Documentation
Guides to get your team working in Xat CRM.
Start here
Getting started
Create your workspace and understand how Xat CRM is organized.
Connecting WhatsApp
How to link a number, what the states mean and how to reconnect.
Conversations
The shared inbox: reply, assign, label and close.
Team and roles
Invite people, understand the roles and organize teams.
Contacts
Who writes to you, with their full history.
Workspace settings
Settings, API keys, webhooks and the audit log.
Reports
What Xat CRM measures, and how to read it.
Building an integration?
The full technical reference — endpoints, scopes and events — is in the developer documentation.
See technical documentationCannot find what you need?
Write to us and we will answer. info@xatcrm.com