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 organisation details, and turn on alerts — then go deeper.
Read guideAdd teammates and set exactly what they can reach: the Brand vs Workspace model, built-in roles, contact visibility, pipeline access, invite states, and removing people safely.
Read guideRead conversations at a glance, see when the AI is handling a chat, and take over or instruct the agent.
Read guideSave your most-used messages and drop them into any chat by typing a / shortcut.
Read guideSee everything queued to send later by a workflow or scheduled broadcast, then reschedule or cancel it before it sends — from the hub or inside one conversation.
Read guideSee which messages failed and why — in the chat and in the Failed Messages dashboard. Read each reason, triage with dismiss/restore, and know when a re-send will help.
Read guideLeave private notes on a conversation your team can see but the customer never will — @mention teammates to pull them in, attach a file, and keep context in the thread.
Read guideThe data model that makes the rest click: people, the opportunities attached to them, and how you track each one.
Read guideThe admin's side: build and order your stages, choose which fields reps see, record outcomes as stages, and edit or delete stages 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 guideBuild, submit, and organise the pre-approved templates you need to message people outside the 24-hour window — categories, variables, approval statuses, and tags.
Read guideSend a broadcast or update many contacts at once — then monitor every run.
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, overnight shifts, holiday closures, the auto-away message, and branching workflows on open vs closed.
Read guideHow the AI replies in your voice, where its answers come from, and how feedback makes it sharper.
Read guideFlag replies in the Inbox, triage them in the AI Feedback queue, then train your agent by rewriting its system prompt from a diff — and lock wins in as regression 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 contacts and leads to CSV — a one-click quick export from the Contacts page, or saved, reusable export templates with the columns you choose.
Read guideRead the dashboard: lead sources, AI follow-ups, sales closed, and pipeline progress.
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. Configure the greeting and visibility, preview, and embed.
Read guideSee who created, updated, or deleted records and when — workspace-wide or per record — with before-and-after values on every edit.
Read guideTurn long URLs into short, branded links you can drop into any message — and change where a link points without re-sending it.
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 guideChoose what Exabloom notifies you about and where — in-app or by email, per type. Plus the admin override to enforce or block alerts across the 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 guideWe’re adding to the Help Center regularly. Up next:
Our Singapore-based team is a message away. Ask us anything about setting up or running Exabloom.