# Companion Help

> How to set up and use Companion, the shared WhatsApp inbox for your team.

- [Welcome to Companion](https://docs.msgcompanion.com/index.md): One shared WhatsApp inbox for your whole team, on the web and on your iPhone.
- [Quickstart](https://docs.msgcompanion.com/get-started/quickstart.md): The three things to do first: connect your WhatsApp number, get the phone app and invite your team.
- [Connect your WhatsApp number](https://docs.msgcompanion.com/get-started/connect-whatsapp.md): Link your business's WhatsApp number to Companion, keep the WhatsApp Business app working, and look after the number afterwards.
- [How WhatsApp messaging works](https://docs.msgcompanion.com/get-started/how-whatsapp-messaging-works.md): The 24-hour window, templates, what Meta charges for, and how Companion works beside the WhatsApp Business app.
- [Find your way around](https://docs.msgcompanion.com/get-started/find-your-way-around.md): The sections of the web app, who sees which, search, the menu under your name and the bell.
- [The Conversations screen](https://docs.msgcompanion.com/conversations/inbox.md): Find your way around the inbox: views, filters, search, unread chats and starting a new conversation.
- [Replying to customers](https://docs.msgcompanion.com/conversations/replying.md): Type a reply, send photos, documents, voice notes and templates, and what to do when the reply box is locked.
- [Products, payment links and more](https://docs.msgcompanion.com/conversations/products-payments-and-more.md): Send products, payment links, forms and locations from a chat, and what each one needs first.
- [Assigning and organising](https://docs.msgcompanion.com/conversations/assigning-and-organising.md): Assign chats, pick up and release them, archive or delete, and use tags, notes and follow-ups.
- [Saved replies](https://docs.msgcompanion.com/conversations/saved-replies.md): Drop an answer you give often into a message, and manage your workspace's list of saved replies.
- [Notifications](https://docs.msgcompanion.com/conversations/notifications.md): The bell, desktop notifications and the emails Companion sends you.
- [Templates](https://docs.msgcompanion.com/templates/overview.md): What a template is, when you need one, and what each category and status means.
- [Create a template](https://docs.msgcompanion.com/templates/create-a-template.md): Write a template, check the preview, submit it to Meta for review, and change or delete it later.
- [Forms](https://docs.msgcompanion.com/templates/forms.md): Build a form customers fill in inside WhatsApp, and send it from a chat, a workflow or a broadcast.
- [Form submissions](https://docs.msgcompanion.com/templates/form-submissions.md): Where a customer's answers appear, and how to see and export every submission for a form.
- [Take bookings with a form](https://docs.msgcompanion.com/templates/take-bookings-with-a-form.md): Ask customers for the service, day and time they want, inside WhatsApp.
- [Contacts](https://docs.msgcompanion.com/contacts/overview.md): Your customer list: what a contact holds, finding people, and adding, editing, merging and erasing them.
- [Import and export contacts](https://docs.msgcompanion.com/contacts/import-and-export.md): Bring in a customer list from a CSV file, undo an import, and download your contacts.
- [Sync contacts from your shop](https://docs.msgcompanion.com/contacts/sync-from-your-shop.md): Bring your shop's customers into Contacts, and what a sync changes and never changes.
- [Opt-outs](https://docs.msgcompanion.com/contacts/opt-outs.md): How customers opt out of marketing with STOP, how to record an opt-out yourself, and what an opted-out contact still receives.
- [Send a broadcast](https://docs.msgcompanion.com/broadcasts/send-a-broadcast.md): Send one approved template to many contacts at once, now or at a time you choose.
- [Audiences](https://docs.msgcompanion.com/broadcasts/audiences.md): Every way to choose who a broadcast goes to, saved audiences, and who is always left out.
- [Reach and results](https://docs.msgcompanion.com/broadcasts/reach-and-results.md): Your monthly broadcast allowance, what a broadcast's results show, and what to do when one stops.
- [Workflows overview](https://docs.msgcompanion.com/workflows/overview.md): What a workflow is, the ready-made ones you can start from, and how many your plan lets you switch on.
- [Build a workflow](https://docs.msgcompanion.com/workflows/build-a-workflow.md): Every trigger and step the builder offers, how conditions and waits work, and how to switch a workflow on.
- [Test a workflow and read the run log](https://docs.msgcompanion.com/workflows/test-and-run-log.md): Try a workflow before you switch it on, see what every run did, and find out when one fails.
- [Website chat overview](https://docs.msgcompanion.com/website-chat/overview.md): A chat button on your own website, with visitors' messages arriving in the same inbox as your WhatsApp chats.
- [Install the widget](https://docs.msgcompanion.com/website-chat/install.md): Create a widget, say which sites it may appear on, paste the snippet into your site and check it works.
- [Customise the widget](https://docs.msgcompanion.com/website-chat/customise.md): Every setting on the widget's Appearance, Content and Behaviour tabs, and how to remove the Powered by Companion mark.
- [The Shopify app](https://docs.msgcompanion.com/website-chat/shopify-app.md): A free Shopify app that adds a WhatsApp chat button to your storefront, with no code and no WhatsApp Business account.
- [Integrations overview](https://docs.msgcompanion.com/integrations/overview.md): Connect your shop and your payments to Companion, read what a connected card tells you, and see what your plan allows.
- [Connect Shopify](https://docs.msgcompanion.com/integrations/shopify.md): Connect your Shopify store to send products in chats, see what each customer has ordered and bring your customers into Contacts.
- [Payment links with Square](https://docs.msgcompanion.com/integrations/payment-links.md): Connect your Square account, choose the location, send a payment link in a chat and see when it is paid.
- [Webhooks and custom API](https://docs.msgcompanion.com/integrations/webhooks-and-custom-api.md): Post Companion's events to your own system with signed outgoing webhooks, and where the custom API connector stands.
- [Home](https://docs.msgcompanion.com/analytics/home.md): What each part of the Home dashboard shows, the setup card, and how Home differs by role.
- [Analytics](https://docs.msgcompanion.com/analytics/analytics.md): What each figure and chart on the Analytics page counts, how to change the period and filters, and who can see it.
- [Get the phone app](https://docs.msgcompanion.com/phone-app/get-the-app.md): Install Message Companion on your iPhone, sign in, and what to do if it says you are not in a workspace.
- [Using the phone app](https://docs.msgcompanion.com/phone-app/using-the-app.md): What each tab and screen in the iPhone app does, and what you still do on the web.
- [Phone notifications](https://docs.msgcompanion.com/phone-app/notifications.md): Turn on push notifications in the iPhone app, choose what you hear about, and fix notifications that do not arrive.
- [Roles and what each can do](https://docs.msgcompanion.com/team/roles.md): The four roles in a workspace, what each one can see and change, and how to change someone's role.
- [Invite people](https://docs.msgcompanion.com/team/invite-people.md): Invite your team by email or with a link, manage pending invitations, and remove someone who has left.
- [Teams](https://docs.msgcompanion.com/team/teams.md): Group reps under a manager, add and remove people, and see what a team's manager can do.
- [Your account and two-factor authentication](https://docs.msgcompanion.com/team/your-account-and-two-factor.md): Change your name and photo, see how sign-in works, turn on two-factor authentication, and delete your account.
- [Audit log](https://docs.msgcompanion.com/team/audit-log.md): A record of who changed what in your workspace, how to filter it, and who can see it.
- [Plans](https://docs.msgcompanion.com/billing/plans.md): What Starter, Growth and Business cost and include, how extra seats and yearly billing work, and what happens at a limit.
- [Free trial](https://docs.msgcompanion.com/billing/free-trial.md): How the 14-day free trial works: when it starts, what it includes, and what happens when it ends.
- [Manage your plan](https://docs.msgcompanion.com/billing/manage-your-plan.md): Choose or change a plan, switch between monthly and yearly billing, add seats, update your card, find invoices and cancel.
- [What Meta charges](https://docs.msgcompanion.com/billing/meta-charges.md): Which WhatsApp messages Meta charges for, who bills you, and how to keep those charges down.
- [Workspace settings](https://docs.msgcompanion.com/settings/workspace.md): Your workspace's name, logo, time zone, locations and messaging rules, and where every other setting lives.
- [Your data](https://docs.msgcompanion.com/settings/your-data.md): Export your data, see the agreements your workspace has accepted, erase a customer, and delete the workspace.
- [Refer a business](https://docs.msgcompanion.com/settings/refer-a-business.md): Share your referral link and earn a discount on your Companion bill when a business you refer becomes a paying customer.
- [Troubleshooting](https://docs.msgcompanion.com/help/troubleshooting.md): Quick fixes for the most common snags, with links to the fuller pages.
- [Contact support](https://docs.msgcompanion.com/help/contact-support.md): How to reach a person at Companion, what to put in your message, and where to check if the service is having problems.


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