Documentation

Getting started

• Quickstart: Go from nothing to a live flow in one sitting.
• Core concepts: The few ideas that explain everything in UPMYB.

Flows

• Building a flow: Describe it, review it, change it.
• Testing a flow: Check a flow before any customer sees it.
• Going live and pausing: Switch flows on and off safely.

Connectors

• Connecting a tool: Link UPMYB to the tools you already use.
• Permissions and credentials: How access to your tools is handled.

WhatsApp

• Setting up WhatsApp: Connect the official WhatsApp Business API.
• Message templates: Write templates Meta approves.
• Opt-in and opt-out: Message only people who agreed to hear from you.

Payments

• Payment links: Collect money inside the chat.
• Reminders and recovery: Chase politely, automatically.

Billing and team

• How billing works: Pay as you build.
• Roles and access: Decide who can do what.

Troubleshooting

• A flow did not run: Common reasons and how to check.
• A WhatsApp message was not delivered: What to check first.