road map to start the software
Status: Closed ยท Asked by Dilip Budhani on ยท 0 views
Hello Dilip,
Thank you for reaching out and for purchasing the Pabbly Connect and Pabbly Chatflow lifetime plans.
Here is a simple roadmap to get you started with both products:
Pabbly Chatflow:
1. Log in to your Pabbly account and open Pabbly Chatflow. Your active plan and connected WhatsApp number (if linked during onboarding) will be visible on the dashboard.
2. If your number is not yet connected, follow the connection steps shown in the first tutorial playlist below.
3. Learn the basics from the official tutorials:
- How to Use Pabbly Chatflow: https://youtube.com/playlist?list=PLgffPJ6GjbaIhiTPT2HwbVRWyJNxyTq1b
- Pabbly Chatflow Video Tutorial: https://youtube.com/playlist?list=PLgffPJ6GjbaIk4p4rhruJuSGYO7HEzJ
4. From there you can build flows, broadcast templates, and send messages directly from your account.
Pabbly Connect:
1. Log in and open Pabbly Connect. You can start building workflows to automate tasks between your apps.
2. A typical workflow uses a Trigger (the event that starts it) followed by Action steps, with optional Filter and Router steps for conditional logic.
If you share more about the specific processes you'd like to automate for your school, support can suggest a more tailored setup. And if you get stuck at any step or run into an error, please share the details and we'll be happy to help further.
Thanks & Regards,
Hrishabh
Customer Support Associate
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