Guide
Learn how ChatlyHQ works
A practical walkthrough of the product: how to connect Pages, run automations and broadcasts, set keyword replies, and use agency accounts.
Getting started
- Create an account with email, then start the free Pro trial, choose Free forever, or pick a paid plan.
- Open the dashboard and connect your Facebook Pages (Facebook Login is required for Page access).
- Confirm the Pages you want ChatlyHQ to message appear in your workspace.
Automations
Welcome flows and multi-step chains that run when someone messages your Page or hits a trigger you define.
- Go to Automation and create a new flow (or open an existing one).
- Build the path visually: messages, cards, delays, buttons, and tracked links.
- Select which Pages the automation applies to.
- Publish when ready — drafts do not send until you activate them.
- Use Share link if you want another ChatlyHQ account to import a copy as a draft.
Broadcasts
One-time or scheduled sends to people who already messaged your Page (within Meta messaging windows and your plan quota).
- Open Broadcasts and start a new broadcast.
- Choose the audience (Pages, tags, or filters your workspace supports).
- Compose the message in the builder, then schedule or send.
- Track delivery from the broadcast list and detail views.
Keywords
Instant replies when a subscriber sends a matching word or phrase.
- Open Keywords and add a new rule.
- Enter the trigger phrases and the reply content.
- Attach the rule to the right Pages.
- Save and keep the rule enabled so matching messages get an automatic response.
Inbox & contacts
See conversations and people who interacted with your connected Pages.
- Use Inbox to review recent Messenger threads handled through ChatlyHQ.
- Use Contacts to browse subscribers, apply tags, and prepare audiences for broadcasts.
- Keep Page connections healthy so new messages continue to sync.
Agency sub-accounts
Built for agencies that manage multiple clients without mixing audiences.
- As an agency owner, invite clients from Team (or your agency invite flow).
- Each client works in an isolated workspace and connects their own Facebook Pages.
- You keep ownership and preview access without sharing Page tokens across clients.
Settings & billing
- Set timezone and broadcast language under Settings so schedules and content match your market.
- Manage your plan from Pricing / Plan pages; quotas reset with your billing cycle.
- Need help? Email ads@jnzbridge.ca.