Start with the console’s current status: an implemented feature can still depend on activation, policy, a plan, reviewed content or a connected provider.
Check the welcome checklist and Setup. A workspace needs an activated profile before normal answering. Where billing is configured, subscription activation also matters. Uploading content or editing Goals does not activate the profile. Follow the quickstart.
Where shared channels are published, Demo links offers routing-tag links and QR codes. Availability depends on workspace visibility, shared-channel policy and onboarding. You can also configure a web widget. See demo links.
Processing readiness and approval are different. Check the exact content’s review state, validity, visibility and workspace readiness. An update can invalidate an earlier approval. If processing failed, follow the reported error; an image-only file may need a supported extraction path or a text version. See Knowledge review.
The template fills the same settings as Behavior and Goals after you review and apply it. Agent Guidance is supplemental coaching with a separate approval and activation flow. Neither grants action permissions. See assistant configuration.
Two ways, and never both for the same new business. A workspace can share its referral code from Plan & usage while a referral campaign is running; the credit it earns is applied to that workspace’s own invoices. Someone who is not a customer, such as a consultant, an agency or a community, can join the affiliate programme at tephlo.com/affiliate and earn a commission on what the businesses they bring actually pay. Whichever code a new workspace signs up with is the programme that counts for it.
It can save supported catalog items and submit an internal request for review. It does not take customer payment, place a commerce order, reserve stock or start fulfilment. Orders to approve records your team’s decision on the request. See catalog and carts.
With an authorized profile and completed booking setup, manual mode records a request and automatic mode can confirm an available internal slot. It does not synchronize an external calendar or collect appointment payment. See appointments.
It should explain the limit and use an available next step, which may be request capture or team handoff. Missing evidence does not always escalate. Confirm a recipient under Settings → Escalation alerts before expecting follow-up promises. See human handoff.
A website URL does not make all its contents approved business knowledge. Add the relevant material to Knowledge or configure a supported source or integration. Public web lookup has separate capability and provider requirements.
Adoption updates inherited values and preserves explicit workspace choices. Review the preview and adopt the version deliberately. See organization baselines.
Incoming transcription and outgoing audio are separate controls under Assistant. Select the processing preference, reply mode and available voice profile, then check provider readiness. Audio can fall back to text. See voice configuration.
Publishing approves the photos; photo delivery must also be enabled for the workspace. Check the Media library notice, the status on the photo’s card (waiting for approval, product details changed or no longer in your catalogue), whether the customer asked about that product or thing, and channel support. See approval and delivery.
No. Customers must explicitly consent in conversation, and their topic and frequency preferences still apply. Approved content, platform availability, workspace opt-in and send-time checks are also required. See Smart Updates.
Check channel health and the recorded delivery result. The channel implementation checks the customer-service window before sending free-form replies. An enabled channel does not remove provider restrictions. See WhatsApp setup.
No. Team includes built-in and custom roles, and each area of the console opens only for the permissions a member’s roles hold. Existing accounts without assignments keep their legacy access. Features still have their own activation gates. See what each permission opens.
Authorized members can use Privacy to export or erase supported matching data after verification and confirmation. Review the scope shown and the applicable retention policy. See privacy tooling.