📄️ Channels
Connecting ReadyChatAI to the places your customers already write to you
📄️ WhatsApp Service Messages
What Meta's per-message charge means for your WhatsApp number
🗃️ AI Bot
13 items
📄️ Leads
Turn buying interest from conversations into a pipeline your team can manage
🗃️ Order Management
2 items
📄️ Lead pipelines
What a pipeline is, where it lives, and how to create, rename and delete one
📄️ The Leads board
Read the cards, move leads between stages, close them, decline them and undo a move
📄️ Pipeline stages
Add, rename, reorder and delete stages, choose the entry stage, and tell the bot what to do in each one
📄️ Pipeline settings
The goal, who belongs here, who closes the sale, how the bot moves contacts, and templates
📄️ How leads enter a pipeline
Who is added to the board, when, and how to choose which pipeline receives each new lead
📄️ Leads from ads, comments and campaigns
Send the people your ads, posts and WhatsApp campaigns bring to the right pipeline, and decide when they appear on the board
📄️ How the bot works a pipeline
What the bot reads from your pipeline, when it suggests or makes a move, and what stops it
📄️ Results and lead owners
Who is responsible for each lead, how new leads are shared among the team, and how to read the Results view
📄️ Design a pipeline that fits your business
A method for choosing the stages, the goal, who closes the sale and how the bot moves leads, for any kind of business
📄️ Second pipelines, building and reviewing
When a second pipeline is worth it, how to describe who belongs on it, the order to build a pipeline in, and what to check after two weeks
📄️ Write stage instructions and exit conditions
How to word the goal, "What the bot does in this stage" and "When it leaves this stage", with good and bad examples
📄️ Common pipeline mistakes
Twelve mistakes that make a pipeline stall or mislead the bot, and a quick check before you save a stage
📄️ Pipeline examples: appointments and real estate
Two worked pipelines — an appointment-based business and a real estate agency
📄️ Pipeline examples: sales closed by a person
Two worked pipelines — a high-value sale that needs a quote, and a course or program enrollment finished by an advisor
📄️ Pipeline examples: shops and food orders
Two worked pipelines — an online shop with checkout in the chat, and a restaurant or food business taking orders
🗃️ Product Management
3 items
📄️ Service Management
Services are what you sell by the appointment rather than by the unit: a consultation, a repair, a class, a home visit. What you set up here is what the bot can talk about, and what a customer can actually book.
📄️ Appointment reminders
Every booking reminds the customer on its own before the appointment starts — the ones your bot takes in chat, the ones made through your Booking Page, and the ones your team enters by hand. There is nothing to schedule: reminders are armed the moment the booking exists, and they move or disappear on their own when the appointment changes.
📄️ Creating and correcting appointments by hand
How to enter an appointment from the dashboard, give it a time outside the normal schedule, decide who attends it and correct where it happens. The list, the statuses and the general rules are in Appointments.
📄️ Appointments
Appointments is where every booking lands — the ones your bot takes in chat, the ones customers make through your Booking Page, and the ones your team enters by hand.
📄️ Google Calendar
Connecting your Google Calendar stops your everyday agenda and ReadyChatAI from ignoring each other. They remain two calendars, not one: each holds different things, and there are concrete rules about what crosses from one to the other. This page is that list of rules.
📄️ Messages
Every conversation, from every channel, in one inbox
📄️ WhatsApp Campaigns (Mass Sending)
Send one approved WhatsApp message to many contacts from your own number
📄️ WhatsApp Campaign Templates
Create the message, get it approved by Meta, then use it in campaigns
📄️ Campaign Audiences, CSV Lists and Excluded Contacts
Choose who receives a WhatsApp campaign, and who never does
📄️ WhatsApp Campaigns and the Leads Pipeline
Message the leads of one stage, and put campaign recipients on a pipeline
📄️ Create, Schedule and Send a WhatsApp Campaign
From a new draft to pressing Start: steps, variables, scheduling and pre-send checks
📄️ WhatsApp Campaign Daily Limits, Pauses and Stops
Why a campaign takes several days, and why it can pause by itself
📄️ WhatsApp Sequences: A Series of Follow-up Messages
Send several messages over days, and stop for each person as soon as they reply
📄️ Manage a WhatsApp Sequence and Read Its Results
Pause, stop, duplicate, add people, and see which message gets replies
📄️ WhatsApp Campaign Results
What each status and each number on a campaign means
📄️ WhatsApp Campaign Troubleshooting
Answers for when a campaign will not start, stays sending, pauses, or people do not get it
📄️ Post Management
Create, publish and monitor Facebook and Instagram posts from one place.
📄️ Booking Page
The booking page lets a customer choose a service and an available time without
📄️ Post Auto-replies
ReadyChatAI can answer comments on published Facebook and Instagram posts,
📄️ Help
Submitting a support request
📄️ Copilot
The Copilot is a chat assistant built into your dashboard that can set up parts of your account for you — add a product, write a knowledge-base answer, fix a business detail — instead of you filling in the screens yourself. It also answers questions about how to use ReadyChatAI, from this same documentation.
📄️ Real Estate Mode
Real Estate mode switches your entire dashboard into a listings business: Products become Properties, checkout and orders turn off, and your assistant follows compliance rules built for real-estate conversations instead of general sales ones.