# Stravax Engage Help Center > Stravax Engage is a WhatsApp-first customer engagement platform: a shared team inbox with CRM, AI lead qualification, broadcasts, automation and ad conversion sync, per brand. ## Getting started - [What is Stravax Engage?](https://engage-docs.stravax.ai/docs/getting-started/what-is-stravax-engage): Stravax Engage: a multi-tenant WhatsApp platform with shared inbox, CRM, AI qualifier, broadcasts, automation, ad sync and Shopify. - [Create your account and verify your email](https://engage-docs.stravax.ai/docs/getting-started/create-your-account): Sign up at app.stravax.ai/pricing, confirm your subscription, then set your password from the verification email to sign in. - [Connect your WhatsApp number](https://engage-docs.stravax.ai/docs/getting-started/connect-your-whatsapp-number): Connect a WhatsApp number to Stravax Engage through Meta's embedded signup flow, step by step, and what changes once connected. - ["Your first 30 minutes: setup checklist"](https://engage-docs.stravax.ai/docs/getting-started/first-30-minutes): The ordered setup checklist for a new workspace, from connecting WhatsApp to importing contacts and connecting Shopify or ad accounts. - [Navigating the app](https://engage-docs.stravax.ai/docs/getting-started/navigating-the-app): The work rail, the Settings hub, the mobile bottom bar and More sheet, and where to find your profile in Stravax Engage. ## Inbox - [Inbox overview: conversations and realtime](https://engage-docs.stravax.ai/docs/inbox/inbox-overview): A tour of the shared team inbox: conversations, folders, realtime WebSocket updates, and Messenger/Instagram DMs where enabled. - [The 24-hour messaging window explained](https://engage-docs.stravax.ai/docs/inbox/the-24-hour-window): What WhatsApp's 24-hour customer-service window means for session messages, templates, and marketing opt-in. - [Voice notes, images and documents](https://engage-docs.stravax.ai/docs/inbox/voice-notes-and-images): How Stravax Engage stores incoming voice notes, images, documents and videos, transcribes audio, and lets the AI qualifier read images. - [Message delivery states and what they mean](https://engage-docs.stravax.ai/docs/inbox/message-delivery-states): What each message state means, from queued to read, and how retries, refunds, and reconciliation work behind them. - [Interactive messages: buttons and lists](https://engage-docs.stravax.ai/docs/inbox/interactive-messages): How WhatsApp reply-button and list messages work in Stravax Engage, their limits, and where the 24-hour window applies. ## CRM and leads - [Leads, pipelines and timelines](https://engage-docs.stravax.ai/docs/crm/leads-pipelines-and-timelines): How leads are structured in Stravax Engage, the pipeline stages, and the timeline that links a lead to its WhatsApp conversation. - [Capturing leads from web forms](https://engage-docs.stravax.ai/docs/crm/web-form-leads): How to send website form submissions into Stravax Engage using the public leads endpoint, and where those leads land. - [Moving a lead through stages](https://engage-docs.stravax.ai/docs/crm/moving-a-lead-through-stages): How to change a lead's pipeline stage in Stravax Engage, what it writes to the timeline, and the difference between qualified and converted. ## Contacts and segments - [Contacts, custom fields and tags](https://engage-docs.stravax.ai/docs/contacts/contacts-and-custom-fields): How the shared contact book works: where contacts come from, custom field definitions, and the tag vocabulary. - [Segments: saved audience filters](https://engage-docs.stravax.ai/docs/contacts/segments): Build a saved contact filter and use it as a WhatsApp broadcast audience, with consent re-checked at send time. - [CSV import and export](https://engage-docs.stravax.ai/docs/contacts/csv-import-and-export): Import contacts from a CSV file with column mapping and a dry-run preview, and export your contact book back to CSV. ## AI qualifier - [What the AI qualifier does](https://engage-docs.stravax.ai/docs/ai-qualifier/what-the-ai-qualifier-does): The AI qualifier reads WhatsApp conversations against your playbook and moves each lead to qualified, disqualified, or still pending. - [Writing your qualification playbook](https://engage-docs.stravax.ai/docs/ai-qualifier/writing-your-playbook): Set up the persona, qualification criteria, and questions the AI qualifier uses to qualify or disqualify leads from WhatsApp conversations. - [Conversation insights](https://engage-docs.stravax.ai/docs/ai-qualifier/conversation-insights): An on-demand AI read of an open WhatsApp thread you generate with one click, cached until new messages arrive. - [Handing off between AI and human agents](https://engage-docs.stravax.ai/docs/ai-qualifier/ai-and-human-handoff): How the AI qualifier stands down for a human agent, hands off out-of-scope requests on its own, and how you pause or resume it. ## Ad conversion sync - [Ad conversion sync: Meta, Google and TikTok](https://engage-docs.stravax.ai/docs/conversion-sync/conversion-sync-overview): How Stravax Engage sends new-lead, qualified and converted signals back to Meta, Google and TikTok to sharpen ad targeting. - [Connecting your ad accounts](https://engage-docs.stravax.ai/docs/conversion-sync/connecting-ad-accounts): How to connect Meta, Google or TikTok to Stravax Engage, and how your credentials are protected. - [What is a conversion event?](https://engage-docs.stravax.ai/docs/conversion-sync/what-is-a-conversion-event): What qualifies as a conversion event in Stravax Engage, what triggers one, and how monthly allowances work. - [Click-to-WhatsApp attribution: how it works](https://engage-docs.stravax.ai/docs/conversion-sync/ctwa-attribution): How Stravax Engage traces a WhatsApp conversation back to the ad, link or click that started it. - [The CTWA per-ad report](https://engage-docs.stravax.ai/docs/conversion-sync/ctwa-report): What the CTWA per-ad attribution report measures, and how the numbers are scoped. ## Broadcasts - [Sending a broadcast](https://engage-docs.stravax.ai/docs/broadcasts/sending-a-broadcast): How to choose an audience, pick an approved template, personalize messages, and schedule a WhatsApp broadcast in Stravax Engage. - [Throttling, quality rating and messaging tiers](https://engage-docs.stravax.ai/docs/broadcasts/throttling-quality-and-tiers): Why WhatsApp broadcasts send gradually, and how Meta's quality rating and messaging tiers control your sending pace. - [What happens when your quality rating drops](https://engage-docs.stravax.ai/docs/broadcasts/quality-freeze): What Stravax Engage does automatically when a WhatsApp number's quality rating turns red, and how to resume sending once it recovers. - [Broadcast failures and retries](https://engage-docs.stravax.ai/docs/broadcasts/broadcast-failures-and-retries): How Stravax Engage retries failed broadcast messages, settles charges, and where to see what happened to each send. ## Automation - ["Auto-replies: away hours and welcome messages"](https://engage-docs.stravax.ai/docs/automation/auto-replies): Set business hours so Stravax Engage sends an away reply outside them and a welcome message on new conversations. - ["Chatbot flows: the visual flow builder"](https://engage-docs.stravax.ai/docs/automation/chatbot-flows): Build a WhatsApp chatbot by dragging nodes onto a canvas, wiring them together, and publishing. - ["Sequences: drip campaigns and scheduled sends"](https://engage-docs.stravax.ai/docs/automation/sequences): Enroll contacts in a multi-step WhatsApp drip, with reply pauses, opt-out exits, and scheduled one-off sends. ## Messaging tools - [Quick replies: saved responses](https://engage-docs.stravax.ai/docs/messaging-tools/quick-replies): Create shared or private saved replies and insert them into any chat with the "/" picker in the composer. - [Message templates: sync, statuses and categories](https://engage-docs.stravax.ai/docs/messaging-tools/message-templates): How Stravax Engage keeps your WhatsApp template library synced with Meta, and where approved templates get used. - [Sharing Shopify products in chat](https://engage-docs.stravax.ai/docs/messaging-tools/shopify-product-cards): Send a synced Shopify product as a WhatsApp image card with title, price, and store link, or as a native catalog card, right from the composer. ## Shopify - [Connecting Shopify](https://engage-docs.stravax.ai/docs/shopify/connecting-shopify): Install the Stravax Engage Shopify app, accept the merchant terms, and grant the read-only access needed for cart recovery and product sync. - [Abandoned-cart recovery on WhatsApp](https://engage-docs.stravax.ai/docs/shopify/abandoned-cart-recovery): How Stravax Engage recovers abandoned Shopify checkouts over WhatsApp, respects marketing consent, and how long checkout data is kept. ## WhatsApp channel - [Claiming a WhatsApp Business username](https://engage-docs.stravax.ai/docs/whatsapp-channel/business-username): How WhatsApp Business usernames work in Stravax Engage, who can claim or release one, and what reserved and approved statuses mean. - [Checking your number's quality and tier](https://engage-docs.stravax.ai/docs/whatsapp-channel/quality-rating-and-messaging-tier): What WhatsApp quality ratings and messaging tiers mean in Stravax Engage, and where broadcast auto-freeze kicks in on RED. ## Team, roles and security - [Inviting teammates](https://engage-docs.stravax.ai/docs/team-security/inviting-teammates): How invite links work in Stravax Engage: the 7-day window, accepting one, and getting a new link if yours expires. - [Roles: admin and member](https://engage-docs.stravax.ai/docs/team-security/roles-admin-and-member): What an admin and a team member can each do in Stravax Engage, including which Settings sections each role can reach. - [Sign in with Google](https://engage-docs.stravax.ai/docs/team-security/sign-in-with-google): How Google sign-in works in Stravax Engage, matching your account, linking, unlinking, and what happens if it isn't turned on. - [Two-factor authentication and backup codes](https://engage-docs.stravax.ai/docs/team-security/two-factor-authentication): How to turn on two-factor authentication in Stravax Engage, use backup codes, and recover if you lose access to both. - [New-device verification and trusted devices](https://engage-docs.stravax.ai/docs/team-security/trusted-devices): Why Stravax Engage asks you to verify a new device, what remembering a device does, and how trusted devices work. ## Billing - [Plans and tiers explained](https://engage-docs.stravax.ai/docs/billing/plans-and-tiers): Starter, Growth, and Scale share every feature; only included volume and support level change, plus an inquiry-only Agency tier. - [The prepaid wallet](https://engage-docs.stravax.ai/docs/billing/the-prepaid-wallet): What the wallet funds, the order Stravax Engage spends from it, and how to top it up and check the balance. - [Managing your subscription](https://engage-docs.stravax.ai/docs/billing/managing-your-subscription): How plan selection, billing interval, trial codes, and subscription changes work for a Stravax Engage account. - [Invoices](https://engage-docs.stravax.ai/docs/billing/invoices): Where to download your monthly PDF invoice and why it has no VAT line. - [The referral program](https://engage-docs.stravax.ai/docs/billing/referral-program): Share your referral code and both sides get 20% off for 3 months once the referred brand's first invoice is paid. ## Agencies - [Running multiple brands](https://engage-docs.stravax.ai/docs/agency/multiple-brands): How agencies run more than one client on Stravax Engage, each with its own number, inbox, and CRM data. - [Client performance dashboards](https://engage-docs.stravax.ai/docs/agency/client-dashboards): What your clients see on their Stravax Engage dashboard, and how to give one to a client you manage. ## Developers - [API keys](https://engage-docs.stravax.ai/docs/developers/api-keys): Create a scoped, tenant-owned REST API key from Settings > Developer to call Stravax Engage from your own systems. - [Outbound webhooks](https://engage-docs.stravax.ai/docs/developers/webhooks): Register an HTTPS endpoint to receive Stravax Engage events, verified with HMAC, retried on failure, and auto-disabled if it stays broken. - [REST API v1 overview](https://engage-docs.stravax.ai/docs/developers/rest-api): What the Stravax Engage REST API covers today, how to authenticate, and how it shares the same sending rules as the agent inbox. ## Help and support - [Getting help: help center and support tickets](https://engage-docs.stravax.ai/docs/help-support/getting-help): How to find answers in the help center and open a support ticket in Stravax Engage, and what happens after you submit one. - [Ticket statuses explained](https://engage-docs.stravax.ai/docs/help-support/ticket-statuses): What open, pending, resolved, and closed mean on a Stravax Engage support ticket, and when replying reopens one. - [Support after your trial ends](https://engage-docs.stravax.ai/docs/help-support/support-after-your-trial): Why the Help view and support tickets stay reachable in Stravax Engage even after your trial period ends. ## Troubleshooting - [Messages not sending](https://engage-docs.stravax.ai/docs/troubleshooting/messages-not-sending): A decision tree for why a WhatsApp message won't send: closed window, quality freeze, empty wallet, allowance ceiling, or a rejection. - [WhatsApp connection issues](https://engage-docs.stravax.ai/docs/troubleshooting/whatsapp-connection-issues): Why Embedded Signup can fail to connect your WhatsApp number, what to do about it, and how to reconnect. - [Conversion events not appearing in your ad account](https://engage-docs.stravax.ai/docs/troubleshooting/conversions-not-appearing): Why a lead that reached a synced stage isn't showing as a conversion in Meta, Google, or TikTok, and where to check in Stravax Engage. ## FAQ and glossary - [Frequently asked questions](https://engage-docs.stravax.ai/docs/reference/faq): Answers to common questions about WhatsApp accounts, billing, AI conversations, security, Shopify, and support in Stravax Engage. - [Glossary](https://engage-docs.stravax.ai/docs/reference/glossary): Definitions of WhatsApp and Stravax Engage terms, the 24-hour window, templates, flows, sequences, conversion events, and more. ## Legal - [Merchant Terms of Service and Data Processing Addendum](https://engage.stravax.ai/terms/): The terms merchants accept when connecting a store, and the DPA covering customer data processed for recovery messaging. - [Privacy Policy](https://engage.stravax.ai/privacy/): How Stravax Engage processes personal data, as controller for merchant accounts and processor for customer data. - [Data Retention Policy](https://engage-docs.stravax.ai/legal/data-retention): How long abandoned-checkout personal data is kept (at most 90 days) and how earlier deletion works. - [Incident Response Policy](https://engage-docs.stravax.ai/legal/incident-response): How Stravax Group detects, contains and reports security incidents and personal data breaches, with 72-hour merchant notification. - [Subprocessors](https://engage-docs.stravax.ai/legal/subprocessors): The third-party service providers Stravax Engage uses to operate the platform, and what data each one touches. ## Changelog - [Changelog](https://engage-docs.stravax.ai/changelog): What shipped in Stravax Engage, and when.