SalesEpoch Help Center
Find step-by-step guidance, menu locations, and answers to common questions, from connecting your first WhatsApp account to customer follow-up, team management, and automation.
Popular searches QR codeImport customersAI handoffProduct access
New to SalesEpoch? Start here
Review the prerequisites →Browse by feature
Guidance for team members and administratorsGetting started
7 articlesRegistration, installation, login, and your first messages
- Before You Start: Accounts, Team Members, and Workspaces
- Create a SocialEpoch Account
- Download and Install the SalesEpoch App
- First Login and Product Access Check
- Connect WhatsApp: QR Code, Pairing, and Multiple Accounts
- Send and Receive Your First Message
- Troubleshoot Login, Messaging, Permissions, and Automation
Customers and contacts
7 articlesCustomer profiles, tags, collaboration, and assignment
Messaging and translation
6 articlesMessaging, quick replies, translation, and bulk messaging
Group operations
9 articlesGroup Assistant, group access links, welcome messages, and policies
- Send Notifications and Manage Messages with Group Assistant
- View and Organize Contact Groups
- Create and Run Group Conversation Scripts
- Create Multi-Agent Routing Links
- Create Dynamic Group QR Codes and Test Group Access
- Configure Welcome Messages for Selected Groups
- Manage Group Links and the Group Directory
- Review Group Members and Join or Leave Activity
- Configure Group Moderation, Allow Lists, and Block Lists
AI and automation
5 articlesAI assistants, automated replies, campaigns, and calendars
Team and permissions
5 articlesTeam accounts, product access, roles, and customer handover
Analytics and settings
6 articlesReports, exports, network settings, and preferences
About these guides
These articles cover common SalesEpoch workflows. Each guide identifies the intended role, navigation path, and last update.
Menus and available features may vary by client version and account access. Current account settings and product pages determine feature availability, quotas, account limits, and pricing.
Screenshots illustrate where to find key controls, with linked-account and customer data redacted. Contact the SocialEpoch Assistant if your interface differs or a critical workflow needs confirmation.