AutomateIt documentation
How the platform works, what your agents can do, and how to set it up.
AutomateIt is where a business builds its own AI agents for commerce and services, and deploys them on the channels its customers already use: WhatsApp, Instagram, Messenger, Telegram, website chat and email.
These pages describe what the product does today. Anything not built yet is on one page, marked as such, and nowhere else.
Start here
- What AutomateIt is — the platform, the agents, and every action an agent can take.
- Quick start — from signing up to an agent answering customers.
- How AutomateIt works — a message's path, and the checks on every reply.
- Plans and limits — prices, and exactly what each plan allows.
Your agents
- Agents and conversations — roles, instructions, knowledge, playbooks, handoff and what your team's corrections teach them.
- Selling in chat — catalogue, basket, checkout, delivery and orders.
- Contacts — who your customers are, and how close they are to buying.
- Campaigns — messaging a group of customers.
- Reports — what you can see about your agents' work.
Channels
- WhatsApp Business API — what it is and why Meta verifies you.
- Meta business portfolio — the accounts WhatsApp, Instagram and Messenger sit under.
Security and your data
- Data security — what is stored, how it is protected, and who can reach it.
- Tech provider status — our standing with Meta.
- GDPR and data protection — your customers' rights, and ours.
Questions
- FAQ — the questions merchants ask most.
- Pricing FAQ and usage limits.
Nothing here is a promise about the future. Every page records the date it was checked against the product.
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