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Product documentation

Documentation for the Interlinked panel

Find task-based product docs organized by setup stage, operating area, commercial topic, and account responsibility.

Getting started

Getting started

Onboarding wizard

Onboarding wizard

Onboarding wizard

Onboarding wizard overview

A complete overview of the Interlinked onboarding wizard: how the step-by-step flow works, which steps appear for each workflow, and how draft mode keeps your AI agent safe until you publish.

How the onboarding wizard works, its step structure, draft behavior, product catalog exception, and navigation rules.

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Onboarding wizard

Company information and agent identity

Configure your company details, social media profiles, AI communication style, and greeting message in the first step of the Interlinked onboarding wizard.

Step 1 of the wizard: set up your company name, industry, website, social links, AI personality, and greeting message.

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Onboarding wizard

Choose a workflow

Understand how to select a workflow in the Interlinked onboarding wizard. Learn the difference between retail and service workflows and how your choice shapes the AI agent's conversation flow.

Step 2 of the wizard: pick the conversation workflow that defines how your AI agent handles customer interactions.

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Onboarding wizard

Upload your product catalog in the wizard

Learn how the wizard Products step works, including CSV and Excel uploads, the CSV template, immediate catalog updates, and AI search preparation.

Use the wizard Products step to upload a catalog during setup or AI Config, with immediate updates to the live product catalog.

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Onboarding wizard

Add business context

Learn how to use the business context field in the Interlinked onboarding wizard to give your AI agent custom rules, instructions, and business-specific knowledge.

Provide free-text instructions and business rules that shape how your AI agent responds to customers.

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Onboarding wizard

Connect channels

Learn how to connect WhatsApp, Instagram, and Facebook Messenger to your Interlinked AI agent during the onboarding wizard using Meta OAuth.

Connect your messaging channels so the AI agent can start receiving and responding to customer messages.

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Onboarding wizard

Publish and go live

Understand what happens when you click Publish in the Interlinked onboarding wizard — how draft data becomes your live AI agent configuration and what to expect after your AI starts answering customers.

The final step: what Publish does, how draft becomes live, and what to expect after your AI agent activates.

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Workspace and navigation

Workspace and navigation

Workflows

Workflows

Workflows

Workflows overview

Understand all nine Interlinked AI workflows — three retail and six service options. Learn how each workflow shapes the AI conversation flow and which custom steps each one requires.

A complete comparison of all nine workflows to help you choose the right conversation flow for your business.

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Workflows

Shipping & Pickup workflow

Learn how the Shipping & Pickup workflow works in Interlinked — a retail workflow where the AI asks customers whether they prefer delivery or in-store pickup before processing the order.

A combined retail workflow that lets customers choose between home delivery and in-store pickup.

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Workflows

Shipping Only workflow

Learn how the Shipping Only workflow works in Interlinked — a retail workflow where the AI collects shipping addresses, calculates costs, and processes bank transfer payments for delivery orders.

A retail workflow for delivery-only businesses where the AI handles address collection, shipping costs, and payment.

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Workflows

Pickup Only workflow

Learn how the Pickup Only workflow works in Interlinked — a retail workflow where the AI offers in-store pickup at one or more physical locations with optional advance payment and preparation time.

A retail workflow for physical stores where customers pick up orders in person with optional advance payment.

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Workflows

Qualify & Schedule workflow

Learn how the Qualify & Schedule workflow works in Interlinked — a service workflow where the AI asks qualification questions, then books an appointment on Google Calendar.

A service workflow that qualifies leads with custom questions before scheduling a Google Calendar appointment.

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Workflows

Qualify & Transfer workflow

Learn how the Qualify & Transfer workflow works in Interlinked — a service workflow where the AI asks qualification questions before handing off the conversation to a human agent.

A service workflow that qualifies leads with custom questions before transferring the conversation to your team.

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Workflows

Qualify, Pay & Schedule workflow

Learn how the Qualify, Pay & Schedule workflow works in Interlinked — a premium service workflow combining lead qualification, deposit collection, and Google Calendar appointment booking.

A premium service workflow that qualifies leads, collects a deposit payment, then books a Google Calendar appointment.

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Workflows

Free Appointment workflow

Learn how the Free Appointment workflow works in Interlinked — a simple service workflow where the AI books appointments directly on Google Calendar without qualification or payment.

The simplest appointment workflow: the AI checks your calendar and books a free appointment without qualification.

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Workflows

Paid Appointment workflow

Learn how the Paid Appointment workflow works in Interlinked — a service workflow where the AI collects a deposit payment before booking an appointment on Google Calendar.

A service workflow that requires deposit payment before the AI books a Google Calendar appointment.

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Workflows

Handoff to Human workflow

Learn how the Handoff to Human workflow works in Interlinked — the simplest service workflow where the AI collects basic customer information and then transfers the conversation to a human agent.

The simplest service workflow: the AI gathers basic information and transfers the conversation to your team.

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AI agent configuration

AI agent configuration

Channels and integrations

Channels and integrations

Channels and integrations

Channels and integrations overview

Discover the messaging channels and integrations available in Interlinked AI — connect Instagram, Facebook Messenger, and WhatsApp to let your AI agent receive and respond to customer conversations automatically.

Learn which messaging channels Interlinked supports, how connections work through Meta OAuth, and where channel management fits in your day-to-day operations.

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Channels and integrations

Connect Instagram

Step-by-step guide to connecting your Instagram Professional account to Interlinked AI — authorize through Meta OAuth, select your account, and start receiving AI-powered responses to Instagram Direct messages.

Connect your Instagram Professional account so the AI agent can receive and respond to Direct messages automatically.

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Channels and integrations

Connect Facebook Messenger

Step-by-step guide to connecting your Facebook Page to Interlinked AI — authorize through Meta OAuth and let your AI agent handle Facebook Messenger conversations automatically.

Connect your Facebook Page so the AI agent can receive and respond to Messenger conversations from customers and page visitors.

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Channels and integrations

Connect WhatsApp Business

Complete guide to connecting your WhatsApp Business account to Interlinked AI using Meta Embedded Signup — register or link a phone number, set up your Meta Business Portfolio, and start handling WhatsApp conversations with AI.

Connect your WhatsApp Business account through Meta Embedded Signup so the AI agent can send and receive WhatsApp messages on your behalf.

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Channels and integrations

Manage connected channels

Learn how to view, reconnect, and disconnect your messaging channels in Interlinked AI — monitor connection health, troubleshoot expired tokens, and keep your Instagram, Messenger, and WhatsApp integrations running smoothly.

View connection status, reconnect expired channels, and disconnect platforms from the AI Config wizard.

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Channels and integrations

Meta connection troubleshooting

Solve common problems when connecting Instagram, Facebook Messenger, or WhatsApp to Interlinked AI — fix authorization errors, permission issues, expired tokens, and Meta account configuration problems.

Diagnose and resolve common Meta channel connection problems across Instagram, Messenger, and WhatsApp.

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CRM

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.

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CRM

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.

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CRM

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.

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CRM

Switch between AI and manual control

Understand how to toggle between AI and manual modes in the Interlinked CRM — take over conversations from the AI agent, send human replies, and let the AI resume automatically with the 15-minute reactivation rule.

Toggle between AI-powered and human-operated conversation modes, understand the 15-minute AI reactivation rule, and learn when to take manual control.

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CRM

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.

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CRM

WhatsApp marketing campaigns

Create and launch WhatsApp marketing campaigns from the Interlinked AI CRM — select approved Meta templates, choose recipients, and send bulk promotional messages to your customer base.

Use the campaign wizard in the CRM to send bulk WhatsApp messages using Meta-approved templates to selected customers.

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CRM

Team collaboration and CRM users

Understand how team collaboration works in the Interlinked AI CRM — learn about workspace users, collaborator limits per plan, shared inbox workflows, and best practices for multi-user customer management.

Manage your CRM team with workspace collaborators, understand per-plan user limits, and coordinate shared inbox workflows.

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Lead Discovery

Lead Discovery

Lead Discovery

Lead Discovery overview

Find qualified business prospects with Interlinked AI Lead Discovery — an AI-powered prospecting tool that analyzes public profiles and generates personalized outreach icebreakers.

Learn what Lead Discovery is, who it helps, and how to access it from the landing page or your dashboard.

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Lead Discovery

Start a Lead Discovery search

Learn how to start an AI-powered prospect search with Interlinked AI Lead Discovery — use Magic Mode for automatic prospect matching or Direct Search for targeted queries.

Step-by-step guide to running your first Lead Discovery search using Magic Mode or Direct Search, with prompt tips and loading state explanations.

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Lead Discovery

Understand Lead Discovery results

Learn how to read Lead Discovery results — Lead Cards, Lead Scores, Pain Points, and AI-generated icebreakers — to identify and connect with your best prospects.

Detailed guide to Lead Cards, the 0–100 scoring system, AI-identified pain points, and how to use suggested icebreakers for personalized outreach.

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Lead Discovery

Lead Discovery history and usage

Manage your Lead Discovery search history, reopen past results, track your usage counter, and delete searches you no longer need in the Interlinked AI dashboard.

Learn how to navigate search history, reopen past searches, use the mobile sidebar, check your usage counter, and permanently delete old searches.

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Lead Discovery

Lead Discovery limits and plans

Understand Lead Discovery search quotas for every Interlinked AI plan — Free, Starter, Pro, Ultra, and Enterprise — including monthly limits, reset rules, and how billing periods affect your allowance.

Full breakdown of Lead Discovery search limits per plan, reset timing, anonymous trial usage, and Enterprise custom quotas.

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Lead Discovery

Lead Discovery responsible use

Guidelines for using Interlinked AI Lead Discovery responsibly — business prospecting focus, ethical outreach practices, privacy considerations, and compliance reminders.

Understand the responsible use principles behind Lead Discovery, including its business prospecting focus, safety positioning, and outreach best practices.

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Products

Products

Products

Products overview

Understand the Products page in Interlinked, how your catalog powers the live AI agent, and where to manage product data.

Learn what the Products area is for, how catalog data affects AI answers, and which actions update your live product catalog.

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Products

Upload a product catalog

Learn how to upload a CSV or Excel product catalog in Interlinked, including supported formats, required fields, flexible column mapping, and upload locations.

Upload a product catalog with clean names, prices, stock, SKUs, and useful attributes so the AI agent can answer product questions.

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Products

Prepare your product catalog

Prepare a CSV or Excel product catalog for Interlinked with required fields, recommended attributes, clean descriptions, and business-specific examples.

Structure your catalog with required product fields and useful attributes so the AI agent can understand and recommend products accurately.

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Products

Replace or clear your catalog

Learn when to replace or clear the Interlinked product catalog, what changes immediately, and why you should keep a backup before bulk catalog actions.

Use Replace catalog for full catalog refreshes and Clear catalog only when you intend to remove all products from the live AI agent.

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Products

Add products manually

Learn how to use Add product in Interlinked for single-product additions, standard fields, custom fields, and live AI search timing.

Add one product at a time without replacing the full catalog, then review the table before relying on AI product search.

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Products

How the AI searches products

Understand how Interlinked prepares product catalogs for AI search, what semantic product search means, and why processing time can vary.

Learn how product embeddings help the AI agent find products by meaning, not only exact keywords, after catalog upload or changes.

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Products

Product catalog best practices

Use practical best practices for product names, descriptions, attributes, prices, stock, categories, and catalog maintenance in Interlinked.

Keep product data clean, complete, lawful, and current so your AI agent can answer product questions accurately.

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Orders

Orders

Orders

Orders overview

Understand the Orders feature in Interlinked — a centralized dashboard where you view, manage, and track every order your AI agent creates through Instagram, Facebook, and WhatsApp conversations.

Learn what Orders is, who it is for, which workflows support it, and how the AI handles ordering at scale across all your messaging channels.

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Orders

View and manage orders

Learn how to use the Orders page in Interlinked to view order details, change statuses, filter by date or status, and export your order data as CSV or Excel.

A complete guide to the Orders table — columns, order details modal, status updates, export options, filtering, and pagination.

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Orders

How the AI places Shipping orders

Follow the complete AI conversation flow for Shipping orders in Interlinked — from product discovery and cart management to address collection, payment via bank transfer, and order confirmation.

The end-to-end flow the AI follows when a customer places a Shipping order through Instagram, Facebook, or WhatsApp.

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Orders

How the AI places Pickup orders

Follow the complete AI conversation flow for Pickup orders in Interlinked — from product discovery and cart management to store location selection, optional advance payment, and pickup confirmation.

The end-to-end flow the AI follows when a customer places a Pickup order with in-store collection through Instagram, Facebook, or WhatsApp.

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Orders

How the AI places Shipping & Pickup orders

Learn how the AI handles the combined Shipping & Pickup workflow in Interlinked — where the customer chooses between home delivery and in-store pickup at checkout, and the AI follows the corresponding order flow.

How the AI manages the combined Shipping & Pickup workflow, letting customers choose their delivery method at checkout.

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Orders

Configure Orders behavior

Learn which settings in the Interlinked wizard affect how your AI agent handles orders — including shipping rates, pickup rules, bank accounts, currency, and the draft-to-publish workflow.

A reference for all configuration settings that control how the AI creates and processes orders for your business.

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Orders

Payment verification and security

Understand how payment receipt review works in Interlinked AI conversations, why there is no direct bank webhook, and why you should always verify incoming payments in your bank app.

An important operational guide covering receipt review in chat, the absence of bank webhook verification, and best practices for confirming payments.

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Calendar and scheduling

Calendar and scheduling

Calendar and scheduling

Calendar overview

Understand the Calendar in Interlinked — a centralized appointment screen where you view scheduled bookings, manage business hours, block availability, and track every appointment your AI agent creates through conversations.

Learn what the Calendar is, who it is for, which workflows support it, and how appointments, exceptions, and Google Calendar sync work together.

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Calendar and scheduling

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.

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Calendar and scheduling

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.

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Calendar and scheduling

Business hours settings

Learn how to configure your business hours in Interlinked — set available days, define multiple time ranges per day, copy schedules, and control when your AI agent can book appointments.

A complete guide to configuring the days and times your business is open for AI-scheduled appointments, including per-day flexibility and bulk editing.

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Calendar and scheduling

Booking exceptions overview

Understand booking exceptions in Interlinked — how to block specific dates, date ranges, or recurring patterns to prevent your AI agent from scheduling appointments during unavailable times.

Learn what exceptions are, the three types available, and how they interact with business hours and existing appointments.

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Calendar and scheduling

Create and manage exceptions

Step-by-step guide to creating, editing, filtering, and deleting booking exceptions in Interlinked — including single day, date range, and recurring exception types with partial-day blocking.

Learn how to add new exceptions, use the exception modal, filter your exception list, and manage existing blocks from the Exceptions page.

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Calendar and scheduling

Blocked days and calendar colors

Understand how the Interlinked Calendar uses red and yellow color indicators for blocked availability — and how the interactive day drawer lets you view, edit, and manage exceptions directly from the calendar.

Learn what red and yellow calendar colors mean, how the day drawer works for blocked days, and what controls are available for full and partial blocks.

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Calendar and scheduling

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.

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Calendar and scheduling

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.

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Calendar and scheduling

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.

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Calendar and scheduling

Google Calendar connection

Learn how to connect, reconnect, and disconnect your Google Calendar in Interlinked — required for all calendar-based workflows so the AI can check availability and create appointment events.

A guide to connecting your Google Calendar account to Interlinked, including where to manage the connection and what happens when you disconnect.

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Calendar and scheduling

Calendar — important notes and behaviors

A reference page of important Calendar behaviors in Interlinked — auto-refresh timing, exception effects on booked appointments, color indicators, privacy rules, and key distinctions to remember.

A quick-reference list of important Calendar behaviors, edge cases, and details that are easy to overlook.

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Billing and usage

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 Enterprise options for larger businesses.

Understand which plan fits your business, how pricing works across billing terms, and how location-based currency and promotional codes affect your subscription cost.

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Billing and usage

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.

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Billing and usage

Usage and message limits

Monitor your AI usage in the Interlinked AI Usage tab — understand how usage points consume your included allowance, why some interactions cost more than others, and when your counter resets.

Learn how Interlinked counts usage, how the points system works behind the message counter, what can increase consumption, and when your included allowance refreshes.

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Billing and usage

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.

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Billing and usage

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.

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Billing and usage

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.

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Billing and usage

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.

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Billing and usage

Enterprise plan

Explore the Interlinked AI Enterprise plan — a custom commercial agreement for businesses that need higher message volumes, additional users, advanced integrations, and dedicated onboarding support.

Learn what the Enterprise plan includes, who it is for, and how to request a custom configuration for your business.

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Account management

Account management

Account management

Settings overview

Navigate the Interlinked AI Settings area — manage your subscription, usage, billing, account identity, security, notifications, and account-level actions from one centralized location.

Learn how to access Settings, what each tab controls, and how currency, billing, and account management work together in the Interlinked AI panel.

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Account management

Account information

View and understand your Interlinked AI account profile — full name, phone number, business name, and email address — and learn why certain fields cannot be edited from the Account information tab.

Learn what personal and business details are shown in the Account information tab and which fields can be edited.

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Account management

Notification preferences

Control which emails you receive from Interlinked AI — manage preferences for product news, billing alerts, and security notifications, and understand the difference between optional and transactional emails.

Learn how to configure your email notification preferences and understand which communications are optional and which are account-event driven.

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Account management

Delete or disconnect your account

Understand how to delete your Interlinked AI account or disconnect your Google sign-in — learn what each action does, what data is affected, and the confirmation steps involved.

Learn the consequences and steps for deleting your Interlinked AI account or disconnecting your linked Google account.

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Security and authentication

Security and authentication

Partner Program

Partner Program

Partner Program

Partner Program overview

Learn how the Interlinked AI Partner Program works, who can join, and how partners earn recurring commissions by referring paying customers.

Understand the Partner Program, referral codes, recurring commissions, and payout basics.

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Partner Program

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.

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Partner Program

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.

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Partner Program

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.

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Partner Program

Partner commissions and payouts

Understand how Interlinked AI partner commissions are calculated, when payouts happen, and how recurring commissions work for referred customers.

Learn how the 10% commission works, see a worked example, and understand payout timing, pending vs paid commissions, and rate changes.

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Partner Program

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.

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Partner Program

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.

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Troubleshooting and support

Troubleshooting and support

Reference

Reference