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Guide

User guide

This guide goes beyond "how to use it": it teaches you how to squeeze every Fluichat feature to capture more leads, respond faster and close more sales. Follow it top to bottom in your first week and your WhatsApp, Messenger and Instagram sales operation will run like clockwork. Questions along the way? Email us at [email protected].

1. Build your sales team with the right roles

  1. Go to app.fluichat.com and create your account with your business email.
  2. From Users, invite your team and assign roles: the Admin controls everything, the Supervisor leads the team and sees metrics, and each Agent handles and closes their own chats.
  3. Each agent sees only their conversations: nobody steps on another’s customer and your data stays isolated and secure between businesses.
  4. 💡 Strategy: assign reps by product or channel so each one masters their area and replies like a true expert. A well-advised customer buys more.

2. Connect your channels (every new channel means more sales)

  1. Go to Connections and click “Connect WhatsApp”: log in to Meta, pick your number and verify it. No token copying, no technician required.
  2. Click “Connect Facebook & Instagram” and choose which pages to authorize; if the page has Instagram linked, it connects too.
  3. Connect EVERY channel where customers message you: each one is a lead entry point you now handle from a single place, without app-hopping.
  4. 💡 Strategy: if you want to measure sales and after-sales separately, use different numbers or pages — Fluichat lets you run several channels at once.

3. Master the inbox and reply before your competitors

  1. Every message from every channel lands in one inbox, sorted by priority, so you handle first whoever is ready to buy.
  2. Find any customer instantly with search (by name or number) and reply with text, images, catalogs or audio.
  3. Create Quick replies (⚡) for prices, payment methods or FAQs and answer in seconds: response speed is what turns an inquiry into a sale.
  4. Use Internal notes only your team sees (e.g. “asked for a 50-unit quote”) and transfer the chat to another agent without the customer repeating anything.
  5. 💡 Fact: replying within the first 5 minutes multiplies your chances of closing. Fluichat helps you do it every time.

4. Put AI to sell for you, 24/7

  1. In Settings → AI Tools, enable only what you need; each feature consumes credits and you see the exact spend in Metrics.
  2. Auto-reply (AI Pilot): AI answers instantly with your business info so no lead goes cold waiting — even overnight or on weekends.
  3. Reply suggestion: AI drafts the ideal message and you send it in one click; you sell faster without writing from scratch.
  4. Voice-note transcription: turns voice notes into text so you reply without listening and without stalling the conversation.
  5. Sales prioritization: AI detects buying intent and marks each chat High, Medium or Low, so you hit the hot deals first and waste no time.
  6. 💡 Strategy: let AI handle first replies and filtering, and have your reps come in to close the High opportunities. Less repetitive work, more closings.

5. Turn contacts into customers with the CRM

  1. When each conversation closes, AI builds the customer profile with the key data and saves it to their record — nobody types a thing.
  2. The same customer who writes on WhatsApp, Facebook and Instagram is unified into a single profile: you see their whole history and talk to them like an old friend.
  3. Use Tags (e.g. “interested”, “quoted”, “VIP customer”) to segment and follow up on every opportunity.
  4. 💡 Strategy: review your “quoted” contacts who didn’t buy and re-engage them with an offer. That’s where near-closed sales are sleeping.

6. Broadcasts and templates: re-engage customers and multiply orders

  1. Create and send approved WhatsApp templates to start or reopen conversations even after the 24-hour window has passed.
  2. Launch bulk broadcast campaigns (promos, launches, reminders) segmenting who receives the message.
  3. Schedule broadcasts at the highest open-rate time to get the most out of every send.
  4. 💡 Strategy: a simple “Shall we continue with your order?” sent to your quoted leads often recovers sales you thought were lost. It’s one of the most profitable things you can do.

7. Never lose a lead after hours

  1. Set business hours per channel from Settings.
  2. Off-hours, an auto-reply (that does NOT spend credits) tells the customer when you’ll get back to them, so they don’t leave for a competitor in the meantime.
  3. Chats on AI Pilot keep replying and selling around the clock, even while your team rests.

8. Measure, improve and sell more every month

  1. In Metrics review performance per agent: who replies fastest and who closes the most sales.
  2. Check AI usage per tool to know what’s giving you the best return.
  3. Use the Quality audit (1 to 10) to spot where sales drop off and coach your team.
  4. Adjust seats and credits as you grow: pay for what you use, no lock-in and no surprises.

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