Getting Started with Mercuri CX

This guide is your starting point. Whether you're setting up WhatsApp and SMS, creating automation flows, or sending your first campaign, this page will walk you through what to do first and where to find everything.

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Explore By Features offered:

Conversation

_{Mercuri’s shared inbox lets you manage all your customer queries from SMS and WhatsApp in one centralized space.}

Features

• _{Interactive Whatsapp Messaging}

• _{Add Agents to Conversation}

• _{Add contact details}

Contacts

_{A central place for businesses to add, manage, and sync their customer contacts across the platform.}

Features

• _{Add tags & details to contacts}

• _{Bulk upload contacts via CSV}

• _{Create contact list/ segments}

Marketing

_{A dedicated space where businesses can set up marketing campaigns and track their performance in real time.}

Features

• _{Set up targeted campaigns}

• _{Track campaign performance}

Automation

_{With Mercuri CX, businesses can automatically send timely reminders and confirmation updates based on user actions on the website.}

Features

_{workflows for}

• _E-commerce

• _{Restaurant reservations}

• _{Booking service}

• _{Customer sign up}

• _{Form submisson}

Template

_{Mercuri allows businesses to create pre-defined message templates with dynamic variables to personalize content for each customer.}

Features

• _{Send Multi Media message}

• _{Add CTA buttons to messages}

User Management

_{With user management, businesses can grant team members access to the Mercuri dashboard and assign them to conversations.}

Features

• _{Add agents to conversation}

• _{Set user roles and permissions}

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Basic Setup :

Onboarding Communication channels

_{Set up your preferred communication channel to start connecting with your customers.}

• _{WhatsApp Onboarding}

• _{SMS Onboarding}

Sync your Customer contacts

_{Start connecting with customers by adding contacts to Mercuri CX dashboard.}

• _{Upload via CSV}

• _{Sync contacts from website}

• _{Enter manually}

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Start Engaging with Customers With Mercuri CX

Send Your First conversation

• Create a conversation flow to welcome visitors or offer support.

• Use a template or start from scratch, send it via WhatsApp or SMS.

Send Out a Campaign

• Launch a promotional or informational message to a group of customers.

• Pick your audience, craft the message, and track how it performs.

Set Up Automations

Save time by automating actions like sending reminders, follow-ups, or confirmations triggered by customer actions on your website.

Answer Customer Queries

View and manage incoming messages in the shared inbox. Assign chats to agents or reply instantly.

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Get Started with Video Guides Access short, easy-to-follow youtube tutorials on setting up campaigns, automations, conversations, and more.

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You’re All Set

By this point, you've:

• Connected your communication channels

• Built message templates

• Set up automations

• Engaged with your customers

• Sent your first campaign

From here, Mercuri CX supports you in turning every conversation into a meaningful customer relationship.

Need help? Our support team is always just a click away.

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