Chateefy Academy
Please read this page before you begin, as it will help you set up Chateefy in the most efficient way possible. We’ve provided step-by-step video instructions to help you configure your Chateefy workspace and integrate it seamlessly with all your digital assets.
Let’s begin your automation journey!
Module 1
How to create Meta Business Portfolio
Create Meta Business Portfolio
Learn how to set up your Meta Business Portfolio – the essential first step to managing your Facebook business presence and Chateefy integration.
Claim Facebook Page
A step-by-step guide to claiming and connecting your existing Facebook business page to your Meta Business Portfolio for Chateefy management.
Create Ad Account
Discover how to create your Meta Ad Account, a necessary component for running Facebook and Instagram ads and capturing leads seamlessly through Chateefy’s automation.
Assign an admin to Meta Business Portfolio
Optional step: If you need assistance with your Meta Business Portfolio setup, learn how to assign Chateefy as an administrator. Skip this step if you prefer to manage your portfolio independently.
Create Chateefy Workspace
Set up your personalized Chateefy workspace where you’ll manage all your chat automation and customer interactions.
Create WABA Account
Learn how to establish your WhatsApp Business API (WABA) account, essential for connecting WhatsApp with your Chateefy platform.
Verify Meta Business Portfolio
Complete the verification process for your Meta Business Portfolio to unlock full functionality and ensure security compliance.
Module 2
Facebook Management
Connect Your Facebook Page to Chateefy
Connect your Facebook business page with Chateefy to begin automating your customer interactions. This step-by-step guide shows you how to establish the connection safely and quickly.
Facebook Post Comment Keyword Setup
Discover how to set up automated responses to specific keywords in your Facebook post comments. This powerful feature helps you instantly engage with customers who comment on your posts, ensuring no interaction goes unanswered.
Facebook Messenger Ad
Learn how to create and set up Facebook Messenger ads that automatically start conversations with potential customers. This guide shows you how to generate quality leads by directing ad clicks straight into Messenger chats managed by Chateefy’s automation.
Module 3
WhatsApp Business API
Create WABA Account
Learn how to establish your WhatsApp Business API (WABA) account, essential for connecting WhatsApp with your Chateefy platform.
Create WhatsApp Chat Widget for Website
Learn how to add a WhatsApp chat widget to your website, making it easy for visitors to instantly connect with your business through WhatsApp.
WhatsApp Ad Referral
Understand how to set up and track WhatsApp ad referrals, enabling you to capture and manage leads generated from your Meta ad campaigns through WhatsApp.
Create Product Catalog
Step-by-step guide to building your WhatsApp product catalog, allowing you to showcase your products directly within WhatsApp conversations.
Broadcast WhatsApp Marketing Message Template
Master Chateefy’s broadcast feature that allows you to send targeted messages to multiple customers at once. Learn how to create, schedule, and send bulk messages via WABA while maintaining a personal touch.
Module 4
Chateefy
How to Subscribe to Chateefy
Learn how to manage your Chateefy subscription and payment settings to ensure uninterrupted access to all automation features and services.
How to Use Chateefy Live Chat
Explore Chateefy’s powerful live chat capabilities that allow you to seamlessly take over conversations from chatbots when personal interaction is needed.
Appointment Booking with Calendly
Discover how to integrate Calendly with Chateefy to automate appointment scheduling, allowing customers to book meetings directly through your chat conversations.
Chateefy Workspace ID
Learn how to locate your Workspace ID – an important reference number that helps our support team assist you quickly when you need help with your Chateefy account.
Multiple Language Setup
Learn how to set up multilingual chatbots in Chateefy, enabling you to engage with customers in their preferred language and expand your global reach.