Mercuri Docs
  • Welcome to Mercuri
  • Getting Started with Mercuri CX
  • FAQs & Troubleshooting
  • How Businesses Use Mercuri
    • Auto-Send WhatsApp Booking Confirmations
  • 📩Communication Channels
    • WhatsApp Integration
      • Onboarding on WhatsApp Business
      • FAQ
    • SMS Integration
      • SMS Policies
      • Getting started with TFN
      • TFN verification process
      • Issues with TFN verification
      • SMS Length
  • 🧤Features
    • Conversations Inbox
      • Starting a New Chat with a Customer
      • Adding / Updating Contact details in Inbox
      • Interactive Message Options for WhatsApp Conversations
      • Use case of WhatsApp Interactive Messages
    • Contacts
    • Marketing
      • Track Campaign Performance
    • Automations
      • Automated workflow for e-commerce businesses
        • Order Cancelled Template
        • Order Created Template
        • Cart Abandoned Template
        • FulFilment Created Template
      • Automated Workflow For Booking Related Events
        • Booking ConfirmedTemplate
        • Booking Rescheduled Template
        • Booking CanceledTemplate
      • Automated Workflow For Restaurant Table Reservations
        • Table Reservation Created Template
        • Table Reservation Canceled Template
      • Automated Workflow For Restaurant Order Events
        • Restaurant Order Accepted Template
        • Restaurant Order Fulfilled Template
        • Restaurant Order Cancelled Template
        • Pickup / Delivery Order Created Template
      • Automated Workflow For Consumer Signup
      • Automated Workflow For Forms
    • Templates
      • Creating Your First WhatsApp Template
      • Creating Your First SMS Template
      • Understand WhatsApp Template components
    • Users Management
      • Simplifying Role-Based Access in Mercuri: Use Cases and Solutions
    • WhatsApp Widget
  • 🛍️Integrations Guide
    • Pipedrive
      • Install the Mercuri in Pipedrive
      • Using Mercuri in Pipedrive
        • SMS & WhatsApp Inbox
        • Configuring SMS
        • Adding Agents to the Shared Inbox
        • SMS and WhatsApp Marketing
    • Microsoft Teams
      • Install the Mercuri App in Microsoft Teams
      • Configure Mercuri for Microsoft Teams
    • Data Protection & Permissions in Mercuri CX for Microsoft Teams
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  • Explore By Features offered:
  • Basic Setup :
  • Start Engaging with Customers With Mercuri CX

Getting Started with Mercuri CX

PreviousWelcome to MercuriNextFAQs & Troubleshooting

Last updated 15 days ago

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.


Explore By Features offered:


Basic Setup :


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.


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


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.


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

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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