# 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).


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.pickyassist.com/master.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.