the screen   Fill in the information of the contact you would like to create   Click "Create"...

If the features and usage limits provided by your current plan cannot meet your business needs, you can upgrade your plan to a more scalable option. To explore the various paid subscription plans offered by SleekFlow, you can refer to the “Plan subscription management” article here for more details....

In this article, you will be introduced to the suite of features under "SleekFlow AI" and learn how you can leverage AI to assist you and your team in maximizing the efficiency and effectiveness of your workflows.   What is SleekFlow AI? SleekFlow AI is a collection of AI features powered by OpenAI’s GPT-4 Turbo model that is built into the SleekFlo...

All action nodes require setting up in a node form, where you specify the parameters for the selected action. In this article, we will guide you on how to set up every “Conversation control” action node so your flow can execute the appropriate tasks to achieve your desired outcome. Change conversation status The "Change conversation status" action c...

Facebook Business Manager, WhatsApp Business API Account (WABA), and WhatsApp Business Profile The image above illustrates the relationship between Facebook Business Manager, WhatsApp Business API Accounts, and WhatsApp Business Profiles (you may refer to this as a WhatsApp Business Number for easier understanding). Facebook Business Manager is a ce...

You can view and manage all the flows created within your company in the “Flow Builder” module. This guide will provide you with an overview of how you can manage your flows.   Flow list overview The "Flow Builder" main page consists of the following: Turn on/off Flow Builder - You can turn Flow Builder on/off here Active flows limit - You will be a...

You can send messages containing either text, photos, or videos that you capture in the moment or select from your device's library. Supported message types in SleekFlow Instagram Text You have the capability to compose and send text messages directly. Voice message Media type Supported format Maximize size Audio .ACC, .M4A, .WAV, .MP4 25 MB You can...

In this article, we will guide you through how to check and manage your SleekFlow subscriptions, payments, and invoices. ℹ️ Note on permission  Only Admin users can access billing information and make billing changes to your SleekFlow account.    Plan details and usage limits To check your current plan subscription and usage limits: Navigate to the ...

All action nodes require setting up in a node form, where you specify the parameters for the selected action. In this article, we will guide you on how to set up every “Messaging” action node so your flow can execute the appropriate tasks to achieve your desired outcome.   Send message ℹ️ "Flow Builder" currently supports WhatsApp Cloud API channels...

In some cases, you may encounter the "Unsupported" status for a message. This status indicates that the message you receive contains unsupported content or media that cannot be displayed. It could be due to incompatible file formats, unsupported file sizes, or other limitations. For more information related to the unsupported message per channel, pl...

Before you start a conversation with your customer, you may check the limitations of each channels’s supported message types, rules of initiating conversation here, conversation window here . Display name Display name feature is only available on WhatsApp channels   In WhatsApp channels, you can choose to display your username in the messages you se...

You can only edit and make changes to broadcast campaigns that are in "Draft", "Scheduled", or "Paused" status. To edit a broadcast:  Click on the broadcast in the table on the "Broadcasts" main page to access its settings page   Make the desired edits to the selected broadcast in the settings page. For more information on how to configure broadcast...

Confirm verification status You can confirm your Business verification status in the Facebook Business Settings. Navigate to Facebook Business > Settings . Select the Facebook Business that you apply for WhatsApp Business API. You need to log in to your Facebook account or contact the Facebook page admin for this setting.   Scroll to the bottom o...

Locating specific conversations might be challenging if you are dealing with a high volume of them. In this article, we will outline the different ways you can locate conversations. Search with keywords An effective way to search for a conversation is to use keywords. To locate conversations with specific keywords, simply input the keyword into the ...

You can add contacts into different lists in order to segment them. This allows you to better classify and target your contacts.  Accessing contact lists You can view contact lists from the side menu in the "Contacts" main page or by clicking "View all" in the side menu, where you will be directed to the "All lists" page. To search for a list, input...

This article outlines the settings made available for each flow and how to configure them for your business needs. To access a flow’s settings, click on the "Settings" tab at the top of the flow’s page.   On the settings page, you are able to configure the following: Flow name Re-enrollment settings Once you are done configuring the flow settings, c...

Once you have created at least one custom object, you can leverage your custom objects to create records associated with your contacts. In this section, you can learn how to view, search, add, edit, and delete object records. Viewing custom object records To view the custom object records, you can reach the custom object record page by following the...

  Custom objects and contacts You can interact with your custom object records within the SleekFlow Inbox and contact profiles. Learn how to view and create custom object records in inbox and contact profile in SleekFlow. Inbox To view the custom object records in the Inbox, simply open the Inbox. In the Inbox contact panel, click on the custom obje...

SleekFlow allows you to manage and streamline your customer communications across various messaging channels such as WhatsApp, Facebook, Instagram, and more. To enable this, your company first needs to connect the messaging channels you are active on to SleekFlow.   For details on how to connect a specific channel, you can refer to the following gui...

This article will guide you through navigating SleekFlow's Inbox and managing your conversations. Inbox panel Here you will find the following sections: My inbox: all conversations that are marked as "Assigned to me", "Collaborations", and "Mentions". An unread count will be present in these tabs to keep track of any unread conversations. Company In...

This article provides an overview of the other nodes available in Flow Builder.   Node name Description Time delay Pause the flow for a set amount of time before continuing to progress the contact down the flow   Time delay nodes The time delay node can be used to pause a flow for a set amount of time before running the next node.   You can add a ti...

Flow triggers are the foundation of any automated workflow, defining the event that initiates your flow.  To add a trigger node to your flow in "Flow Builder": Click on the "Start point" node in the flow canvas   Select the trigger event that will initiate the flow in the "Select trigger" modal...

Why does it fail and how is it essential to your Official WhatsApp application's success? To simply explain what the Facebook Business Verification does for your WhatsApp Official Application: It confirms your business' identity, so that the information gets reviewed WhatsApp, in order for you to get an Official WhatsApp number. In order to better h...

SleekFlow offers a set of message actions that you can use when sending and receiving messages. When you hover over a message, you will find a 3-dot icon next to the message. Clicking on the icon, you will see a dropdown of actions you may choose. Aside from sending and receiving messages, you can also perform different actions in Inbox. In this gui...

After signing up to SleekFlow, you may want to first manage or update details pertaining to your account, including your personal information or password. You can carry out these actions within your personal settings page, which you can access by following the steps outlined below: Click on the icon on the bottom left corner to access general settin...

With SleekFlow, you can start integrating your Twilio SMS workflow with all other communication channels in seconds. Setting up a Twilio account To connect WhatsApp Business via Twilio to SleekFlow, you will need the following: a Twilio account (you can start for free) Please verify your account with Email and Phone Number for security purposes. Act...

Can I use automation on Instagram Posts? Yes! SleekFlow now supports auto reply and direct messages on post comments....

AI Knowledge Base is only available to: Companies that are on a paid plan (i.e. Pro or above) Users on Admin roles   “SleekFlow AI knowledge base” allows you to upload materials about your company and its products and services and build an extensive information library where the SleekFlow AI exclusively learns from. In this article, you will learn h...