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All practical tips to grow your business with messaging.
Product
Learn all you need to know about using Bugalou's platform features and settings.
Custom Ticket Forms
Create custom ticket forms with tailored fields for different request types. Use them in your chat widget and helpcenter to collect structured data from customers.
Auto-translate Messages
Translate any message in your inbox with one click. Support customers in their own language — translate to Dutch, English, German, French, or Spanish.
AI Conversation Summary
Instantly generate an AI summary of any conversation — get quick context for handovers, team collaboration, and closing notes.
Analytics: Broadcasts
Track delivery rates, read rates, and campaign performance for your WhatsApp and SMS broadcast campaigns.
Analytics: SMS
Track SMS message volume, delivery rates, peak hours, and top contacts with the SMS analytics page.
Analytics: Calls
Track call volume, duration, peak hours, and performance with the Calls analytics page.
Interactive Menus in Automations
Create WhatsApp interactive menus with selectable options for your customers. Configure headers, menu items with auto-tagging, and combine with conditions for smart routing.
Testing Your AI Agent with the Built-in Chat
Use the Test AI Agent chat panel to simulate customer conversations, validate your knowledge base, and fine-tune AI responses — without using credits or affecting your live setup.
Automation Playground — Testing Your Workflows
Use the built-in Playground to test and simulate your automation workflows before activating them. See how each step executes, preview messages, and verify your flow logic.
Routing Rules
Set up automatic routing to assign incoming conversations to the right team or agent based on conditions.
Growth Widgets
Generate QR codes and click-to-chat links to grow your contact list and start more conversations.
Snippets
Create reusable message templates to send quick replies from the inbox using shortcut commands.
Workspace Information
View and manage your workspace identity, organization details, business profile, and statistics.
Analytics: Team Performance Leaderboard
Compare team member performance with rankings, scores, and detailed activity breakdowns.
Analytics: Assignments
Monitor team workload distribution, assignment patterns, and queue management.
Analytics: Users
Monitor individual user performance, response times, and activity metrics.
Analytics: Contacts
Track contact growth, activity levels, and identify your most active customers.
Analytics: Resolutions
Track how conversations are resolved — by team members, chatbot, or automatically.
Analytics: Responses
Analyze response times, first response metrics, and team efficiency patterns.
Analytics: Messages
Analyze message volume, channel distribution, and communication patterns.
Analytics: Conversations
Track conversation volume, trends, and status breakdown with the Conversations analytics page.
Zapier Integration
Connect Bugalou with 5,000+ apps using Zapier. Sync orders from Shopify, WooCommerce, and more.
Advanced Settings
Manage data retention policies, export data, and delete conversations from your workspace.
Organization Settings
Manage your organization name, logo, dedicated account manager details, and support access settings.
Admin Panel
Manage enterprise plans, assign account managers, and search organizations from the admin panel.
Workspace Preferences
Learn how to configure timezone, appearance, business hours and conversation settings for your workspace.
Contact Fields
Learn how to define and manage custom contact fields to store additional information on every contact profile.
Workspace Notification Settings
Learn how to configure workspace-wide notification policies, escalation rules, email digests, and Slack integration.
Lifecycle Stages
Learn how to set up and use lifecycle stages to track your contacts through the customer journey.
Inbox Teams Management
Create and manage teams to organize conversations in your inbox. Learn how to add members, assign team leads, set team colors, and route conversations to the right team.
SAML Single Sign-On (SSO)
Learn how to configure SAML Single Sign-On for your Bugalou organization. Allow team members to sign in with your company identity provider.
Helpcenter Branding & Customization
Customize the look and feel of your Bugalou Helpcenter. Set brand colors, upload logos, add custom CSS, and configure per-domain branding.
Custom Domains & DNS Setup
Connect a custom domain to your Bugalou Helpcenter. Learn how to add a subdomain, configure DNS records, verify your domain, and troubleshoot issues.
Writing & Publishing Helpcenter Articles
Create, edit, and manage knowledge base articles in your Bugalou Helpcenter. Learn about article statuses, SEO settings, filters, and best practices.
Managing Helpcenter Categories
Learn how to create, edit, and organize categories in your Bugalou Helpcenter. Categories help structure your knowledge base for easy navigation.
Getting Started with the Helpcenter
Learn how to access, enable, and navigate the Bugalou Helpcenter — your self-service knowledge base for customers. Available on Pro and Enterprise plans.
AI Message Limits, Usage & Billing
Understand AI message usage per plan, track your usage in the dashboard, and learn how AI is included for free with your Pro subscription.
Agent Takeover: Human Handoff from AI
How and when a human agent takes over from the AI chatbot. Escalation keywords, auto-escalation after N messages, inbox workflow, and resuming AI responses.
AI Knowledge Base & Training Your Chatbot
Learn how the AI builds its knowledge from your business info, help center articles, FAQ items, blog content, and external knowledge bases. Best practices for optimizing AI responses.
Configuring AI for Your Website Chat Widget
Enable or disable AI per widget, configure the behavior tab, manage FAQ items, set up the pre-chat form, and control how AI interacts with your website visitors.
How the AI Website Chatbot Works
Understand how the AI chatbot works from your customer's perspective — the chat flow, FAQ fallback, order tracking, greeting messages, and when a human agent takes over.
Notification Preferences
Configure your notification settings — message sounds, call sounds, desktop notifications, mobile push, and email notifications with granular controls per category.
Security & Password Management
Change your password, review security tips, and manage your account security settings including two-factor authentication toggle.
Two-Factor Authentication (2FA)
Secure your account with two-factor authentication. Set up TOTP with an authenticator app, scan QR codes, verify with a 6-digit code, and save backup codes.
Profile & Theme Settings
Customize your profile, change your avatar, switch between light, dark, and system themes, and manage your display name and contact information.
Email Editor & Block Types
Design professional emails with the drag-and-drop editor. 100+ block types across 12 categories — navigation, hero, content, e-commerce, gallery, blog, social, and more.
Automation Templates Library
Browse pre-built automation templates organized by channel and category. WhatsApp utility, marketing, authentication templates, email workflows, SMS automations, and interactive menus.
All Action Types: Complete Reference
Complete reference for all automation action types — send messages, SMS, emails, interactive menus, assign teams, track orders, conditions, delays, AI routing, and more.
All Trigger Types Explained
Understand every automation trigger — WhatsApp messages, WooCommerce orders, Zapier webhooks, manual events, email received, and SMS received. Each trigger with all sub-events.
Visual Builder & Workflow Canvas
Master the visual automation builder — add triggers, chain actions, create conditions with branching, use drag-and-drop to design workflows on the React Flow canvas.
Automations Dashboard & Getting Started
Navigate the Automations dashboard — view your automations, activate or deactivate workflows, create new automations from scratch or from templates.
AI Email Categorization & Smart Routing
Automatically categorize incoming emails with AI — assign priority, suggest teams, generate summaries, and add tags. Powered by GPT-4o-mini, Pro plan feature.
AI Reply Suggestions & Text Enhancement
Use AI to generate reply suggestions and enhance your text. Get 3 professional response options for any customer message and improve your writing with 5 AI modes.
Contact Panel & Profile Linking
Use the contact panel to view customer details, link contacts to unified profiles, see all conversations across channels, and manage contact information.
Email Conversations in Your Inbox
Handle email conversations in Bugalou — view HTML emails, manage attachments, compose new emails, use Cc/Bcc, merge threads, and manage tickets.
Internal Notes & @Mentions
Collaborate with your team using internal notes and @mentions. Add private notes to conversations, mention colleagues, and track your to-do mentions.
Conversation Management
Manage conversations effectively — assign to team members or teams, set priority, add labels, close with notes, reopen, merge tickets, and handle spam.
Message Composer & Media Sharing
Learn how to compose messages, share images and files, record voice messages, use emoji, and format text in the Bugalou inbox.
Inbox Navigation & Filters
Master your Bugalou inbox — learn how to use quick filters, channel filters, priority filters, label filters, team inboxes, search, and sort options.
Using Labels & Closing Notes
Organize your conversations with labels and enforce closing notes when resolving tickets to maintain documentation and quality control.
Account & Billing Settings
Manage your organization profile, subscription plan, billing cycle, invoices, personal profile, two-factor authentication, and theme preferences.
Managing Your Team & Roles
Invite team members, assign roles (Owner, Admin, Member, Agent), create teams, and manage permissions in your Bugalou workspace.
Creating Your Helpcenter
Build a self-service knowledge base for your customers — create categories, write articles, set up a custom domain, and customize branding.
Building Automations
Create automated workflows with triggers, actions, and conditions using the visual drag-and-drop builder. Start from scratch or use a template.
Setting Up Your AI Agent
Configure your AI-powered chatbot in Bugalou — set its name, language, tone, business knowledge, FAQs, and escalation behavior.
Understanding Analytics & Reports
Dive into your performance data — view conversation trends, message volumes, AI agent stats, and automation performance across all platforms.
Working with Contacts
Add, edit, search, and manage your customer contacts in Bugalou. Understand contact profiles, tags, and cross-platform conversations.
Managing Conversations in Your Inbox
Master the Bugalou Inbox — filter conversations, assign to team members, use labels, priorities, and internal notes to collaborate effectively.
Getting Started with the Dashboard
Learn your way around the Bugalou dashboard — from the overview page and sidebar navigation to plan limits and recent conversations.
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