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29

Quick Start

  • How to Sign Up
  • Configure your profile
  • Retail Industry
    • How to create a WhatApp E-Commerce system under 3 minutes?
    • How to build my own WhatsApp E-Commerce Chatbot?
    • How to process incoming orders faster and simpler using Peasy?
    • How to drive seasonal promotion using WhatsApp Broadcast?
    • Don’t missed out any sales order, make sure your peasy account have sufficient topup!
  • F&B (Food and beverage) Industry
    • How to create an online menu and food delivery Whatsapp system within 3 minutes?
    • How to create a pick-up and food delivery order whatsapp chatbot?
    • How to process order fulfillment faster and simpler?
    • How to Encourage More Dine-In And Delivery Orders Using WhatsApp Broadcast?
    • Don’t missed out any sales order, make sure your peasy account have sufficient topup!
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2

Dashboard

  • Dashboard
  • What’s the purpose of rank and status
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24

Campaigns

  • How to Create a new campaign
  • How to top-up Prepaid Credit
  • How to Publish my Campaign
  • How to edit an existing campaign
  • FAQ
  • Common Error Messages
  • Campaign Objectives
    • Supported Campaign Objectives
    • How to create an Awareness Campaign
    • How to create a Click Campaign
    • How to create an Engagement Campaign
    • How to create a Messages Campaign
    • How to create a Traffic Campaign
    • Lead Optimization
      • How to create a Facebook Lead Form
      • How to create a Lead generation Campaign
    • Conversion Optimization
      • How to setup a Facebook Pixel
      • How to create a Conversion Campaign
  • Campaign Creation Mode
    • How to create a Full Funnel Campaign
    • How to create a Single Objective Campaign?
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12

Chat

  • Initiating and replying conversations
  • Sending canned response
  • Private conversations between agents
  • Deleting and copying messages
  • Sending conversation transcript via email
  • Switching to other conversations
  • Shortcuts
    • Keyboard shortcuts
    • Command shortcuts
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6

Contacts

  • Managing Contacts
  • Importing Contact
  • Filtering and Searching Contacts
  • Segments
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5

Overview

  • Dashboard
  • Custom Audience
  • Campaign Dashboard
  • Connecting Peasy to my Ad Accounts
  • Contact Report
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3

Chatbot

  • Express Chatbot Editor
  • Creating and Editing Chatbots
  • Enabling and Disabling Chatbot (Human/Bot Takeover)
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4

Campaigns

  • Managing Broadcast
  • Email Templates
  • Creating one-off broadcast
  • Creating repeat broadcast
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3

Appointment Scheduling

  • How to Connect Peasy to my Google Calendar
  • How to Add a New Appointment Session
  • How can my Contacts Book Appointments Using my Meeting Link
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5

Orders

  • Managing Catalog Items
  • Configuring shop setting
  • How to setup order notification message?
  • How customer’s get my shop link?
  • How does order management and payment work on Peasy Online Store?
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41

Settings

  • Add Agents
  • Add Team
  • Adding Labels
  • Configure your account
  • Connecting Peasy Marketing and Peasy Sales
  • Inboxes
    • Adding Inbox
    • Inbox Specification and Constraints
    • Line
    • Telegram
    • Instagram
    • Facebook
    • Email
      • Create Channel
      • Configure IMAP
      • Configure SMTP
      • Forward to Email
      • Gmail
        • Add Forwarding Address
        • Generate App Password For Gmail Inbox
        • Allow Less Secure Access
        • Gmail
    • Website Live Chat
      • Create Channel
      • Identity Validation
      • Prechat-form
      • Dark Mode
      • Conversation Continuity
      • SDK Setup
      • Custom Event Tracking
        • Setup Instructions
  • Automations
    • Automation
    • Creating and Deleting Automations
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6

Best Practice

  • How to attract more repeat sales?
  • How to manage customers with fewer employees?
  • How to improve productivity thru automations?
  • How automatic order notification helps?
  • How chatbot can help my business?
  • How to get more online sales?
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13

Reports

  • Conversations
  • Incoming Messages
  • Outgoing Messages
  • First Response Time
  • Resolution Time
  • Resolution Count
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7

Pre-requisite

  • How to setup my Facebook Business
  • How to setup my Facebook Page
  • How to grant admin access on my Facebook Business Account
  • How to add new admin to my Facebook Page
  • My BSN SME Grant fund has been disbursed. What’s Next?
  • For Starter, Standard and Pro Plan
    • How to setup my Facebook Ad Account
    • How to add new admin to my Facebook Ad Account
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2

Post Campaign Deployment

  • How to Optimize Lead Quality
  • How to improve my Campaign’s Performance
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1

Billing & Subscription

  • Switching & Unsubscribing Plans
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7

Getting Started

  • How to Sign-up to Peasy Marketing
  • How to Login to my Peasy Marketing account
  • How to setup my Business Profile
  • Understanding my Marketing Funnel Report
  • How to create Custom & Lookalike Audience from my customer database
  • Common Error Messages
  • For Starter, Standard and Pro Plan
    • Connecting Peasy to your Facebook Ad Account
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