Frequently Asked Questions

Answers to questions Receive users ask most often, collected from support requests and from questions put to the Backoffice AI assistants. Each answer links to the full documentation where there is one.

• Strategies: segmentation, switching and inserting paths, recursive steps, wait times and moving claims between strategies.
• Email templates and placeholders: placeholders, missing values, buttons, payment QR codes, test emails and copying template text.
• Communications and delivery: invalid email addresses, bounce reasons, letters, SMS links and inbound WhatsApp replies.
• Integration and the Client API: authentication, bulk claim creation, references, metadata and reading claims back.
• Backoffice access, exports and reporting: signing in, passwords, invitations, API credentials, exports and history.