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Frequently Asked Questions
How do I connect WhatsApp Business to CitaFlow with Meta, and which account should I use?
To connect WhatsApp Business to CitaFlow through Meta’s official integration, you will usually need to sign in with a Facebook/Meta account and then create o…
How long does WhatsApp Business approval take with Meta?
After connecting WhatsApp in CitaFlow, part of the process depends on Meta. In particular, approval of the display name or the WhatsApp Business account stat…
What is WhatsApp coexistence mode and when should I use it?
Coexistence mode lets you connect your WhatsApp Business number to CitaFlow without giving up the official mobile app. For most businesses, it is the best op…
What should I do if my WhatsApp number is already connected to another platform?
If your WhatsApp number is already connected to another platform, the first thing to check is Meta Business: confirm whether the number is attached to a What…
What should I do if WhatsApp Business connection through Meta fails during setup?
If your WhatsApp Business connection fails during Meta setup, the issue is often not in CitaFlow itself but in the browser, the Facebook session, or Meta’s a…
Why can’t I automate WhatsApp calls in coexistence mode?
If you are using WhatsApp in coexistence mode, it is important to know that Meta may limit automation for WhatsApp voice calls in that setup.
How can my customers change or cancel an appointment, and how do reminders work?
In CitaFlow, customers can manage their appointments in a few different ways, and reminders are configured separately through your business notifications set…
How do I give my employees access, and what permissions do they get?
In CitaFlow, you can create team logins and limit what each person can see based on their role. This is useful when you want employees to manage bookings and…
How do I set up a multi-location business in CitaFlow?
CitaFlow supports multi-location businesses, but it is important to understand which parts are shared and which are managed separately.
How does employee time tracking work in CitaFlow?
CitaFlow includes time tracking so your employees can log their workday and you can supervise it from the admin account.
Which parts of the CitaFlow website should I set up first?
If you are setting up your CitaFlow website for the first time, you do not need to complete every technical field on day one. The priority is the information…
How do I make the AI explain my services better and share my booking link?
If your services use branded or non-obvious names, the best approach is to add clear descriptions so the AI can explain them and help customers choose the ri…
How do I train the AI with my business FAQs and responses?
The best way to improve AI responses in CitaFlow is to add real business context to the knowledge base. You can do this by writing entries or recording audio.
Why is the AI mixing English and Spanish in the same conversation?
If the AI starts in one language and then switches into another, the issue is usually related to language detection, accumulated context, or a polluted test…
Do I need the invoicing partner to issue invoices from CitaFlow?
Not necessarily. CitaFlow’s recommended invoicing integration is a convenient option for automation, but it is not required if you only issue a small number…
Why can’t I log in or why does my trial account appear locked?
If your trial account suddenly stops opening, appears locked, or certain actions stop working, a common cause is that the trial period has expired or the acc…
Why is a feature still locked after I paid?
If you have already paid but a CitaFlow feature is still locked, the most common reason is that the automatic activation of your plan or add-on did not apply…
How does pricing work for a multi-location account in CitaFlow?
In CitaFlow, a multi-location setup usually combines one base plan per location with optional add-on modules based on usage, such as voice or WhatsApp automa…
How can I migrate my customers from my current software into CitaFlow?
Yes—customer migration is often possible as long as your current system lets you export the data. You do not need to use a specific platform; the key is bein…
Why does the bot behave oddly when I run many tests in a row?
If you test the bot many times from the same number or the same session, it may carry over previous context and produce strange or inconsistent replies. That…
How can I manage and sell products if CitaFlow does not include advanced inventory?
If your business sells products as well as services, the recommended option for catalog, inventory, and online sales is to integrate Shopify with your CitaFl…
How does Quick Checkout work for services, tips, and product sales?
Quick Checkout is designed to record in-person transactions without needing to create a full appointment every time. It is especially useful for walk-ins, ti…
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