Acess Poli
Discover our platform
Plugins
n8n
Support and Contact
Complete Guide: Obtaining Token, Account UUID, and Creating an Application (App) in Poli
How to Configure and Use the OPTIONS Field in the n8n Node
How to Use LIST Nodes (listing contacts, channels, users, messages, etc.)
How to Use GET Nodes (Querying Users, Teams, Channels, and Apps)
How to Use CREATE Nodes (Creating Contacts, Tags, Apps, and Webhooks)
How to Use SEND Nodes (Message Sending: Text and Templates)
How to install the Poli Node (Community Nodes)
What is Poli Node?
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Poli Flow
Automated Actions in Poli Flow
All about Poli Flow
Common Poli Flow issues and how to solve them
Public Forms: Configuration, Personalization, and Publication
How to Create a Card via API in Flow
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Poli Pay
Configuring Poli Pay + Mercado Pago on the Poli Digital Platform
How to configure Poli Pay with PagSeguro
Configure your sales tool: Poli Pay
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Credit
How to Purchase Credits on Poli
What are Poli credits and how do they work?
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Platform Settings
How to create quick replies and templates
Additional Company Settings
Service Protocols
How to create the widget for my website
How to Manage Contact Wallets
Setting Up Your Service Evaluation
How to register departments and assign users to them
How to Enable Night Mode
How to create, edit, and delete users
Complete guide: user management
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Channels
How to Connect My Channels on Poli
How to Integrate Instagram with the Poli Platform
Instagram Business: How to Build a Professional Profile and Boost Your Sales
How to create an Official WhatsApp Channel
How to link Facebook to Instagram?
How to Integrate Poli Webchat into Your Website (Step-by-Step Guide, Customization, Testing, and Benefits)
How to connect a WhatsApp Broker number in Poli (non-WABA channel)
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Reports
My Operation and Real-Time Reports
Reports for Management
Sales and performance report by operator in Poli Pay
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Chat Bot
Chatbots: How Small Businesses Can Stand Out in the Digital World
All About the Chatbot: How to Create, Configure, and Optimize Self-Service
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Calls
How to Configure Calls in PoliChat
Where to view and listen to call recordings in Poli
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Chats
Chats Screen
Understanding the Chat Message Bubble
How to Record and Send Voice Messages in Chat
How to forward a conversation
How to manage tags in a conversation (create, add, edit, and remove)
How to Add a Contact
Complete Guide to the Contacts Agenda
How to change your profile picture
Message not sent: the contact is already being handled by another operator
Message scheduling in Poli: how to create and view
How to close chats in bulk
How to find and manage unanswered chats
Complete guide: Chat screen
FAQ (Frequently Asked Questions)
How to Contact Poli Chat Support
How to block a contact on the platform
How to change the WhatsApp channel profile picture
What happens when an account is suspended in Poli?
403 Error – Forbidden Access
Distribution
How Chat Distribution Works
Getting Started
How to Register on the Poli Digital Platform and Test for Free Now
Accessing the home screen
Minimum Requirements
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Bulk Sending
How to Use the Broadcast Suggestion
How to Send a Bulk Message Campaign
Complete guide: Message trigger
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Integrations
How to Configure NectarCRM with Poli
How to access the integrations on the platform
How to Generate the API Authentication Token
Poli API: Integrations and Documentation
Distribution
Optimize chat distribution among your team
How Chat Distribution Works