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Guides for connected customer operations

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Set up your workspace, operate 12 connected channels, understand analytics, and coordinate inbox, AI, automation, CRM, and appointments.

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Start with these guides

Get started with Replify

A practical launch checklist from workspace setup to the first owned customer conversation.

What's new in Replify social and multi-profile operations

Use multiple profiles and WhatsApp numbers, safer sender controls, richer engagement actions, publishing lifecycle tools, and advanced analytics.

Use Replify social analytics across connected channels

Understand posting, inbox, profile, audience, timing, cadence, and content-lifespan analytics without mixing incompatible metrics.

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Getting startedGet started with ReplifyA practical launch checklist from workspace setup to the first owned customer conversation.7 min read Getting startedConnect customer and social channelsPrepare permissions, connect supported networks, and verify the first inbound and outbound activity.5 min read Inbox & ownershipShared inbox ownership, queues, and SLAUnderstand conversation cases, assignments, availability, response deadlines, and escalation.6 min read AI & automationsConfigure and test the Replify AI agentSet the AI goal, tone, knowledge, safety boundaries, response mode, and handoff behavior.7 min read AI & automationsHow AI, automations, and flows handle an inbound messageThe complete response order, ownership rules, fallback behavior, and duplicate-reply protection.8 min read Inbox & ownershipHuman handoff and returning a conversation to AIWhat customers and teammates see when AI or a flow requests human help, and how AI resumes safely.5 min read AI & automationsBuild your first Replify automationChoose a deterministic trigger, build safe actions, test response ownership, and activate with confidence.6 min read CRM & salesManage contacts, fields, and sales pipelinesKeep a usable customer record and turn qualified conversations into owned deals.5 min read AppointmentsSet up appointments and calendar syncCreate appointment types, availability, booking links, confirmations, reminders, and optional Google Calendar sync.6 min read Commerce & integrationsUse the Replify integration with SallaConnect a Salla store and turn commerce events into customer context, messages, and owned operational work.7 min read Channels & analyticsPlan social publishing and use channel analyticsCreate channel-aware drafts, schedule supported posts, and learn from reported performance.5 min read AI & automationsTroubleshoot why AI did not replyA safe diagnostic order for response mode, ownership, flow and automation claims, balance, knowledge, and provider errors.6 min read Channels & analyticsUse WhatsApp with Replify: setup, inbox, templates, and toolsConnect multiple WhatsApp numbers, route conversations safely, use templates and Flows, and manage business tools.10 min read Channels & analyticsUse Instagram with Replify: DMs, comments, publishing, and insightsConnect multiple Instagram business profiles and coordinate DMs, comments, Reels, publishing, and analytics.8 min read Channels & analyticsUse Messenger with Replify: shared inbox and response ownershipConnect Messenger profiles, route inbound conversations, assign ownership, and respect network messaging policies.8 min read Channels & analyticsUse X with Replify: DMs, replies, publishing, spend, and analyticsOperate X messages, mentions, scheduled posts, published edits, and analytics with a workspace spend guard.8 min read Channels & analyticsUse LinkedIn with Replify: company publishing, comments, and analyticsManage LinkedIn profiles, organization posts, comments, reshares, documents, and performance insights.8 min read Channels & analyticsUse TikTok with Replify: content publishing and account insightsConnect TikTok profiles, publish supported video or photo content, schedule safely, and analyze account performance.8 min read Channels & analyticsUse YouTube with Replify: videos, comments, and channel analyticsCoordinate YouTube publishing, comment work, channel ownership, and audience analytics from Replify.8 min read Channels & analyticsUse Google Business with Replify: reviews, posts, and local metricsManage location reviews, review replies, local posts, and performance signals for connected business locations.8 min read Channels & analyticsUse Pinterest with Replify: Pins, boards, scheduling, and analyticsPublish to the right board and section, add disclosures, manage descriptions, and read Pin performance.8 min read Channels & analyticsUse Reddit with Replify: communities, messages, posts, and repliesCoordinate Reddit community posts, comments, supported messages, moderation, and analytics without losing subreddit context.8 min read Channels & analyticsUse Telegram with Replify: messages, channel posts, and sender controlConnect Telegram identities, handle reply-oriented conversations, publish channel content, and preserve the correct sender.8 min read Channels & analyticsUse Snapchat with Replify: Public Profile publishing and insightsConnect eligible Snapchat Public Profiles, publish organic content, schedule carefully, and review profile insights.8 min read Channels & analyticsUse Replify social analytics across connected channelsUnderstand posting, inbox, profile, audience, timing, cadence, and content-lifespan analytics without mixing incompatible metrics.10 min read Channels & analyticsWhat's new in Replify social and multi-profile operationsUse multiple profiles and WhatsApp numbers, safer sender controls, richer engagement actions, publishing lifecycle tools, and advanced analytics.11 min read