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Find answers about Connectify CRM

Search the help articles, or browse them by topic. Every answer is written from the product as it is today.

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Getting started

Your account, your team, and the order to set things up in.

Connect WhatsApp

Meta Embedded Signup, the QR-code option, account health and your business profile.

Inbox

The 24-hour window, attachments, voice notes and who sent what.

Customers

Importing your list and organising it with tags.

Templates

Building a template, importing one from Meta’s library, and what to do when Meta says no.

Broadcasts

Sending an approved template to a segment and reading the results.

AI agent and flows

Teaching the agent, letting it answer, handing over to a person, and building flows.

Shopify and couriers

Order confirmation, abandoned carts, PostEx and Swift tracking, failed deliveries.

WhatsApp charges from Meta

What Meta charges per message, the 1,000 free replies, free messages from ads, and keeping the bill low.

Plans and billing

What each plan includes, paying by bank transfer, and what happens when a plan ends.

Still stuck?

Write to us on WhatsApp at +92 333 3437456 or email support@connectifycrm.online. The contact page has the rest.