Chat Find X

Help center

Tutorials and videos to master Chat Find X.

The videos are narrated in Portuguese with the interface on screen — easy to follow in any language.

Inbox

Setting up the inbox

Centralise every customer conversation. View, reply to and organise WhatsApp, Instagram, email and more in one place.

Captain AI

Creating your AI agent

Create a Captain agent to automate service: set its name, behaviour and how it talks to contacts.

FAQs and the AI playground

Teach your agent specific answers with FAQs and test its behaviour in the playground before going live.

Custom functions

Build custom automations with specific behaviours for your operation.

Team & agents

Adding team members

Add people as administrators or agents, set permissions and status.

Service teams

Group your people into teams to route conversations and communicate internally.

Internal chat

Talk to other team members directly inside the platform, in real time.

Contacts

Creating contacts manually

Add contacts one by one with name, phone, email and notes.

Importing contacts in bulk

Download the spreadsheet template, fill in names and phones and import hundreds of contacts at once.

Creating labels

Organise contacts and conversations with custom labels such as Lead, Active customer or Support.

Campaigns

Creating campaigns

Send messages to segmented contacts or groups: set the name, audience and message.

Flow & integrations

Flow: setting up your chat

Build automated flows: automatic messages, routing and custom steps.

Flow with the AI agent

Add an AI agent block to a flow and pick the Captain agent that should answer.

Creating integrations

Connect the platform to CRMs, ERPs and order systems using tokens and keys.

Reports & Kanban

Creating reports

Track service metrics, team performance and conversation volume by period.

Creating a Kanban board

Organise processes in columns (e.g. New, In progress, Done) and move deals along.

Projects on the Kanban

Create projects linked to contacts, move them between columns and follow progress.

Canned replies

Speed up service with predefined messages you create, name and use inside conversations.

Still stuck?

Talk to our team on WhatsApp — a person answers.

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