> For the complete documentation index, see [llms.txt](https://docs.ochats.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ochats.io/module-tutorial.md).

# Module - Tutorial

- [Getting Set Up: First Steps](https://docs.ochats.io/module-tutorial/getting-set-up.md): A step-by-step guide to setting up your oChats.io workspace.
- [Creating a New Workspace](https://docs.ochats.io/module-tutorial/create-workspace.md): Create a new workspace to manage each brand or business you run.
- [Connect to channels](https://docs.ochats.io/module-tutorial/connect-to-channels.md): Connect to your desired business communication channels for every businesses you have.
- [Connect WhatsApp Web](https://docs.ochats.io/module-tutorial/connect-to-channels/whatsapp-web.md): Scan a QR code to link your personal WhatsApp Web account.
- [Connect WhatsApp Business API](https://docs.ochats.io/module-tutorial/connect-to-channels/whatsapp-api.md): Connect the official WhatsApp Business API to oChats.io.
- [WhatsApp Cloud API](https://docs.ochats.io/module-tutorial/connect-to-channels/whatsapp-api/whatsapp-cloud-api.md): Connect directly to WhatsApp with WhatsApp Cloud API
- [Connect via Gupshup](https://docs.ochats.io/module-tutorial/connect-to-channels/whatsapp-api/gupshup.md): Connect to Gupshup, official WhatsApp Business API provider
- [Connect via 360dialog](https://docs.ochats.io/module-tutorial/connect-to-channels/whatsapp-api/360dialog.md): Connect to 360dialog, official WhatsApp Business API provider
- [Connect Your Telegram Bot](https://docs.ochats.io/module-tutorial/connect-to-channels/telegram.md): Connect to Telegram via official Telegram BotFather.
- [Connect LINE Business Account](https://docs.ochats.io/module-tutorial/connect-to-channels/line.md): Sign up and integrate your LINE Official Business Account.
- [Connect WeChat Business](https://docs.ochats.io/module-tutorial/connect-to-channels/wechat-business.md): Connect to official WeChat account and gain access to its API
- [WeChat 2-Step Integration](https://docs.ochats.io/module-tutorial/connect-to-channels/wechat-business/integration.md): Follow the 2-step process to integrate your WeChat Business account.
- [Connect Your Email Account](https://docs.ochats.io/module-tutorial/connect-to-channels/email.md): Connect your existing email inbox via SMTP and IMAP settings.
- [Enable IMAP access](https://docs.ochats.io/module-tutorial/connect-to-channels/email/enable-imap-access.md): Email configuration onfiguration for Gmail, Outlook and more.
- [Managing & Uploading Contacts](https://docs.ochats.io/module-tutorial/upload-contacts.md): Manage your contacts with oChats.io's built-in CRM and tag management system.
- [How to upload a new contact?](https://docs.ochats.io/module-tutorial/upload-contacts/how-to-upload-a-new-contact.md): Add a single new contact to your oChats.io workspace manually.
- [How to upload new contacts in bulk?](https://docs.ochats.io/module-tutorial/upload-contacts/how-to-upload-new-contacts-in-bulk.md): Import a full list of contacts at once via file upload instead of adding them one by one.
- [How to merge & unmerge contact?](https://docs.ochats.io/module-tutorial/upload-contacts/how-to-merge-and-unmerge-contact.md): Combine duplicate contact records into one, or split a merged contact back apart.
- [Setting Up Your Profile](https://docs.ochats.io/module-tutorial/set-up-profile.md): Create your business profile and individual agent profile.
- [Messages Module Overview](https://docs.ochats.io/module-tutorial/messages.md): Reply to your customer across all communication channels
- [How to Edit a Contact's Name](https://docs.ochats.io/module-tutorial/messages/how-to-edit-name.md): Rename a contact directly from the Messages section.
- [How to open CRM pop out widget?](https://docs.ochats.io/module-tutorial/messages/how-to-open-crm-pop-out-widget.md): Open the CRM pop-out widget to view contact details while chatting.
- [How to reply customer with another channel?](https://docs.ochats.io/module-tutorial/messages/how-to-reply-customer-with-another-channel.md): Switch to a different connected channel when replying to a customer.
- [How to use snippet in message section quickly?](https://docs.ochats.io/module-tutorial/messages/how-to-use-snippet-in-message-section-quickly.md): Use a saved snippet shortcut to send messages faster in chat.
- [Use WhatsApp Templates Quickly in Messages](https://docs.ochats.io/module-tutorial/messages/how-to-use-whatsapp-template-message-in-message-section-quickly.md): Insert an approved WhatsApp template message with one shortcut.
- [Send a Personalized WhatsApp Template](https://docs.ochats.io/module-tutorial/messages/how-to-send-out-personalized-whatsapp-template-message.md): Personalize a WhatsApp template with fields like first and last name.
- [How to book an appointment?](https://docs.ochats.io/module-tutorial/messages/how-to-book-an-appointment.md): Schedule a meeting from chat with a built-in video link.
- [Quick Reply Automation](https://docs.ochats.io/module-tutorial/quick-reply.md): Auto-send a preset reply when a specific trigger message is detected.
- [How to set greeting message?](https://docs.ochats.io/module-tutorial/quick-reply/how-to-set-greeting-message.md): Set an automatic greeting message for new conversations.
- [Broadcast Messaging](https://docs.ochats.io/module-tutorial/broadcast.md): Schedule and send broadcast messages to your contacts.
- [Personalized Broadcast](https://docs.ochats.io/module-tutorial/broadcast/personalized-broadcast.md): Personalize broadcasts with dynamic fields like first name.
- [Personalized Broadcast for WhatsApp](https://docs.ochats.io/module-tutorial/broadcast/personalized-broadcast-for-whatsapp.md): Personalize WhatsApp template broadcasts with Param fields.
- [Reminder Broadcast](https://docs.ochats.io/module-tutorial/broadcast/reminder-broadcast.md): Create and schedule an automated reminder broadcast message.
- [Download Broadcast Report](https://docs.ochats.io/module-tutorial/broadcast/download-broadcast-report.md): Export a completed broadcast campaign's delivery status and recipient details to Excel.
- [Workflow Automation (Beta)](https://docs.ochats.io/module-tutorial/workflow-beta.md): Automate incoming inquiries with workflow automation
- [Tickets Module Guide](https://docs.ochats.io/module-tutorial/tickets.md): Manage, prioritize, and resolve support tickets in one place.
- [Settings & Configuration](https://docs.ochats.io/module-tutorial/settings.md): Configure templates, tags, users, API tokens, and webhooks.
- [WhatsApp Templates](https://docs.ochats.io/module-tutorial/settings/whatsapp-templates.md): Create and submit a new WhatsApp message template for approval.
- [Creating Message Snippets](https://docs.ochats.io/module-tutorial/settings/snippets.md): Save a reusable text snippet to insert into any conversation.
- [Managing Team Users](https://docs.ochats.io/module-tutorial/settings/users.md): Invite team members and assign their organization and user permission access.
- [Custom Contact Fields](https://docs.ochats.io/module-tutorial/settings/contact-fields.md): Create your own custom fields to store extra contact details.
- [Managing Your Tag Library](https://docs.ochats.io/module-tutorial/settings/tag.md): Browse and manage the full library of tags in your workspace.
- [Setting Business Hours](https://docs.ochats.io/module-tutorial/settings/business-hours.md): Set your business hours so oChats.io knows when your team is online.
- [Generating API Tokens](https://docs.ochats.io/module-tutorial/settings/api-tokens.md): Generate a secure API token to connect external apps and CRMs.
- [Setting Up Webhooks](https://docs.ochats.io/module-tutorial/settings/webhooks.md): Get real-time webhook alerts for contact, chat, and message events.
- [API Reference Documentation](https://docs.ochats.io/module-tutorial/settings/api-docs.md): Manage contacts, send messages, and subscribe to webhook events.