> For the complete documentation index, see [llms.txt](https://docs.mercuri.cx/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mercuri.cx/features.md). # Features - [Conversations Inbox](https://docs.mercuri.cx/features/conversations-inbox.md): Mercuri’s Shared SMS and WhatsApp Inbox allows teams to manage customer conversations in a centralized workspace. - [Starting a New Chat with a Customer](https://docs.mercuri.cx/features/conversations-inbox/starting-a-new-chat-with-a-customer.md): The Conversation Inbox in Mercuri CX allows businesses to start a conversation with a customer directly via WhatsApp or SMS. - [Adding and Managing Tags from the Conversation List](https://docs.mercuri.cx/features/conversations-inbox/adding-and-managing-tags-from-the-conversation-list.md) - [Filtering Conversations in Mercuri: 3 Simple Ways](https://docs.mercuri.cx/features/conversations-inbox/filtering-conversations-in-mercuri-3-simple-ways.md): Filtering conversations in Mercuri helps you quickly find the chats that matter, stay organized, and respond efficiently. - [Adding / Updating Contact details in Inbox](https://docs.mercuri.cx/features/conversations-inbox/adding-updating-contact-details-in-inbox.md): This section covers on how to add or update contact details in Mercuri CX Conversation inbox to keep customer details in one place - [Copy of Interactive Message Options for WhatsApp Conversations](https://docs.mercuri.cx/features/conversations-inbox/copy-of-interactive-message-options-for-whatsapp-conversations.md): This section covers the different interactive message formats available, including quick reply buttons, call-to-action (CTA) links, list messages, and user location requests. - [How to Enable/Disable AI Responses in Mercuri CX Inbox](https://docs.mercuri.cx/features/conversations-inbox/how-to-enable-disable-ai-responses-in-mercuri-cx-inbox.md) - [How to Delete a Conversation from Your Mercuri CX Inbox](https://docs.mercuri.cx/features/conversations-inbox/how-to-delete-a-conversation-from-your-mercuri-cx-inbox.md) - [Interactive Message Options for WhatsApp Conversations](https://docs.mercuri.cx/features/conversations-inbox/interactive-message-options-for-whatsapp-conversations.md): This section covers the different interactive message formats available, including quick reply buttons, call-to-action (CTA) links, list messages, and user location requests. - [Use case of WhatsApp Interactive Messages](https://docs.mercuri.cx/features/conversations-inbox/use-case-of-whatsapp-interactive-messages.md): This section covers the use case of WhatsApp Interactive Messages in enhancing the customer experience . - [How to send MMS Template from inbox](https://docs.mercuri.cx/features/conversations-inbox/how-to-send-mms-template-from-inbox.md) - [Contacts](https://docs.mercuri.cx/features/contacts.md): Mercuri allows you to create and manage Contacts and contact lists (or segments) for sending SMS and WhatsApp campaigns efficiently. - [Label Contacts](https://docs.mercuri.cx/features/contacts/label-contacts.md) - [Contact Lists](https://docs.mercuri.cx/features/contacts/contact-lists.md) - [How to Sync Shopify Segments with Mercuri CX](https://docs.mercuri.cx/features/contacts/how-to-sync-shopify-segments-with-mercuri-cx.md) - [Contact Sync from CTWA to Wix/Shopify Store](https://docs.mercuri.cx/features/contacts/contact-sync-from-ctwa-to-wix-shopify-store.md) - [Marketing](https://docs.mercuri.cx/features/marketing.md): Mercuri allows businesses to send SMS and WhatsApp marketing messages to engage customers, promote offers, and drive sales. - [How to Send SMS or WhatsApp Campaigns to Shopify Segments](https://docs.mercuri.cx/features/marketing/how-to-send-sms-or-whatsapp-campaigns-to-shopify-segments.md): This guide will help you integrate your Shopify Segments with Mercuri CX and use them to send out SMS or WhatsApp Campaigns. - [Track Campaign Performance](https://docs.mercuri.cx/features/marketing/track-campaign-performance.md): This section explains how businesses can monitor the effectiveness of their WhatsApp and SMS marketing campaigns using key performance metrics. - [Automations](https://docs.mercuri.cx/features/automations.md): The Automation feature lets you send automated SMS or WhatsApp messages based on user actions, like cart abandonment to re-engage users. - [Automated workflow for e-commerce businesses](https://docs.mercuri.cx/features/automations/automated-workflow-for-e-commerce-businesses.md): For Shopify and Wix e-commerce businesses, automating communication based on website user behavior helps improve engagement and retention. - [Order Cancelled Template](https://docs.mercuri.cx/features/automations/automated-workflow-for-e-commerce-businesses/order-cancelled-template.md): This section covers the use cases of automated messages sent to the customers when the user cancels the order and the steps involved in setting up such automated workflows. - [Order Created Template](https://docs.mercuri.cx/features/automations/automated-workflow-for-e-commerce-businesses/order-created-template.md): This section covers the use cases of automated messages sent to the customers when they successfully place the order and the steps involved in setting up such automated workflows. - [Cart Abandoned Template](https://docs.mercuri.cx/features/automations/automated-workflow-for-e-commerce-businesses/cart-abandoned-template.md): Section covers the use cases of automated messages sent to the customers when they add products to cart , but did not proceed to purchase and the steps involved in setting up such automated workflows. - [FulFilment Created Template](https://docs.mercuri.cx/features/automations/automated-workflow-for-e-commerce-businesses/fulfilment-created-template.md): This section covers the use cases of automated messages sent to the customers when a fulfillment is created and the steps involved in setting up such automated workflows. - [Automated Workflow For Booking Related Events](https://docs.mercuri.cx/features/automations/automated-workflow-for-booking-related-events.md): Helps to send instant messages to customers for booking confirmations, cancellations, and reschedules to ensure clear communication. This automated workflow setup is only for Wix-based businesses. - [Booking ConfirmedTemplate](https://docs.mercuri.cx/features/automations/automated-workflow-for-booking-related-events/booking-confirmedtemplate.md): This section covers the use cases of automated messages sent to the customers when their booking gets confirmed and the steps involved in setting up such automated workflows. - [Booking Rescheduled Template](https://docs.mercuri.cx/features/automations/automated-workflow-for-booking-related-events/booking-rescheduled-template.md): This section covers the use cases of automated messages sent to the customers when their booking gets rescheduled and the steps involved in setting up such automated workflows. - [Booking Canceled Template](https://docs.mercuri.cx/features/automations/automated-workflow-for-booking-related-events/booking-canceled-template.md): This section outlines the process to notify customers when they cancel a booking made through your Wix site. - [Booking Reminder Template](https://docs.mercuri.cx/features/automations/automated-workflow-for-booking-related-events/booking-reminder-template.md): This section outlines the process to set up automated booking reminders to reduce no shows. - [Setting Up Time Intervals for Booking Reminder Automation](https://docs.mercuri.cx/features/automations/automated-workflow-for-booking-related-events/booking-reminder-template/setting-up-time-intervals-for-booking-reminder-automation.md) - [Booking Notify Staff Template](https://docs.mercuri.cx/features/automations/automated-workflow-for-booking-related-events/booking-notify-staff-template.md): This section outlines the process to notify staff members when they customer books a service through Wix booking platform - [Booking Abandoned Automation](https://docs.mercuri.cx/features/automations/automated-workflow-for-booking-related-events/booking-abandoned-automation.md): This section outlines the process to notify customers when they abandon their booking midway. - [Automated Workflow For Restaurant Table Reservations](https://docs.mercuri.cx/features/automations/automated-workflow-for-restaurant-table-reservations.md): Wix-based restaurants can set up automated workflows to notify customers instantly when a table reservation is created or canceled. - [Table Reservation Created Template](https://docs.mercuri.cx/features/automations/automated-workflow-for-restaurant-table-reservations/table-reservation-created-template.md): This section covers the use cases of automated WhatsApp messages sent to customers when a table reservation is confirmed , along with the steps involved in setting up such automated workflow. - [Table Reservation Canceled Template](https://docs.mercuri.cx/features/automations/automated-workflow-for-restaurant-table-reservations/table-reservation-canceled-template.md): This section covers the use cases of automated WhatsApp messages sent to customers when a table reservation is canceled , along with the steps involved in setting up such automated workflow. - [Automated Workflow For Restaurant Order Events](https://docs.mercuri.cx/features/automations/automated-workflow-for-restaurant-order-events.md): Automate messages for key order events like pickup, delivery, order acceptance, or cancellations.Ideal for WIX based Restaurant websites. - [Restaurant Order Accepted Template](https://docs.mercuri.cx/features/automations/automated-workflow-for-restaurant-order-events/restaurant-order-accepted-template.md): This section covers the use cases of automated messages sent to customers when a restaurant accepts and starts preparing order, along with the steps involved in setting up such automated workflow. - [Restaurant Order Fulfilled Template](https://docs.mercuri.cx/features/automations/automated-workflow-for-restaurant-order-events/restaurant-order-fulfilled-template.md): This section covers use cases of automated messages when an order is marked as fulfilled , either ready for pickup or handed over to the delivery partner. - [Restaurant Order Cancelled Template](https://docs.mercuri.cx/features/automations/automated-workflow-for-restaurant-order-events/restaurant-order-cancelled-template.md): This section covers the use case of automated WhatsApp messages sent when a customer cancels their order, and the steps to notify them with a confirmation and refund/update info. - [Pickup / Delivery Order Created Template](https://docs.mercuri.cx/features/automations/automated-workflow-for-restaurant-order-events/pickup-delivery-order-created-template.md): The section covers the use case of sending automated messages to customers when they place an order, either for pickup/delivery, confirming that the order has been received and is being processed. - [Automated Workflow For Customer Signup](https://docs.mercuri.cx/features/automations/automated-workflow-for-customer-signup.md): Automates a message when new customers successfully sign up into the WIX or Shopify based business website. - [Automated Workflow For Forms](https://docs.mercuri.cx/features/automations/automated-workflow-for-forms.md): Automates a message when customers fill the form, confirming receipt and providing clarity on the next steps or expected response time. - [Templates](https://docs.mercuri.cx/features/templates.md) - [WhatsApp Templates](https://docs.mercuri.cx/features/templates/whatsapp-templates.md) - [Creating Your First WhatsApp Template](https://docs.mercuri.cx/features/templates/whatsapp-templates/creating-your-first-whatsapp-template.md): WhatsApp message templates are pre-approved message formats required for sending notifications, alerts, and promotions via the WhatsApp Business API. - [Understand WhatsApp Template components](https://docs.mercuri.cx/features/templates/whatsapp-templates/understand-whatsapp-template-components.md): This section provides a detailed walkthrough of the various components within a WhatsApp message template. - [Create Different Marketing Templates With Mercuri](https://docs.mercuri.cx/features/templates/whatsapp-templates/create-different-marketing-templates-with-mercuri.md) - [How to create a Limited Time Offer marketing template](https://docs.mercuri.cx/features/templates/whatsapp-templates/create-different-marketing-templates-with-mercuri/how-to-create-a-limited-time-offer-marketing-template.md) - [How to create a Media Carousel Marketing Template](https://docs.mercuri.cx/features/templates/whatsapp-templates/create-different-marketing-templates-with-mercuri/how-to-create-a-media-carousel-marketing-template.md) - [WhatsApp Template: Minimum words/parameters ratio](https://docs.mercuri.cx/features/templates/whatsapp-templates/whatsapp-template-minimum-words-parameters-ratio.md) - [How to Set Up Media Headers When Sending Messages Using the Mercuri API](https://docs.mercuri.cx/features/templates/whatsapp-templates/how-to-set-up-media-headers-when-sending-messages-using-the-mercuri-api.md) - [How to Set Up a PDF (Document) Header Correctly](https://docs.mercuri.cx/features/templates/whatsapp-templates/how-to-set-up-media-headers-when-sending-messages-using-the-mercuri-api/how-to-set-up-a-pdf-document-header-correctly.md): This guide explains how to add a PDF to the message header and avoid common mistakes like seeing a sample PDF instead of the real one. - [How to Set Up an Image Header Correctly](https://docs.mercuri.cx/features/templates/whatsapp-templates/how-to-set-up-media-headers-when-sending-messages-using-the-mercuri-api/how-to-set-up-an-image-header-correctly.md) - [WhatsApp Interactive Templates](https://docs.mercuri.cx/features/templates/whatsapp-templates/whatsapp-interactive-templates.md) - [Types of WhatsApp Interactive Templates](https://docs.mercuri.cx/features/templates/whatsapp-templates/whatsapp-interactive-templates/types-of-whatsapp-interactive-templates.md) - [How to Create WhatsApp Interactive Templates](https://docs.mercuri.cx/features/templates/whatsapp-templates/whatsapp-interactive-templates/how-to-create-whatsapp-interactive-templates.md) - [Use Cases : WhatsApp Interactive Templates](https://docs.mercuri.cx/features/templates/whatsapp-templates/whatsapp-interactive-templates/use-cases-whatsapp-interactive-templates.md) - [Quick Reply Button](https://docs.mercuri.cx/features/templates/whatsapp-templates/whatsapp-interactive-templates/use-cases-whatsapp-interactive-templates/quick-reply-button.md) - [List Interactive Templates](https://docs.mercuri.cx/features/templates/whatsapp-templates/whatsapp-interactive-templates/use-cases-whatsapp-interactive-templates/list-interactive-templates.md) - [Location Request Message](https://docs.mercuri.cx/features/templates/whatsapp-templates/whatsapp-interactive-templates/use-cases-whatsapp-interactive-templates/location-request-message.md) - [CTA URL Button](https://docs.mercuri.cx/features/templates/whatsapp-templates/whatsapp-interactive-templates/use-cases-whatsapp-interactive-templates/cta-url-button.md) - [Carousel Cards](https://docs.mercuri.cx/features/templates/whatsapp-templates/whatsapp-interactive-templates/use-cases-whatsapp-interactive-templates/carousel-cards.md) - [Catalog Interactive Templates](https://docs.mercuri.cx/features/templates/whatsapp-templates/whatsapp-interactive-templates/use-cases-whatsapp-interactive-templates/catalog-interactive-templates.md) - [SMS Templates](https://docs.mercuri.cx/features/templates/sms-templates.md) - [Creating Your First SMS Template](https://docs.mercuri.cx/features/templates/sms-templates/creating-your-first-sms-template.md): In this section , let's understand how one can easily set up SMS templates in Mercuri CX dashboard - [Users Management](https://docs.mercuri.cx/features/users-management.md): Mercuri allows businesses to collaborate efficiently by adding multiple users to manage SMS and WhatsApp conversations, marketing campaigns, and customer engagement. - [Common Permissions](https://docs.mercuri.cx/features/users-management/common-permissions.md) - [Integration Permissions: How to Assign and Use](https://docs.mercuri.cx/features/users-management/common-permissions/integration-permissions-how-to-assign-and-use.md) - [Channel Permissions: How to Assign and Use](https://docs.mercuri.cx/features/users-management/common-permissions/channel-permissions-how-to-assign-and-use.md) - [Developer Tools Permission: How to Assign and Use](https://docs.mercuri.cx/features/users-management/common-permissions/developer-tools-permission-how-to-assign-and-use.md) - [Templates Permissions: How to Assign and Use](https://docs.mercuri.cx/features/users-management/common-permissions/templates-permissions-how-to-assign-and-use.md) - [Auto Response Permissions: How to Assign and Use](https://docs.mercuri.cx/features/users-management/common-permissions/auto-response-permissions-how-to-assign-and-use.md) - [AI Assistants Permissions: How to Assign and Use](https://docs.mercuri.cx/features/users-management/common-permissions/ai-assistants-permissions-how-to-assign-and-use.md) - [Settings Permissions: How to Assign and Use](https://docs.mercuri.cx/features/users-management/common-permissions/settings-permissions-how-to-assign-and-use.md) - [How to Assign a Conversation to a User (Team member)](https://docs.mercuri.cx/features/users-management/common-permissions/how-to-assign-a-conversation-to-a-user-team-member.md) - [Instance Permission](https://docs.mercuri.cx/features/users-management/instance-permission.md) - [Contacts Permissions: How to Assign and Use](https://docs.mercuri.cx/features/users-management/instance-permission/contacts-permissions-how-to-assign-and-use.md) - [Automation Permissions: How to Assign and Use](https://docs.mercuri.cx/features/users-management/instance-permission/automation-permissions-how-to-assign-and-use.md) - [Widget Permissions: How to Assign and Use](https://docs.mercuri.cx/features/users-management/instance-permission/widget-permissions-how-to-assign-and-use.md) - [Marketing Permissions: How to Assign and Use](https://docs.mercuri.cx/features/users-management/instance-permission/marketing-permissions-how-to-assign-and-use.md) - [Simplifying Role-Based Access in Mercuri: Use Cases and Solutions](https://docs.mercuri.cx/features/users-management/simplifying-role-based-access-in-mercuri-use-cases-and-solutions.md) - [AI Assistants](https://docs.mercuri.cx/features/ai-assistants.md) - [How to Add AI Agents to Your Business in Mercuri CX](https://docs.mercuri.cx/features/ai-assistants/how-to-add-ai-agents-to-your-business-in-mercuri-cx.md): Mercuri CX allows businesses to enhance their customer communication using AI-powered agents that can respond to customer queries on WhatsApp and SMS. Here’s how you can set it up in just a few steps. - [What are System & Application prompts, and how to set them up?](https://docs.mercuri.cx/features/ai-assistants/how-to-add-ai-agents-to-your-business-in-mercuri-cx/what-are-system-and-application-prompts-and-how-to-set-them-up.md) - [What are Test and Live mode ?](https://docs.mercuri.cx/features/ai-assistants/how-to-add-ai-agents-to-your-business-in-mercuri-cx/what-are-test-and-live-mode.md) - [How to Structure System & Application Prompts (with Examples)](https://docs.mercuri.cx/features/ai-assistants/how-to-add-ai-agents-to-your-business-in-mercuri-cx/how-to-structure-system-and-application-prompts-with-examples.md) - [Predefined AI Assistants in Mercuri CX](https://docs.mercuri.cx/features/ai-assistants/predefined-ai-assistants-in-mercuri-cx.md) - [Key Features of AI Agents](https://docs.mercuri.cx/features/ai-assistants/predefined-ai-assistants-in-mercuri-cx/key-features-of-ai-agents.md) - [Predefined AI Assistants Supported By Mercuri CX](https://docs.mercuri.cx/features/ai-assistants/predefined-ai-assistants-in-mercuri-cx/predefined-ai-assistants-supported-by-mercuri-cx.md) - [How to Set Up AI Agents](https://docs.mercuri.cx/features/ai-assistants/predefined-ai-assistants-in-mercuri-cx/how-to-set-up-ai-agents.md) - [How to Set Up AI Assistants in Mercuri](https://docs.mercuri.cx/features/ai-assistants/how-to-set-up-ai-assistants-in-mercuri.md): AI Assistants in Mercuri help automate customer interactions, manage repetitive queries, and support teams with intelligent responses. Follow the steps below to create and configure your AI Assistant. - [Train Your AI Assistant](https://docs.mercuri.cx/features/ai-assistants/train-your-ai-assistant.md) - [Page 1](https://docs.mercuri.cx/features/ai-assistants/page-1.md) - [FAQs](https://docs.mercuri.cx/features/ai-assistants/faqs.md) - [Flows](https://docs.mercuri.cx/features/flows.md) - [SMS / WhatsApp Triggers](https://docs.mercuri.cx/features/flows/sms-whatsapp-triggers.md) - [Managing Existing Workflows](https://docs.mercuri.cx/features/flows/managing-existing-workflows.md) - [E-commerce Order Triggers](https://docs.mercuri.cx/features/flows/e-commerce-order-triggers.md) - [Order Created Triggers](https://docs.mercuri.cx/features/flows/e-commerce-order-triggers/order-created-triggers.md) - [Order Canceled Trigger](https://docs.mercuri.cx/features/flows/e-commerce-order-triggers/order-canceled-trigger.md) - [Fulfillment Created](https://docs.mercuri.cx/features/flows/e-commerce-order-triggers/fulfillment-created.md) - [Cart Abandoned Triggers](https://docs.mercuri.cx/features/flows/e-commerce-order-triggers/cart-abandoned-triggers.md) - [Channels](https://docs.mercuri.cx/features/channels.md) - [How to Add an Auto Response for Your Business Number](https://docs.mercuri.cx/features/channels/how-to-add-an-auto-response-for-your-business-number.md) - [Assigning an SMS Phone Number to Your Store](https://docs.mercuri.cx/features/channels/assigning-an-sms-phone-number-to-your-store.md) - [How to Delete a WhatsApp Number from Mercuri Dashboard](https://docs.mercuri.cx/features/channels/how-to-delete-a-whatsapp-number-from-mercuri-dashboard.md) - [How to Delete WhatsApp Business Account (When No Numbers Are Associated)](https://docs.mercuri.cx/features/channels/how-to-delete-whatsapp-business-account-when-no-numbers-are-associated.md): This update introduces an option to delete a WhatsApp Bussiness account from Mercuri’s database when there are no phone numbers associated with that account. - [WhatsApp Widget](https://docs.mercuri.cx/features/whatsapp-widget.md): The Mercuri WhatsApp Widget allows website visitors to initiate WhatsApp chats with your business instantly. This guide explains how to configure and install the WhatsApp Widget on your website. - [FAQs](https://docs.mercuri.cx/features/whatsapp-widget/faqs.md): Common Queries About Integrating WhatsApp Widget on Your Online Store - [Introduction: Mercuri API](https://docs.mercuri.cx/features/introduction-mercuri-api.md) - [Mercuri API](https://docs.mercuri.cx/features/introduction-mercuri-api/mercuri-api.md) - [How do I add my API token to Wix Secret Manager?](https://docs.mercuri.cx/features/introduction-mercuri-api/how-do-i-add-my-api-token-to-wix-secret-manager.md) - [How do I create an API token in Mercuri?](https://docs.mercuri.cx/features/introduction-mercuri-api/how-do-i-create-an-api-token-in-mercuri.md) - [Use Cases: How to use the Mercuri API in Wix (Velo + Automations)?](https://docs.mercuri.cx/features/introduction-mercuri-api/use-cases-how-to-use-the-mercuri-api-in-wix-velo-+-automations.md) - [Abandoned Cart Recovery](https://docs.mercuri.cx/features/introduction-mercuri-api/use-cases-how-to-use-the-mercuri-api-in-wix-velo-+-automations/abandoned-cart-recovery.md) - [Collect Google Reviews](https://docs.mercuri.cx/features/introduction-mercuri-api/use-cases-how-to-use-the-mercuri-api-in-wix-velo-+-automations/collect-google-reviews.md): Set up WIX Automation using Mercuri API to send out google review link after 3 days of order delivery. - [How to Set Up Shopify Workflows Using Mercuri API](https://docs.mercuri.cx/features/introduction-mercuri-api/how-to-set-up-shopify-workflows-using-mercuri-api.md) - [FAQs](https://docs.mercuri.cx/features/introduction-mercuri-api/faqs.md) - [SMS Opt-in form](https://docs.mercuri.cx/features/sms-opt-in-form.md) - [How to Add an SMS Opt-In Form to Your Wix Business Website](https://docs.mercuri.cx/features/sms-opt-in-form/how-to-add-an-sms-opt-in-form-to-your-wix-business-website.md) - [How to fix the opt-in form issue in Wix?](https://docs.mercuri.cx/features/sms-opt-in-form/how-to-fix-the-opt-in-form-issue-in-wix.md) - [Integrating SMS Opt-In with Your Shopify Store](https://docs.mercuri.cx/features/sms-opt-in-form/integrating-sms-opt-in-with-your-shopify-store.md) - [How to Enable Notifications for Mercuri CX ?](https://docs.mercuri.cx/features/how-to-enable-notifications-for-mercuri-cx.md)