Help centre
How Pingly works, one feature at a time
27 guides covering every screen in Pingly — what it does, when to reach for it, and the exact steps, with screenshots. New here? Start at the top.
Start here
- Getting started: your first 15 minutes in PinglyWhat Pingly does, and the five steps that take you from an empty account to your first reply.Read · 6 min
- Connect a WhatsApp number to PinglyMeta Cloud API, WhatsApp Direct or Gupshup: which one fits you, and the steps for each.Read · 8 min
- Invite your team and control what each person seesRoles, per-person screen access, and why a role on its own is often not enough.Read · 5 min
Everyday use
- The shared inbox: reply, assign and keep trackAssignment, replies, media, private notes and the 24-hour window, explained.Read · 9 min
- Contacts: import, organise and segmentImporting, tagging, custom fields, and what happens when someone opts out.Read · 7 min
- Quick replies and labelsCanned answers your whole team shares, plus labels for finding chats again.Read · 4 min
- Tickets: turn a conversation into tracked workRaising, assigning and resolving tickets without leaving the conversation.Read · 6 min
- Callbacks: never lose a call-me-backCapturing call-back requests and working through the queue.Read · 4 min
- Appointments: book, confirm and remindBookings, per-person calendars and automatic WhatsApp reminders.Read · 6 min
- Team chat: talk to colleagues without leaving PinglyInternal messaging that sits alongside the customer inbox.Read · 3 min
Reach customers at scale
- Message templates: write one Meta will approveVariables, buttons, carousels, approval, and the reasons templates get rejected.Read · 10 min
- Campaigns: send a template to thousandsAudience, template, schedule, send — and what the report actually tells you.Read · 9 min
- Group broadcast: message WhatsApp groupsSending to WhatsApp groups from a number connected by QR code.Read · 5 min
- Drip sequences: follow up automaticallyMulti-step automated follow-ups, triggers, and reading a failure.Read · 8 min
- Group Leads: catch buying signals in WhatsApp groupsThree keyword lists, worked examples, and how a match becomes a lead.Read · 7 min
Automation
- The AI agent: answer the first message automaticallyPrompts, providers, handoff rules, and sensible limits.Read · 8 min
- Flows: collect answers inside WhatsAppThe visual builder, publishing to Meta, sending, and where the answers go.Read · 9 min
- The web chat widget: put Pingly chat on your siteInstalling the widget, and where those conversations arrive.Read · 5 min
Sales and reporting
Administration
- Channels and numbers: managing more than oneRunning several numbers, keeping them healthy, and choosing between them.Read · 6 min
- Routing: get each chat to the right personAutomatic assignment rules, rotation, and the fallback when nobody answers.Read · 5 min
- Your WhatsApp Business profileThe profile customers see in WhatsApp, edited from inside Pingly.Read · 4 min
- Integrations: Google Sheets, Zoho, Zoom and callsConnecting Google Sheets, Zoho CRM, Zoom and click-to-call.Read · 7 min
- The developer API and webhooksAPI keys, sending programmatically, and subscribing to webhooks.Read · 7 min
- Billing: plans, payments and invoicesPlans, payment methods, renewals, and where the invoices are.Read · 5 min
- Consent, audit log and privacy recordsConsent records, the audit log, opt-outs and blocked contacts.Read · 5 min
Still stuck?
Message us on WhatsApp from the chat button on this page, and a person will pick it up.