How each XBASE feature works
Rules, limits and frequently asked questions for each XBASE feature.
AI agents in XBASE
What an AI agent is in XBASE, the difference between Native and External, what you can configure, where it works and how it uses credits.
XBASE service channels
Which channels you connect in XBASE (WhatsApp, Instagram, website chat and email), where to connect each one and how conversations reach Chatcenter.
WhatsApp coexistence: rules and limits
How the same number works in the WhatsApp Business phone app and in XBASE: what syncs, what changes in the app, limits and how to disconnect.
WhatsApp in Chatcenter
How to send approved templates with /, follow message status, fix failures and start WhatsApp conversations in XBASE Chatcenter.
WhatsApp groups
How to create WhatsApp groups from the company's official number, invite customers with a link and chat with the group in XBASE Chatcenter.
WhatsApp billing: how Meta charges each message
How Meta charges for WhatsApp on the official API: categories, 24-hour window, 1,000 free replies per number, who pays and where to see spend in XBASE.
Meta ads and where conversations come from
How XBASE links each WhatsApp and Direct conversation to the ad that brought it, the ads, meta and ad: tags, and how to apply them to past conversations.
Meta remarketing audiences
Create custom audiences on Meta in one click, send CRM segments as customer lists and follow ready-made remarketing strategies.
Automatic evaluation of the agent's conversations
How XBASE scores the AI agent's conversations against its objectives: how to turn it on, when it runs, where to see the scores and how much it uses.
Agent guardrails: reviewing the message and the response
How XBASE checks the contact's message and reviews the AI agent's response before it goes out, and what to do when the response is rejected.
Automations: triggers, steps and history
How XBASE automations work: the available triggers, the editor steps, the templates, testing, how to turn them on and the execution history.
Conversation follow-up: when the customer stops replying
How XBASE reaches back out, as your agent, to people who stopped replying: trigger, waits, messages, each channel window and costs.
Workspaces, members and roles
What a workspace is in XBASE, how to have several, who the members are and what each role can do: Administrador, Editor, Visualizador and Operador.
Plans, AI credits and billing
How XBASE charges: monthly plan, AI credits, wallet for extra AI, Meta fees (paid directly to Meta), top-ups and where to see invoices and usage.
Multichannel ads: connect, audit and approve changes
Connect Meta, Google, YouTube, TikTok, LinkedIn and 7 other ad channels, compare performance, audit the accounts and approve the suggested changes.
Campaign assistant: build, optimize and diagnose Meta ads
The assistant reads the Meta account: history overview, campaign built and created paused, X-ray with suggestions and traffic or sales diagnosis.
Creative Studio: Reels, Shorts, carousels and images with AI
Create Reels, Shorts, carousels and images with an AI script for your personas, with voice, captions, a presenter or avatar, and publish to Instagram.
Marketing: strategy, identity, products, projects and actions
Plan your marketing in XBASE: strategy, audience, visual identity, products, projects with goals, actions, channels and the numbers for each campaign.
Distribution: strategies, channels, partners, rules and results
Plan how your products reach the customer: strategies, sales channels, partners and influencers, commercial rules, action plan and results.
Meeting transcripts with Tactiq
How to bring the summary and transcript of meetings recorded in Tactiq into the XBASE Calendar, who can see them and what you need.
Lead prospecting on Google Maps
How XBASE finds businesses on Google Maps by topic and city, separates those with a mobile number, exports the list and sends the leads to the funnel.