Help Center

How to use CoPulse

Step-by-step setup and operator guides. These pages match what you see in the dashboard. For HTTP APIs, use the Integrations API reference. For industry playbooks, use Guides.

Start here

CoPulse home briefing with suggested next steps and links into setup, inbox, and campaigns. — The briefing block on Home points to the same operator jobs as this Help Center.

First week

Create an organization and project, top up the wallet, connect a channel, then create an agent.

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Connect a channel

WhatsApp, web chat, phone, email, Messenger, Instagram, RCS, SMS, and Web Push.

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Create an agent

Attach knowledge, skills, and forms so AI can reply on your live channels.

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Inbox

Reply, send templates, use context, assign or transfer, and open tickets.

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Campaigns & drips

One-shot campaigns, drip sequences, opt-outs, and blocked contacts.

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Organization

Users, teams, projects, and wallet.

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What this is not

API reference — machine-to-machine Integrations API keys and endpoints.
Industry guides — real-estate and healthcare job playbooks.
Channel marketing pages — product positioning, not click-by-click setup.