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ITENES
Website Open Talkzen

🚀 Getting started

  • What Talkzen is and how it is organised
  • Setting up the workspace
  • Inviting the team and managing roles
  • Setting up system email
  • Plans, limits and subscription

🔌 Channels

  • The channels at a glance
  • WhatsApp Business API
  • WhatsApp QR Code
  • Facebook Messenger
  • Instagram
  • Telegram
  • Email as a conversation channel
  • WebChat
  • TikTok
  • Voice Calls
  • Twilio SMS

🔀 Flows and AI

  • The Flow Builder
  • The Message Trigger node
  • Node catalogue
  • The AI Assistant node
  • Writing the system prompt
  • A basic flow that covers 80% of cases
  • Handover to an operator and ending the conversation
  • AI providers and credentials
  • Monitoring AI usage and cost

💬 Daily use

  • The Inbox
  • Configuring the Inbox
  • Protection against automated loops
  • Agent availability
  • The Inbox embedded in your own site
  • Inbox backup and restore
  • Contacts
  • Custom fields
  • The sales pipeline
  • Tasks and calendar
  • Campaigns and templates
  • Creating a WhatsApp template
  • Creating a campaign

🏭 ERP

  • ERP dashboard
  • ERP settings
  • Products
  • Sales orders
  • Stock
  • Suppliers
  • Purchase orders
  • Invoices
  • Accounting
  • Employees
  • HR
  • Payroll
  • ERP reports

🔗 Integrations and API

  • API keys
  • Inbound and outbound webhooks
  • n8n, Make and Google Sheets
  • E-commerce and payments
  • MCP tools

⚙️ Administration

  • Analytics
  • Reports
  • Captured data
  • Call log
  • Public pages

🛠 Common problems

  • The AI assistant is not answering
  • WhatsApp messages are not arriving
  • Other frequent symptoms

Guide › Daily use

💬 Daily use

Inbox, contacts, sales pipeline, tasks, calendar, campaigns and templates.

  • 4.1 The Inbox Guide
  • 4.2 Configuring the Inbox Guide
  • 4.3 Protection against automated loops Guide
  • 4.4 Agent availability Guide
  • 4.5 The Inbox embedded in your own site Guide
  • 4.6 Inbox backup and restore Guide
  • 4.7 Contacts Guide
  • 4.8 Custom fields Guide
  • 4.9 The sales pipeline Guide
  • 4.10 Tasks and calendar Guide
  • 4.11 Campaigns and templates Guide
  • 4.12 Creating a WhatsApp template Guide
  • 4.13 Creating a campaign Guide

Talkzen is a product of Aethergrid SRLS — VAT IT06439890655

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ITENES