Official Product Documentation

Chaty CRM Documentation & User Guides

Everything you need to set up WhatsApp Cloud API, configure multi-agent round-robin routing, build automated flows, and manage sales leads.

Documentation Modules (6)

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Getting Started with Chaty CRM

Chaty is a self-hostable and multi-tenant WhatsApp Cloud API CRM built for sales teams, agency clients, and automated customer support. When you register a new account on Chaty, your workspace organization is created automatically.

Chaty Onboarding Checklist — Live CRM Handoff

Auto-Provisioned

✓ Step 1: Organization Tenant CreatedCompleted (0.4s)

✓ Step 2: WhatsApp Sandbox Auto-AttachedConnected Demo Sandbox

⚡ Step 3: Seed Sample Leads & Flow NodesReady for testing

Key Highlights:

Instant Trial: Start with a 14-day free trial on the Growth plan.
Sandbox Demo Mode: Test sending & receiving messages right away using the built-in WhatsApp Cloud API Sandbox before linking your official Meta Business number.
Role Management: Assign account roles as Owner, Admin, or Agent.

Documented & maintained by Codex Design • Updated August 2026

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