Video Tutorials
Step-by-step video guides to help you master WhatsApp Business automation.
Prefer watching to reading? We have compiled a set of quick, high-impact video walkthroughs to get you up to speed in minutes.
Getting Started Playlist
1. Platform Overview (3 minutes)
A high-level tour of the AutomateIt dashboard. Learn where to find your live chats, build campaign broadcasts, train your AI chatbot, and review analytics.
2. Connecting Your Number (4 minutes)
A step-by-step screen recording demonstrating how to navigate Meta's Embedded Signup window, choose a Business Portfolio, verify your phone number via SMS, and active the API.
3. Training Your Custom AI Agent (5 minutes)
Learn how to use RAG document uploads, configure custom FAQ grids, set the AI's tone of voice, and test prompts in the playground before going live.
Advanced Features Guides
4. Creating and Scheduling Campaigns (4 minutes)
How to create message templates, submit them to Meta for quick approval, load customer lists via CSV, segment audiences, and schedule campaigns.
5. Multi-Tenant Agency Portal (6 minutes)
Specifically for users on the Agency plan. Learn how to brand the dashboard with a custom domain, invite your clients to separate dashboards, and manage multi-number subscriptions.