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NNextPilot CRM

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Workspace

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Help

Find the next tap — then ask a person if you need one

Search a topic, follow a picture guide, or email hello@nextpilot.chat. WhatsApp chat rules live here too.

How to use this page
  • Next stepsPersonal to this workspace
  • Illustrated guidesWhatsApp, inbox, leads, more
  • Supporthello@nextpilot.chat

Do this next

Based on this workspace

How a free reply works

A customer writes first. You have 24 hours to answer as normal chat — not a paid template.

See the 3 steps

Guides

One job per row — tap to open the screen

Start with WhatsApp and Inbox if you are new. The rest are the tools you open after that.

01
Start here

WhatsApp

Allow the Facebook popup, pick your business number, tap Finish.

02
Start here

Inbox

Unread is the queue. Reply to take over from AI. Watch the 24-hour chip.

03

Leads

Drag deals across stages and set the next follow-up.

04

Broadcasts

Pick an approved template and a saved audience, then send.

05

Automations

A keyword or event starts a flow. You can turn any rule off.

06

Templates

Write copy, submit to Meta, then reuse it in Inbox and Broadcasts.

07

Team

Agents answer chats. Admins can also invite and change settings.

08

Calls

Place a WhatsApp or SIP call and jump in with your mic anytime.

WhatsApp chat

How a free reply works

  1. Hi

    1 · Their phone

    Customer sends you a message

    Connecting WhatsApp does not start a chat. Someone has to write first.

  2. 2 · Inbox

    You see it here for 24 hours

    That window is per person. After 24 hours you need an approved template.

  3. 3 · You

    Reply as normal chat

    Inbox replies are not billed marketing templates.

Questions

Common answers

Why can’t I message a new number from Launch?

WhatsApp only lets this app start a free chat after that person messages your business number. Send Hi from your phone first. That is not a paid template.

What is an Agent vs an Admin?

Agents answer chats. Admins can also change settings and invite more people. You can skip Team and invite later.

Will the AI take over every chat?

Only if you turn it on. A human reply on a thread always takes over that conversation. Skip AI to keep a human-only inbox.

Where do I connect Instagram or Messenger?

WhatsApp is required first. Optional channels live under Settings → Channels after Facebook signup.

A person

Talk to us

Email hello@nextpilot.chat. We usually reply within one business day.

Email supportProduct questions
One inbox for the whole team
Shared Inbox01/10

One inbox for the whole team

Reply, assign, leave internal notes, and collaborate on every WhatsApp thread in one place.

Open inbox
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