Guides and how-tos for getting the most out of Exabloom — from customising your workspace to building your first workflow.
The big picture: how WhatsApp messages become qualified leads, and the core parts you'll work with.
Read guideGet your workspace live: connect a channel, invite your team, set your workspace details, and turn on alerts — then go deeper.
Read guideEvery WhatsApp connection plugs into one — without it there's nothing to connect to. Create it, then clear business verification: the two-leg model, why ACRA alone is enough, and the document dead-end to avoid.
Read guideLink the number you already use in the WhatsApp Business app. Your phone keeps working and your team shares the Inbox. Connect step by step, what syncs, and how to fix a dropped link.
Read guideConnecting your WhatsApp number stopped with an error? Find it here - “no permission to view this asset”, a stuck Next button, an ineligible or already-registered number - and fix it step by step.
Read guideBring your Facebook Page’s messages into the Inbox - walking Meta’s popup, picking the Page, what lands in Inbox and Contacts, the 24-hour reply rule, and fixing connection problems.
Read guideAdd teammates, and give people already on your team access to another Workspace: the Brand vs Workspace model, built-in roles, contact visibility, pipeline access, invite states, and removing people safely.
Read guideRead the Inbox at a glance, reply to customers, clear the chats the AI is waiting on, and take over or hand back to the AI agent.
Read guideSave the answers you type every day, drop one into any chat by typing /, and know when a WhatsApp template has to take over.
Read guideSchedule a reply from any chat with Send later, then see, edit, reschedule or cancel every message waiting to send, whether you or a workflow scheduled it.
Read guideSee which messages failed and why, in the chat and in the Failed Messages list. Read each reason, dismiss or restore failures, and know when sending again will help.
Read guideLeave notes in a chat that only your team can see, @mention a teammate to pull them in, attach a file, and find notes later.
Read guideContacts are the people, leads are what they might buy, and pipelines are the stages each lead moves through. How to add, move and find leads.
Read guideThe admin's side: create a pipeline and order its stages, choose its Data Fields and table layout, record outcomes as stages, and edit, copy or delete safely.
Read guideLabel contacts and messages, then turn a tag into a self-updating segment you can filter and broadcast to. Contact vs message tags, bulk tagging, and tag-based folders.
Read guideUpload a CSV and turn it into contacts: pick an import mode, map columns to the right details, run it in the background, then read the results.
Read guideFolders are saved filters that fill themselves. Create one, build its conditions, apply vs save changes, and manage the folders your whole workspace shares.
Read guideViews are one-click saved filters at the top of the Leads page, grouped into rows. The three kinds of group, how selecting views stacks to narrow the list, and how admins manage them per pipeline.
Read guideBuild a form, embed it on your site, and turn every submission into a contact you can act on.
Read guideWrite a template, get it approved by Meta, fix a rejection, and send it once the 24-hour window has closed.
Read guidePick a group, pick one action, and Exabloom sends in paced batches you can pause, stop and check.
Read guideOpen it from Contacts → Import, drop in a spreadsheet, and drop its own columns into the message as variables. Shows you exactly who is getting what before you schedule the send.
Read guideTen numbered steps from an empty Win-back page to a live program - the setup wizard screen by screen, the WhatsApp templates the AI writes and how they clear Meta, the dry run before you go live, and the daily queue where a person approves every send.
Read guideStart-to-finish for beginners — what a workflow is, how to plan one, a tour of the builder, then level-by-level up to AI-driven, multi-day journeys.
Read guideWeekly hours, late-night shifts, holidays, the away message, and how workflows and Win-back use your hours.
Read guideLink Calendly and trigger workflows when an invitee books, cancels, or no-shows — plan requirements, connection statuses, the three triggers, and matching bookings to WhatsApp contacts.
Read guideLet workflows book, reschedule, and cancel Zoom meetings — connecting your account, the permissions it asks for, the three meeting steps, removing the integration, and troubleshooting.
Read guideHow the AI replies in your voice, where its answers come from, and how feedback makes it sharper.
Read guideAn unanswered question, a lead gone quiet, a message flagged for a person, a request to be contacted later - surfaced as rows that close themselves when the conversation resolves them.
Read guideFlag AI replies in the Inbox, triage them in AI Feedback, then review and approve a fix to your agent, and keep it fixed with tests.
Read guideBuild your own dashboards from widgets — each a metric sliced by a dimension and drawn as a bar, pie, or table — over any date range, when the standard dashboard isn’t enough.
Read guideExport to CSV — a one-click quick export from the Contacts page, or saved, reusable lead export templates across your workspaces with the columns you choose.
Read guideRead your leads, marketing sources and workflows on one page, and click any chart to see the leads behind it.
Read guideTell a Google enquiry from a poster enquiry without asking for a keyword: how the widget’s Ref code works, and a setup for your website, Google profile, QR posters and Meta ads.
Read guideCapture what's unique to your business: pick the object, choose a type, organise with groups, and see where each field appears.
Read guideThe model behind roles: how access and actions combine, what the built-in Workspace and Brand roles really grant, and how to build a custom role that allows exactly what you intend.
Read guideAdd a WhatsApp chat button to your website so visitors reach you in one tap — every chat lands in your Inbox. Find it in the Admin Dashboard, set it up tab by tab, then copy the embed code.
Read guideSee who created, updated, or deleted records and when — workspace-wide or per record — with before-and-after values on every edit.
Read guidePrint a QR code once and change where it sends people whenever you like.
Read guideSave text once — a booking link, address, promo line — and reuse it everywhere with a {{custom_value.key}} placeholder. Edit in one place and every message updates.
Read guideTurn each notification on or off, see where the bell and emails land, and learn how admins force a notification on or off for the whole team.
Read guideReorder, show, hide, rename, and group the fields your team sees on every conversation — with a 30-second quick start and a troubleshooting guide.
Read guideChoose which fields your team fills when adding a contact or lead, and in what order — one form for the workspace, one per pipeline for leads.
Read guideOur Singapore-based team is a message away. Ask us anything about setting up or running Exabloom.