Everything you need to build, launch and scale Agentic AI
Step-by-step product guides, setup documentation and best practices for Chat360 across every channel and integration.
Home
- 2 min
Introduction
Chat360 is an Omnichannel Agentic AI platform that helps businesses automate customer engagement, conversations, campaigns, sales, and support across every channel.
- 4 min
Set up an Account
Create and verify your Chat360 account with this simple step-by-step setup guide. Learn how to complete onboarding, configure your company profile, and start using Chat360.
Channels
- 4 min
LINE Messenger
Use Chat360 with LINE Messenger to automate customer interactions, connect live agents, send notifications and measure conversations, sessions and goals.
- 11 min
Converse Email
Go beyond email campaigns with Chat360 Converse. Send at scale, manage two-way conversations, automate campaigns and track customer journeys in real time.
- 3 min
IntroductionVoice AI
Chat360's SIP Voice Bot automates inbound and outbound calls with intelligent, context-aware and multilingual AI conversations. It combines real-time analytics, voice intelligence and API integrations to streamline customer support, lead qualification and campaign outreach.
- 9 min
Voice Bot FeaturesVoice AI
See how Chat360 SIP Voice Bot features help automate calls with Agentic AI conversations, voice analytics, multilingual support, API actions and smart fallbacks.
- 3 min
IntroductionWebsite
Turn website traffic into conversations with a Website Chat Bot that captures leads, answers questions, qualifies prospects, and connects visitors to sales.
- 4 min
Designing Your Web BotWebsite
Customize your Web Chat Bot to match your brand with flexible headers, colors, buttons, icons, and widget settings. Create a more engaging website experience while making it easier for visitors to interact with your business.
- 4 min
WhatsApp Interactive MessagesWhatsapp
Explore WhatsApp reply buttons, single-product and multi-product messages to create smoother customer journeys and improve engagement and conversions.
- 3 min
WhatsApp RedirectWhatsapp
Connect website visitors to WhatsApp instantly with a customizable chat widget built for lead generation, customer support, sales and inquiries.
- 3 min
WhatsApp Template CreationWhatsapp
WhatsApp Template Creation WhatsApp Templates (also known as Highly Structured Messages – HSMs ) are pre-approved message formats that allow businesses to send notifications to customers at scale. These templates are com
- 3 min
IntroductionWhatsapp Voice
Discover how WhatsApp Voice Bot features use APIs, Knowledge Base training, Top-P and tone controls to deliver intelligent, personalized conversations.
- 2 min
Agentic AI & Voicebot CreationWhatsapp Voice
Discover two ways to build WhatsApp Voice Bots with Chat360 and choose the right approach for structured automation or flexible Agentic AI conversations.
- 2 min
IntroductionRCS
Understand how RCS Business Messaging works with Google and telecom networks to deliver rich cards, carousels, buttons and branded business messages.
- 2 min
RCS Template CreationRCS
RCS templates in Chat360 allow you to create structured, reusable messages for campaigns. These templates enable you to send consistent, interactive, and engaging content to users over RCS. You can create different types
Agentic AI
- 2 min
Introduction
Discover how Agentic AI automates sales, support and workflows across WhatsApp, web, voice and social channels with flexible, scalable AI agents.
- 3 min
Features
Explore Agentic AI features for knowledge training, API integrations, multi-agent workflows and omnichannel deployment to build smarter business automation.
Social Monitoring
- 5 min
Facebook
Monitor Facebook comments, messages, sentiment and campaigns in one dashboard. Track engagement, analyze performance and respond faster to customers.
- 5 min
Instagram
Monitor Instagram comments and DMs in real time, analyze audience sentiment, manage interactions and uncover campaign insights from one dashboard.
- 5 min
Google Reviews
Monitor Google Reviews, track ratings and analyze customer sentiment across locations from one dashboard to respond faster and improve your online reputation.
Building Your Bot
- 23 min
ChatBot ComponentChatbot
Explore chatbot components that collect inputs, display content, trigger actions and build flexible, reusable conversation flows for scalable bot management.
- 3 min
Create Your ChatbotChatbot
Create conversational bots with Chat360’s Bot Builder using visual flows, templates and multi-channel deployment to automate customer interactions at scale.
- 5 min
Voice Bot ComponentsVoicebot
Explore Chat360 Voice Bot components to build AI-powered call flows with Gen AI, intents, entities, conditions, inputs, languages, variables and integrations.
- 4 min
Creating a Gen AI Voice BotVoicebot
Learn how to create a Gen AI Voice Bot with Chat360 using LLMs, STT, TTS, AI prompts and conversation loops for intelligent, real-time voice interactions.
- 1 min
Prompting Guide for voice BotVoicebot
Want better AI voice conversations? Learn how to structure prompts for tone, context, tools, conversation flow, safety, escalation and realistic responses.
- 1 min
Setting Up Knowledge Base and PromptsVoicebot
Make your Voice Bot smarter with an AI Knowledge Base. Learn to upload documents, index content and customize prompts for accurate AI responses.
Deploying Your Bots
- 2 min
Web Bots
How do you deploy an Agentic AI Web Bot? Follow this guide to publish your bot, add the embed script, configure domains and customize the chat widget.
- 2 min
WhatsApp Bot
Learn to build and connect a WhatsApp Bot with Chat360 to automate support, capture leads, send alerts and deliver rich, interactive customer experiences.
- 2 min
Telegram Bot
Learn to build and connect a Telegram Bot with Chat360 to automate support, capture leads, send notifications and create interactive customer conversations.
- 4 min
Microsoft Teams Bot
How do you integrate a Microsoft Teams Bot with Chat360? Learn to create the bot, configure Azure credentials, connect the webhook and deploy it in Teams.
- 4 min
Converse Email Bot
Ready to automate customer emails? Set up Converse Email Bot by verifying your domain, creating an email channel and connecting an Agentic AI assistant.
- 1 min
Assigning a Phone Number to a Voice BotVoice Bot
Ready to make your AI Voice Bot take calls? Connect your business number, activate the voice channel and start handling inbound or outbound calls.
Campaigns
- 1 min
Overview
Create and automate multichannel campaigns across WhatsApp, SMS, Email, RCS, Voice, Telegram and Push with scheduling, personalization, retries and templates.
- 3 min
Template
Create and manage campaign templates with Marketing, Utility and Authentication categories, rich media, buttons, personalization, previews and approval workflows.
- 4 min
Schedule Campaign
Use Chat360 Campaign Scheduler to create, test and schedule WhatsApp, SMS, Email, RCS, Push, Voice and Telegram campaigns with automated retries.
- 2 min
Voicebot Campaigns
Create and manage outbound Voice Bot campaigns with Chat360. Schedule calls, monitor campaign status and track campaigns from draft to completion.
- 5 min
WhatsApp Campaigns
Create, test and schedule WhatsApp campaigns with approved templates, audience targeting, personalization, automated retries and campaign analytics in Chat360.
- 2 min
Nudge Engine
Automate timely follow-ups with Chat360 Nudge Engine. Schedule personalized WhatsApp, SMS and Email nudges using delays, webhooks, timing rules and analytics.
- 3 min
SMS Marketing Campaigns
Reach customers instantly with SMS marketing campaigns. Build personalized messages, test them, schedule delivery and track campaign performance in Chat360.
- 4 min
Email Campaign
Launch smarter email campaigns with personalized templates, targeted recipients, scheduled delivery and analytics for opens, clicks, replies and unsubscribes.
- 4 min
RCS Campaign
Create and schedule RCS campaigns with rich cards, carousels, buttons and personalization. Trigger campaigns via API and track delivery, reads and responses.
- 6 min
Web Push Notifications
Create personalized web push campaigns, schedule browser notifications, target subscribers and track delivery, reads, clicks and engagement with Chat360.
- 2 min
Enable CTA Tracking
Track CTA clicks, CTR, traffic sources and conversions from WhatsApp campaigns with Chat360. Measure engagement and ROI to optimize campaign performance.
- 1 min
Import Maping
Map imported CSV or spreadsheet columns to Chat360 variables, validate field formats and resolve row-level mapping errors before launching campaigns.
- 5 min
SMS Trace Codes Error
Decode SMS API trace codes, identify failed or undelivered messages, and troubleshoot DLT, sender ID, template, DND, credit and delivery errors with Chat360.
- 3 min
URL Shortener
Shorten every campaign link. Track who clicks, when they click and where they came from with detailed URL analytics built for smarter marketing.
Live Chat
- 3 min
Overview
Chat360 Live Chat unifies omnichannel customer conversations with agent management, AI assistance, translation, ticketing, transcripts and analytics.
- 1 min
Tag
Stop losing important conversations in busy inboxes. Tag Live Chats by topic, department or use case and find the right conversations faster.
- 7 min
Live, Assigned & Archived Chat
Manage Live Chat conversations with agent assignment, automatic routing, chat filters, archived chat recovery, AI tools and real-time customer support.
- 2 min
Agent Assignment
How does Live Chat Agent Assignment work? Assign chats manually to an agent or team, or automatically route them through Agent or Team Live Chat components.
- 1 min
Private Note
Use Chat360 Live Chat Private Notes for confidential agent communication, customer context, internal instructions and support-team collaboration.
- 2 min
Sending Templates Message
Turn every chat into an opportunity. Send approved WhatsApp and RCS templates from new, active or archived conversations in just a few clicks.
- 1 min
Block Number
Spam taking over your WhatsApp inbox? Block unwanted contacts instantly, choose a block duration and manage blocked numbers from one place.
- 2 min
Sticky Notes
Keep every follow-up and customer detail within reach. Create, edit and manage conversation-linked Sticky Notes directly in Chat360 Live Chat.
Data Management
- 6 min
Database Hub
Give your Agentic AI bots a memory layer. Store customer data, interactions and transactions, then retrieve or update records directly inside automated bot flows.
- 3 min
Customer Hub
Centralize customer profiles, contacts and interaction history in Chat360 Customer Hub. Search, filter, import, export and manage customer data in one place.
- 5 min
Segments
Build dynamic customer segments using attributes, behavior, activity and date filters to personalize campaigns, automate journeys and target high-intent users.
- 2 min
Ticketing
Turn customer problems into trackable tickets. Assign issues, set priorities, route teams and keep every support request moving toward resolution.
- 2 min
E-Commerce
Manage e-commerce customer profiles, data and interactions in one place to personalize engagement, track customer activity and drive repeat purchases.
Integrations
- 4 min
Overview
Connect Chat360 with CRMs, marketing platforms, commerce tools and business apps to sync data, automate workflows and power personalized customer engagement.
- 3 min
LeadSquared Integration
Turn LeadSquared into a smarter engagement hub. Connect Chat360 to automate workflows, sync customer activity and keep conversations connected to CRM data.
- 9 min
CleverTap Integration
Connect Clever Tap with Chat360 to sync customer segments, trigger campaigns from behavioral events, automate engagement and track performance across platforms.
- 3 min
WebEngage Integration
Connect WebEngage with Chat360 to sync customer segments, trigger campaigns from behavioral events, automate engagement and track performance across platforms.
- 6 min
MoEngage Integration
Connect MoEngage with Chat360 to sync customer segments, trigger campaigns from behavioral events, personalize engagement and track performance across platforms.
- 8 min
Zoho CRM Integration
Connect Zoho CRM with Chat360 to automate workflows, trigger customer engagement, sync conversations and streamline lead management from your CRM.
- 3 min
Active campaign Integration
Connect ActiveCampaign with Chat360 to trigger campaigns, personalize messages, map contact data and automate customer journeys across multiple channels.
Tracking & Analytics
- 3 min
Chatbot Metrics
Track chatbot conversations, unique visits, goal completions and conversion rates to uncover performance trends and optimize customer journeys.
- 3 min
Template Analytics
Measure message template performance with delivered, read, replied and failed metrics. Identify errors and optimize templates for better engagement.
- 3 min
CTA Tracking Analytics
Track WhatsApp CTA clicks, unique clicks and CTR. Analyze link performance, devices, platforms and click trends to improve message engagement.
- 3 min
Bot Analytics
Measure chatbot conversations, goal completion and drop-off rates. Compare bot performance, channels and conversions to optimize customer journeys.
- 3 min
Feedback Analytics
Feedback Analytics provides insights into user sentiment by collecting and analyzing ratings, response rates, and satisfaction scores for both chatbot and agent interactions. This data helps organizations evaluate servic
- 2 min
WhatsApp Redirect Analytics
The WhatsApp Redirect Analytics section provides insights into how users interact with WhatsApp redirect widgets. It helps businesses track key performance metrics such as views, clicks, and conversations initiated throu
- 4 min
NLU Engine Analytics
The NLU (Natural Language Understanding) Engine Analytics dashboard provides insights into how effectively the NLU layer interprets user inputs and generates responses. It tracks intent recognition performance, response
- 4 min
Campaign Analytics
The Campaign Analytics dashboard provides comprehensive insights into the performance and lifecycle of your messaging campaigns. It presents both high-level summaries and detailed campaign data, enabling marketing, suppo
- 3 min
Reports & Report Scheduler
The Reports section in Chat360 stores a complete history of all generated and downloaded analytics reports. Whenever a user requests a report—such as Bot Data, Multi-Bot Data, Agent Tickets, or Template Statistics the sy
- 3 min
Voice Analytics
Analytics in the Voice AI platform are broadly divided into two categories , each providing different levels of insights accessible from different sections of the platform. Analytics Categories at a Glance Category Focus
- 2 min
Agent Performance AnalyticsSupport Desk
Measure support agent performance with ticket volume, resolution time, SLA compliance and workload insights to improve team efficiency.
- 2 min
Ticket AnalyticsSupport Desk
Track support tickets by volume, status, priority, category, resolution time and SLA compliance to uncover workload trends and improve efficiency.
- 3 min
Click to WhatsApp (CTWA)Click to Direct
Click to WhatsApp (CTWA) is a direct-response marketing feature that allows users to start a WhatsApp conversation with a business through a single click. By embedding a WhatsApp link or button in digital ads, social med
- 3 min
Click to FacebookClick to Direct
Click to Facebook allows users to navigate directly from digital touchpoints—such as advertisements, emails, or website pages—to your Facebook presence with a single click. This feature can redirect users to a Facebook P
- 3 min
Click to InstagramClick to Direct
Click to Instagram enables users to move directly from digital touchpoints—such as advertisements, emails, or website pages—into your Instagram presence with a single click. These links can redirect users to your Instagr
Settings
- 9 min
General Settings
Configure Chat360 with admin controls for users, agents, campaigns, notifications, security, billing, workflows, integrations and platform settings.
- 6 min
Platform Settings
Configure Chat360 platform controls for webhooks, API keys, ticket routing, blocked numbers, DND, compliance, testing and WhatsApp widgets.