Documentation Index
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WTOCRM User Guide home page

WTOCRM
Open WTOCRM
Open WTOCRM

Start here

WTOCRM user guide
WTOCRM overview
Quickstart
First Login
Dashboard Overview

Serve customers

Conversations Overview
Chat Interface
Conversation Actions
Contacts Overview
Contact Profile
Scheduled Actions

Manage sales

Pipelines Overview
Managing Pipelines
Products Overview

Automate work

Automation Rules Overview
Automation Rules

Use AI agents

Agents Overview
Creating an Agent
Agent Configuration
Knowledge Base
Knowledge Nexus Integration
Tools
MCP Servers

Connect channels

Channels Overview
Channel Settings
WhatsApp Setup
Email Setup
Facebook and Instagram Setup
Telegram Setup
SMS Setup
Website Widget Setup

Configure your workspace

Account Settings
Users
Teams
Custom Roles
Labels
Custom attributes
Canned Responses
Macros
Configuration Bundles
Integrations

Protect your account

Two-Factor Authentication (2FA)

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MCP Servers

Use AI agents

MCP Servers

MCP Servers

Content under development

Channels Overview

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