# Setting Up Guide - [Sending First Message](https://help.pickyassist.com/setting-up-guide/sending-first-message.md) - [Connecting Channels](https://help.pickyassist.com/setting-up-guide/connecting-channels.md) - [Connecting WhatsApp Business APP (Mobile App) Coexistence](https://help.pickyassist.com/setting-up-guide/connecting-channels/connecting-whatsapp-business-app-mobile-app-coexistence.md) - [WhatsApp Web Automation to Official API Migration Guide 2024](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-web-automation-to-official-api-migration-guide-2024.md) - [Connecting WhatsApp Web Automation](https://help.pickyassist.com/setting-up-guide/connecting-channels/connecting-whatsapp-web-automation.md) - [Connecting Facebook Messenger](https://help.pickyassist.com/setting-up-guide/connecting-channels/setting-up-facebook-messenger.md) - [Introduction](https://help.pickyassist.com/setting-up-guide/connecting-channels/setting-up-facebook-messenger/introduction.md) - [Getting Start](https://help.pickyassist.com/setting-up-guide/connecting-channels/setting-up-facebook-messenger/getting-start.md) - [Guidelines & Compliances](https://help.pickyassist.com/setting-up-guide/connecting-channels/setting-up-facebook-messenger/guidelines-and-restrictions.md) - [Messenger Link](https://help.pickyassist.com/setting-up-guide/connecting-channels/setting-up-facebook-messenger/messenger-link.md) - [Connecting WhatsApp Official](https://help.pickyassist.com/setting-up-guide/connecting-channels/connecting-whatsapp-official.md) - [Introduction](https://help.pickyassist.com/setting-up-guide/connecting-channels/connecting-whatsapp-official/introduction.md) - [Dashboard](https://help.pickyassist.com/setting-up-guide/connecting-channels/connecting-whatsapp-official/dashboard.md) - [Profile](https://help.pickyassist.com/setting-up-guide/connecting-channels/connecting-whatsapp-official/profile.md) - [Templates](https://help.pickyassist.com/setting-up-guide/connecting-channels/connecting-whatsapp-official/templates.md): WhatsApp Templates guide - [Connecting WhatsApp Cloud API](https://help.pickyassist.com/setting-up-guide/connecting-channels/connecting-whatsapp-cloud-api.md) - [WhatsApp Official Managed Service](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-official-managed-service.md) - [WhatsApp Templates ](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates.md) - [Introduction](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/introduction.md) - [Template Categorisation](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/template-categorisation.md) - [Template Components](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/template-components.md) - [Approval Process](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/approval-process.md) - [Sending Limits & Pausing](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/sending-limits-and-pausing.md) - [Per User Marketing Limits](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/per-user-marketing-limits.md) - [Supported Languages](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/supported-languages.md) - [Guidelines](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/guidelines.md) - [Template Types](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/template-types.md) - [Text Templates](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/template-types/text-templates.md) - [Carousel Templates](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/template-types/carousel-templates.md) - [Media Templates](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/template-types/media-templates.md) - [Interactive Button Templates](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/template-types/interactive-button-templates.md) - [Call to Action Templates](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/template-types/call-to-action-templates.md) - [Product Templates](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/template-types/product-templates.md) - [Payment Templates](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/template-types/payment-templates.md) - [Flow Templates](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/template-types/flow-templates.md) - [Sending Templates ](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/sending-templates.md) - [Introduction ](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/sending-templates/introduction.md) - [Broadcaster](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/sending-templates/broadcaster.md) - [Connector](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/sending-templates/connector.md) - [Chatbot Builder](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/sending-templates/chatbot-builder.md) - [ Teambox](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/sending-templates/teambox.md) - [Quick Messages](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/sending-templates/quick-messages.md) - [Flow Builder](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/sending-templates/flow-builder.md) - [Connecting Instagram](https://help.pickyassist.com/setting-up-guide/connecting-channels/connecting-instagram.md) - [Phone Bridge (Call Blaze)](https://help.pickyassist.com/setting-up-guide/connecting-channels/phone-bridge-call-blaze.md) - [Connecting SMTP](https://help.pickyassist.com/setting-up-guide/connecting-channels/connecting-smtp.md): Learn how to connect your email with Picky Assist - [Connecting Amazon SES](https://help.pickyassist.com/setting-up-guide/connecting-channels/connecting-amazon-ses.md) - [Connecting Sendgrid](https://help.pickyassist.com/setting-up-guide/connecting-channels/connecting-sendgrid.md): Connecting Sendgrid SMTP Mail to Picky Assist Platform - [Connecting Additional WhatsApp Numbers](https://help.pickyassist.com/setting-up-guide/connecting-channels/connecting-additional-whatsapp-numbers.md): Step by step guide to connect more than one WhatsApp number into a single project - [Porting WhatsApp Number to Picky Assist](https://help.pickyassist.com/setting-up-guide/connecting-channels/porting-whatsapp-number-to-picky-assist.md) - [WhatsApp Official Message Delivery Issues & Solutions](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-official-message-delivery-issues-and-solutions.md) - [WhatsApp Tips & Tricks](https://help.pickyassist.com/setting-up-guide/whatsapp-tips-and-tricks.md) - [Common Errors & Troubleshooting](https://help.pickyassist.com/setting-up-guide/whatsapp-tips-and-tricks/common-errors-and-troubleshooting.md) - [Meta Business Suite Setup & Configuration](https://help.pickyassist.com/setting-up-guide/whatsapp-tips-and-tricks/meta-business-suite-setup-and-configuration.md) - [WhatsApp Number Blocked or Banned What To Do?](https://help.pickyassist.com/setting-up-guide/whatsapp-tips-and-tricks/whatsapp-number-blocked-or-banned-what-to-do.md) - [Increase WhatsApp Marketing Message Delivery with the New Marketing Message](https://help.pickyassist.com/setting-up-guide/whatsapp-tips-and-tricks/increase-whatsapp-marketing-message-delivery-with-the-new-marketing-message.md): Learn how Marketing Messages API improves WhatsApp marketing delivery, how to enable it, and what changes with pricing and optimization. - [WhatsApp Template Rejected & How To Fix ?](https://help.pickyassist.com/setting-up-guide/whatsapp-tips-and-tricks/whatsapp-template-rejected.md) - [How to Appeal for WhatsApp Template Category Changes ](https://help.pickyassist.com/setting-up-guide/whatsapp-tips-and-tricks/how-to-appeal-for-whatsapp-template-category-changes.md) - [Why 40% of Your WhatsApp Messages Fail and How to Fix?](https://help.pickyassist.com/setting-up-guide/whatsapp-tips-and-tricks/why-40-of-your-whatsapp-messages-fail-and-how-to-fix.md) - [Working With Prebuilt CRM Modules](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules.md): Get started with Prebuilt - [Introduction](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/introduction.md): Getting Started with Prebuilt - [Onboarding](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/onboarding.md): Installing Prebuilt while onboarding - [Modules](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/modules.md): Modules included in Prebuilt - [Leads](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/modules/leads.md): Module which include Lead details - [Deals](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/modules/deals.md): Module which shows the Deals details - [Meetings](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/modules/meetings.md): Modules which have the Meeting details - [Company](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/modules/company.md): This module which includes lead's Company details - [Support Cases](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/modules/support-cases.md): Module which includes the Support requests from customers - [System Modules](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/modules/system-modules.md): About System Modules - [Contacts](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/modules/system-modules/contacts.md): Module which includes all the contacts - [Notes](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/modules/system-modules/notes.md): System module which include notes - [Task](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/modules/system-modules/task.md): Module that includes all task data - [Call Logs](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/modules/system-modules/call-logs.md): Module which includes the Call data - [Tags](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/modules/system-modules/tags.md): Module which include all the Tags in the Project - [Activity Logs](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/modules/system-modules/activity-logs.md): Module that records all CRM activities - [Automations](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/automations.md): Automations configured in Prebuilt - [Workflows](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/automations/workflows.md): Funnels configured in Prebuilt - [Chatbots](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/automations/chatbots.md): Chatbots configured in Prebuilt - [Funnels](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/automations/funnels.md): Funnels configured in Prebuilt - [Connectors](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/automations/connectors.md): Connector configured in Prebuilt - [Scheduler](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/automations/scheduler.md): Scheduler configurations in Prebuilt - [Other Prebuilt Features](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/automations/other-prebuilt-features.md): Other features associated with Prebuilt - [Reports and Dashboard](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/reports-and-dashboard.md): Reports and Dashboard configured in Prebuilt - [Mandatory Preconditions for Using Prebuilt](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/mandatory-preconditions-for-using-prebuilt.md): Preconditions for using prebuilt - [Testing Prebuilt](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/testing-prebuilt.md): Testing the prebuilt features - [Managing Organization](https://help.pickyassist.com/setting-up-guide/managing-organization.md): Easy Organization Management - [Setting Up Teambox](https://help.pickyassist.com/setting-up-guide/setting-up-teambox.md) - [Introduction](https://help.pickyassist.com/setting-up-guide/setting-up-teambox/introduction.md): Get Started with Teambox - [Routing Rules](https://help.pickyassist.com/setting-up-guide/setting-up-teambox/routing-rules.md): Teambox Routing Rules - [Teambox](https://help.pickyassist.com/setting-up-guide/setting-up-teambox/teambox.md): Working with Teambox User Interference - [Inbox View](https://help.pickyassist.com/setting-up-guide/setting-up-teambox/inbox-view.md) - [Organization Hierarchy](https://help.pickyassist.com/setting-up-guide/setting-up-teambox/organization-hierarchy.md): Clear Structure of an Organization - [Analytics](https://help.pickyassist.com/setting-up-guide/setting-up-teambox/analytics.md): Measure what happening with your Team & Customers - [Setting Up Smart Replies](https://help.pickyassist.com/setting-up-guide/smart-replies.md): Setting Up Smart Replies or Answer Bots - [Introduction](https://help.pickyassist.com/setting-up-guide/smart-replies/introduction.md): All About Smart Replies - [Train Module](https://help.pickyassist.com/setting-up-guide/smart-replies/train-module.md) - [Training Bot Introduction](https://help.pickyassist.com/setting-up-guide/smart-replies/train-module/training-bot-introduction.md): Learn How to Train Bot - [Topics / Categories](https://help.pickyassist.com/setting-up-guide/smart-replies/train-module/topics-categories.md) - [Intent & Context](https://help.pickyassist.com/setting-up-guide/smart-replies/train-module/intent-and-context.md) - [Question Variations](https://help.pickyassist.com/setting-up-guide/smart-replies/train-module/question-variations.md) - [Uploading Bulk Questions](https://help.pickyassist.com/setting-up-guide/smart-replies/train-module/uploading-bulk-questions.md) - [Reply with Media Files](https://help.pickyassist.com/setting-up-guide/smart-replies/train-module/reply-with-media-files.md) - [Personalising Replies](https://help.pickyassist.com/setting-up-guide/smart-replies/train-module/personalising-replies.md) - [Smart Actions](https://help.pickyassist.com/setting-up-guide/smart-replies/train-module/smart-actions.md) - [Direct URL](https://help.pickyassist.com/setting-up-guide/smart-replies/train-module/direct-url.md) - [Fall Back Response](https://help.pickyassist.com/setting-up-guide/smart-replies/train-module/fall-back-response.md) - [Small Talks](https://help.pickyassist.com/setting-up-guide/smart-replies/train-module/small-talks.md) - [Testing the Bot](https://help.pickyassist.com/setting-up-guide/smart-replies/train-module/testing-the-bot.md) - [Publishing Bot](https://help.pickyassist.com/setting-up-guide/smart-replies/train-module/publishing-bot.md) - [ChatGPT Integration](https://help.pickyassist.com/setting-up-guide/smart-replies/chatgpt-integration.md): Seamless Integration of ChatGPT into Smart Replies - [Learn Module](https://help.pickyassist.com/setting-up-guide/smart-replies/learn-module.md) - [Stats Module](https://help.pickyassist.com/setting-up-guide/smart-replies/stats-module.md) - [Deep Linking](https://help.pickyassist.com/setting-up-guide/smart-replies/deep-linking.md) - [Settings](https://help.pickyassist.com/setting-up-guide/smart-replies/settings.md) - [Meta Ad Tracker](https://help.pickyassist.com/setting-up-guide/meta-ad-tracker.md): Track the real ROI of your Meta Ads by connecting ad performance with leads, conversions, and sales inside Picky Assist CRM. - [Smart Reply V2](https://help.pickyassist.com/setting-up-guide/smart-reply-v2.md): Setting Up Smart Replies or Answer Bots - [Introduction](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/introduction.md): All About Smart Replies - [ChatGPT Integration](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/chatgpt-integration.md): Seamless Integration of ChatGPT into Smart Replies - [Train Module](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/train-module.md): Learn How to Train Bot - [Training Bot Introduction](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/train-module/training-bot-introduction.md): Learn How to Train Bot - [Topics / Categories](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/train-module/topics-categories.md) - [Intent & Context](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/train-module/intent-and-context.md) - [Question Variation](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/train-module/question-variation.md) - [Uploading Bulk Questions](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/train-module/uploading-bulk-questions.md) - [Reply with Media Files](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/train-module/reply-with-media-files.md) - [Personalizing Replies](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/train-module/personalizing-replies.md) - [Smart Actions](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/train-module/smart-actions.md) - [Direct URL](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/train-module/direct-url.md) - [Fall Back Response](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/train-module/fall-back-response.md) - [Small Talks](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/train-module/small-talks.md) - [Publishing Bot](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/train-module/publishing-bot.md) - [Learn Module](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/learn-module.md) - [Stats Module](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/stats-module.md) - [Deep Linking](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/deep-linking.md) - [Settings](https://help.pickyassist.com/setting-up-guide/smart-reply-v2/settings.md) - [Setting Up Broadcaster](https://help.pickyassist.com/setting-up-guide/setting-up-broadcaster.md): Broadcaster helps you to send outgoing messages by manually inputting mobile numbers / uploading from an excel sheet/ or selecting from existing subscribers list. - [Introduction](https://help.pickyassist.com/setting-up-guide/setting-up-broadcaster/introduction.md) - [Creating a Campagin](https://help.pickyassist.com/setting-up-guide/setting-up-broadcaster/creating-a-campagin.md) - [Sending Message to WhatsApp Groups](https://help.pickyassist.com/setting-up-guide/setting-up-broadcaster/sending-message-to-whatsapp-groups.md) - [Broadcaster V2](https://help.pickyassist.com/setting-up-guide/setting-up-broadcaster/broadcaster-v2.md): Broadcaster helps you to send outgoing messages by manually inputting mobile numbers / uploading from an excel sheet/ or selecting from existing subscribers list. - [Introduction](https://help.pickyassist.com/setting-up-guide/setting-up-broadcaster/broadcaster-v2/introduction.md) - [Creating Campaign](https://help.pickyassist.com/setting-up-guide/setting-up-broadcaster/broadcaster-v2/creating-campaign.md) - [Reports](https://help.pickyassist.com/setting-up-guide/setting-up-broadcaster/broadcaster-v2/reports.md): You can see all the outgoing messages here in the report section and have following features - [Reports](https://help.pickyassist.com/setting-up-guide/setting-up-broadcaster/reports.md) - [Broadcaster Lite (Mobile App)](https://help.pickyassist.com/setting-up-guide/setting-up-broadcaster/broadcaster-lite-mobile-app.md): Broadcaster Lite is a simple feature in the mobile app that allows you to send messages to multiple people at once. - [Smart Retry](https://help.pickyassist.com/setting-up-guide/setting-up-broadcaster/smart-retry.md) - [Setting Up Sequence](https://help.pickyassist.com/setting-up-guide/setting-up-sequence.md): Sequence Automation or Drip Campagin helps to automatically send series of messages to subscribers. i.e Picky Assist can automatically followup customers who made enquiry. - [Introduction](https://help.pickyassist.com/setting-up-guide/setting-up-sequence/introduction.md) - [Creating New Sequence](https://help.pickyassist.com/setting-up-guide/setting-up-sequence/creating-new-sequence.md) - [Sequence Stats](https://help.pickyassist.com/setting-up-guide/setting-up-sequence/sequence-stats.md) - [Subscribe & Unsubscribe](https://help.pickyassist.com/setting-up-guide/setting-up-sequence/subscribe-and-unsubscribe.md) - [Disabling Sequence Message](https://help.pickyassist.com/setting-up-guide/setting-up-sequence/disabling-sequence-message.md) - [Setting Up Reminder](https://help.pickyassist.com/setting-up-guide/setting-up-reminder.md): New Miss any Events or Reminders Configure Programmable reminders for you and the team - [Setting Up Mobile App](https://help.pickyassist.com/setting-up-guide/setting-up-mobile-app.md): Take business on the go with Picky Assist Mobile App - [Setting Up Connector](https://help.pickyassist.com/setting-up-guide/setting-up-connector.md) - [Introduction](https://help.pickyassist.com/setting-up-guide/setting-up-connector/introduction.md): Learn More About Connectors - [Getting Started](https://help.pickyassist.com/setting-up-guide/setting-up-connector/getting-started.md): Connector Configuration Help File - [Steps](https://help.pickyassist.com/setting-up-guide/setting-up-connector/steps.md) - [Introduction](https://help.pickyassist.com/setting-up-guide/setting-up-connector/steps/introduction.md) - [Filters](https://help.pickyassist.com/setting-up-guide/setting-up-connector/steps/filters.md) - [Delay](https://help.pickyassist.com/setting-up-guide/setting-up-connector/steps/delay.md) - [Iterator](https://help.pickyassist.com/setting-up-guide/setting-up-connector/steps/iterator.md) - [Stats](https://help.pickyassist.com/setting-up-guide/setting-up-connector/steps/stats.md) - [Actions](https://help.pickyassist.com/setting-up-guide/setting-up-connector/actions.md): Connector Action - [Formatter](https://help.pickyassist.com/setting-up-guide/setting-up-connector/formatter.md): Transfer Data from one format to any format - [Date & Time](https://help.pickyassist.com/setting-up-guide/setting-up-connector/formatter/date-and-time.md): Transfer Date & Time from One Format to another with Connector - [Counter](https://help.pickyassist.com/setting-up-guide/setting-up-connector/formatter/counter.md) - [Math Calculation](https://help.pickyassist.com/setting-up-guide/setting-up-connector/formatter/math-calculation.md): Perform Add Subtract Multiply Divide - [Data Parser](https://help.pickyassist.com/setting-up-guide/setting-up-connector/formatter/data-parser.md): Extract any data from Text - [Convert File](https://help.pickyassist.com/setting-up-guide/setting-up-connector/formatter/convert-file.md): PDF to Text extraction - [Line Items](https://help.pickyassist.com/setting-up-guide/setting-up-connector/formatter/line-items.md) - [Location](https://help.pickyassist.com/setting-up-guide/setting-up-connector/formatter/location.md): Distance calculator with location - [Building Mini App](https://help.pickyassist.com/setting-up-guide/setting-up-connector/building-mini-app.md): Integrate any 3rd party app into Picky Assist using Mini App builder - [Email Parser](https://help.pickyassist.com/setting-up-guide/setting-up-connector/email-parser.md): Extract data from email - [Data Storage](https://help.pickyassist.com/setting-up-guide/setting-up-connector/data-storage.md) - [Simulate Test](https://help.pickyassist.com/setting-up-guide/setting-up-connector/simulate-test.md) - [Connector Logs](https://help.pickyassist.com/setting-up-guide/setting-up-connector/connector-logs.md) - [Email Builder](https://help.pickyassist.com/setting-up-guide/email-builder.md) - [Setting Up Flow Builder](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder.md): Create Chatbots with our no code drag and drop builder - [Fundamentals (Must Read)](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/fundamentals-must-read.md): Read this page before getting started with Flow Builder that can save time in building good flows - [Basic Terminology (Must Read)](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/basic-terminology-must-read.md): Understand different terminologies used in the flow builder - [Guide to Building an Effective Chatbot (Must Read)](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/guide-to-building-an-effective-chatbot-must-read.md) - [Create, Manage, Test & Publish Flows](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/create-manage-test-and-publish-flows.md): All about how to create and manage flows - [Triggering a Chatbot Flow](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/triggering-a-chatbot-flow.md) - [Steps](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps.md): Create multiple steps and connect them to make your flow innovative - [Introduction (Must Read)](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps/introduction-must-read.md): The core building block of the flow builder - [Send Message](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps/send-message.md): Send message to a user in the flow - [Ask A Question](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps/ask-a-question.md): Collect user input and save to the CRM - [Filter](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps/filter.md) - [Save Data](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps/save-data.md) - [Actions](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps/actions.md) - [Check WhatsApp Session](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps/check-whatsapp-session.md) - [Delay](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps/delay.md) - [Smart Delay](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps/smart-delay.md) - [Formatter](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps/formatter.md) - [Splitter](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps/splitter.md) - [Data Lookup](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps/data-lookup.md) - [Trigger HTTP API](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps/trigger-http-api.md) - [Webhook](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps/webhook.md): Receive real time data from 3rd party applications into the flow - [Apps](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps/apps.md): Integration of 3rd party Apps - [Match Keywords](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps/match-keywords.md) - [Route to Chatbot](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps/route-to-chatbot.md) - [End](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/steps/end.md) - [Saving Data into CRM](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/saving-data-into-crm.md): Learn how to collect data from the chatbots and saves into the inbuilt CRM - [AI & Human Agents For Non Interactive Replies](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/ai-and-human-agents-for-non-interactive-replies.md) - [Analytics](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/analytics.md): Measure how users are getting engaged with your chatbot flows - [Integrations](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/integrations.md): Developers features to integrate the chatbot with any 3rd party softwares - [Flow Builder logs and conversational logs](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/flow-builder-logs-and-conversational-logs.md) - [Chatbot Best Practices, Ideas & FAQ](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/chatbot-best-practices-ideas-and-faq.md) - [Setting up Modular CRM](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm.md) - [Fundamentals (Must Read)](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/fundamentals-must-read.md): The fundamentals of a CRM, you must read this before getting started - [Guide to Building and Implementing a Modular CRM (Must Read)](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/guide-to-building-and-implementing-a-modular-crm-must-read.md): Mastering CRM Implementation: A Step-by-Step Guide - [Create & Manage Data Modules](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/create-and-manage-data-modules.md): Build modules to store your data - [CRM Macro Buttons](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/crm-macro-buttons.md): Easy automation in just one click - [Adding Records into CRM](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/adding-records-into-crm.md): Learn what are the different options available to add data into the Picky Asist CRM - [Data View & Manage Records](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/data-view-and-manage-records.md): Visualise the data the way you needed - [Managing Records, Activity Logs & Trash](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/managing-records-activity-logs-and-trash.md) - [Task](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/task.md): Enhancing Your Task Management - [Workflows](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/workflows.md): The powerhouse to automate anything - [Funnels](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/funnels.md) - [Data Import](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/data-import.md): Effortlessly move data from 3rd party CRM's or Excel sheet into Picky Assist CRM - [Integrations](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/integrations.md): Integrate CRM into 5000+ App with No Code Connector - [CRM Analytics](https://help.pickyassist.com/setting-up-guide/crm-analytics.md) - [Introduction (Must Read)](https://help.pickyassist.com/setting-up-guide/crm-analytics/introduction-must-read.md) - [Type of Reports & Charts](https://help.pickyassist.com/setting-up-guide/crm-analytics/type-of-reports-and-charts.md) - [Creating Reports](https://help.pickyassist.com/setting-up-guide/crm-analytics/creating-reports.md) - [Report Builder Interface](https://help.pickyassist.com/setting-up-guide/crm-analytics/report-builder-interface.md) - [Creating Dashboard](https://help.pickyassist.com/setting-up-guide/crm-analytics/creating-dashboard.md) - [Setting Up Scheduler](https://help.pickyassist.com/setting-up-guide/setting-up-scheduler.md): Perform periodic actions like sending message, synching data etc - [Media Gallery](https://help.pickyassist.com/setting-up-guide/media-gallery.md) - [Quick Replies](https://help.pickyassist.com/setting-up-guide/quick-replies.md): This helps you in quickly replying to your messages. - [Opt-out Settings](https://help.pickyassist.com/setting-up-guide/opt-out-settings.md): Comprehensive Opt out management - [Blacklist](https://help.pickyassist.com/setting-up-guide/blacklist.md) - [Global Variables](https://help.pickyassist.com/setting-up-guide/global-variables.md) - [Setting Up Ad-On's](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons.md) - [Setting Up WhatsMail](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/setting-up-whatsmail.md) - [Setting Up Zendesk](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/setting-up-zendesk.md) - [Setting Up Zapier](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/setting-up-zapier.md) - [Setting Up Zoho CRM](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/setting-up-zoho-crm.md): This guide helps you to integrate Picky Assist Services with Zoho CRM. - [Getting Started](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/setting-up-zoho-crm/getting-started.md): Get start with Zoho CRM & WhatsApp Integration - [Working with Extension](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/setting-up-zoho-crm/working-with-extension.md): Step by step instruction to get start with Zoho CRM Extension - [Integrating with Zoho Workflow](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/setting-up-zoho-crm/integrating-with-zoho-workflow.md): Sending Automatic Messages Based on Zoho CRM Workflow using Picky Assist Connector - [Lead Assignment Rules](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/setting-up-zoho-crm/lead-assignment-rules.md): Automatically assign leads to Zoho CRM Users - [Integrating into Custom Modules](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/setting-up-zoho-crm/integrating-into-custom-modules.md): Step by Step guide to integrate WhatsApp into your Custom Modules - [Connecting Multiple WhatsApp Numbers into Zoho CRM](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/setting-up-zoho-crm/connecting-multiple-whatsapp-numbers-into-zoho-crm.md): Step by step guide to add more than one WhatsApp number into your Zoho CRM account - [Integrating WhatsApp with Zoho CRM Mobile App](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/setting-up-zoho-crm/integrating-whatsapp-with-zoho-crm-mobile-app.md) - [2 Way Zoho CRM & WhatsApp Integration](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/setting-up-zoho-crm/2-way-zoho-crm-and-whatsapp-integration.md): Learn how CRM updates and WhatsApp conversations automatically trigger actions and keep your Zoho CRM always up to date. - [Keyboard Shortcuts](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/setting-up-zoho-crm/keyboard-shortcuts.md): Save more time with our keyboard shortcuts - [Setting Up Facebook Lead Adform](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/setting-up-facebook-lead-adform.md): This section helps to setup facebook lead ad form with Picky Assist - [Facebook Lead Ad form V2](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/facebook-lead-ad-form-v2.md): This section helps to setup face book lead ad form with Picky Assist - [Setting Up WhatsApp Web](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/setting-up-whatsapp-web.md): This article helps you to setup WhatsApp Web as channel to your picky assist project - [Setting Up Pabbly Connect](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/setting-up-pabbly-connect.md): This guide help you to get started with Pabbly Connect with Picky Assist - [Setting Up ChatGPT App](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/setting-up-chatgpt-app.md): Learn how to setup ChatGPT with Picky Assist family of products - [Google Gemini Integration](https://help.pickyassist.com/setting-up-guide/setting-up-ad-ons/google-gemini-integration.md) - [Google Chrome Extensions](https://help.pickyassist.com/setting-up-guide/google-chrome-extensions.md) - [Extension for Sending WhatsApp Messages from any Webpage](https://help.pickyassist.com/setting-up-guide/google-chrome-extensions/extension-for-sending-whatsapp-messages-from-any-webpage.md) - [Chrome Extension V2](https://help.pickyassist.com/setting-up-guide/google-chrome-extensions/chrome-extension-v2.md): Google Chrome Extension for the true multi taskers - [Extension for Zoho CRM & Teambox](https://help.pickyassist.com/setting-up-guide/google-chrome-extensions/extension-for-zoho-crm-and-teambox.md) - [Managing Profile](https://help.pickyassist.com/setting-up-guide/managing-profile.md) - [Two Factor Aunthentication](https://help.pickyassist.com/setting-up-guide/managing-profile/two-factor-aunthentication.md) - [Login History](https://help.pickyassist.com/setting-up-guide/managing-profile/login-history.md): By using login history we can trace out all the login details of all users. - [Delete Account](https://help.pickyassist.com/setting-up-guide/managing-profile/delete-account.md) - [Quick Rollout Guide](https://help.pickyassist.com/setting-up-guide/quick-rollout-guide.md) - [WhatsApp Official Account](https://help.pickyassist.com/setting-up-guide/quick-rollout-guide/whatsapp-official-account.md) - [Developers & Partners Guide for Deep Integration of Picky Assist](https://help.pickyassist.com/setting-up-guide/developers-and-partners-guide-for-deep-integration-of-picky-assist.md) --- # 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/setting-up-guide.md?ask= ``` 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.