Resources

Knowledge Center

Guides, tutorials, and best practices for every OptiKratos product. From AI WhatsApp and Support Agents to Analytics, Broadcasting, and Template Manager.

By Product

By Type

Featured Guides

AI WhatsApp AgentGetting StartedFeatured

AI WhatsApp Agent: Complete Overview & Setup

Deploy your first AI WhatsApp agent from scratch. Step-by-step setup with Meta Business API.

WhatsAppSetupMeta Business

8 minRead guide

AI Support AgentGetting StartedFeatured

AI Support Agent: Setup & First Ticket

Deploy AI support agent and handle your first automated ticket.

SupportTicketsOmnichannel

9 minRead guide

AI Sales AgentGetting StartedFeatured

AI Sales Agent: Lead Qualification & Demo Booking

Configure AI Sales Agent for lead qualification and demo booking.

SalesLeadsQualification

10 minRead guide

AI Booking AgentGetting StartedFeatured

AI Booking Agent: Appointments, Calendars & Reminders

Set up AI Booking Agent with calendar sync and reminders.

BookingAppointmentsCalendar

9 minRead guide

Agent BuilderGetting StartedFeatured

Agent Builder: Create Custom AI Agents Without Code

Create custom AI agents with the no-code Agent Builder.

Agent BuilderNo-CodeFlows

10 minRead guide

AnalyticsGetting StartedFeatured

OptiKratos Analytics: Dashboards & Key Metrics

Navigate OptiKratos Analytics dashboards and key metrics.

AnalyticsDashboardsReports

8 minRead guide

BroadcastingGetting StartedFeatured

Broadcasting: Campaigns, Segmentation & Scheduling

Launch WhatsApp broadcast campaigns with segmentation.

BroadcastingCampaignsSegmentation

9 minRead guide

Template ManagerGetting StartedFeatured

Template Manager: Create, Submit & Track Templates

Manage WhatsApp templates with Template Manager.

TemplatesMetaApproval

7 minRead guide

All Articles

AI WhatsApp AgentTechnical

Meta WhatsApp Business API Integration Guide

Connect Meta WhatsApp Business API to OptiKratos. Webhooks, verification, and API keys.

APIMetaWebhooks

12 minRead

AI WhatsApp AgentHow-To Guides

How to Run 24/7 WhatsApp Conversations

Enable 24/7 WhatsApp automation with smart routing and human escalation.

Automation24/7Handoff

6 minRead

AI WhatsApp AgentIndustry Guides

WhatsApp for Retail: Order Updates, Promotions & Support

Retail-specific WhatsApp strategies for orders, promotions, and support.

RetailE-commerceOrders

10 minRead

AI WhatsApp AgentIndustry Guides

WhatsApp in Healthcare: HIPAA & Patient Communication

Healthcare WhatsApp compliance: HIPAA, patient reminders, and secure messaging.

HealthcareHIPAACompliance

9 minRead

AI WhatsApp AgentBest Practices

WhatsApp Template Submission & Meta Approval

Create and get Meta approval for WhatsApp message templates.

TemplatesMetaApproval

7 minRead

AI Support AgentHow-To Guides

Human Handoff: When and How to Escalate

Configure smart escalation from AI to human agents.

HandoffEscalationHuman Agent

7 minRead

AI Support AgentIntegration

Integrate Support Agent with Zendesk, Freshdesk & HubSpot

Connect OptiKratos Support Agent to Zendesk, Freshdesk, HubSpot.

CRMZendeskHubSpot

11 minRead

AI Support AgentBest Practices

Support Metrics: CSAT, FTR, Resolution Time

Essential metrics for measuring AI support success.

MetricsCSATAnalytics

6 minRead

AI Sales AgentHow-To Guides

How to Configure AI Lead Scoring

Configure lead scoring to prioritize high-value prospects.

Lead ScoringPrioritizationQualification

8 minRead

AI Sales AgentIndustry Guides

Sales Automation in Fintech: Compliance & KYC

Fintech sales automation with compliance and KYC considerations.

FintechKYCCompliance

11 minRead

AI Sales AgentBest Practices

Boost Conversion: 5 Flows That Convert

High-converting sales flows and conversation patterns.

ConversionDemosObjection Handling

7 minRead

AI Booking AgentHow-To Guides

Reduce No-Shows with Smart Reminders

Reduce no-shows with smart appointment reminders.

RemindersNo-ShowsAppointments

6 minRead

AI Booking AgentIndustry Guides

Beauty & Spa: Appointment Booking at Scale

Beauty & spa appointment booking with multi-location support.

BeautySpaSalon

8 minRead

AI Booking AgentIndustry Guides

Restaurant Reservations: Tables, Waitlists & Capacity

Restaurant reservation flows with capacity and waitlist management.

RestaurantFood & BeverageReservations

7 minRead

Agent BuilderHow-To Guides

Train Your Agent: FAQ, Intents & Training Data

Train your agent with FAQs, intents, and training data.

TrainingFAQsIntents

8 minRead

Agent BuilderIndustry Guides

Education: Student Support & Enrollment Bots

Education bots for enrollment, support, and student inquiries.

EducationEdTechEnrollment

9 minRead

Agent BuilderHow-To Guides

Conditional Flows & Decision Trees

Advanced flows with conditionals and decision trees.

FlowsConditionalsPersonalization

7 minRead

AnalyticsBest Practices

Measuring ROI of AI Agents

Calculate ROI from AI agent deployment.

ROIMetricsBusiness Case

9 minRead

AnalyticsTechnical

Export Data & Analytics API

Export analytics and integrate with BI tools via API.

APIExportBI

11 minRead

BroadcastingBest Practices

Opt-In & Opt-Out: WhatsApp Policy Compliance

WhatsApp opt-in and opt-out compliance for broadcasts.

ComplianceOpt-InWhatsApp Policy

7 minRead

BroadcastingHow-To Guides

Advanced Segmentation for Higher Engagement

Advanced segmentation strategies for broadcast campaigns.

SegmentationPersonalizationEngagement

8 minRead

BroadcastingIndustry Guides

Real Estate: Property Alerts & Lead Nurturing

Real estate broadcasting for property alerts and nurture.

Real EstateProperty AlertsLead Nurturing

7 minRead

Template ManagerBest Practices

Template Best Practices: Approval Rate & Clarity

Write templates that pass Meta approval quickly.

TemplatesMetaApproval

6 minRead

Template ManagerTechnical

Template API: Create Templates Programmatically

Manage templates programmatically via API.

APITemplatesAutomation

10 minRead

Explore by Product

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Knowledge Center

Guides, tutorials, and best practices for every OptiKratos product. From AI WhatsApp and Support Agents to Analytics, Broadcasting, and Template Manager.

By Product

By Type

Featured Guides

AI WhatsApp AgentGetting StartedFeatured

AI WhatsApp Agent: Complete Overview & Setup

Deploy your first AI WhatsApp agent from scratch. Step-by-step setup with Meta Business API.

WhatsAppSetupMeta Business

8 minRead guide

AI Support AgentGetting StartedFeatured

AI Support Agent: Setup & First Ticket

Deploy AI support agent and handle your first automated ticket.

SupportTicketsOmnichannel

9 minRead guide

AI Sales AgentGetting StartedFeatured

AI Sales Agent: Lead Qualification & Demo Booking

Configure AI Sales Agent for lead qualification and demo booking.

SalesLeadsQualification

10 minRead guide

AI Booking AgentGetting StartedFeatured

AI Booking Agent: Appointments, Calendars & Reminders

Set up AI Booking Agent with calendar sync and reminders.

BookingAppointmentsCalendar

9 minRead guide

Agent BuilderGetting StartedFeatured

Agent Builder: Create Custom AI Agents Without Code

Create custom AI agents with the no-code Agent Builder.

Agent BuilderNo-CodeFlows

10 minRead guide

AnalyticsGetting StartedFeatured

OptiKratos Analytics: Dashboards & Key Metrics

Navigate OptiKratos Analytics dashboards and key metrics.

AnalyticsDashboardsReports

8 minRead guide

BroadcastingGetting StartedFeatured

Broadcasting: Campaigns, Segmentation & Scheduling

Launch WhatsApp broadcast campaigns with segmentation.

BroadcastingCampaignsSegmentation

9 minRead guide

Template ManagerGetting StartedFeatured

Template Manager: Create, Submit & Track Templates

Manage WhatsApp templates with Template Manager.

TemplatesMetaApproval

7 minRead guide

All Articles

AI WhatsApp AgentTechnical

Meta WhatsApp Business API Integration Guide

Connect Meta WhatsApp Business API to OptiKratos. Webhooks, verification, and API keys.

APIMetaWebhooks

12 minRead

AI WhatsApp AgentHow-To Guides

How to Run 24/7 WhatsApp Conversations

Enable 24/7 WhatsApp automation with smart routing and human escalation.

Automation24/7Handoff

6 minRead

AI WhatsApp AgentIndustry Guides

WhatsApp for Retail: Order Updates, Promotions & Support

Retail-specific WhatsApp strategies for orders, promotions, and support.

RetailE-commerceOrders

10 minRead

AI WhatsApp AgentIndustry Guides

WhatsApp in Healthcare: HIPAA & Patient Communication

Healthcare WhatsApp compliance: HIPAA, patient reminders, and secure messaging.

HealthcareHIPAACompliance

9 minRead

AI WhatsApp AgentBest Practices

WhatsApp Template Submission & Meta Approval

Create and get Meta approval for WhatsApp message templates.

TemplatesMetaApproval

7 minRead

AI Support AgentHow-To Guides

Human Handoff: When and How to Escalate

Configure smart escalation from AI to human agents.

HandoffEscalationHuman Agent

7 minRead

AI Support AgentIntegration

Integrate Support Agent with Zendesk, Freshdesk & HubSpot

Connect OptiKratos Support Agent to Zendesk, Freshdesk, HubSpot.

CRMZendeskHubSpot

11 minRead

AI Support AgentBest Practices

Support Metrics: CSAT, FTR, Resolution Time

Essential metrics for measuring AI support success.

MetricsCSATAnalytics

6 minRead

AI Sales AgentHow-To Guides

How to Configure AI Lead Scoring

Configure lead scoring to prioritize high-value prospects.

Lead ScoringPrioritizationQualification

8 minRead

AI Sales AgentIndustry Guides

Sales Automation in Fintech: Compliance & KYC

Fintech sales automation with compliance and KYC considerations.

FintechKYCCompliance

11 minRead

AI Sales AgentBest Practices

Boost Conversion: 5 Flows That Convert

High-converting sales flows and conversation patterns.

ConversionDemosObjection Handling

7 minRead

AI Booking AgentHow-To Guides

Reduce No-Shows with Smart Reminders

Reduce no-shows with smart appointment reminders.

RemindersNo-ShowsAppointments

6 minRead

AI Booking AgentIndustry Guides

Beauty & Spa: Appointment Booking at Scale

Beauty & spa appointment booking with multi-location support.

BeautySpaSalon

8 minRead

AI Booking AgentIndustry Guides

Restaurant Reservations: Tables, Waitlists & Capacity

Restaurant reservation flows with capacity and waitlist management.

RestaurantFood & BeverageReservations

7 minRead

Agent BuilderHow-To Guides

Train Your Agent: FAQ, Intents & Training Data

Train your agent with FAQs, intents, and training data.

TrainingFAQsIntents

8 minRead

Agent BuilderIndustry Guides

Education: Student Support & Enrollment Bots

Education bots for enrollment, support, and student inquiries.

EducationEdTechEnrollment

9 minRead

Agent BuilderHow-To Guides

Conditional Flows & Decision Trees

Advanced flows with conditionals and decision trees.

FlowsConditionalsPersonalization

7 minRead

AnalyticsBest Practices

Measuring ROI of AI Agents

Calculate ROI from AI agent deployment.

ROIMetricsBusiness Case

9 minRead

AnalyticsTechnical

Export Data & Analytics API

Export analytics and integrate with BI tools via API.

APIExportBI

11 minRead

BroadcastingBest Practices

Opt-In & Opt-Out: WhatsApp Policy Compliance

WhatsApp opt-in and opt-out compliance for broadcasts.

ComplianceOpt-InWhatsApp Policy

7 minRead

BroadcastingHow-To Guides

Advanced Segmentation for Higher Engagement

Advanced segmentation strategies for broadcast campaigns.

SegmentationPersonalizationEngagement

8 minRead

BroadcastingIndustry Guides

Real Estate: Property Alerts & Lead Nurturing

Real estate broadcasting for property alerts and nurture.

Real EstateProperty AlertsLead Nurturing

7 minRead

Template ManagerBest Practices

Template Best Practices: Approval Rate & Clarity

Write templates that pass Meta approval quickly.

TemplatesMetaApproval

6 minRead

Template ManagerTechnical

Template API: Create Templates Programmatically

Manage templates programmatically via API.

APITemplatesAutomation

10 minRead