Squarebox
  • Welcome to Squarebox Docs!
  • 🗒️Onboarding Procedure
    • Prerequisites for Onboarding
    • Connecting Whatsapp
    • Meta Business Verification
    • Messaging Limits & Quality Ratings
  • 👥Customers & Segments
    • Custom Columns
    • Importing Customers
    • Customer Details
    • Search and Filter
    • Column Customization
    • Bulk Actions
    • Segments
  • 📔Templates
    • WhatsApp Templates
    • Template Library
  • 🖼️Media Library
    • Assets
    • Dynamic Image Generation
    • Layouts
  • 📤Campaigns
    • Basic Campaigns
    • Campaigns with Rules
    • Retargeting Campaigns
    • Campaign Status and Performance
    • Use Cases for Campaigns
  • 🗣️CHat
    • Key Features
    • User Roles & Permissions
    • How Chats Work
  • 🔗Integrations
    • Google Sheets Integration
  • 📍Others
    • Team Management
    • Plan & Billing
    • Profile & Business Details
    • Notifications
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  • Get Started

Welcome to Squarebox Docs!

NextPrerequisites for Onboarding

Last updated 2 months ago

Welcome to the Squarebox Documentation Hub – your one-stop destination for mastering Squarebox, the AI-powered WhatsApp Marketing CRM designed to simplify customer communication, sales automation, and engagement workflows.

Whether you're a new user getting started or an advanced user exploring deeper functionalities, this documentation has everything you need to succeed with Squarebox.

What You’ll Find Here

This guide covers everything you need to know about Squarebox, including:

  • Onboarding Procedure: Step-by-step instructions for getting started.

  • Customer and Segment Management: Organize and manage your leads effectively.

  • Templates and Campaigns: Learn how to use WhatsApp templates and run campaigns.

  • Automation Workflows: Automate your processes for better efficiency.

  • Analytics and Insights: Track performance and improve your strategies.

Get Started

Start with the Onboarding Procedure to ensure you have everything set up correctly

For any assistance, contact us at dheeraj@squarebox.ai.