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Documentation Trama Agent API Reference Use with AI

Getting started

What Trama is Getting started

The agent

How the agent works Configuring the agent Testing your agent Knowledge

Channels

Channels Connect WhatsApp Seller WhatsApp (Assisted)Connect Instagram and Messenger Verify your business on Meta Connection problems WhatsApp costs (Meta)Web widget

The board

Mission Control Opportunities Automatic status updates

Messages and customers

Messages Customers Move from another CRM

Automations

Lead routing Reminders Lifecycle Agent replies Customer messages

Tools

Catalogue Quotes Offer Link Ads Google Business

Your organization

Team

Team Roles and permissions Policies Availability Notifications Sales rep tracking Radar

Plans

Plans and usage

Reference

Privacy and data Glossary Support

Beyond the dashboard

Connection problems

What usually goes wrong connecting WhatsApp and after connecting it, and how to get past each case.

Find your symptom in the list and open it. You don't need to read the rest.

Common errors

After connecting

Questions before you start

Verify your business on Meta

What business verification is, what changes once you have it, how it's done, and where the WhatsApp payment method is added.

WhatsApp costs (Meta)

What Meta charges for WhatsApp, why it's separate from your Trama plan, and where to check the rates.

On this page

Common errors After connecting Questions before you start