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- Connect Facebook and Instagram
- Manage password and account security
- Connect Instagram Direct
- Connect email with HubSpot
- Understand messages and conversation history
- Review the Reports dashboard
- Connect SMS
- Review response statistics
- Control Autopilot handling and take over a conversation
- Connect an MCP client to Winly
- Create, edit, and delete workflows
- Troubleshoot common issues
- Configure workflow channels and settings
- Create and manage tags
- Set up the website chat widget
- Configure workflow triggers
- What happens if your payment fails
- Connect and manage integrations
- Review agent activity
- Navigate, search, and filter the inbox
- AI Pick
- How to update your payment method
- Add workflow actions, delays, and branches
- Compose and send messages
- Configure Copilot assistance
- Find and organize contacts
- Review workflow runs
- Saved Replies
- Manage contact details
- Handle Comments
- What happens to your data when your account closes
- Create and manage plans
- Configure report goals and funnel stages
- Manage the Media Center
- Manage team members
- Use Copilot in the inbox
- How to cancel your subscription