Product documentation
Documentation for the Interlinked panel
Find task-based product docs organized by setup stage, AI operations, customer operations, commerce, billing, and account responsibility.
Getting started
Getting started
Create your account and verify your email
Sign up for free with your email or with Google, confirm your address, and log in to the panel for the first time.
Sign up with an email and password or with Google. With email, confirm the link we send you (valid for 24 hours), then log in.
The setup wizard
What each wizard chapter asks for, what's required, how it changes based on what you sell, and what you get when you finish.
Eight chapters, from Personalize to Review. At the end, your agent is created as a draft and turned off; you turn it on later with Validate and launch.
Connect and assign your first channel
Connect WhatsApp, Instagram, or Messenger and assign it to your agent. Your agent only replies on the channels assigned to it.
Connecting a channel isn't enough: assign it to the agent in its Apps section with Assign. A channel belongs to only one agent at a time.
Launch your agent: Validate and launch
How to put your agent to work for the first time: which requirements the panel checks and what the Validate and launch button does.
On the agent's page, Validate and launch publishes your draft and turns on the agent. If something is missing, the button says Complete requirements.
What's next after the wizard
A tour of the panel menu and a checklist of what to get ready after you create your agent.
Assign a channel, upload your catalog or your services, review how you get paid, and launch your agent. Here's a map of the panel menu.
Workspace and navigation
Workspace and navigation
Dashboard overview
Understand the Interlinked dashboard, where to monitor AI activity, usage signals, and operational shortcuts after setup.
Use the dashboard as the main operating view for conversations, performance signals, and next actions.
Understand dashboard metrics
Understand the dashboard metrics that help you monitor AI activity, usage, customer conversations, and operational health.
Learn what dashboard metrics are for and which nearby docs explain CRM, usage, and daily operations.
Use the top bar and profile menu
Use the Interlinked top bar and profile menu to reach Settings, account actions, workspace switching, and common panel destinations.
Learn where the top bar and profile menu fit in the panel navigation model.
Understand organizations and workspaces
Understand how Interlinked organizes accounts, organizations, and workspaces, and how to manage people and business context in the active workspace.
Learn how account identity, business context, workspace access, and the active organization fit together.
Switch organizations
Switch between organizations in the Interlinked panel and understand how organization context affects dashboard, CRM, and settings views.
Learn where organization switching belongs and what to check before changing workspace context.
Manage workspace people and invitations
Manage Interlinked workspace access by inviting people, assigning roles, tracking seats, and removing access when responsibilities change.
Use People to manage members, invitations, roles, and the seats reserved for pending access.
Your AI agent
Your AI agent
How your agent works
What your AI agent does, where it gets its information, what you decide, and how it goes from draft to active.
Your agent replies on the channels you assign it, using your catalog, your services, and your business data, following the workflow you chose.
Create an agent
How to create a new agent, how many agents your plan includes, and what data all of your business's agents share.
The setup wizard creates your first agent. For another one, use Create agent in My Agents, if your plan allows it.
Configure an agent: sections and what applies instantly
What's in each section of your agent's page, and which changes apply immediately or need to be published.
Apps, abilities, business data, and the model apply instantly. Work, Voice, and which data the agent uses need Review & Publish.
Voice and tone
How to choose your agent's style, answer length, and emoji use, and what to write in the communication instructions.
In the Voice section you choose up to three styles, the answer length, whether it uses emojis, and your communication instructions. Changes apply when you publish.
Knowledge and policies
Which business data the agent can use, where you edit it, and which changes apply instantly.
In the Knowledge section you edit your business data (changes apply instantly for all your agents) and choose which data each agent uses.
AI models and credits
Which models you can choose for your agent, how many AI credits each one uses, and how to change it.
GPT-6 Luna comes preselected (×1). Each model's multiplier shows how many AI credits it uses. Change it from the Model card.
Agent abilities (BETA)
The extra features you can turn on for your agent, what each one needs, and how to set them up.
In the Abilities section you turn on features like order confirmation, cart recovery, or voice notes. They apply instantly.
Workflows and services
Workflows and services
How workflows work
The three jobs your agent can do (Products, Services, or Products and services), what it does in each one, and how to change it.
You choose what your business offers: Products (with shipping, pickup, or both), Services, or Products and services. The agent follows the steps of that workflow.
Products: shipping, pickup, or both
How your agent builds a product order, from search to payment, and how you set up shipping, store pickup, and payment collection.
The agent builds the cart, asks for the address or the pickup location, the customer confirms with Confirm order, and then pays by card or bank transfer.
Services Concierge
How your agent serves people looking for a service: it helps them choose, asks your questions, and ends the way you set up each service.
The agent presents your services, asks the questions you defined one at a time, and ends based on the service: appointment, quote, purchase, or your team.
Hybrid mode: products and services
How your agent works when you sell products and also offer services, and what you need to set up.
With Products and services, the agent understands whether the customer wants to buy a product or hire a service and follows that path. Products and services never share a cart.
How each service ends
The four outcomes a service can have (appointment, quote, purchase, or your team), what the agent does in each one, and what you need to set up.
Each service ends in one of four ways: Book an appointment, Request a quote, Buy directly, or Talk to your team.
Create a service
The seven steps to create a service: outcome, price, how it works, questions, details, image, and review.
In Catalog → Services, click New service and follow seven steps. Finish with Save and activate or Save draft.
Service readiness and activation
How to tell whether a service is ready for your agent, what each missing item means, and how to fix it.
The AI column in Services shows whether each service is Ready or how many requirements it's missing. An active, incomplete service keeps you from turning on your agent.
Service requests
Where you see each service conversation, what each status means, and what your team can do with a request.
Every customer who asks for a service creates a request in Sales → Service Requests, with their answers, its status, and your team's actions.
Launch and run your agent
Launch and run your agent
Review agent readiness
What the panel checks before it lets you turn on an agent, where you see what's missing, and how to fix each pending item.
The panel checks the model, an assigned channel and, depending on the workflow, your services or products. You see it in Agent readiness.
Publish changes
How to review your agent's pending changes, publish or discard them, and what happens to ongoing conversations.
Changes to Work, Voice, and Knowledge wait in Unpublished changes. Review & Publish applies them and leaves the agent on.
Turn the agent on and off
How to turn off your agent on all its channels, what happens to messages while it's off, and how to turn it back on.
Use the On / Off toggle in My Agents or on the agent's page. While it's off, it doesn't reply; its setup is kept.
Who replies: the AI or your team
How to decide in each conversation whether the AI agent or someone on your team replies, what happens when you reply from the panel or from the WhatsApp Business app, and how to hand the conversation back to the AI.
Choose AI replies or I reply in each conversation. From the panel, the AI stops until you hand it back; from the Meta apps, it steps aside for 15 minutes.
Channels and integrations
Channels and integrations
Channels and integrations overview
Connect Instagram, Facebook Messenger, WhatsApp Business, and Google Calendar in the current Interlinked Channels page.
Use Channels for communication connections and Google Calendar, then assign a customer channel to the agent that should use it.
Connect Instagram
Connect an Instagram Professional account to Interlinked, assign it to an agent, and prepare the channel for customer conversations.
Use the Instagram connection flow from Channels, select the business account and linked Page, then confirm the agent assignment.
Connect Facebook Messenger
Connect a Facebook Page to Interlinked Messenger, assign it to an agent, and prepare the page for customer conversations.
Connect the Page you manage from Channels, confirm messaging access, and verify the assigned agent in CRM.
Connect WhatsApp Business
Connect a WhatsApp Business sender through the guided provider flow, assign it to an Interlinked agent, and prepare it for customer messaging.
Complete the provider signup for a business portfolio and phone number, then verify the WhatsApp connection and agent assignment.
Manage connected channels
Connect, assign, reconnect, and disconnect customer channels from the current Interlinked Channels page without confusing workspace access with agent launch.
Use the channel cards for connection state and the assignment dialog or agent Apps settings for the responding agent.
Meta channel connection troubleshooting
Troubleshoot Instagram, Facebook Messenger, and WhatsApp Business connection failures by checking account selection, permissions, provider status, and agent assignment.
Use the exact provider error and the current Channels card state to resolve connection, reconnection, and assignment problems.
CRM
CRM
CRM overview
Explore the Interlinked AI CRM — your operational hub for customer conversations, AI monitoring, manual control, inbox management, labels, notes, and team collaboration across Instagram, Messenger, and WhatsApp.
Understand the CRM layout, how conversations flow from connected channels, and how to use the inbox to manage AI and human interactions.
Manage CRM inboxes and filters
Master the Interlinked AI CRM inbox — use channel tabs, folder views, search, unread filters, and tag-based filtering to organize and prioritize customer conversations efficiently.
Navigate the CRM inbox using channel tabs, Open/Solved/Spam/Archived folders, search, and tag filters to find and manage conversations quickly.
Open and manage a conversation
Learn how to work with individual conversations in the Interlinked AI CRM — read message history, send text and media replies, manage delivery status, mark conversations as solved or priority, and use real-time updates.
Open a conversation in the CRM to view messages, send replies with text and media, check delivery status, and manage conversation state.
Customer profiles, labels, and notes
Manage customer information in the Interlinked AI CRM — view contact profiles, add custom labels for organization, use suggested tags, and write internal notes for team collaboration.
Use the contact info panel to view customer details, apply custom and suggested labels, and add internal notes that your team can reference.
Team collaboration and CRM users
Coordinate shared CRM work in Interlinked and understand how workspace roles, assignments, and manual handoffs affect customer conversations.
Use the shared CRM safely with teammates, coordinate handoffs, and manage workspace access from People.
Automations and campaigns
Automations and campaigns
Automations overview
Understand Interlinked Automations, the bounded follow-ups they support, their safety controls, and the difference between drafts and active rules.
Learn what Automations can do, which channels they use, and how to review a rule before it contacts a customer.
Create and test an automation
Create an Interlinked automation from a bounded trigger, configure its action and safety limits, then run a dry test before activation.
Use the five-step automation wizard to select a trigger, define when it runs, set safety limits, and save a reviewable draft.
Review automation status and activation
Understand Interlinked automation statuses, activation checks, pause and archive actions, and the permissions needed to manage a rule.
Move an automation from draft to active safely, pause it when needed, and resolve a Needs attention state.
Create WhatsApp broadcasts from CRM
Create a WhatsApp template broadcast from CRM, verify recipient eligibility and marketing consent, and monitor delivery from Automations.
Use approved WhatsApp templates and eligible CRM contacts for a reviewable broadcast; delivery can suppress contacts that fail a final check.
Products
Products
Products overview
Understand the current Products area in Interlinked, including catalog review, media management, product states, and import history.
Manage the catalog your agent can use, review imports before they become active, and keep product media ready for customer experiences.
Upload a product catalog
Upload a CSV or Excel product catalog in Interlinked, review the detected columns and rows, and confirm the catalog change safely.
Use Import catalog for a staged review of names, prices, stock, SKUs, and other product attributes before the catalog changes.
Prepare your product catalog
Prepare a CSV or Excel product catalog for Interlinked with clear required fields, useful attributes, and consistent customer-facing data.
Give the importer and your agent clean names, prices, availability, descriptions, and attributes to work with.
Replace or clear your catalog
Choose safely between merging, replacing, and clearing the Interlinked product catalog, and understand which actions remove active products.
Use Replace catalog for a complete reviewed file and Clear catalog only when you intend to remove every product.
Add products manually
Add or edit one Interlinked product at a time, keep its standard fields consistent, and prepare its image separately when needed.
Use New product for a small catalog change without importing a full spreadsheet.
How the AI searches products
Understand how Interlinked prepares catalog information for relevant product answers and what to check when a product is hard to find.
Complete names, prices, availability, descriptions, and attributes give the agent more context for customer product questions.
Product catalog best practices
Keep Interlinked product names, prices, availability, descriptions, images, and attributes accurate and easy for customers to understand.
Clean catalog data improves product answers, recommendations, order conversations, and storefront browsing.
Review and confirm a product import
Use Interlinked’s staged product import review to map columns, fix rows, compare merge and replace impact, and confirm catalog changes safely.
Import a spreadsheet as a private staged review, correct validation issues, choose merge or replace, and confirm the result.
Review product import history
Use Product History in Interlinked to monitor saved catalog imports, reopen reviews, inspect results, recover interrupted work, and restore a previous catalog version.
Track saved imports after upload, reopen unfinished reviews, download error reports, and restore a catalog snapshot safely.
Manage product images
Use the Products media view to find missing images, process catalog URLs, upload a folder matched by SKU, and replace individual product images.
Track image coverage, process external URLs, upload product media in bulk, and handle unmatched or failed files.
Storefront
Storefront
Online Store overview
Understand Interlinked Online Store, its catalog-to-storefront flow, WhatsApp ordering model, paid-plan requirement, and live publishing states.
Learn what the storefront includes, what customers can do there, and how it differs from a cart or checkout platform.
Create your Online Store
Set up an Interlinked Online Store from your product catalog, configure identity and WhatsApp, select products, preview the site, and publish it.
Follow the six-step storefront setup from catalog upload to an interactive preview and live publication.
Manage storefront products
Choose which catalog products appear in your Interlinked storefront, review draft versus live selections, and publish catalog changes safely.
Keep the full catalog as your source while selecting the smaller set of products shown publicly in the storefront.
Manage storefront brand and WhatsApp
Update your storefront name, language, slogan, logo, order number, and default WhatsApp message from the Online Store settings.
Keep the public storefront identity and the WhatsApp order handoff current without changing your global business profile.
Preview, publish, and pause your storefront
Preview an Interlinked storefront on mobile, tablet, or desktop, publish catalog changes, open the live site, and pause or reactivate it.
Keep storefront draft changes separate from the public site and control when the selected catalog is live.
Connect a custom storefront domain
Add a custom hostname for your Interlinked storefront, copy its DNS records to your registrar, verify the connection, and track the security certificate.
Connect a branded domain by following the exact DNS records shown in Online Store and verifying the result.
Orders
Orders
Orders overview
Understand how Interlinked creates and organizes product orders from customer conversations, including payment and fulfillment status.
Learn what appears in Orders, which retail journeys create orders, and how Orders relates to Products, Payments, and customer conversations.
View and manage orders
Use the Interlinked Orders workspace to search, filter, inspect, export, and update product orders.
Learn how to use the Orders table, status views, column controls, order details, CSV export, and loading or empty states.
How the AI places Shipping orders
Understand the customer journey for a Shipping order, from product discovery and cart confirmation to address collection, payment, and order follow-up.
A user-facing walkthrough of the Shipping journey in Interlinked, including required delivery information and payment review.
How the AI places Pickup orders
Understand the customer journey for a Pickup order, from product selection and location choice to payment and pickup preparation.
A user-facing walkthrough of the Pickup journey in Interlinked, including locations, preparation time, payment review, and order follow-up.
How the AI handles Shipping and pickup orders
Understand how Interlinked lets a customer choose between home delivery and pickup during one retail conversation.
See the shared shopping flow, the fulfillment choice, and the different information collected for Shipping and pickup.
Configure Orders behavior
Learn which agent setup choices affect product shipping, pickup, locations, preparation time, and customer payment steps.
A practical guide to the settings that shape retail order conversations and the information your team needs to fulfill them.
Payment verification and security
Learn how Interlinked handles card payments and bank-transfer receipts for product orders, and what your team must verify before fulfillment.
Understand the difference between a customer-submitted receipt, a confirmed payment, and an order ready for fulfillment.
Calendar and scheduling
Calendar and scheduling
Calendar overview
Understand the current Interlinked Calendar, its appointment views, business-hours controls, exceptions, and Google Calendar connection.
Use Calendar to review appointments and availability; configure the schedule and exceptions that an appointment-capable agent follows.
Calendar views and navigation
Learn how to navigate the Interlinked Calendar using month, week, and day views — including navigation controls, header display behavior, and the auto-refresh feature.
A guide to switching between calendar views, navigating dates, and understanding the header display and refresh behavior.
Business hours vs Full day
Understand the difference between Business hours and Full day display modes on the Interlinked Calendar — how each mode filters appointments and how private Google Calendar events are handled.
Learn how the Business hours and Full day selector changes what you see on the calendar, including privacy behavior for synced personal events.
Business hours settings
Set the weekly days and time ranges that Interlinked Calendar and appointment-capable agents should treat as available.
Configure open days, closed days, split schedules, and shared time ranges from Calendar.
Exceptions: close a day or change its hours
How to block a full day or change the hours of a date in the Interlinked AI Calendar, what the colors mean, and what happens to appointments that were already booked.
With Block Full Day, no appointments are offered that day. With Override Hours, the hours you enter are the only open hours that day. Existing appointments aren't cancelled on their own.
Appointment details
Learn what information is shown when you click on an appointment in the Interlinked Calendar — customer details, booking context, conversation links, and Google Calendar integration.
A guide to the appointment details modal, including customer information, AI booking context, and quick actions to open Google Calendar or the original CRM conversation.
Privacy and busy events
Understand how Interlinked protects your privacy when Google Calendar personal events are synced — why some events appear as Busy and what team members can and cannot see.
Learn how private Google Calendar events are displayed as Busy in Interlinked, protecting personal details while showing availability to team members.
How AI booking works
Understand how the Interlinked AI books appointments across all four calendar workflows — Qualify & Schedule, Qualify Pay & Schedule, Free Appointment, and Paid Appointment — including qualification, payment, natural language date handling, and confirmation.
A detailed breakdown of the AI's booking conversation flow for each supported calendar workflow, from first message to confirmed appointment.
Google Calendar connection
Connect, reconnect, or disconnect Google Calendar from Interlinked Channels so appointment-capable agents can check availability and create events.
Manage Google Calendar from Channels or guided agent setup, then confirm the calendar requirement is ready before launching bookings.
Calendar: important notes and behaviors
Keep the important Interlinked Calendar rules in one place: views, refresh behavior, business hours, exceptions, appointment details, and privacy.
A quick reference for the availability and privacy behaviors that are easy to miss when managing bookings.
Customer payments
Customer payments
Customer payments overview
Configure how customers pay for eligible Interlinked orders and services, and understand the difference between payment confirmation and fulfillment.
Use Payments for customer-facing card or bank-transfer methods; manage your Interlinked subscription separately in Billing.
Configure customer payment methods
Set up card and bank-transfer options on the Interlinked Payments page and resolve the readiness state shown for your workspace.
Connect the customer payment methods your orders and services can offer, then verify the panel status.
Billing and usage
Billing and usage
Plans and pricing
Compare Interlinked AI plans — Free, Starter, Pro, and Ultra — including message allowances, billing terms, built-in discounts, currency rules, and current workspace-access guidance.
Understand subscription pricing while checking the current People and Billing screens for workspace seats and entitlements.
Pro free trial
Start a 7-day free trial of the Interlinked AI Pro plan — understand what is included, how billing works after the trial, and important eligibility rules before you sign up.
Learn how to activate the Pro plan free trial, what happens during the 7-day period, and when billing begins.
Usage and message limits
Monitor AI usage in the Interlinked Usage tab, understand why conversations can consume different amounts, and know when the allowance resets.
Learn how to read the Usage tab, what can increase consumption, and what happens when the included allowance is reached.
Overage usage and extra messages
Understand how overage works on paid Interlinked AI plans — why it exists, how extra messages are priced in USD and MXN, and when overage charges appear on your invoice.
Learn what happens when your AI agent exceeds your plan's included messages, how overage pricing is calculated, and why automatic overage helps protect business continuity.
Billing and subscription management
Manage your Interlinked AI subscription from the Billing tab — review your current plan, renewal date, billing duration, discounts, and access the Stripe portal for subscription actions.
Learn how to review your subscription summary, understand billing durations and discounts, manage your subscription through Stripe, and handle payment failures.
Upgrade, downgrade, and plan changes
Learn how to change your Interlinked AI subscription plan — understand when upgrades take effect immediately, when downgrades apply at term end, billing-term restrictions, and how proration works.
Understand the rules for upgrading, downgrading, and switching between Interlinked AI plans, including immediate upgrades, deferred downgrades, and proration.
Payment methods and invoices
Manage your credit cards and download invoice PDFs from the Interlinked AI Billing tab — add or change payment methods, understand the minimum-card rule, and review your complete invoice history.
Learn how to add and manage payment methods, change your default card, download invoices, and understand payment statuses in Interlinked AI.
Enterprise plan
Learn how the Interlinked Enterprise plan can be tailored for larger teams, higher conversation volume, multiple businesses, and dedicated support.
Understand what an Enterprise conversation covers and which business requirements to prepare before contacting the Interlinked team.
Account management
Account management
Settings overview
Navigate the Interlinked Settings area to manage usage, billing, workspace members, business context, account information, security, notifications, and account settings.
Learn what each Settings tab controls and which workspace actions belong in People or Business settings.
Account information
Update the personal and company details shown in Interlinked Account information and understand why the sign-in email is read-only.
Edit your name, company, and phone number while keeping the account email and workspace identity distinctions clear.
Notification preferences
Review the news, billing, and security-alert controls shown in Interlinked notification settings and understand which preferences need current-screen validation.
Use Notifications to review communication controls without assuming that every visible toggle has the same persistence behavior.
Delete or disconnect your account
Understand the consequences of deleting an Interlinked account or disconnecting Google sign-in, and verify the current support path before taking an irreversible action.
Review account-lifecycle consequences without relying on destructive controls that are not currently exposed in the panel.
Security and authentication
Security and authentication
Partner Program
Partner Program
Partner Program overview
Learn how the Interlinked AI Partner Program works, who can join, and how partners earn 25% of the first paid month and 20% for 24 months for each referred customer.
Understand the Partner Program, referral codes, recurring commissions, and payout basics.
Become a partner
Step-by-step guide to joining the Interlinked AI Partner Program — apply from the public landing page or from inside the panel, complete Stripe Connect onboarding, and create your partner code.
Learn the two ways to apply for the Partner Program and what to expect during the sign-up process.
Complete partner onboarding with Stripe Connect
Understand the Stripe Connect onboarding process for the Interlinked AI Partner Program — what information is collected, why identity verification is required, and how payouts are secured.
Learn what to expect during Stripe Connect onboarding, including identity verification, bank account setup, and payout security.
Create and use your partner code
Learn how to create your unique Interlinked AI partner code, understand code rules and formatting, and find out how referred customers use it to receive a discount.
Choose a unique partner code, understand the rules, and learn how customers apply it during checkout.
Partner commissions and payouts
Understand how Interlinked AI partner commissions are calculated: 25% of the first paid month and 20% for the following 24 months, with a 30-day hold.
Learn how the 25% and 20% commission scheme works, see a worked example, and understand what counts toward commission, the 30-day hold, refunds, and rate changes.
Use your Partner Dashboard
Navigate the Interlinked AI Partner Dashboard — track referrals, view pending and paid commissions, copy your partner code, and review referral history.
Learn what the public and panel Partner Dashboards show, including referral stats, commission tracking, and referral history.
Partner Program rules
Understand the eligibility requirements, terms, and limitations of the Interlinked AI Partner Program — who can join, what is expected, and what partners should avoid.
Review who can become a partner, program eligibility, referral code limits, and important terms about commissions and partner status.
Troubleshooting and support
Troubleshooting and support
Reference