Questions & answers

ChatlyHQ is a Messenger-first workspace: visual automations (including AI Response and Webhooks), broadcasts, keyword replies, inbox, contacts and tags, and agency client workspaces — in one account. Available in beta. Connection availability depends on provider approval and your account eligibility. Messaging features become available after provider approval and connection setup.

Individuals running a Page, businesses that need faster Messenger and Instagram replies and campaigns, and agencies that manage client workspaces with clear separation.

Go to Sign in / Sign up, create your account, then choose Free, start the free trial, or pick a paid plan. You land in the dashboard — your main workspace.

No. Signup and the free trial (14 days or 1,000 messages, whichever comes first) do not require a credit card. Credit Card or PayPal is required only when you upgrade to a paid plan.

Connect your Facebook Pages from Home, then explore Automation, Keywords, Inbox, Contacts, and Broadcasts from the side menu. The Learn page has a simple walkthrough.

Yes. Connect a Facebook Page you administer for Messenger. You can also connect Instagram Business accounts for DM automations and inbox in the same workspace.

Available in beta. Connection availability depends on provider approval and your account eligibility. Join beta to connect your account when access is available. Messaging features become available after provider approval and connection setup.

On Home, click Reconnect Pages, approve access again, wait a moment, then refresh. Confirm you are an admin of the Page.

Yes, within your plan limits. Free includes one channel; paid plans support more. Each Page shows on Home. Instagram can be connected as an additional channel.

Yes. Use the Page menu on Home to hide or remove a Page you no longer want in your workspace.

Automations are visual flows that reply or take actions when someone messages you, comments, or matches a trigger you choose — without answering every chat by hand.

Open Automation, create or edit a flow, then add steps visually: Message, Delay, Split, Add/Remove Tag, Set Field, AI Response, Webhook, and more. Choose which Pages it runs on, save as draft while testing, then set it to Active.

Draft lets you edit and test safely. Active means the automation runs for new matching conversations on the Pages you selected.

Yes. You can share an automation link so another ChatlyHQ user can import a copy into their account as a draft.

You choose the Pages when you set up the automation. It only runs on the ones you select.

In the flow builder, AI Response writes a helpful reply from a prompt you write — for example: greet the person and answer their question. It uses your OpenAI API key configured on the server.

AI Response uses the OpenAI API key set up for your ChatlyHQ environment. Ask your workspace admin or support if AI replies are not available on your account.

No. You can use fixed messages, keywords, broadcasts, and inbox without AI. AI Response is optional inside automations.

Be clear about tone and goal (for example: short, friendly, answer product questions, ask for their name). Test in draft before setting the automation to Active.

A Webhook step notifies another tool you already use (CRM, form, spreadsheet automation, etc.) when someone reaches that point in a flow. ChatlyHQ sends subscriber-related data to the URL you provide.

You need a receiving URL from the other tool (many CRMs and automation apps provide one). Paste that URL into the Webhook node. For setup help on the other side, follow that tool’s docs or ask your developer.

When a contact reaches that step in an active automation. If they never reach that step, nothing is sent.

Broadcasts are campaigns you send to people who already messaged your Page. Delivery follows Facebook Messenger messaging rules and your plan’s monthly message limit. Page broadcasts are Messenger-only today.

Open Broadcasts, start a campaign, select Pages/channels, choose the audience (for example active in the last 24 hours or contacts with certain tags), write the message, then send now or schedule for later.

Yes. Choose a later date and time when creating the campaign. Your Settings timezone is used for scheduling.

Open the Broadcasts list to watch progress — sent, delivered, reads, and clicks when those metrics are available. Some broadcasts also support simple A/B tests.

Messaging windows and platform rules apply (for example, some sends are limited to recent conversations). Your plan’s monthly message quota also caps how many messages you can send.

Instant replies when someone sends a specific word or phrase (for example “price” or “hours”). They are simpler than full automations and great for common questions.

Open Keywords, add a rule, type the words or phrases to match, write the reply, attach it to the right Pages, save, and keep the rule turned on.

Yes. Attach the rule to every Page where you want that reply.

Inbox is where you read and answer conversations from your connected Messenger and Instagram channels in one place.

Open Inbox, pick a Page, select a conversation, type your reply, and send it from ChatlyHQ.

Live Chat lets you talk as a human without automations interrupting. When you turn it on for a contact (when available), automations pause for that person until you turn it off.

If Live Chat is on for that contact, automations pause. Otherwise, active automations and keywords can still reply according to your rules.

Contacts are people who messaged your channels. Use Contacts to browse, search, filter, tag, export, and build broadcast audiences.

Unlimited Contacts are included on every plan. Your monthly message quota still applies to outbound messages.

Tags help you organize contacts (VIP, interested, leads, and so on). Add tags from a contact profile, in bulk, or from automation steps. You can also filter and target broadcasts by tag.

Yes. Select contacts and use bulk actions to export a CSV when you need a list outside ChatlyHQ.

Profile Unify copies personal details between two profiles on the same Page when you want one set of fields. Message history stays separate.

Yes. Manage plan and above support client workspaces so you can invite clients, open their accounts, and keep work separated. Custom Unlimited is available via contact sales.

Each client works in their own workspace and connects their own Pages. Campaigns and contacts stay inside the workspace you are viewing — they do not mix across clients.

From Team (when available on your plan), invite a client or create a sub-account, then switch between workspaces as you manage more than one client.

Starter (10,000 msgs), Pro (50,000), Business (100,000), Manage (300,000), VIP (1,000,000), and Agency (2,000,000 included). Platform Unlimited remains admin/custom. Full prices are on the Pricing page; yearly billing is 10% off.

Yes. Every paid plan offers a free trial of 14 days or 1,000 messages (whichever comes first) with no credit card. You can upgrade later to any plan — not only the one you trialed.

Your free trial ends after 14 days or when you use 1,000 messages — whichever comes first. After that, all features stop until you upgrade with Credit Card or PayPal. You can still open Pricing and choose any plan.

Open Plan in the app to see your current plan, message usage, and renewal details. Change or upgrade from Pricing when you need more volume.

Outbound sends pause until the next billing cycle or you upgrade; automations and inbox still work for reading/replying within limits shown in-app. Unlimited contacts are always stored — pricing is based on message volume, not contact count.

Automation, broadcast, AI response, keyword reply, and any other outbound messages you send through ChatlyHQ count toward your monthly quota. Exact usage is shown on the Plan page.

They appear in the affiliate’s referrals with $0 payment and $0 commission during the free trial. When they later complete an eligible successful payment, the referral updates and a 10% commission is calculated under the program rules. Commissions are not paid out instantly and may change if a payment is refunded or disputed.

The marketing site and app UI support English, Arabic, Hindi, Portuguese, and Spanish. Use the language switcher in the header to change locale (URLs use /en, /ar, /in, /pt, /es).

Yes. Open Settings to set your timezone. Scheduled broadcasts use that timezone.

You can store useful URLs you reuse in many cards or messages so you don’t retype them every time.

Provider tokens and credentials are encrypted at rest. Workspace access uses role-based permissions. We do not sell your data. See the Privacy Policy for Meta data handling and owner support access.

Sync existing Messenger subscribers so you do not start from zero. Import shared automation links when available and rebuild flows in the visual builder. Email support@chatlyhq.com for high-volume migration guidance.

Outbound sends count toward your plan quota. When you reach the limit, new outbound messages are blocked until you upgrade or your billing period resets. Usage is shown on the Plan page in Settings.

Messenger and Instagram are live (automations, inbox; broadcasts on Messenger). WhatsApp and Telegram are beta. TikTok: connect your account — outbound messaging depends on approval and server configuration.

Email support@chatlyhq.com with your account email and a short description of what you need. For self-serve walkthroughs, use the Learn page.

Visit the Learn page for guides on connecting Pages, automations, broadcasts, keywords, inbox, contacts, and agency setups.

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