Step-by-step guides to using XBASE
Each tutorial walks you through one task in XBASE, from start to finish.
Videos
Short videos showing how to use XBASE in practice.
Como criar um template de mensagem
Passo a passo para criar um novo template de mensagem na plataforma.
Enviando um template criado
Continuação do fluxo de templates: como enviar um template depois de criado.
Como criar um contato pelo chat
Passo a passo para criar um novo contato diretamente pelo chat.
Envio de arquivos pelo chatcenter
Como ativar o sistema de notificação ao receber uma nova mensagem.
Getting started with XBASE: from sign-up to your first conversation
Start serving customers with XBASE: create the AI agent, connect WhatsApp, Instagram or the website chat and follow the conversations.
How to create an AI agent in XBASE
Step by step to create a Native AI agent in XBASE from your company's website and Instagram and put it to work on your website chat.
How to connect the WhatsApp Business app on your phone to XBASE
Step by step to connect the number you already use in the WhatsApp Business app on your phone to XBASE, without losing the app or your conversations.
How to add the XBASE chat to your website
Step by step to turn on Live Chat, choose the AI agent that serves your visitors and install the script on your website.
How to add another WhatsApp number to a contact
Step by step to link a second WhatsApp number to an existing contact and chat through it in the Chatcenter, without creating a duplicate contact.
How to create a WhatsApp group and invite customers
Step by step to create a WhatsApp group with the company's official number, invite customers with a link and chat with the group in the Chatcenter.
How to create an automation from a template
Step by step to create, in XBASE, a scheduled routine with an AI agent from a template, then test it, turn it on and check its history.
How to create a follow-up for people who stopped replying
Step by step for XBASE to reach out again, as your agent, to people who stopped replying on WhatsApp, on Instagram or by email.
How to find customers on Google Maps and send them to the funnel
Step by step to search for businesses by topic and city in XBASE Prospecting and send the leads with a mobile number straight to a funnel stage.
How to create your first Reel in the Studio
Step by step to create an editorial line, generate the script with AI, produce the Reel with voice and captions, review it and publish it on Instagram.
How to record a split-screen Reel
Step by step: generate the script, record while reading the teleprompter, upload the video and produce a Reel with animation on top and you talking below.
How to create personas from conversations and comments
Step by step for the AI to suggest personas with customers' real pain points and words, from conversations and comments, and use them in Studio scripts.
How to plan a campaign in Marketing
Step by step to record your strategy, create the campaign project with goals and budget, link ads and CRM tags and track the actions.
How to create your first distribution strategy
Step by step to create the distribution strategy, add the channel, add the partner, agree on the commission, build the plan and record results.
How to build a campaign with the assistant
Step by step for the assistant to read the Meta account, build the campaign from the top creative, rewrite the copy and create everything paused.
How to invite someone to your XBASE workspace
Step by step to invite a team member to the XBASE workspace by email, choose their role and keep track of the invite.
How to invite someone to the workspace through WhatsApp
Step by step to invite someone to the XBASE workspace using their WhatsApp number: you send the link from your WhatsApp and they join directly.
How to schedule a meeting with someone who isn't a contact yet
Step by step to add the contact (name, email, WhatsApp, phone and organization) and book the meeting in the XBASE Calendar without leaving the screen.
How to bring the Tactiq transcript into the meeting
Step by step to connect Tactiq and bring the summary and transcript of a recorded meeting into the XBASE Calendar.
How to customize your XBASE dashboard
Step by step to set up your dashboard: choose widgets, drag to reorder, resize and remove what you don't use. The layout is saved to your account.
How to install XBASE as an app on your phone and computer
Step by step to put an XBASE icon on your phone or computer: it opens in its own window, straight into the dashboard, with no app store needed.