Handle
Dashboard
Connect a channel, build one automation, set up the assistant, capture a lead, invite a teammate. Each ticks itself from real data, and this card leaves on its own once all five are done.
On this screen
In the order the tour shows them.
Your first five steps
Connect a channel, build one automation, set up the assistant, capture a lead, invite a teammate. Each ticks itself from real data, and this card leaves on its own once all five are done.
Build your first automation
This is the heart of Zynqly. Create a flow that replies to messages automatically and turns them into leads — no code.
Every conversation, one place
Live conversations land here. Jump in manually any time — your automations and you share the same inbox.
See what's working
Replies, leads, revenue and audience growth — all tracked automatically, so you can do more of what converts.
Manage your connected channel
Switch accounts and review per-account insights here. You're all set — happy automating! 🎉
Guides
The longer reads behind this screen.
- Your first week with Zynqly, in the right orderConnect one channel, build one automation, watch the inbox, then read the numbers — the order that gets a new account to its first real reply.5 min · platform rules checked 2026-09-07
- From first message to customer: leads, sequences, ordersHow a lead is created, what tags and status are for, when a sequence beats a broadcast, and how a product sent in chat becomes an order.5 min · platform rules checked 2026-09-07
Common questions
Which channel should I connect first?
The one your customers already use. Each channel has one requirement that stops people at the door — a Professional account linked to a Page for Instagram, a Page role for Messenger, a Business Platform number for WhatsApp, a BotFather token for Telegram — and clearing one is faster than clearing four.
Why is my inbox empty after connecting?
Because nothing has replied to anyone yet. Build one automation from a template, trigger it yourself from another account, and the inbox, the leads list and the analytics all start to fill from that first reply.
I dismissed the setup checklist — how do I get it back?
From the help menu at the top of every page: Show setup checklist brings it back, and Restart the product tour runs the walkthrough again. Both work on a phone as well as a laptop.
Where do I reconnect a channel whose token expired?
On that channel's own settings page — the bottom half of the settings list is one page per connected channel, and the connection, its health and the reconnect button all live there.
How is a lead created?
Automatically, the first time somebody messages you on any channel. There is no form. A person who writes on two channels is one contact with two channels, so the history stays in one place.
What is the difference between a broadcast and a sequence?
A broadcast sends one message to a list of people at the same moment. A sequence sends a series of messages to one person over days and stops when they reply or buy. Broadcasts announce; sequences follow up.
Can I broadcast on WhatsApp to people who have not messaged me?
Only with an approved template, and only to people who agreed to be messaged. Sending to a list without that consent lowers your number's quality rating, which cuts how many people you can reach.
What is a click-to-chat link for?
It opens a conversation with you already loaded — a pre-filled message on WhatsApp, the Start button on Telegram — so whoever taps it arrives in your inbox having already written. A reference on the link records where they came from.