Video Tutorials

Everything you need to get started fast

Topics
Getting Started with Engageto

Go from sign-up to first campaign in under 30 minutes. This series covers everything you need to get your first chatbot and campaign live.

1
Chat Template Management Guide
1:45
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2
Inbox Management Features Overview
2:26
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3
Profile Management and Permissions
2:00
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4
Template Management Overview
1:19
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5
Wallet and Transaction Overview
1:06
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6
WhatsApp Integration Features
1:59
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7
Engageto Workflow Guide
8:45
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Need personal help?

Every Engageto customer gets a named account manager. Book a 1:1 onboarding call and we'll walk you through your setup personally.

Building Chatbots

Design no-code conversation flows that greet customers, qualify leads, answer FAQs, and hand off to your team — without writing a single line of code.

🤖
Build your first chatbot flow
Use the drag-and-drop canvas to create a welcome flow with quick-reply buttons.
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🔀
Add conditional logic & branching
Route customers down different paths based on their replies, tags, or attributes.
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🧑‍💻
Hand off to a live agent
Set rules for when the bot should pass a conversation to a human teammate.
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Running Campaigns

Broadcast personalised WhatsApp campaigns to your audience, schedule them in advance, and track every delivery, open, and reply.

📣
Create your first broadcast
Pick an approved template, choose your audience, and schedule or send instantly.
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🎯
Segment your audience
Target by tag, purchase history, or engagement so the right message reaches the right people.
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📈
Track delivery & open rates
Monitor sent, delivered, opened, and replied metrics for every campaign in real time.
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CTWA Ads Setup

Turn Meta ad clicks into WhatsApp conversations. Set up Click to WhatsApp Ads and track every chat back to ad spend.

🔗
Connect Meta Ads Manager
Link your Meta Ads account to Engageto to launch and manage CTWA campaigns.
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💬
Set up pre-filled opening messages
Drop customers into a chat with a context-aware first message from your ad.
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📊
Track ad spend vs conversions
See cost per conversation and how each ad click converts inside WhatsApp.
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LeadRat CRM

Connect Engageto with LeadRat CRM for a native two-way sync — every WhatsApp conversation stays in step with your sales pipeline.

🏦
Connect LeadRat to Engageto
Set up the native integration so contacts and conversations sync automatically.
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🔄
Two-way contact & lead sync
Keep leads, tags, and statuses in sync across Engageto and LeadRat in real time.
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⚡
Trigger workflows from CRM stages
Fire WhatsApp automations when a lead moves between pipeline stages.
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Integrations

Connect Engageto to the tools you already use — CRMs, lead sources, and automation platforms — to keep your data flowing.

🔌
Connect your CRM
Sync contacts and conversations with LeadRat and other supported CRMs.
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🧩
Lead-source integrations
Capture leads from ads, forms, and landing pages straight into Engageto.
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🛠️
API & automation basics
Use webhooks and automation tools to connect Engageto with your stack.
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Analytics

Understand what's working. Track campaign performance, conversation volume, and team activity from one dashboard.

📊
Read your analytics dashboard
Get a clear view of delivery, open, click, and reply rates across channels.
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📉
Campaign performance metrics
Compare campaigns and templates to see which drive the most conversions.
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📄
Export reports
Pull the numbers you need for reviews and share them with your team.
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Team Setup

Add your team, assign roles and permissions, and route conversations so everyone works from the same inbox.

👥
Invite team members
Add teammates to your Engageto workspace in a few clicks.
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🔐
Set roles & permissions
Control what each member can see and do with granular, role-based access.
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📥
Assign & route conversations
Make sure every chat reaches the right person on your team.
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