# Ownchat

## Ownchat Docs

- [Welcome to Ownchat](https://docs.ownchat.app/welcome-to-ownchat.md): Ownchat is an all-in-one WhatsApp business solution designed to streamline customer engagement, support, and marketing processes through automation and no-code tools.
- [SignUp](https://docs.ownchat.app/to-begin/signup.md): Fill in your basic details to create your account. It’s quick and easy.
- [Onboarding Process](https://docs.ownchat.app/to-begin/onboarding-process.md): Integrate your WhatsApp number with OwnChat quickly by following steps: set up your account, choose a pricing plan, and complete the process through Facebook Business Account and 360 Dialog service.
- [Activate Free Trial Today](https://docs.ownchat.app/to-begin/activate-free-trial-today.md)
- [WhatsApp Onboarding](https://docs.ownchat.app/whatsapp-channel/whatsapp-onboarding.md)
- [Introduction to WhatsApp Channel](https://docs.ownchat.app/whatsapp-channel/introduction-to-whatsapp-channel.md)
- [Accounts](https://docs.ownchat.app/whatsapp-channel/accounts.md)
- [WhatsApp Templates](https://docs.ownchat.app/whatsapp-channel/whatsapp-templates.md): Templates help standardize customer communication on WhatsApp. All templates require approval before use and ensure consistent, compliant, and structured messaging.
- [Creating a Standard Template](https://docs.ownchat.app/whatsapp-channel/whatsapp-templates/creating-a-standard-template.md)
- [Media and Interactive Templates](https://docs.ownchat.app/whatsapp-channel/whatsapp-templates/media-and-interactive-templates.md)
- [Carousel Templates](https://docs.ownchat.app/whatsapp-channel/whatsapp-templates/carousel-templates.md)
- [Limited Time Offer Templates](https://docs.ownchat.app/whatsapp-channel/whatsapp-templates/limited-time-offer-templates.md)
- [Multiple Product Templates](https://docs.ownchat.app/whatsapp-channel/whatsapp-templates/multiple-product-templates.md)
- [Catalogue Templates](https://docs.ownchat.app/whatsapp-channel/whatsapp-templates/catalogue-templates.md)
- [Payment Link Templates](https://docs.ownchat.app/whatsapp-channel/whatsapp-templates/payment-link-templates.md)
- [Authentication (OTP) Templates](https://docs.ownchat.app/whatsapp-channel/whatsapp-templates/authentication-otp-templates.md)
- [Payment Configurations](https://docs.ownchat.app/whatsapp-channel/payment-configurations.md)
- [Profile](https://docs.ownchat.app/whatsapp-channel/profile.md)
- [Compliance Info](https://docs.ownchat.app/whatsapp-channel/compliance-info.md)
- [Flow builder](https://docs.ownchat.app/whatsapp-channel/flow-builder.md): Navigation and Overview of Flow Builder
- [Display Components](https://docs.ownchat.app/whatsapp-channel/flow-builder/display-components.md)
- [Input Components](https://docs.ownchat.app/whatsapp-channel/flow-builder/input-components.md)
- [Selection Components](https://docs.ownchat.app/whatsapp-channel/flow-builder/selection-components.md)
- [Condition & Navigation Components](https://docs.ownchat.app/whatsapp-channel/flow-builder/condition-and-navigation-components.md)
- [API Configuration](https://docs.ownchat.app/whatsapp-channel/flow-builder/api-configuration.md)
- [Zoho Booking Configuration](https://docs.ownchat.app/whatsapp-channel/flow-builder/zoho-booking-configuration.md)
- [Instagram Onboarding](https://docs.ownchat.app/instagram-channel/instagram-onboarding.md)
- [Account](https://docs.ownchat.app/instagram-channel/account.md)
- [Templates](https://docs.ownchat.app/instagram-channel/templates.md)
- [Automation](https://docs.ownchat.app/instagram-channel/automation.md)
- [Comments](https://docs.ownchat.app/instagram-channel/comments.md)
- [Instagram Chat screen](https://docs.ownchat.app/instagram-channel/instagram-chat-screen.md)
- [Contact Merge Automation](https://docs.ownchat.app/instagram-channel/contact-merge-automation.md)
- [Instagram Automation Workflow](https://docs.ownchat.app/instagram-channel/instagram-automation-workflow.md): This document provides a complete guide to how Instagram comment automation works in Ownchat and how it connects users from Instagram to WhatsApp for further engagement.
- [Instagram Payment Link & Tracking Guide](https://docs.ownchat.app/instagram-channel/instagram-automation-workflow/instagram-payment-link-and-tracking-guide.md)
- [Dashboard Overview](https://docs.ownchat.app/dashboard/dashboard-overview.md)
- [Wallet Top-Up and Price History](https://docs.ownchat.app/dashboard/wallet-top-up-and-price-history.md)
- [QR Code and Whatsapp Link Creation](https://docs.ownchat.app/dashboard/qr-code-and-whatsapp-link-creation.md)
- [Whatsapp Chat Widget Creation](https://docs.ownchat.app/dashboard/whatsapp-chat-widget-creation.md)
- [Chat Screen Conversation](https://docs.ownchat.app/chat-screen/chat-screen-conversation.md)
- [24 Hours Conversation History](https://docs.ownchat.app/chat-screen/24-hours-conversation-history.md)
- [Rich Message Composer](https://docs.ownchat.app/chat-screen/rich-message-composer.md)
- [Snooze, Hide Details, Show Details, Search Message](https://docs.ownchat.app/chat-screen/snooze-hide-details-show-details-search-message.md)
- [Block, Unblock, Tags, User Details](https://docs.ownchat.app/chat-screen/block-unblock-tags-user-details.md): This section explains how to manage customer access and organize contacts using block/unblock actions and tags within the Chat Screen.
- [Team Inbox](https://docs.ownchat.app/chat-screen/team-inbox.md)
- [Contact Screen Overview](https://docs.ownchat.app/contact-screen/contact-screen-overview.md)
- [Single Contact Upload](https://docs.ownchat.app/contact-screen/single-contact-upload.md): This section explains how to add a single customer contact manually in OwnChat.
- [Bulk Contact Navigation and Download](https://docs.ownchat.app/contact-screen/bulk-contact-navigation-and-download.md): This section explains how to access the bulk upload feature and download the sample spreadsheet.
- [Spreadsheet Data Preparation](https://docs.ownchat.app/contact-screen/spreadsheet-data-preparation.md): This section explains how to correctly fill the spreadsheet before uploading. Proper formatting ensures successful processing.
- [Upload the Bulk Contact](https://docs.ownchat.app/contact-screen/upload-the-bulk-contact.md): This section explains how to upload the prepared CSV file and track its progress.
- [Advanced Bulk Contact Upload](https://docs.ownchat.app/contact-screen/upload-the-bulk-contact/advanced-bulk-contact-upload.md)
- [Field Collection](https://docs.ownchat.app/contact-screen/field-collection.md): The Field Collection feature allows you to create and manage custom fields for customer contacts.
- [Segments](https://docs.ownchat.app/contact-screen/segments.md)
- [Multi channel bot action](https://docs.ownchat.app/bot/multi-channel-bot-action.md)
- [Navigation & Overview of Chatbot](https://docs.ownchat.app/bot/navigation-and-overview-of-chatbot.md)
- [Send Action](https://docs.ownchat.app/bot/send-action.md)
- [Send Actions - Introduction](https://docs.ownchat.app/bot/send-action/send-actions-introduction.md)
- [Send Text](https://docs.ownchat.app/bot/send-action/send-text-node-whatsapp-chatbot.md)
- [Send Image](https://docs.ownchat.app/bot/send-action/send-image-node-whatsapp-chatbot.md)
- [Send Audio](https://docs.ownchat.app/bot/send-action/send-audio-node.md)
- [Send Video](https://docs.ownchat.app/bot/send-action/send-video-node.md)
- [Send Document](https://docs.ownchat.app/bot/send-action/send-document.md)
- [Send Products](https://docs.ownchat.app/bot/send-action/send-products.md)
- [Send Carousel Media](https://docs.ownchat.app/bot/send-action/send-carousel-media.md)
- [Send Carousel Product](https://docs.ownchat.app/bot/send-action/send-carousel-product.md)
- [Send Button](https://docs.ownchat.app/bot/send-action/send-button.md)
- [Send List](https://docs.ownchat.app/bot/send-action/send-list.md)
- [Send Template](https://docs.ownchat.app/bot/send-action/send-template.md)
- [Send CTA URL](https://docs.ownchat.app/bot/send-action/send-cta-url.md)
- [Ask Action](https://docs.ownchat.app/bot/ask-action.md)
- [Introduction to Ask Actions](https://docs.ownchat.app/bot/ask-action/introduction-to-ask-actions.md)
- [Ask Text](https://docs.ownchat.app/bot/ask-action/ask-text.md)
- [Ask Number](https://docs.ownchat.app/bot/ask-action/ask-number.md)
- [Ask Phone Number](https://docs.ownchat.app/bot/ask-action/ask-phone-number.md)
- [Ask Email](https://docs.ownchat.app/bot/ask-action/ask-email.md)
- [Ask Date](https://docs.ownchat.app/bot/ask-action/ask-date.md)
- [Ask URL](https://docs.ownchat.app/bot/ask-action/ask-url.md)
- [Ask Location](https://docs.ownchat.app/bot/ask-action/ask-location.md)
- [Ask File](https://docs.ownchat.app/bot/ask-action/ask-file.md)
- [Ask Order](https://docs.ownchat.app/bot/ask-action/ask-order.md)
- [Ask Address](https://docs.ownchat.app/bot/ask-action/ask-address.md)
- [Ask Flow](https://docs.ownchat.app/bot/ask-action/ask-flow.md)
- [Address List](https://docs.ownchat.app/bot/ask-action/address-list.md)
- [Utility](https://docs.ownchat.app/bot/utility.md)
- [Introduction to Utility Actions](https://docs.ownchat.app/bot/utility/introduction-to-utility-actions.md)
- [Trigger Path](https://docs.ownchat.app/bot/utility/trigger-path.md)
- [Trigger Action](https://docs.ownchat.app/bot/utility/trigger-action.md)
- [Assign Conversation](https://docs.ownchat.app/bot/utility/assign-conversation.md)
- [Close Conversation](https://docs.ownchat.app/bot/utility/close-conversation.md)
- [Update Customer Fields](https://docs.ownchat.app/bot/utility/update-customer-fields.md)
- [Assign Variable](https://docs.ownchat.app/bot/utility/assign-variable.md)
- [Get Dynamic Date](https://docs.ownchat.app/bot/utility/get-dynamic-date.md)
- [Format a Variable](https://docs.ownchat.app/bot/utility/format-a-variable.md)
- [IF Statement](https://docs.ownchat.app/bot/utility/if-statement.md)
- [IF Statement Adv](https://docs.ownchat.app/bot/utility/if-statement-adv.md)
- [Switch Case](https://docs.ownchat.app/bot/utility/switch-case.md)
- [Get Order Menu](https://docs.ownchat.app/bot/utility/get-order-menu.md)
- [Connections](https://docs.ownchat.app/bot/connections.md)
- [API Call](https://docs.ownchat.app/bot/connections/api-call.md)
- [Razorpay - Create Payment Link](https://docs.ownchat.app/bot/connections/razorpay-create-payment-link.md)
- [Direct Payment](https://docs.ownchat.app/bot/connections/direct-payment.md)
- [Advanced Payment](https://docs.ownchat.app/bot/connections/advanced-payment.md)
- [Zoho Bookings](https://docs.ownchat.app/bot/connections/zoho-bookings.md)
- [Page 1](https://docs.ownchat.app/bot/connections/zoho-bookings/page-1.md)
- [Navigate & Overview of the Campaigns](https://docs.ownchat.app/campaign/navigate-and-overview-of-the-campaigns.md)
- [Simple Broadcast](https://docs.ownchat.app/campaign/simple-broadcast.md)
- [MM Lite Broadcast](https://docs.ownchat.app/campaign/mm-lite-broadcast.md)
- [Recurring Campaign](https://docs.ownchat.app/campaign/recurring-campaign.md)
- [Commerce Glossary](https://docs.ownchat.app/commerce/commerce-glossary.md): The Commerce screen in Ownchat centralizes business transactions, managing product listings, orders, payments, and customer interactions seamlessly within the platform.
- [Catalog Products Creation](https://docs.ownchat.app/commerce/catalog-products-creation.md): Ownchat's Item Screen simplifies product management, allowing businesses to add, edit, and organize product details efficiently, ensuring seamless inventory control and customer satisfaction.
- [Collection Creation](https://docs.ownchat.app/commerce/collection-creation.md): Collections in Ownchat enable businesses to group related items for better management and customer presentation, enhancing browsing and targeted marketing.
- [Store Settings](https://docs.ownchat.app/commerce/store-settings.md): Store Settings in Ownchat allow businesses to customize catalog source, order value, shipping costs, discounts, and payment methods for a seamless shopping experience.
- [Navigate & Overview of Workflow](https://docs.ownchat.app/work-flows/navigate-and-overview-of-workflow.md)
- [Operations And Actions](https://docs.ownchat.app/work-flows/operations-and-actions.md): Creating a workflow involving payment gateways, e-commerce platforms, or webhooks typically includes these steps:
- [Petpooja](https://docs.ownchat.app/work-flows/petpooja.md)
- [Send Invoice Automation](https://docs.ownchat.app/work-flows/petpooja/send-invoice-automation.md)
- [Send Order Status](https://docs.ownchat.app/work-flows/petpooja/send-order-status.md)
- [WhatsApp Payment](https://docs.ownchat.app/work-flows/whatsapp-payment.md)
- [Payment Paid](https://docs.ownchat.app/work-flows/whatsapp-payment/payment-paid.md)
- [Payment Create Static](https://docs.ownchat.app/work-flows/whatsapp-payment/payment-create-static.md)
- [Payment Create Dynamic](https://docs.ownchat.app/work-flows/whatsapp-payment/payment-create-dynamic.md)
- [Navigation & Overview of App Connection](https://docs.ownchat.app/apps/navigation-and-overview-of-app-connection.md)
- [Zoho Bookings](https://docs.ownchat.app/apps/zoho-bookings.md): Setting Up WhatsApp Notifications for Zoho Bookings with OwnChat: Streamline Your Communication
- [Overview](https://docs.ownchat.app/payment-links/overview.md): This section captures all activities from the payment gateways, providing a comprehensive record of all transactions.
- [All transaction](https://docs.ownchat.app/payment-links/all-transaction.md): Explore Ownchat's transaction list for easy business reference, categorized by customer, amount, description, date, status, and payment link ID for efficient tracking and management.
- [Overview](https://docs.ownchat.app/ads/overview.md)
- [General](https://docs.ownchat.app/settings/general.md)
- [Account Details](https://docs.ownchat.app/settings/general/account-details.md): Explore how to sign up for an Ownchat account by entering comprehensive business details, including contact information and optional shipping address, ensuring a seamless registration process.
- [Working Hours](https://docs.ownchat.app/settings/general/working-hours.md): Effortlessly configure your Ownchat account's daily working hours and holiday settings to streamline availability and operational management.
- [Users & Role](https://docs.ownchat.app/settings/general/users-and-role.md): Discover how to streamline user management in Ownchat: add, delete, and modify user details, ensuring efficient team collaboration and role assignment for enhanced productivity.
- [Teams](https://docs.ownchat.app/settings/general/teams.md): Explore team creation and management in Ownchat: customize details, assign members, and control team activation for optimized task handling and communication efficiency.
- [Round Robin Assignment](https://docs.ownchat.app/settings/general/teams/round-robin-assignment.md): Here's how the round robin assignment and message handling would work in Ownchat, considering team member availability.
- [Manual Assignment](https://docs.ownchat.app/settings/general/teams/manual-assignment.md): Explore manual assignment in Ownchat, where team members selectively handle customer queries based on availability and expertise, ensuring personalized and efficient customer support management.
- [Inbox Settings](https://docs.ownchat.app/settings/general/inbox-settings.md): Explore Ownchat's Inbox Settings for optimized conversation handling: automate initial queries with bots, allow manual message pickup, and facilitate direct user assignments for customer engagement.
- [Auto Close](https://docs.ownchat.app/settings/general/inbox-settings/auto-close.md): Learn about Ownchat's Auto Close feature, which automatically closes inactive chats after a set duration, alerts customers, and notify Ownchat users to ensure chat management efficiently .
- [WhatsApp and Instagram Channel](https://docs.ownchat.app/channel/whatsapp-and-instagram-channel.md)
- [ROI Tracking – Setup & Analysis Guide](https://docs.ownchat.app/roi-tracking/roi-tracking-setup-and-analysis-guide.md)
- [Field Collection](https://docs.ownchat.app/crm/field-collection.md): Customize how you gather and manage information using Ownchat's Field Collection feature, ensuring it aligns perfectly with your business's unique requirements for effective customer data management.
- [Tags](https://docs.ownchat.app/crm/tags.md): Effectively organize and manage your contacts and chats using custom tags. Easily create, edit, and assign tags to streamline your data organization
- [Quick Messages](https://docs.ownchat.app/content/quick-messages.md): In Ownchat, Quick Messages are predefined messages that can be accessed easily from the chat screen by using a hashtag (#) followed by the quick message name.
- [Media](https://docs.ownchat.app/content/media.md): Introducing Ownchat's Send Media actions effortlessly share audio, video, images, and documents with customers. Attach files in supported formats and sizes for seamless communication.
- [Profile](https://docs.ownchat.app/user/profile.md): This section enables you to upload a profile picture, which visually represents you on the Ownchat platform.
- [Change Password](https://docs.ownchat.app/user/change-password.md): Changing your Ownchat account password is a simple process, whether it's for security reasons or routine maintenance.
- [Attendance](https://docs.ownchat.app/user/attendance.md)
- [OwnAI](https://docs.ownchat.app/ai-configuration/ownai.md)
- [OwnAI — Usage Logs](https://docs.ownchat.app/ai-configuration/ownai-usage-logs.md)
- [OwnAI - Transactions](https://docs.ownchat.app/ai-configuration/ownai-transactions.md)
- [OwnAI - Conversation AI](https://docs.ownchat.app/ai-configuration/ownai-conversation-ai.md)
- [OwnAI - Chat Settings](https://docs.ownchat.app/ai-configuration/ownai-chat-settings.md)
- [API Keys](https://docs.ownchat.app/developer/api-keys.md): This section would cover how API keys and secrets are handled within the platform to ensure secure and dynamic API calls.
- [API Logs](https://docs.ownchat.app/developer/api-logs.md)
- [Message Tracker](https://docs.ownchat.app/developer/message-tracker.md)
- [API Docs](https://docs.ownchat.app/developer/api-docs.md)
- [My Profile](https://docs.ownchat.app/manage-your-account/my-profile.md): This guide provides comprehensive instructions for managing user profiles, including uploading profile pictures and modifying names for more versatile personalization.
- [Set as Away](https://docs.ownchat.app/manage-your-account/set-as-away.md): In Ownchat, setting your status as "Away" and providing detailed reasons enhances communication within the team.
- [Notification Settings](https://docs.ownchat.app/manage-your-account/notification-settings.md): Explore Ownchat's Notification Settings for managing timely updates and customizing alerts like Assigned tasks, mentions, and new conversations with sound options, ensuring effective communication.
- [Logout](https://docs.ownchat.app/manage-your-account/logout.md): Learn how to log out securely from Ownchat by accessing the logout option in your user profile at the top right corner of the interface for enhanced privacy and security.