# Welcome to 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

{% stepper %}
{% step %}

### Connect your first channel

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

* Start with [Connecting Channels](https://help.pickyassist.com/setting-up-guide/connecting-channels)
* Then send a test message from [Sending First Message](https://help.pickyassist.com/setting-up-guide/sending-first-message)
* Add more numbers with [Connecting Additional WhatsApp Numbers](https://help.pickyassist.com/setting-up-guide/connecting-channels/connecting-additional-whatsapp-numbers)
  {% endstep %}

{% step %}

### Choose how you want to automate

Pick the automation layer that matches your use case.

* Use [Smart Replies](https://help.pickyassist.com/setting-up-guide/smart-replies) for FAQ-style answers
* Use [Flow Builder](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder) for guided conversations
* Use [Broadcaster](https://help.pickyassist.com/setting-up-guide/setting-up-broadcaster)  for outbound messaging
  {% endstep %}

{% step %}

### Add CRM, integrations, and reporting

Capture data, automate actions, and measure results.

* Build your data model in [Modular CRM](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm)
* Connect apps with [Connector](https://help.pickyassist.com/setting-up-guide/setting-up-connector)
* Track performance in [CRM Analytics](https://help.pickyassist.com/setting-up-guide/crm-analytics)
  {% endstep %}
  {% endstepper %}

{% hint style="info" %}
New users usually start with channel setup, first message, then automation.
{% endhint %}

### Pick a path

{% tabs %}
{% tab title="Messaging" %}
Launch fast on WhatsApp and other channels.

* [Setting Up Guide](https://help.pickyassist.com/setting-up-guide)
* [Connecting Channels](https://help.pickyassist.com/setting-up-guide/connecting-channels)
* [Sending First Message](https://help.pickyassist.com/setting-up-guide/sending-first-message)
* [WhatsApp Templates](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates)
* [Message Delivery Issues & Solutions](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-official-message-delivery-issues-and-solutions)
  {% endtab %}

{% tab title="Automation" %}
Build answer bots, guided flows, and outbound campaigns.

* [Setting Up Smart Replies](https://help.pickyassist.com/setting-up-guide/smart-replies)
* [Smart Reply V2](https://help.pickyassist.com/setting-up-guide/smart-reply-v2)
* [Setting Up Flow Builder](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder)
* [Setting Up Broadcaster](https://help.pickyassist.com/setting-up-guide/setting-up-broadcaster)
* [Setting Up Sequence](https://help.pickyassist.com/setting-up-guide/setting-up-sequence)
* [Setting Up Scheduler](https://help.pickyassist.com/setting-up-guide/setting-up-scheduler)
  {% endtab %}

{% tab title="CRM & Operations" %}
Manage leads, data, teams, and reporting.

* [Setting up Modular CRM](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm)
* [Working With Prebuilt CRM Modules](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules)
* [Managing Organization](https://help.pickyassist.com/setting-up-guide/managing-organization)
* [Setting Up Teambox](https://help.pickyassist.com/setting-up-guide/setting-up-teambox)
* [CRM Analytics](https://help.pickyassist.com/setting-up-guide/crm-analytics)
* [Meta Ad Tracker](https://help.pickyassist.com/setting-up-guide/meta-ad-tracker)
  {% endtab %}

{% tab title="Developers" %}
Work with APIs, webhooks, and deep integrations.

* [API Documentation V2](https://help.pickyassist.com/api-documentation-v2)
* [Developers & Partners Guide](https://help.pickyassist.com/setting-up-guide/developers-and-partners-guide-for-deep-integration-of-picky-assist)
* [Global Webhook](https://help.pickyassist.com/api-documentation-v2/webhook)
* [Push API](https://help.pickyassist.com/api-documentation-v2/push-api)
* [Project Management API](https://help.pickyassist.com/api-documentation-v2/project-management-api)
* [Sample Codes](https://help.pickyassist.com/api-documentation-v2/sample-codes)
  {% endtab %}
  {% endtabs %}

### Knowledge base overview

<details>

<summary>Channel setup</summary>

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

* [Connecting Channels](https://help.pickyassist.com/setting-up-guide/connecting-channels)
* [Connecting WhatsApp Official](https://help.pickyassist.com/setting-up-guide/connecting-channels/connecting-whatsapp-official)
* [Connecting WhatsApp Cloud API](https://help.pickyassist.com/setting-up-guide/connecting-channels/connecting-whatsapp-cloud-api)
* [Connecting Facebook Messenger](https://help.pickyassist.com/setting-up-guide/connecting-channels/setting-up-facebook-messenger)
* [Connecting Instagram](https://help.pickyassist.com/setting-up-guide/connecting-channels/connecting-instagram)
* [Connecting SMTP](https://help.pickyassist.com/setting-up-guide/connecting-channels/connecting-smtp)

</details>

<details>

<summary>Messaging and engagement</summary>

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

* [Setting Up Broadcaster](https://help.pickyassist.com/setting-up-guide/setting-up-broadcaster)
* [Setting Up Sequence](https://help.pickyassist.com/setting-up-guide/setting-up-sequence)
* [Setting Up Reminder](https://help.pickyassist.com/setting-up-guide/setting-up-reminder)
* [Quick Replies](https://help.pickyassist.com/setting-up-guide/quick-replies)
* [Opt-out Settings](https://help.pickyassist.com/setting-up-guide/opt-out-settings)
* [Blacklist](https://help.pickyassist.com/setting-up-guide/blacklist)

</details>

<details>

<summary>AI and chatbot automation</summary>

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

* [Setting Up Smart Replies](https://help.pickyassist.com/setting-up-guide/smart-replies)
* [Smart Reply V2](https://help.pickyassist.com/setting-up-guide/smart-reply-v2)
* [Setting Up Flow Builder](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder)
* [Setting Up Connector](https://help.pickyassist.com/setting-up-guide/setting-up-connector)
* [Setting Up Ad-On's](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons)

</details>

<details>

<summary>CRM, team inbox, and operations</summary>

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

* [Setting up Modular CRM](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm)
* [Working With Prebuilt CRM Modules](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules)
* [Managing Organization](https://help.pickyassist.com/setting-up-guide/managing-organization)
* [Setting Up Teambox](https://help.pickyassist.com/setting-up-guide/setting-up-teambox)
* [Managing Profile](https://help.pickyassist.com/setting-up-guide/managing-profile)

</details>

<details>

<summary>Reporting and growth</summary>

Measure performance, review dashboards, and track campaign outcomes.

* [CRM Analytics](https://help.pickyassist.com/setting-up-guide/crm-analytics)
* [Meta Ad Tracker](https://help.pickyassist.com/setting-up-guide/meta-ad-tracker)
* [Changelog](https://help.pickyassist.com/changelog)

</details>

<details>

<summary>Developer resources</summary>

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

* [API Documentation V2](https://help.pickyassist.com/api-documentation-v2)
* [WhatsApp Template API](https://help.pickyassist.com/api-documentation-v2/whatsapp-template-api)
* [WhatsApp Group API](https://help.pickyassist.com/api-documentation-v2/whatsapp-group-api)
* [Device Manage API’s](https://help.pickyassist.com/api-documentation-v2/device-manage-apis)
* [References](https://help.pickyassist.com/api-documentation-v2/references)
* [Sample Codes](https://help.pickyassist.com/api-documentation-v2/sample-codes)

</details>

<details>

<summary>Tools and utilities</summary>

Find supporting features and admin tools here.

* [Setting Up Mobile App](https://help.pickyassist.com/setting-up-guide/setting-up-mobile-app)
* [Email Builder](https://help.pickyassist.com/setting-up-guide/email-builder)
* [Media Gallery](https://help.pickyassist.com/setting-up-guide/media-gallery)
* [Google Chrome Extensions](https://help.pickyassist.com/setting-up-guide/google-chrome-extensions)
* [Global Variables](https://help.pickyassist.com/setting-up-guide/global-variables)

</details>

### Need policies, limits, or billing details?

* [General Guidelines](https://help.pickyassist.com/general-guidelines)
* [Billing](https://help.pickyassist.com/general-guidelines/billing)
* [Rate Limits](https://help.pickyassist.com/general-guidelines/rate-limits)
* [Roadmap](https://help.pickyassist.com/general-guidelines/roadmap)

### Latest product updates

See what changed in [Changelog](https://help.pickyassist.com/changelog).