How do I create an Intelli account?

Go to intelliconcierge.com and click 'Start Free Trial' or 'Sign Up'. Enter your email and create a password. Your 7-day free trial begins immediately with no credit card required. You can then create an AI assistant, connect a channel, and start engaging customers.

How do I set up a WhatsApp Business API number with Intelli?

After creating your account, go to Dashboard > Channels > WhatsApp. Follow the guided setup to connect your WhatsApp Business API number. You will need a Facebook Business account and a phone number that is not already registered with WhatsApp. The process takes about 10 minutes.

How do I create and train an AI assistant?

Go to Dashboard > Assistants and click 'Create Assistant'. Name your assistant, then upload documents, FAQs, or paste text content. Intelli trains the AI on your data within minutes. You can test it in the playground before deploying to WhatsApp or your website.

How do I add the website chat widget to my site?

Go to Dashboard > Channels > Website Widget. Customize the widget's appearance (colors, welcome message, position). Copy the embed code snippet and paste it before the closing tag on your website. The widget will appear immediately.

What payment methods does Intelli accept?

Intelli accepts all major credit and debit cards. For annual plans, bank transfers are also available. Contact support@intelliconcierge.com for bank transfer details. Mobile Money payments are supported in select regions.

Can I switch between Intelli plans?

Yes. You can upgrade or downgrade your plan at any time from Dashboard > Billing. Upgrades take effect immediately with prorated billing. Downgrades take effect at the start of your next billing cycle. There are no penalties for switching.

What happens when my free trial ends?

After your 7-day free trial, you can choose a paid plan to continue. If you do not select a plan, your account is paused but your data is preserved. You can reactivate at any time by subscribing to a plan.

What are AI message credits?

AI credits are consumed when the AI processes and responds to customer messages. Each plan includes 1,000 credits per month (equivalent to approximately 1 million tokens). Simple automated replies like welcome messages do not consume credits. Credits reset at the start of each billing cycle.

Can I integrate Intelli with my existing CRM?

Yes. Intelli offers API integration for connecting with popular CRM systems. Enterprise plans include custom API integration setup with your CRM, ERP, or internal tools. Contact our team for specific CRM integration support.

Is my data secure with Intelli?

Yes. Intelli uses industry-standard TLS 1.3 encryption for data in transit and AES-256 encryption for data at rest. The platform is GDPR compliant, supports role-based access control, and provides audit logs. Intelli does not use customer conversation data to train AI models.

What is a WhatsApp customer service window?

A WhatsApp customer service window opens when a customer sends your business a message and lasts 24 hours from the most recent message. During this window, you can send any type of message. Outside the window, you must use pre-approved template messages.

Does Intelli support multiple team members?

Yes. Each plan includes at least 1 team member seat. Additional seats cost $5 per month per member. Team members can view and respond to conversations, access analytics, and manage contacts. Enterprise plans include custom team member allocations.

What is Intelli's Flow Builder?

The Flow Builder is a visual, no-code tool for creating automated conversation paths. You can drag and drop nodes to build customer journeys that qualify leads, collect information, route conversations, and trigger actions. Flows work across WhatsApp and website chat channels.

Support

Intelli Help Center & FAQ

Find answers to common questions about Intelli's AI customer engagement platform. Get help with setup, billing, WhatsApp integration, and more. Can't find what you need? Contact our support team directly.

Email Support

Available 24/7

[email protected]

Live Chat

Use the chat widget on any page to talk to our support team in real time.

Documentation

Guides & tutorials

Visit docs →

Response Time

Email: under 24 hours. Enterprise plans include priority support with faster response times.

Setup guide

How Do You Set Up Intelli?

Follow these five steps to go from sign-up to live AI customer support. Most organizations complete setup in under 15 minutes.

1
Sign up for a free Intelli account
Visit intelliconcierge.com and click Start Free Trial. Enter your email and create a password. No credit card is required.
2
Create an AI assistant
In the dashboard, go to Assistants and create a new assistant. Upload your organization's FAQs, documents, or knowledge base content to train the AI.
3
Connect a communication channel
Go to Channels and connect your WhatsApp Business API number or configure the website chat widget. Follow the guided setup for your chosen channel.
4
Test your AI assistant
Use the Playground to test your assistant's responses. Ask sample questions to verify accuracy. Adjust the training data if needed.
5
Go live
Deploy your assistant to your connected channels. Customers can now interact with your AI assistant. Monitor conversations from the unified inbox.

Getting started

Getting Started with Intelli

Billing

Billing & Pricing Questions

For detailed plan comparisons, visit our pricing page.

Technical

Technical & Integration Questions

Explore our full feature list or read our guide to essential AI features.

Still Have Questions?

Our support team is ready to help. Email us at [email protected] or use the live chat widget.