Welcome to Picky Assist

Start here to set up channels, automate conversations, manage CRM data, and integrate with Picky Assist.

Picky Assist combines messaging, automation, CRM, AI, and developer tools in one platform.

Use this page as your main starting point.

Start here

1

Connect your first channel

Set up WhatsApp, Instagram, Messenger, email, and more.

• Start with Connecting Channels

• Then send a test message from Sending First Message

• Add more numbers with Connecting Additional WhatsApp Numbers

2

Choose how you want to automate

Pick the automation layer that matches your use case.

• Use Smart Replies for FAQ-style answers

• Use Flow Builder for guided conversations

• Use Broadcaster for outbound messaging

3

Add CRM, integrations, and reporting

Capture data, automate actions, and measure results.

• Build your data model in Modular CRM

• Connect apps with Connector

• Track performance in CRM Analytics

New users usually start with channel setup, first message, then automation.

Pick a path

Messaging

Launch fast on WhatsApp and other channels.

• Setting Up Guide

• Connecting Channels

• Sending First Message

• WhatsApp Templates

• Message Delivery Issues & Solutions

Automation

Build answer bots, guided flows, and outbound campaigns.

• Setting Up Smart Replies

• Smart Reply V2

• Setting Up Flow Builder

• Setting Up Broadcaster

• Setting Up Sequence

• Setting Up Scheduler

CRM & Operations

Manage leads, data, teams, and reporting.

• Setting up Modular CRM

• Working With Prebuilt CRM Modules

• Managing Organization

• Setting Up Teambox

• CRM Analytics

• Meta Ad Tracker

Developers

Work with APIs, webhooks, and deep integrations.

• API Documentation V2

• Developers & Partners Guide

• Global Webhook

• Push API

• Project Management API

• Sample Codes

Knowledge base overview

Channel setup

Connect and manage messaging channels across WhatsApp, Messenger, Instagram, email, voice, and related services.

• Connecting Channels

• Connecting WhatsApp Official

• Connecting WhatsApp Cloud API

• Connecting Facebook Messenger

• Connecting Instagram

• Connecting SMTP

Messaging and engagement

Use outbound campaigns, reminders, quick replies, and opt-out controls.

• Setting Up Broadcaster

• Setting Up Sequence

• Setting Up Reminder

• Quick Replies

• Opt-out Settings

• Blacklist

AI and chatbot automation

Build FAQ bots, guided flows, and AI-assisted experiences.

• Setting Up Smart Replies

• Smart Reply V2

• Setting Up Flow Builder

• Setting Up Connector

• Setting Up Ad-On's

CRM, team inbox, and operations

Organize records, route conversations, assign teams, and work from a shared inbox.

• Setting up Modular CRM

• Working With Prebuilt CRM Modules

• Managing Organization

• Setting Up Teambox

• Managing Profile

Reporting and growth

Measure performance, review dashboards, and track campaign outcomes.

• CRM Analytics

• Meta Ad Tracker

• Changelog

Developer resources

Work with APIs, webhooks, sample requests, and integration guides.

• API Documentation V2

• WhatsApp Template API

• WhatsApp Group API

• Device Manage API’s

• References

• Sample Codes

Tools and utilities

Find supporting features and admin tools here.

• Setting Up Mobile App

• Email Builder

• Media Gallery

• Google Chrome Extensions

• Global Variables

Need policies, limits, or billing details?

• General Guidelines

• Billing

• Rate Limits

• Roadmap

Latest product updates

See what changed in Changelog.