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
Learn how to create your Interlinked account with Google sign-in or email and reach the saved onboarding wizard for your first workspace.
Step-by-step instructions to register for Interlinked and access your workspace for the first time.
Sign in with Google
Understand how Google sign-in works in Interlinked, including permission review, account switching, and access recovery.
How to sign in with Google and what to do when the sign-in window or account access needs attention.
Open the onboarding wizard
Learn where to open Interlinked onboarding, what the guided setup covers, and how to continue a saved agent draft.
Open the onboarding route, understand the saved progress model, and know what happens when setup is finished.
Connect your first channel
A setup-focused guide to Connect your first channel in Interlinked.
A lightweight starting point for this topic, ready for screenshots and step-by-step detail later.
Onboarding wizard
Onboarding wizard
Onboarding wizard overview
Learn how the current Interlinked onboarding wizard organizes workspace, agent, operations, model, voice, connections, and review steps.
The wizard saves a guided draft, adapts required steps to the selected workflow, and ends by creating an agent draft.
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.
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.
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.
Connect channels during onboarding
Connect customer channels from the Interlinked onboarding wizard, then assign a ready agent before activating customer-facing responses.
The wizard can connect Instagram, Facebook Messenger, and WhatsApp Business; connection, assignment, publishing, and activation are separate steps.
Finish onboarding and create a draft agent
Finish the Interlinked onboarding review, create the agent draft, and continue through readiness, publishing, and activation when you are ready.
The onboarding finish action creates a saved draft; publishing and activation happen later from the agent page.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
AI agent management
AI agent management
AI agent overview
Understand how Interlinked agents are created, configured, published, activated, and managed across customer-facing channels.
Use My Agents to manage the agent draft, its live configuration, assigned channels, and launch state.
What happens after you publish
Understand how publishing changes an Interlinked agent, how activation remains separate, and how manual control protects customer conversations.
Publishing updates the agent configuration; activation and the on/off state remain separate decisions.
Configure an agent after onboarding
Update an existing Interlinked agent from My Agents, review draft changes, and keep the live configuration safe until you publish.
Open the agent setup or settings area to change its behavior, then review, publish, or discard the draft.
Advanced settings and policies
Use an Interlinked agent’s business context and policy settings to explain returns, cancellations, FAQs, and other customer-facing rules.
Keep customer-facing policies clear, specific, and consistent with the agent’s workflow and operating settings.
Create an AI agent
Create an Interlinked AI agent as a safe draft, choose a starting workflow, and understand when it can begin responding to customers.
Start a new agent, choose its business workflow, and keep the first configuration in draft until you are ready.
Configure an AI agent
Use an Interlinked agent’s guided configuration and settings areas to define channels, workflows, catalog behavior, voice, abilities, knowledge, and governance.
Learn where each agent setting lives and which changes stay in draft until you publish them.
Choose an AI model for an agent
Choose an available AI model for an Interlinked agent, compare the customer-facing options, and understand plan and usage notices before publishing.
Review available model options, compare their visible details, and choose the one that fits the agent and workspace.
Build an agent workflow
Use Interlinked Builder Studio to choose a workflow template, review visible steps, and customize an AI agent before publishing it.
Design an agent workflow from a template or from scratch, then review its steps and readiness before it becomes live.
Manage agent abilities and governance
Choose focused AI abilities and human approval points for an Interlinked agent without exposing implementation details or hidden automation logic.
Control what an agent can do, when it should wait for a teammate, and how to review those choices before publishing.
Manage an agent's knowledge
Maintain the business information an Interlinked AI agent can use, including policies, locations, payment methods, social links, and additional instructions.
Edit the business context available to an agent and control which knowledge categories it can use.
Review agent readiness before launch
Use Interlinked readiness checks to find what an AI agent still needs before it can be published, activated, and assigned to customers.
Read readiness blockers, fix the linked requirement, and verify the agent before it starts responding.
Publish and activate an AI agent
Understand the separate publish and activation steps for an Interlinked AI agent, including readiness blockers and what customers see after launch.
Review a draft, publish it to Live, then activate the agent only after its readiness checks are complete.
Pause and resume an AI agent
Turn an Interlinked AI agent off or on from My Agents while preserving its saved configuration and published versions.
Pause an agent for a workspace-wide stop, then resume it after checking readiness and channel assignment.
Review AI activity, approvals, and tasks
Use Agent Notifications in the Interlinked panel to review approval requests and agent tasks that need a person’s decision.
Filter activity, open a detail sheet, approve or reject requests, and resume or cancel agent tasks.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Services
Services
Services overview
Manage the services your team offers in Interlinked, including appointments, quotes, direct purchases, handoffs, pricing, and AI readiness.
Use the Services catalog to define what customers can book, buy, quote, or discuss with your team.
Create and configure a service
Use the seven-step Interlinked service wizard to define an outcome, price, payment, scheduling, questions, details, image, and activation choice.
Configure a service journey with the exact customer outcome, price, calendar, intake, and handoff rules it needs.
Review service readiness and activation
Use the Services readiness panel to find missing calendar, location, payment, pricing, and journey requirements before an agent can use a service.
Fix the exact missing service requirement, save a draft safely, and activate a service only when its customer journey is complete.
Manage Service Requests
Review qualified service conversations, create quotes, approve payment evidence, assign follow-up, and close or cancel service requests in Interlinked.
Use the Service Requests queue to move customer requests from qualification through quote, booking, payment review, handoff, and resolution.
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.
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.
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.
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.
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
Manage sign-in and password
Understand the sign-in method shown in Interlinked Account settings and which password actions are managed by Interlinked or Google.
Check whether your account uses email or Google sign-in and avoid relying on password controls that are not currently exposed in the panel.
Security and two-factor authentication
Enable or disable two-factor authentication in Interlinked and understand what the current Security tab shows about account access.
Add authenticator-based verification to sign-in and follow the current Security screen without assuming an active-session manager exists.
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.
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, 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.
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