Welcome to Wemblo
Understand the main parts of Wemblo and which guide to open first.
What this guide helps you do
Understand the main parts of Wemblo and which guide to open first.
Who should use it
- Workspace Owners
- Managers
- Agents
- Marketing Users
- Billing Users
- Developers
What Wemblo Does
Wemblo is an AI-powered CRM and customer-engagement automation platform. It connects supported customer conversations with contacts, leads, teams, campaigns, automation, AI assistance, voice workflows, business tools and follow-up.
How a Customer Journey Can Work
- A customer sends a message, comment, email, form response or campaign reply.
- Wemblo creates or updates the contact.
- Automation, AI or an agent handles the next step.
- The contact can be tagged, segmented, assigned or moved through a pipeline.
- The journey can continue through a follow-up, campaign, appointment, order, call or integration.
Smart Inbox
Smart Inbox opens with All and can display tabs for WhatsApp, Facebook Messenger, Instagram Messenger, Facebook Comments, Instagram Comments and Telegram.
Recommended First Steps
- Create or access your account.
- Create the workspace.
- Complete the business profile and timezone.
- Add authorized team members.
- Connect one test channel.
- Create basic fields, tags and assignment rules.
- Test one complete customer journey with fictional data.
Pakistan Example
Example business: Islamabad Learning Centre. Country: Pakistan. Timezone: PKT. Example number: +92 300 1234567.
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