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Everything in ExceliaBOT, explained with real screenshots

Guides for every page of the dashboard — from connecting your WhatsApp number to reading a campaign report. Written for business owners, not developers.

Start here: your first hour

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Start here2 articles

Getting started: your account and the dashboardHow an account is created, how to sign in, what every part of the dashboard does, and how to read the Overview page.Connecting WhatsApp, Messenger and InstagramLink your WhatsApp Business number in one click, keep using the WhatsApp Business app on your phone, and add your Facebook Page and Instagram account.

Conversations2 articles

The inbox: conversations and repliesEvery WhatsApp, Messenger and Instagram chat in one list — how to find a customer, read what the assistant said, reply yourself with text or pictures, and pause the AI on a single thread.The 24-hour window, templates and limitsWhy a reply box locks, what Meta’s 24-hour rule means for each channel, the free 72-hour window for ad conversations, how the reply and conversation allowances of your plan are counted, and Meta’s 1,000 free service messages a month.

AI replies2 articles

AI instructions: teaching the assistant your businessThe AI Prompt page is the assistant’s brain: what it knows, how it speaks, when it hands over to you. How to write good instructions (or let the assistant draft them), set working hours, quick-reply buttons and a product catalog.The Goal page: leads and Meta conversionsGive the assistant something to achieve in every conversation — a booking, an order, a callback — collect the customer’s details when it does, and report those conversions to your Meta pixel so your ads learn from real leads.

Campaigns5 articles

Templates: the messages Meta lets you send firstA campaign, a follow-up or an order message is always an approved template. How to build one that Meta approves, what each part is for, why a template gets rejected or reclassified, and how variables work.Audiences: who receives a campaignUpload a list once and reuse it for every campaign, or build one from the customers who already wrote to you. Number formats, columns, duplicates, downloads and deletion.Sending a campaignFrom an approved template and an audience to thousands of delivered messages: the limits that apply, mail merge from a spreadsheet, the preview, the consent step, and what happens while a campaign is sending.Campaign reports and deliveryReading the History tab, what sent and failed really mean, every failure reason explained, the recipient list with its Excel export, and the one-page PDF report you can hand to a client or a manager.STOP: letting customers opt outA customer who replies STOP is taken off your marketing list automatically. Why that protects your number, exactly which words count, what the customer sees, and how someone comes back.

Automation3 articles

Automatic follow-upsA customer asked, engaged, then went quiet. A flow waits the hours you choose and sends your follow-up template on its own — free while Meta’s ad window is open, never to someone who already replied.Store orders: a WhatsApp message for every step of an orderConnect your online store — the ExceliaBOT app for Shopify, or one link for any other platform — and your customer hears from you on WhatsApp when the order is received, prepared, out for delivery and delivered.Connect your Shopify store: the ExceliaBOT appInstall the ExceliaBOT app from the Shopify App Store and link it to your account: every order step reaches your customer on WhatsApp, left checkouts get a reminder with their own link, and the assistant knows your products — with the plan chosen and billed inside Shopify.

Your account2 articles

Subscription, team, security and reportsYour plan and what is left of it, invoices and the upgrade request; staff accounts for your team; two-factor authentication and notifications; your account manager; and the Reports page.Connect Claude to your accountWork your ExceliaBOT account by chatting with Claude: read the inbox, reply, adjust the AI instructions, build audiences and send campaigns — every action approved by you first. How to connect, what to ask, and what keeps it safe.

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