Scale Documentation
Learn how to set up Scale, connect your tools, and get the most out of the platform.
How to use the Scale Inbox for WhatsApp, Instagram and MessengerA complete guide to the Scale Inbox: the conversation list and its filters, AI and manual mode, sending messages and…Leads and Customers in Scale: How the CRM WorksEvery conversation in Scale becomes a lead automatically, with a stage, an owner and recorded purchases. Learn the lead stages…Follow-ups, Reminders and Meetings in ScaleLearn the Follow-ups screen in Scale: internal reminders, automatic AI follow-up messages inside the 24-hour window, and meetings the AI…
How to Train Your AI Employee in ScaleA guide to the Training screen in Scale: the training score and how it is calculated, the nine sections you…AI Assistant Settings in ScaleEvery option in the AI Assistant settings in Scale: the Auto-reply switch, identity, talking style and dialect, what the AI…
WhatsApp campaigns (broadcast messages) in ScaleA guide to the Campaigns screen in Scale: getting set up, importing contacts, creating WhatsApp templates and getting them approved…Meta Ads Conversion Tracking in Scale (Conversions API / CAPI)How Meta Ads Conversion Tracking works in Scale: what the Conversions API is, which events Scale sends and when, and…
Products in Scale: add your catalogue so the AI can sellThe Products screen in Scale, option by option: product fields, options and photos, CSV import, the Orders and Settings tabs,…How to connect your online store to ScaleThe Store screen in Scale: the platforms you can connect today and the steps for each, what syncs and how…
How to Connect WhatsApp Business to ScaleConnect your WhatsApp Business number to Scale through Meta’s own sign-up flow — sign in, choose your business account, verify…Multiple WhatsApp numbers in Scale AI: two numbers in one WorkspaceHow to connect two WhatsApp numbers to one Scale AI Workspace, name them, give each its own team, filter the…
Scale settings explained: account, channels, integrations and preferencesA complete guide to every option in the Settings area of the Scale dashboard: channels, integrations, advanced settings, preferences, language,…Scale plans, messages and billing explainedHow Scale plans work: what counts as a message, how campaign messages are billed, the usage meter and alerts, top-ups,…Managing multiple workspaces in ScaleA Scale workspace is one business with its own WhatsApp number, conversations, AI and subscription. Learn how to add a…