User Guide

1. 1Phase 1Foundation0/8

   Set up the workspace and get customer messages arriving in Repio. No AI needed yet.

   • What is Repio?
   • How Repio is structured: organizations & workspaces
   • Accounts & roles
   • Finding your way around
   • Managing your channels
   • Connecting Facebook PagesAdmin feature
   • Connecting a Zalo OAAdmin feature
   • Importing older messagesAdmin feature
2. 2Phase 2Teach the AI0/5

   Create an AI Agent, teach it your business, test it, then publish it and switch the AI on for your channels.

   • How AI Agents workAdmin feature
   • Teaching the agent your businessAdmin feature
   • Test-driving your agentAdmin feature
   • Operating hours & conversation summariesAdmin feature
   • Putting your AI Agent on your websiteAdmin feature
3. 3Phase 3Daily operations0/8

   Your team works the inbox: replying, taking over from the AI, noting and tagging.

   • The unified inbox
   • AI–human handoff
   • Changing the status of many conversations at once
   • Replying to customers
   • The conversation details panel
   • Rich message types
   • Custom views
   • Push notifications
4. 4Phase 4Automation0/10

   Cut manual work: write templates first, then use them for follow-ups and comments.

   • Message templatesAdmin feature
   • Automated follow-up sequencesAdmin feature
   • Managing tagsAdmin feature
   • Auto-taggingAdmin feature
   • Connecting a Page for MarketingAdmin feature
   • Marketing MessagesAdmin feature
   • Utility MessagesAdmin feature
   • Conversions API (CAPI)Admin feature
   • The media library
   • Managing Facebook comments
5. 5Phase 5Measure & administer0/6

   Measure conversion, grow the team, and watch your message quota.

   • Rating conversation quality
   • Reading workspace reportsAdmin feature
   • Which ad did this customer come from?
   • The customer directory
   • Exporting customersAdmin feature
   • Usage & plansAdmin feature

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