Technical documentation

Introduction to Lippem

User guide · Lippem

Lippem brings WhatsApp Business, Instagram Direct and Messenger together in a shared inbox with AI agents and visual workflows.

Your team can preserve conversation context, assign owners and organize sales opportunities in one workspace.

Steps to get started

1. Review the plans and choose the one that fits your operation.
2. Complete registration and activate your account.
3. Connect your channels using the official authorization flows.
4. Configure your team, AI agents and workflows.

How to connect your channels

User guide · Lippem

Each channel uses its own authorization flow. You need permissions for the assets you connect.

WhatsApp uses Embedded Signup; Instagram Direct uses Instagram Login; Messenger uses Facebook Login for Business. Do not share your passwords with third parties.

Steps to get started

1. Open the channels section in your account.
2. Choose the channel and follow its official authorization process.
3. Review the connection status and test receiving a message.

Manage conversations

User guide · Lippem

The shared inbox brings together conversations from your authorized channels. Available replies and files depend on the provider’s capabilities.

Steps to get started

1. Select a conversation and review its history.
2. Assign an owner and preserve the notes needed for follow-up.
3. Reply within the channel’s messaging windows and rules.

Configure AI agents

User guide · Lippem

AI agents use the instructions and business information you configure. Review their responses before enabling them for your operation.

Steps to get started

1. Define the agent’s purpose and instructions.
2. Add business information to its knowledge base.
3. Test representative questions and configure human handoff.

Create visual workflows

User guide · Lippem

Workflows connect events with conditions and actions. Use them to organize replies and follow-ups within each channel’s capabilities.

Steps to get started

1. Define the event that starts the workflow.
2. Add conditions and the required actions.
3. Test the workflow and review the results before activating it.

Organize opportunities

User guide · Lippem

Connect conversations with opportunities to follow the sales process and preserve source context.

Steps to get started

1. Review conversation details and its source.
2. Assign an owner and organize the opportunity by stage.
3. Update the opportunity as the conversation moves forward.

Plans and billing

User guide · Lippem

Each plan includes an active AI agent limit and a monthly credit allowance. Provider charges and taxes may apply separately.

Steps to get started

1. Compare each plan’s limits.
2. Choose a plan and complete your workspace details.
3. Review the final amount in Stripe’s secure checkout.

Security and privacy

User guide · Lippem

Keep your credentials confidential and grant only the access your team needs. The privacy policy explains how data is processed.

Steps to get started

1. Review users and their permissions.
2. Disconnect channels you no longer use.
3. Contact support about unexpected access or to request data deletion.

Resolve connection issues

User guide · Lippem

If messages are not arriving, review channel status, granted authorization and provider rules. Do not publish tokens or customer data when requesting support.

Steps to get started

1. Check that the connection is still authorized.
2. Note the affected channel and the approximate time of the issue.
3. Contact support with a description that excludes sensitive data.