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Step-by-step videos

Learn Labeeq in short videos

Watch how to set up your workspace, answer customers, build automations and sell more, one short video at a time.

Getting started

Set up your workspace in one click with starter packs

Pick the pack for your kind of business and get ready flows, AI agents and quick replies.

Getting started

Set up your workspace: business details, currency and hours

Add your logo, contact details, time zone, language, currency, brand identity and business hours.

Getting started

Set up your profile, language and two-step sign-in

Photo, language, time zone, alerts, password, two-factor sign-in, passkeys and social sign-in.

Getting started

Invite your team and set their roles

Invite teammates by email, choose what each role can see and do, and manage pending invites.

Inbox

Tour the shared inbox: every channel in one place

Chats from every channel in one list, with views, filters, open and closed tabs and the chat screen.

Inbox

Reply to customers from the shared inbox

Add the customer's name with a variable, send emojis and files, and use quick replies with a slash.

Inbox

Create quick replies for the answers you repeat

Save common answers, add the customer's name, and send them from any chat with a slash shortcut.

Inbox

Private notes and @mentions in the inbox

Write notes the customer never sees and @mention a teammate to bring them into the chat.

Inbox

Assign, snooze and resolve chats

Assign a chat to a teammate or AI agent, set its priority, snooze it, then resolve it with a reason.

Inbox

Draft, rephrase and translate replies with AI

Let AI Assist draft a reply, fix it, change its tone, translate it and summarize the chat.

Inbox

Message a WhatsApp customer after 24 hours

Reach the customer again with an approved template once the 24-hour window has closed.

Channels

Add a live chat widget to your website

Set the colour, photo and greeting, paste the snippet on your site, and answer from the inbox.

Channels

Edit your WhatsApp Business profile

Update the About line, description, address, email, websites and category straight from Labeeq.

Channels

Create a WhatsApp template and get it approved

Write the name, language, category, variables and body, then submit it and follow its status.

Channels

Connect webhooks, API tokens, Zapier and n8n

Add a webhook with its events, create an API token with the right permissions, and connect Zapier or n8n.

AI agents

Create an AI agent that answers your customers

Start from a template, choose its language, adjust the instructions and decide what it may do.

AI agents

Train your AI agent with documents and examples

Add documents and web pages, share sources between agents, and write example replies in your tone.

AI agents

Help your AI agent learn from chats

Review what it learned from finished chats, approve or reject it, and tidy your instructions.

AI agents

Test your AI agent and put it to work

Try it in the playground, save scenario checks, and make it the default agent for new chats.

Contacts

Add a new contact step by step

Enter the name, phone with country code, email and labels, then open the full profile.

Contacts

Import contacts from CSV or Excel

Upload the file, match the columns, review, and label everyone in the file to find them later.

Contacts

Organize contacts with labels, segments and custom fields

Label many contacts at once, save filters as segments for campaigns, and add your own fields.

Contacts

The customer profile: notes, tasks and timeline

See a customer's stage, details, deals, orders and chats on one page, with notes and follow-up tasks.

Contacts

Manage business customers and their companies

Add a company, link the people you deal with, and follow its deals, notes and messages in one timeline.

Contacts

Set up lifecycle stages and lead scoring

Map the journey from new lead to paying customer and score each signal to see who is ready to buy.

Sales

Turn customer inquiries into deals

Track every inquiry's status and owner, mark it contacted, and turn it into a deal when they are ready.

Sales

Create a deal, add tasks and mark it won

Add the value and customer, set a follow-up task, then mark it won or lost with a reason.

Sales

Track deals on a pipeline board

See every stage's deals and value, drag deals forward, filter by teammate and preview any deal.

Sales

Set up pipeline stages and win reasons

Order your stages, set each win probability and when a deal is stuck, and list why you win and lose.

Sales

Create teams and route new leads automatically

Group teammates and AI agents, then send new leads to the right people in turn or to the least busy.

Sales

Let customers book a meeting with a booking link

Share your booking link, set the meeting title, length and notice, and see bookings in your calendar.

Sales

Read your team and channel reports

Pick a period and see chats, response times, resolutions, ratings, deals and revenue by teammate.

Campaigns

Choose who gets your campaign

Pick the channel, then send to all contacts, a saved segment or an imported list and see the reach.

Campaigns

Write a campaign message

Build the message from blocks with the first name, buttons, files, WhatsApp templates and follow-ups.

Campaigns

Schedule or send a WhatsApp campaign safely

Send yourself a test, pick a gentle speed to protect your number, then schedule or send and follow it.

Campaigns

Write and plan social posts in Content studio

Get a draft in seconds, keep everything in the library, and see the month on the calendar.

Flows

Build a flow from a ready-made template

Browse the library, preview a template, build it, then check the trigger and steps before publishing.

Flows

Add branches, waits and actions to a flow

Give each button its own path, wait for a reply, create deals, add labels and assign the chat.

Flows

Test, publish and track a flow

Test on a contact without sending anything, publish, keep every version and see where customers stop.

Orders

Add products, prices, variants and stock

Add a product with its price and picture, track stock, and add variants like sizes with their own price.

Orders

Take and track orders on the orders board

Add an order with products, address and payment method, then move it from new to delivered.

Orders

Set up payment methods, order messages and receipts

Add payment methods, turn on a message for each order step, and set receipt numbers and tax.

Prefer to read?

The help center has written step-by-step guides for every part of Labeeq.

Open the help center

Try it in your own workspace

Start free and follow along with the videos as you set up.