# What is ChatMo?

ChatMo is an AI-powered omnichannel messaging and CRM platform designed to help businesses centralize, streamline, and automate customer communications across multiple messaging channels. It provides a unified inbox where teams can manage conversations, leverage AI automation, and integrate with e-commerce tools for enhanced workflow efficiency.

Key features include:

- **Omnichannel Messaging**: Manage customer conversations from WhatsApp, Instagram, Facebook Messenger, Telegram, Email, SMS, and Webchat in a single platform.
- **AI Agent Automation**: Build intelligent AI chatbot agents that handle customer inquiries 24/7 with customizable personas, knowledge bases, and built-in tools.
- **Broadcast Campaigns**: Send targeted mass messages across multiple channels with audience segmentation and delivery analytics.
- **E-commerce Integration**: Manage orders, product catalogs, payments, and shipping directly within customer conversations.
- **Team Collaboration**: Assign conversations, manage roles, and collaborate in real-time with a shared team inbox.
- **Analytics & Reports**: Track conversation metrics, agent performance, and customer engagement for data-driven decisions.

ChatMo is ideal for customer support, sales, and e-commerce teams seeking to improve response times, automate repetitive tasks, and drive revenue through conversational messaging.

[Learn more about ChatMo](https://chatmo.io)

# How does ChatMo compare to other messaging platforms?

ChatMo stands out as an AI-powered omnichannel messaging platform designed for businesses that need intelligent automation combined with multi-channel customer communication. Here's what makes ChatMo different:

## 1. Omnichannel Capabilities

ChatMo supports WhatsApp (both unofficial QR-based and official Business API), Instagram, Facebook Messenger, Telegram, Email, SMS, and an embeddable Webchat widget — all managed from a single unified inbox. Many competitors only support one or two channels.

## 2. AI Agent Automation

ChatMo provides fully customizable AI agents with:
- Custom personas and behavior settings
- Knowledge base integration for accurate, context-aware responses
- Built-in tools (web search, shipping calculator, e-commerce order management)
- Seamless human handoff when conversations need personal attention
- Chat simulation for testing before going live

## 3. WhatsApp Flexibility

Unlike most platforms that only support WhatsApp Business API, ChatMo offers three WhatsApp connection options:
- **WhatsApp Unofficial**: Connect your personal WhatsApp number by scanning a QR code directly in ChatMo — no API account needed.
- **WhatsApp Business API**: Official Meta Cloud API integration with template messaging and business verification.
- **Multiple Devices**: Connect and manage multiple WhatsApp numbers within one organization.

## 4. Built-in E-commerce

ChatMo includes native e-commerce features: product catalog management, order creation, payment processing (via Xendit), shipping cost calculation with Indonesian couriers, and invoice generation — all directly within conversations.

## 5. Affordable & Transparent Pricing

ChatMo offers flexible plans from Free trial to Enterprise, with transparent pricing and no hidden fees. The platform is designed to be accessible for small businesses while scaling for larger teams.

[Start your free trial](https://chatmo.io/register)

# What messaging channels does ChatMo support?

ChatMo supports a comprehensive range of messaging channels for true omnichannel customer engagement:

- **WhatsApp (Unofficial)**: Connect your personal or business WhatsApp number instantly by scanning a QR code directly in ChatMo. No API account or business verification needed — perfect for getting started quickly.
- **WhatsApp Business API**: Official Meta Cloud API integration with template messaging, business verification, and high-volume messaging capabilities.
- **Instagram Direct Messages**: Connect your Instagram Professional account to receive and respond to DMs, story mentions, and comment replies.
- **Facebook Messenger**: Integrate your Facebook Page to manage Messenger conversations directly from ChatMo.
- **Telegram**: Connect Telegram bots via BotFather for automated and manual messaging.
- **Email**: Manage email conversations alongside chat messages in the unified inbox.
- **SMS**: Send and receive SMS messages through integrated providers.
- **Webchat**: Add an embeddable live chat widget to your website with AI agent integration and customizable appearance.

All conversations from these channels are unified in a single inbox, giving your team complete customer context and seamless cross-channel engagement.

To connect channels:
1. Create a ChatMo account at [chatmo.io/register](https://chatmo.io/register).
2. Navigate to the Integrations page in your dashboard.
3. Follow the step-by-step connection guides for each channel.

[Learn more about channels](https://docs.chatmo.io/en/channels/overview)

# How does WhatsApp work on ChatMo?

ChatMo provides three flexible WhatsApp connection options to suit different business needs:

## WhatsApp Unofficial (QR Code)

The fastest way to get started with WhatsApp on ChatMo. Simply scan a QR code from your ChatMo dashboard using your phone, and your WhatsApp number is connected instantly. This option:
- Requires no API account or business verification
- Works with personal or business WhatsApp numbers
- Supports sending and receiving messages, media, and documents
- Allows you to manage conversations from the ChatMo unified inbox
- Is ideal for small businesses and quick setup

[Learn more about WhatsApp QR setup](https://docs.chatmo.io/en/channels/whatsapp)

## WhatsApp Business API

For businesses that need official Meta Cloud API capabilities with higher messaging volumes, template messaging, and business verification. This option:
- Requires a Meta Business account and verified business
- Supports WhatsApp message templates with Meta approval
- Enables high-volume automated messaging
- Provides official green badge verification
- Supports broadcast campaigns with template messages

[Learn more about WhatsApp Business API](https://docs.chatmo.io/en/channels/whatsapp-business)

## Multiple WhatsApp Devices

ChatMo supports connecting multiple WhatsApp numbers (both unofficial and API) within a single organization. You can:
- Manage multiple WhatsApp numbers from one dashboard
- Monitor device connection status in real-time
- Reconnect devices when they go offline
- Assign different numbers to different teams or use cases

[Learn more about device management](https://docs.chatmo.io/en/devices/device-management)

# How much does ChatMo cost?

ChatMo offers flexible, transparent pricing designed for businesses of all sizes:

## Pricing Plans

- **Free Trial**: Explore the platform with limited features before committing.
- **Starter**: For small businesses getting started with omnichannel messaging and AI agents. Includes essential features with basic limits on users, contacts, and AI agents.
- **Professional**: For growing teams with advanced automation needs. Includes higher limits on broadcasts, AI agents, channels, and full analytics.
- **Enterprise**: Custom solutions for large organizations with dedicated support, unlimited usage, and tailored configurations.

All plans include:
- Access to the unified omnichannel inbox
- AI agent capabilities
- Contact management and segmentation
- Basic analytics and reporting

[See detailed plan features and pricing](https://chatmo.io/pricing)

## Key Pricing Advantages

- **No hidden fees**: Transparent billing with no setup or maintenance charges.
- **Scalable**: Upgrade or downgrade anytime from the settings page.
- **Free trial included**: Test all features before making a decision.

For a personalized quote or enterprise needs, [contact our team](https://chatmo.io/contact-us).

# Does ChatMo offer a free trial?

Yes, ChatMo offers a free trial so you can explore the platform, its AI agents, omnichannel inbox, broadcast campaigns, and e-commerce features with no upfront commitment. The trial lets you test ChatMo risk-free and see how it fits your business needs before making any decisions.

To get started, simply visit [chatmo.io/register](https://chatmo.io/register) and create your free account.

# How do I get started with ChatMo?

Getting started with ChatMo is designed to be quick and straightforward:

## 1. Create Your Account

Sign up for a free account at [chatmo.io/register](https://chatmo.io/register). No technical expertise required — just follow the on-screen prompts.

[Registration & Login Guide](https://docs.chatmo.io/en/getting-started/registration-and-login)

## 2. Complete Onboarding

After registration, ChatMo guides you through a two-step setup wizard to configure your organization and connect your first messaging channel.

[Onboarding Guide](https://docs.chatmo.io/en/getting-started/onboarding)

## 3. Connect Your Messaging Channels

Add the channels your customers use:
- **WhatsApp (Unofficial)**: Scan a QR code directly in ChatMo to connect instantly.
- **WhatsApp Business API**: Connect your official Meta Cloud API account.
- **Instagram, Facebook, Telegram**: Follow the step-by-step integration guides.
- **Webchat**: Add the embeddable widget to your website.

[Channels Overview](https://docs.chatmo.io/en/channels/overview)

## 4. Set Up Your Team

Invite team members with appropriate roles (Owner, Admin, Agent) for efficient collaboration.

[Team Management Guide](https://docs.chatmo.io/en/human-agent/team-management)

## 5. Create Your First AI Agent

Build an AI agent with a custom persona, knowledge base, and tools to automate customer conversations.

[Create an AI Agent](https://docs.chatmo.io/en/ai-agent/create-agent)

## 6. Start Engaging Customers

Begin managing conversations, sending broadcasts, and tracking performance through analytics.

[Quickstart Guide](https://docs.chatmo.io/en/getting-started/quickstart)

# How do I create a ChatMo account?

To create a ChatMo account:

1. Go to the ChatMo registration page: [chatmo.io/register](https://chatmo.io/register)
2. Fill in the required information (name, email, phone number, and password), or sign up with Google OAuth.
3. Check your email inbox for a confirmation message and follow the instructions to verify your account.
4. Once verified, log in and complete the onboarding wizard to set up your organization and connect your first channel.

[Create your ChatMo account now](https://chatmo.io/register)

# How do I connect WhatsApp to ChatMo?

ChatMo offers two ways to connect WhatsApp:

## Option 1: WhatsApp Unofficial (QR Code — Fastest)

1. Go to your ChatMo dashboard and navigate to **Devices** > **Add New Device**.
2. A QR code will be displayed on screen.
3. Open WhatsApp on your phone and go to **Linked Devices** > **Link a Device**.
4. Scan the QR code with your phone.
5. Your WhatsApp is now connected and ready to use from the ChatMo inbox.

This method requires no API account, no business verification, and works with any WhatsApp number.

[Add New Device Guide](https://docs.chatmo.io/en/devices/add-new-device)

## Option 2: WhatsApp Business API

1. Navigate to **Integrations** > **WhatsApp Business** in your dashboard.
2. Follow the step-by-step guide to connect your Meta Business account.
3. Complete the business verification process through Meta.
4. Start sending and receiving messages through the official API.

[WhatsApp Business API Guide](https://docs.chatmo.io/en/channels/whatsapp-business)

# How do I connect Instagram to ChatMo?

To connect Instagram to ChatMo:

1. Ensure you have an Instagram Professional account (Business or Creator).
2. Navigate to **Integrations** > **Instagram** in your ChatMo dashboard.
3. Click **Connect** and authorize ChatMo to access your Instagram account.
4. Once connected, you can receive and respond to Instagram DMs, story mentions, and comment replies directly from the ChatMo inbox.

[Instagram Integration Guide](https://docs.chatmo.io/en/channels/instagram)

# How do I connect Facebook Messenger to ChatMo?

To connect Facebook Messenger:

1. Navigate to **Integrations** > **Facebook Messenger** in your ChatMo dashboard.
2. Click **Connect** and log in with your Facebook account.
3. Select the Facebook Page you want to connect.
4. Authorize ChatMo to manage messages for your page.
5. Messenger conversations will now appear in your ChatMo unified inbox.

[Facebook Messenger Integration Guide](https://docs.chatmo.io/en/channels/facebook-messenger)

# How do I connect Telegram to ChatMo?

To connect Telegram:

1. Create a bot through [BotFather](https://t.me/BotFather) on Telegram.
2. Copy the bot token provided by BotFather.
3. Navigate to **Integrations** > **Telegram** in your ChatMo dashboard.
4. Paste the bot token and click **Connect**.
5. Your Telegram bot is now connected and ready to receive messages.

[Telegram Integration Guide](https://docs.chatmo.io/en/channels/telegram)

# How do I set up the Webchat widget on my website?

To add the ChatMo Webchat widget to your website:

1. Navigate to **Integrations** > **Web Chat** in your ChatMo dashboard.
2. Customize the widget appearance (colors, position, welcome message).
3. Copy the embed code provided.
4. Paste the code into your website's HTML, typically before the closing `</body>` tag.
5. The widget will appear on your website and conversations will flow into your ChatMo inbox.

You can optionally connect an AI agent to the webchat for instant automated responses.

[Webchat Integration Guide](https://docs.chatmo.io/en/channels/web-chat)

# What are AI Agents in ChatMo?

AI Agents are customizable AI-powered chatbots that handle customer conversations automatically across all your connected messaging channels. Each AI agent can be configured with:

- **Custom Persona**: Define the agent's name, personality, communication style, and behavior.
- **AI Model Selection**: Choose the AI model that best fits your needs.
- **Knowledge Base**: Upload documents and configure custom instructions so the AI provides accurate, context-aware responses specific to your business.
- **Built-in Tools**: Enable tools like web search, shipping cost calculator, and e-commerce order management.
- **Channel Assignment**: Assign the agent to specific messaging channels.
- **Human Handoff**: Configure automatic transfer to human agents when conversations need personal attention.

AI agents work across all connected channels (WhatsApp, Instagram, Facebook Messenger, Telegram, Webchat) and can automate up to 80% of customer support queries.

[AI Agent Overview](https://docs.chatmo.io/en/ai-agent/overview)

# How do I create an AI Agent?

To create an AI Agent in ChatMo:

1. Navigate to **AI Agent** in your dashboard sidebar.
2. Click **Create New Agent**.
3. Configure the agent's persona (name, personality, communication style).
4. Select the AI model to use.
5. Upload knowledge base documents for accurate responses.
6. Enable built-in tools (web search, shipping calculator, e-commerce).
7. Assign the agent to messaging channels.
8. Test the agent using the built-in chat simulation feature.
9. Activate the agent to start handling customer conversations automatically.

[Step-by-step guide to creating an AI Agent](https://docs.chatmo.io/en/ai-agent/create-agent)

# Can AI Agents hand off to human agents?

Yes. ChatMo's AI Agents support seamless handoff to human agents. When a conversation requires human attention — whether triggered by the customer's request, specific keywords, or AI confidence levels — the AI agent can automatically transfer the conversation to a human agent.

Key handoff features:
- **Full conversation history preserved**: Human agents see the complete AI conversation for context.
- **Configurable transfer conditions**: Set rules for when handoff should occur.
- **Silent handoff option**: Transfer without sending a notification message to the customer.
- **Stop AI after handoff**: Optionally prevent the AI from re-engaging after transfer.
- **Real-time notification**: Human agents are notified immediately when a conversation is transferred.

[Learn more about AI Agent handoff](https://docs.chatmo.io/en/ai-agent/create-agent)

# What tools can AI Agents use?

ChatMo AI Agents can use several built-in tools to enhance customer interactions:

## Web Search
The AI agent can search the internet in real-time to find information for customers. Configurable options include search engine selection, region, number of results, and safe search settings.

[Web Search Tool Guide](https://docs.chatmo.io/en/ai-tools/web-search)

## Shipping Calculator (Ongkir)
Calculate shipping costs for Indonesian couriers including JNE, J&T Express, SiCepat, and more. The AI agent can provide instant shipping quotes to customers during conversations.

[Shipping Calculator Guide](https://docs.chatmo.io/en/ai-tools/check-ongkir)

## E-commerce Order Management
Create and manage orders directly within conversations. Features include:
- Product catalog browsing and selection
- Order creation with customer details
- Payment processing (via Xendit: BCA, BNI, QRIS, etc.)
- Shipping cost calculation and courier selection
- Invoice generation and tracking

[E-commerce Order Tool Guide](https://docs.chatmo.io/en/ai-tools/ecommerce-order)

# Can I train the AI with my own data?

Yes. ChatMo allows you to upload knowledge base documents and configure custom instructions for each AI agent. The knowledge base supports various document formats, and the AI will use this information to provide accurate, contextual responses specific to your business.

Best practices for knowledge base setup:
- Upload product documentation, FAQs, and service guides
- Keep documents up to date for accurate responses
- Use clear, well-structured content for better AI comprehension
- Test your AI agent with the chat simulation feature to verify accuracy

[Knowledge Base Guide](https://docs.chatmo.io/en/ai-agent/knowledge-base)

# How do I test my AI Agent before going live?

ChatMo includes a built-in chat simulation feature that lets you test your AI agent's behavior before activating it on live channels. The simulation:

- Runs in a sandboxed environment (no real messages sent)
- Tests the agent's persona, knowledge base responses, and tool usage
- Allows you to verify handoff behavior
- Helps identify issues before they affect real customer conversations

You can access the chat simulation from the AI Agent setup page.

[Testing Your AI Agent](https://docs.chatmo.io/en/ai-agent/testing)

# What is the shared inbox and how does it work?

ChatMo's shared inbox is a unified workspace where your entire team can view and manage customer conversations from all connected messaging channels in one place.

Key capabilities:
- **Unified view**: All conversations from WhatsApp, Instagram, Facebook Messenger, Telegram, Email, SMS, and Webchat appear in a single inbox.
- **Conversation assignment**: Assign conversations to specific team members for accountability.
- **Status tracking**: Track conversations as Open, Pending, or Resolved.
- **Real-time collaboration**: Multiple agents can view conversations simultaneously with assignment tracking to prevent duplicate responses.
- **Search and filters**: Find conversations by contact name, channel, status, or date range.
- **Customer context**: View complete contact information and conversation history at a glance.

[Inbox Overview](https://docs.chatmo.io/en/chat/inbox-overview)

# How do I assign conversations to team members?

ChatMo provides conversation assignment features to ensure efficient team collaboration:

1. Open a conversation in the shared inbox.
2. Click the assignment option to select a team member.
3. The assigned agent receives a notification and the conversation appears in their queue.

Conversations can be reassigned at any time, and assignment history is tracked for accountability.

[Conversation Management Guide](https://docs.chatmo.io/en/chat/conversation-management)

# How does ChatMo manage user permissions and access control?

ChatMo uses role-based access control with three main roles:

- **Owner**: Full access to all features, settings, billing, and team management. Can manage subscriptions and delete the organization.
- **Admin (Manager)**: Management access with most permissions including team management, channel configuration, and broadcast creation. Cannot manage billing or delete the organization.
- **Agent**: Conversation handling access with limited settings. Can view and respond to assigned conversations, manage contacts, and use AI tools.

You can invite team members and assign roles from the Team Management page.

[Roles & Permissions Guide](https://docs.chatmo.io/en/human-agent/roles-and-permissions)

# How do I invite team members?

To invite team members to your ChatMo organization:

1. Navigate to **Human Agent** > **Team Management** in your dashboard.
2. Click **Invite Member**.
3. Enter the team member's email address and select their role (Admin or Agent).
4. The invited member receives an email with a link to join your organization.
5. Once they accept and create their account, they can start managing conversations.

[Team Management Guide](https://docs.chatmo.io/en/human-agent/team-management)

# What are Broadcast Campaigns?

Broadcast Campaigns allow you to send mass messages to your contacts across different messaging channels. ChatMo's broadcast features include:

- **Multi-channel support**: Send broadcasts via WhatsApp, Instagram, Telegram, and more.
- **Audience segmentation**: Target specific contact groups using dynamic segments.
- **Template management**: Create and manage WhatsApp message templates with Meta approval.
- **Scheduling**: Schedule broadcasts for specific dates and times.
- **Recipient management**: Upload and manage recipient lists for targeted messaging.
- **Delivery analytics**: Track delivery rates, read rates, and engagement metrics per channel.

[Broadcast Overview](https://docs.chatmo.io/en/broadcast/overview)

# How do I create a Broadcast Campaign?

To create a broadcast campaign:

1. Navigate to **Broadcast** in your dashboard sidebar.
2. Click **Create Broadcast**.
3. Select the target channel (WhatsApp, Instagram, Telegram, etc.).
4. Choose your audience: select a contact segment or upload a recipient list.
5. Compose your message or select a pre-approved template (required for WhatsApp).
6. Schedule the broadcast or send immediately.
7. Review and confirm your campaign.

After sending, track delivery metrics and engagement from the Broadcast Analytics page.

[Create a Broadcast Guide](https://docs.chatmo.io/en/broadcast/create-broadcast)

# How do I manage WhatsApp message templates?

WhatsApp Business API requires pre-approved message templates for outbound messaging. ChatMo helps you manage templates:

1. Navigate to **Broadcast** > **Templates**.
2. Create a new template with your message content, variables, and category (Marketing, Utility, Authentication).
3. Submit the template for Meta approval.
4. Once approved, use the template in broadcast campaigns and automated messages.

Templates support text, media (images, videos, documents), and interactive buttons.

[Broadcast Templates Guide](https://docs.chatmo.io/en/broadcast/templates)

# Can I segment my contacts for broadcasts?

Yes. ChatMo supports dynamic contact segmentation for targeted broadcasting:

1. Navigate to **Contacts** > **Segments**.
2. Create a new segment with filter criteria based on contact properties, channel activity, tags, and custom fields.
3. Segments update dynamically as contacts match or unmatch the criteria.
4. Use segments when creating broadcast campaigns for precise audience targeting.

[Contact Segments Guide](https://docs.chatmo.io/en/contacts/segments)

# How do I manage contacts?

ChatMo provides comprehensive contact management features:

- **Contact profiles**: View and edit contact information with multi-channel identifiers.
- **Search and filter**: Find contacts by name, phone number, email, or channel.
- **Bulk import**: Import contacts via CSV or Excel with field mapping.
- **Contact channels**: Each contact can have multiple communication channels (WhatsApp, Instagram, etc.) with primary and active channel settings.
- **Conversation history**: View complete message history across all channels for each contact.

[Contact Management Guide](https://docs.chatmo.io/en/contacts/contact-management)

# How do I import contacts?

To import contacts in bulk:

1. Navigate to **Contacts** in your dashboard.
2. Click **Import Contacts**.
3. Upload a CSV or Excel file with your contact data.
4. Map the file columns to ChatMo contact fields.
5. Review and confirm the import.

ChatMo will create new contacts and update existing ones based on matching identifiers.

[Import Contacts Guide](https://docs.chatmo.io/en/contacts/import-contacts)

# Does ChatMo support order management?

Yes. ChatMo includes built-in e-commerce order management features:

- **Product catalog**: Create and manage your product catalog with pricing, descriptions, and images.
- **Order creation**: Create orders directly within customer conversations (manually or via AI agent).
- **Payment processing**: Process payments via Xendit integration supporting bank transfer (BCA, BNI, etc.), QRIS, and more.
- **Shipping calculation**: Calculate shipping costs with Indonesian couriers (JNE, J&T Express, SiCepat, etc.).
- **Shop addresses**: Configure warehouse and store addresses for shipping origin.
- **Invoice generation**: Generate professional invoices with customizable templates and PDF export.
- **Order tracking**: Track orders through the complete lifecycle from creation to delivery.

[Orders Overview](https://docs.chatmo.io/en/orders/overview)

# How do I create an order?

To create an order in ChatMo:

1. Navigate to **Orders** > **Create Order** or create directly from a conversation.
2. Select products from your catalog.
3. Enter customer and shipping details.
4. Calculate shipping costs and select a courier.
5. Choose a payment method.
6. Review and create the order.
7. Optionally generate and send an invoice to the customer.

AI agents can also create orders automatically during conversations using the E-commerce Order tool.

[Create an Order Guide](https://docs.chatmo.io/en/orders/create-order)

# Which payment methods are supported?

ChatMo integrates with Xendit for payment processing, supporting:

- **Bank Transfer**: BCA, BNI, BRI, Mandiri, and other Indonesian banks.
- **QRIS**: QR-based payments compatible with all Indonesian e-wallets and banking apps.
- **Additional methods**: Depending on your Xendit configuration.

Payment method availability depends on your Xendit account setup and configuration.

# Which shipping couriers are supported?

For Indonesian businesses, ChatMo supports major shipping couriers through the built-in shipping calculator:

- **JNE** (Jalur Nugraha Ekakutu)
- **J&T Express**
- **SiCepat**
- **And more** depending on API provider configuration

The shipping calculator provides real-time cost estimates based on origin, destination, weight, and courier selection.

[Shipping Calculator Guide](https://docs.chatmo.io/en/ai-tools/check-ongkir)

# What is the ticket management system?

ChatMo includes a ticket management system for tracking and resolving customer issues:

- **Kanban board**: Visual drag-and-drop ticket board for managing ticket status.
- **Custom fields**: Define custom fields for structured issue reporting.
- **Ticket templates**: Create pre-configured ticket forms for consistent issue categorization.
- **Assignment**: Assign tickets to team members for accountability.
- **Status tracking**: Track tickets through customizable workflow stages.

[Tickets Overview](https://docs.chatmo.io/en/tickets/overview)

# How do I create and manage tickets?

To create a ticket:

1. Navigate to **Tickets** in your dashboard sidebar.
2. Click **Create Ticket** or create from within a conversation.
3. Fill in ticket details using a template or custom fields.
4. Assign to a team member and set priority.
5. Track the ticket through the Kanban board as it progresses.

[Create & Manage Tickets Guide](https://docs.chatmo.io/en/tickets/create-and-manage)

# What analytics and reports are available?

ChatMo provides analytics and reporting to help you measure performance and make data-driven decisions:

- **Dashboard overview**: Real-time metrics, conversation trends, and channel performance at a glance.
- **Conversation analytics**: Track total conversations, response times, resolution rates, and channel distribution.
- **Agent performance**: Monitor individual agent metrics and workload.
- **Broadcast analytics**: Track delivery rates, read rates, and engagement for each campaign.
- **Custom date ranges**: Filter all analytics by custom date ranges for specific analysis periods.

[Reports Overview](https://docs.chatmo.io/en/analytics/reports-overview)

# How does ChatMo protect my data?

ChatMo uses industry-standard security measures to protect your data:

- **JWT-based authentication**: Secure token-based authentication with HTTP-only cookies.
- **Two-factor authentication (2FA)**: Optional TOTP-based 2FA for enhanced account security.
- **Rate limiting**: Protection against brute-force attacks and abuse (5 requests/15 minutes for auth, 20 requests/minute for other endpoints).
- **Email verification**: Required for sensitive actions like 2FA setup and profile changes.
- **Encrypted data transmission**: All data is transmitted over HTTPS with TLS encryption.
- **Login history tracking**: Monitor all login activity with device, browser, and location information.
- **Connection pooling**: Database connections are managed with connection pooling to ensure stability and prevent exhaustion.

[Security Settings Guide](https://docs.chatmo.io/en/settings/security)

# Does ChatMo comply with privacy regulations?

ChatMo is committed to data privacy and responsible data handling. Our platform follows best practices for data protection including:

- Secure data storage with encrypted transmission
- User consent management for messaging channels
- Data export and deletion capabilities
- Transparent privacy policies

Please review our [Privacy Policy](https://chatmo.io/privacy) and [Terms of Service](https://chatmo.io/terms) for detailed information about data handling practices.

# Can I delete my account and data?

Yes. You can request account deletion through the settings page in your dashboard or by contacting support@chatmo.io. Upon deletion, all personal data and conversation history will be permanently removed in accordance with our privacy policy.

# How do I set up two-factor authentication (2FA)?

To enable 2FA on your ChatMo account:

1. Navigate to **Settings** > **Security** in your dashboard.
2. Click **Enable Two-Factor Authentication**.
3. Verify your identity via email verification code.
4. Scan the QR code with your authenticator app (Google Authenticator, Authy, etc.).
5. Enter the verification code from your authenticator app to confirm setup.

Once enabled, you'll be prompted to enter a 2FA code each time you log in.

[Security Settings Guide](https://docs.chatmo.io/en/settings/security)

# How do I manage my subscription and billing?

To manage your subscription:

1. Navigate to **Settings** > **Subscription & Billing**.
2. View your current plan, usage statistics, and billing history.
3. Upgrade or downgrade your plan as needed.
4. Update payment methods and billing information.

Plan changes take effect at the start of your next billing cycle.

[Subscription & Billing Guide](https://docs.chatmo.io/en/settings/subscription-and-billing)

# What is the ChatMo Affiliate Program?

ChatMo offers an affiliate program where you can earn commissions by referring new customers:

- Share your unique referral link with potential customers.
- Earn commissions for each referred customer who subscribes to a paid plan.
- Track your referrals, commissions, and payouts from the Affiliate dashboard.
- Receive payments through configured payment methods.

[Affiliate Program Guide](https://docs.chatmo.io/en/affiliate/overview)

# How do I get help and support?

ChatMo provides multiple support channels:

- **Email Support**: Contact support@chatmo.io for assistance.
- **Documentation**: Comprehensive guides at [docs.chatmo.io](https://docs.chatmo.io) covering setup, features, and best practices.
- **Contact Form**: Submit inquiries through [chatmo.io/contact-us](https://chatmo.io/contact-us).

## Documentation Resources

### Getting Started
- [Introduction](https://docs.chatmo.io/en/getting-started/introduction)
- [Registration & Login](https://docs.chatmo.io/en/getting-started/registration-and-login)
- [Onboarding](https://docs.chatmo.io/en/getting-started/onboarding)
- [Quickstart Guide](https://docs.chatmo.io/en/getting-started/quickstart)

### Channels
- [Channels Overview](https://docs.chatmo.io/en/channels/overview)
- [WhatsApp (Unofficial)](https://docs.chatmo.io/en/channels/whatsapp)
- [WhatsApp Business API](https://docs.chatmo.io/en/channels/whatsapp-business)
- [Instagram](https://docs.chatmo.io/en/channels/instagram)
- [Facebook Messenger](https://docs.chatmo.io/en/channels/facebook-messenger)
- [Telegram](https://docs.chatmo.io/en/channels/telegram)
- [Web Chat](https://docs.chatmo.io/en/channels/web-chat)

### AI Agent
- [AI Agent Overview](https://docs.chatmo.io/en/ai-agent/overview)
- [Create an AI Agent](https://docs.chatmo.io/en/ai-agent/create-agent)
- [Knowledge Base](https://docs.chatmo.io/en/ai-agent/knowledge-base)
- [Tools Configuration](https://docs.chatmo.io/en/ai-agent/tools-configuration)
- [Testing Your AI Agent](https://docs.chatmo.io/en/ai-agent/testing)

### AI Tools
- [E-commerce & Order](https://docs.chatmo.io/en/ai-tools/ecommerce-order)
- [Shipping Calculator](https://docs.chatmo.io/en/ai-tools/check-ongkir)
- [Web Search](https://docs.chatmo.io/en/ai-tools/web-search)

[View all documentation](https://docs.chatmo.io)
