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Selligents manual

Learn how to set up and run Selligents: team, channels, AI agents, messaging, audience and reporting, explained module by module.

Practical guides for every part of the platform. Each page covers one module and what you can do with it.

  1. 01 Getting started Sign in, read the home dashboard, find your way around the sidebar and set up your profile.
  2. 02 Team Invite members, assign roles, organize people into teams and control who handles each conversation.
  3. 03 Integrations Connect WhatsApp and Instagram, choose default teams and agents per channel, and push events out with webhooks.
  4. 04 AI and automation Teach AI agents with knowledge bases, publish agent versions, and automate with intents and flows.
  5. 05 Messaging Work conversations in the inbox, build WhatsApp templates for Meta approval and send broadcasts to a segment.
  6. 06 Audience Manage contacts and consent, organize them with tags and segments, and keep do-not-contact lists with suppressions.
  7. 07 Analytics and wallet Track conversation, team, message and bot metrics over any period, and manage the messaging and AI balances.
  8. 08 Platform console A short overview of the console that Selligents administrators use to manage organizations, plans, wallets and AI providers.
  9. 09 Recommended setup The ten steps from an empty workspace to your first broadcast, in the order that avoids rework.