# Octopods Help Center > Learn about how Octopods works with Intercom ## Getting Started - [What is Octopods?](https://docs.octopods.io/en/articles/14824887-what-is-octopods.md): Octopods is an omnichannel messaging platform that brings WhatsApp, SMS, Telegram, Instagram, Messenger, and more into Intercom or HubSpot. - [Supported Messaging Channels](https://docs.octopods.io/en/articles/14824890-supported-messaging-channels.md): The channels you can add to Octopods depend on whether your workspace is connected to Intercom or HubSpot. - [Supported Customer Platforms](https://docs.octopods.io/en/articles/14824891-supported-customer-platforms.md): Octopods integrates with Intercom and HubSpot so your team handles messages from every connected channel in the inbox they already use. - [Creating Your Octopods Account](https://docs.octopods.io/en/articles/14824893-creating-your-octopods-account.md): Register a new Octopods account, confirm your email address, and get ready to connect your first workspace. - [Signing In with SSO \(Single Sign-On\)](https://docs.octopods.io/en/articles/14824894-signing-in-with-sso-single-sign-on.md): Single sign-on \(SSO\) lets you sign in to Octopods with a Google, Intercom, HubSpot, or Slack account — no separate password needed. - [Signing In with Email and Password](https://docs.octopods.io/en/articles/14824896-signing-in-with-email-and-password.md): If you signed up for Octopods with an email address and password, this is how you sign in each day. - [Resetting Your Password](https://docs.octopods.io/en/articles/14824898-resetting-your-password.md): Request a password reset link by email and choose a new password if you can't remember the one on your Octopods account. - [Quick Start: Connecting Intercom](https://docs.octopods.io/en/articles/14824899-quick-start-connecting-intercom.md): Go end to end from creating an Octopods account to sending and receiving your first message through Intercom in about 5 minutes. - [Quick Start: Connecting HubSpot](https://docs.octopods.io/en/articles/14824900-quick-start-connecting-hubspot.md): Go end to end from creating an Octopods account to seeing your first message land in the HubSpot inbox in about 5 minutes. ## Workspaces - [Understanding Workspaces](https://docs.octopods.io/en/articles/14823131-understanding-workspaces.md): A workspace is a connection between Octopods and your customer platform — Intercom or HubSpot — and it holds the channels you add. - [Viewing Your Workspaces](https://docs.octopods.io/en/articles/14823133-viewing-your-workspaces.md): The \*\*Connected Workspaces\*\* page lists every workspace you have connected, what platform it points to, and who set it up. - [Creating a New Workspace](https://docs.octopods.io/en/articles/14823135-creating-a-new-workspace.md): Connecting a new workspace links Octopods to an Intercom workspace or HubSpot portal — giving you a place to add messaging channels. - [Managing Workspace Settings](https://docs.octopods.io/en/articles/14823137-managing-workspace-settings.md): A connected workspace is intentionally lightweight — most settings live on the channels you add or on your customer platform. - [Connecting an Intercom Workspace](https://docs.octopods.io/en/articles/14823138-connecting-an-intercom-workspace.md): Connecting Intercom links your Octopods account to one Intercom workspace so channels can route messages into the Intercom Inbox. - [Intercom Inbox Integration](https://docs.octopods.io/en/articles/14823139-intercom-inbox-integration.md): Once your Intercom workspace is connected, every channel routes inbound messages into the Intercom Inbox and sends replies back out. - [Intercom Extension \(In-App Widget\)](https://docs.octopods.io/en/articles/14823140-intercom-extension-in-app-widget.md): The Octopods extension inside Intercom lets your team send WhatsApp templates and SMS messages from the Intercom sidebar. - [Connecting a HubSpot Portal](https://docs.octopods.io/en/articles/14823141-connecting-a-hubspot-portal.md): Connecting HubSpot links your Octopods account to one HubSpot portal so channels can route messages into the HubSpot inbox you choose. - [HubSpot Inbox Integration](https://docs.octopods.io/en/articles/14823143-hubspot-inbox-integration.md): In a HubSpot workspace, every channel appears as a custom channel inside HubSpot and routes its conversations to an inbox you choose. - [HubSpot Extension \(Proactive Cards\)](https://docs.octopods.io/en/articles/14823145-hubspot-extension-proactive-cards.md): The Octopods extension inside HubSpot adds proactive cards to contact pages so your team can send WhatsApp and SMS without leaving HubSpot. - [HubSpot Workflow Integration](https://docs.octopods.io/en/articles/14823146-hubspot-workflow-integration.md): Octopods custom actions in HubSpot Workflows let you send WhatsApp templates and SMS messages automatically from any workflow. - [Migrating HubSpot Team Members](https://docs.octopods.io/en/articles/14823147-migrating-hubspot-team-members.md): When you accept an invite tied to a HubSpot portal already in Octopods, you can merge your workspaces into the team's or join the team. ## Channels - [Understanding Channels](https://docs.octopods.io/en/articles/14823431-understanding-channels.md): A channel is a single messaging connection inside an Octopods workspace — one WhatsApp number, one Telegram bot, or one SMS line. - [Adding a New Channel](https://docs.octopods.io/en/articles/14823432-adding-a-new-channel.md): Walk through the general flow for adding any messaging channel to an Octopods workspace, from modal to first active connection. - [Channel Statuses and Troubleshooting](https://docs.octopods.io/en/articles/14823434-channel-statuses-and-troubleshooting.md): How to read the channel status badge in Octopods and how to diagnose the most common provider-side conditions that affect a channel's - [Setting Up WeChat](https://docs.octopods.io/en/articles/14823453-setting-up-wechat.md): Connect a WeChat Official Account to your Intercom workspace so messages land in Intercom and replies go back on WeChat. - [Setting Up Twilio SMS](https://docs.octopods.io/en/articles/14823436-setting-up-twilio-sms.md): Connect a Twilio SMS number to your Intercom workspace so inbound texts land in your Intercom inbox and replies go out over Twilio. - [WhatsApp Options Overview](https://docs.octopods.io/en/articles/14823437-whatsapp-options-overview.md): Compare the WhatsApp integration paths Octopods supports on an Intercom workspace so you can pick the right one for your business. - [Setting Up WhatsApp Cloud API](https://docs.octopods.io/en/articles/14823438-setting-up-whatsapp-cloud-api.md): Connect a WhatsApp Business number to your Intercom workspace through Meta's Cloud API for inbound messages and replies. - [Setting Up Telegram](https://docs.octopods.io/en/articles/14823439-setting-up-telegram.md): Connect a Telegram bot to your Intercom workspace so customer messages arrive in Intercom and replies go back on Telegram. - [Setting Up Instagram Direct Messages](https://docs.octopods.io/en/articles/14823440-setting-up-instagram-direct-messages.md): Connect Instagram Direct Messages to your Intercom workspace so DMs to your Business Account flow in and replies go back on Instagram. - [Setting Up Facebook Messenger](https://docs.octopods.io/en/articles/14823443-setting-up-facebook-messenger.md): Connect a Facebook Page's Messenger inbox to your Intercom workspace so conversations route in and replies go back. - [Setting Up Slack Integration](https://docs.octopods.io/en/articles/14823444-setting-up-slack-integration.md): Connect a Slack workspace to your Intercom workspace so messages from designated Slack channels become Intercom conversations and replies - [Setting Up LINE](https://docs.octopods.io/en/articles/14823447-setting-up-line.md): Connect a LINE Official Account to your Intercom workspace so messages land in Intercom and replies go back on LINE. - [Setting Up Viber](https://docs.octopods.io/en/articles/14823449-setting-up-viber.md): Connect a Viber bot to your Intercom workspace so messages sent to the bot land in Intercom and replies go back on Viber. - [Setting Up Viber Business Messages](https://docs.octopods.io/en/articles/14823451-setting-up-viber-business-messages.md): Request and activate a Viber Business Messages \(VBM\) channel on your Intercom workspace for branded enterprise messaging. - [HubSpot Channel Setup: What's Different](https://docs.octopods.io/en/articles/14823454-hubspot-channel-setup-what-s-different.md): Understand how adding channels to a HubSpot workspace differs from Intercom — scope re-authorization, inbox selection, and activation. - [Setting Up WhatsApp Cloud API for HubSpot](https://docs.octopods.io/en/articles/14823455-setting-up-whatsapp-cloud-api-for-hubspot.md): Connect a WhatsApp Business number to a HubSpot workspace, pick which HubSpot inbox receives the messages, and activate it. - [Setting Up Twilio SMS for HubSpot](https://docs.octopods.io/en/articles/14823456-setting-up-twilio-sms-for-hubspot.md): Connect a Twilio SMS number to a HubSpot workspace, pick the HubSpot inbox that receives the texts, and activate the channel. - [Setting Up Instagram for HubSpot](https://docs.octopods.io/en/articles/14823458-setting-up-instagram-for-hubspot.md): Connect Instagram Direct Messages to a HubSpot workspace so DMs arrive in HubSpot and replies go back on Instagram. - [Setting Up Facebook Messenger for HubSpot](https://docs.octopods.io/en/articles/14823459-setting-up-facebook-messenger-for-hubspot.md): Connect a Facebook Page's Messenger inbox to a HubSpot workspace so conversations arrive in HubSpot and replies go back. - [Setting Up Telegram for HubSpot](https://docs.octopods.io/en/articles/14823461-setting-up-telegram-for-hubspot.md): Connect a Telegram bot to a HubSpot workspace, pick the HubSpot inbox that should receive the messages, and activate the channel. - [Setting Up Slack for HubSpot](https://docs.octopods.io/en/articles/14823462-setting-up-slack-for-hubspot.md): Connect a Slack workspace to a HubSpot workspace, pick the HubSpot inbox that should surface Slack conversations, and activate the channel. - [Setting Up TikTok for HubSpot](https://docs.octopods.io/en/articles/15082817-setting-up-tiktok-for-hubspot.md): Connect your TikTok Business Account to a HubSpot workspace so DMs arrive in HubSpot and replies are delivered back to customers on TikTok. - [Setting Up LINE for HubSpot](https://docs.octopods.io/en/articles/16219603-setting-up-line-for-hubspot.md): Connect a LINE Official Account to a HubSpot workspace so LINE messages land in your HubSpot Inbox and replies go back out on LINE. - [Managing WhatsApp Message Templates](https://docs.octopods.io/en/articles/14823463-managing-whatsapp-message-templates.md): Create, submit, and manage the approved WhatsApp message templates your team uses for proactive outreach, broadcasts, and API sends. - [Managing VBM Templates](https://docs.octopods.io/en/articles/14823465-managing-vbm-templates.md): Create, submit, and manage Viber Business Messages \(VBM\) templates for proactive outreach over Viber. - [Sending WhatsApp Messages via API](https://docs.octopods.io/en/articles/14823466-sending-whatsapp-messages-via-api.md): Send approved WhatsApp template messages programmatically through the Octopods API, with variable values mapped to placeholders. - [Sending WhatsApp Interactive Messages](https://docs.octopods.io/en/articles/14823467-sending-whatsapp-interactive-messages.md): Send WhatsApp interactive messages — reply buttons, list pickers, products, and Cloud-only flows — through the Octopods API. - [Sending SMS via API](https://docs.octopods.io/en/articles/14823468-sending-sms-via-api.md): Send SMS messages programmatically through the Octopods API, authenticated with your SMS channel API key. - [Sending Telegram Interactive Messages](https://docs.octopods.io/en/articles/14823470-sending-telegram-interactive-messages.md): Send Telegram messages with inline reply buttons, reply keyboards, and other interactive elements through the Octopods API. - [Sending VBM Messages via API](https://docs.octopods.io/en/articles/14823473-sending-vbm-messages-via-api.md): Send approved Viber Business Messages \(VBM\) templates through the Octopods API, authenticated with your VBM channel API key. ## WhatsApp Business Platform - [What is a WhatsApp Business Account \(WABA\)?](https://docs.octopods.io/en/articles/14823825-what-is-a-whatsapp-business-account-waba.md): A WhatsApp Business Account \(WABA\) is your business identity on WhatsApp, holding your phone numbers and message templates. - [WhatsApp Business Account Requirements](https://docs.octopods.io/en/articles/14823828-whatsapp-business-account-requirements.md): Everything Meta requires when you set up a WhatsApp Business Account \(WABA\) in Meta Business Portfolio before connecting it to Octopods. - [WhatsApp Business Accounts Dashboard](https://docs.octopods.io/en/articles/14823829-whatsapp-business-accounts-dashboard.md): The WhatsApp Setup page lists every WhatsApp Business Account \(WABA\) and phone number Octopods has discovered for your workspace. - [Understanding WhatsApp Phone Numbers](https://docs.octopods.io/en/articles/14823830-understanding-whatsapp-phone-numbers.md): Every WhatsApp conversation flows through a phone number, each with its own display name, quality rating, and messaging limits. - [Official Business Account Status](https://docs.octopods.io/en/articles/14823832-official-business-account-status.md): An Official Business Account \(OBA\) is a Meta designation shown as a green checkmark next to your business name in WhatsApp. - [Understanding WhatsApp Templates](https://docs.octopods.io/en/articles/14823834-understanding-whatsapp-templates.md): A WhatsApp message template is a pre-approved message format Meta requires for most outbound messages from your business to a customer. - [Creating WhatsApp Templates](https://docs.octopods.io/en/articles/14823835-creating-whatsapp-templates.md): Create a new WhatsApp message template from your channel's templates page, fill in the required fields, and submit it to Meta for review. - [Template Components: Headers, Body, Footer, and Buttons](https://docs.octopods.io/en/articles/14823836-template-components-headers-body-footer-and-buttons.md): A WhatsApp template is built from four components — header, body, footer, and buttons — each with its own rules and content options. - [Template Approval and Status](https://docs.octopods.io/en/articles/14823837-template-approval-and-status.md): Every WhatsApp template goes through Meta's approval process before you can use it, and its status in Octopods reflects where it stands. - [WhatsApp Templates Dashboard](https://docs.octopods.io/en/articles/14823838-whatsapp-templates-dashboard.md): The Message Templates dashboard is where you review every template tied to a WhatsApp channel, see its status, and create new ones. - [Understanding WhatsApp Coexistence](https://docs.octopods.io/en/articles/14823840-understanding-whatsapp-coexistence.md): WhatsApp Coexistence lets a single phone number run on both the WhatsApp Business App and the Cloud API through Octopods at the same time. - [Connecting WhatsApp via Meta Business Login](https://docs.octopods.io/en/articles/14823841-connecting-whatsapp-via-meta-business-login.md): Connect your WhatsApp Business Account \(WABA\) and phone numbers to Octopods through Meta's Business Login — a short self-serve sign-in. - [Registering a Phone Number on Cloud API](https://docs.octopods.io/en/articles/14823842-registering-a-phone-number-on-cloud-api.md): Registering a phone number on the WhatsApp Cloud API is the step that makes the number ready to send and receive messages through Octopods. - [Managing Multiple WhatsApp Numbers](https://docs.octopods.io/en/articles/14823845-managing-multiple-whatsapp-numbers.md): A single WhatsApp Business Account \(WABA\) can hold many phone numbers, and each number can be connected to a different workspace or inbox. - [Refreshing Your WhatsApp Access Token](https://docs.octopods.io/en/articles/14823847-refreshing-your-whatsapp-access-token.md): The connection between Octopods and Meta is authorized by an access token, and from time to time Meta requires that token to be refreshed. ## Proactive Messaging - [What is Proactive Messaging?](https://docs.octopods.io/en/articles/14823935-what-is-proactive-messaging.md): Proactive messaging is sending an outbound message to a customer before they've messaged you — confirmations, reminders, notifications. - [Choosing a Proactive Messaging Method](https://docs.octopods.io/en/articles/14823936-choosing-a-proactive-messaging-method.md): Compare the ways to send proactive messages — Intercom, HubSpot, Reach, API, broadcasts — and pick the one that fits your workflow. - [Supported Channels for Proactive Messaging](https://docs.octopods.io/en/articles/14823938-supported-channels-for-proactive-messaging.md): Not every channel supports proactive messaging. This article lists the channels that do and the kind of content each one accepts. - [Understanding the Start Conversation Option](https://docs.octopods.io/en/articles/14823939-understanding-the-start-conversation-option.md): Every proactive send offers a "start conversation" option — turn it on when you want replies in your CRM, off for one-way notifications. - [Sending Proactive SMS and WhatsApp Messages from Intercom](https://docs.octopods.io/en/articles/14823940-sending-proactive-sms-and-whatsapp-messages-from-intercom.md): Send a free-text SMS or WhatsApp message to any user or lead directly from an Intercom conversation, without leaving the Inbox. - [Sending WhatsApp Template Messages from Intercom](https://docs.octopods.io/en/articles/14823941-sending-whatsapp-template-messages-from-intercom.md): Send an approved WhatsApp template from the Intercom sidebar — useful when the 24-hour session is closed or you need pre-approved wording. - [Sending VBM Template Messages from Intercom](https://docs.octopods.io/en/articles/14823942-sending-vbm-template-messages-from-intercom.md): Send an approved Viber Business Messages \(VBM\) template to a user or lead from the Intercom conversation sidebar. - [Viewing Proactive Message History in Intercom](https://docs.octopods.io/en/articles/14823944-viewing-proactive-message-history-in-intercom.md): Review the most recent proactive messages sent to a contact and check delivery status — all from the Intercom conversation sidebar. - [Sending Proactive Messages from HubSpot](https://docs.octopods.io/en/articles/14823945-sending-proactive-messages-from-hubspot.md): Use the Octopods extension cards inside HubSpot to send a one-off SMS or WhatsApp message to a contact without leaving the HubSpot record. - [Automating Proactive Messages with HubSpot Workflows](https://docs.octopods.io/en/articles/14823946-automating-proactive-messages-with-hubspot-workflows.md): Trigger SMS or WhatsApp messages automatically from HubSpot workflows — confirmations, reminders, follow-ups, without manual work. - [Tracking Proactive Message Delivery in HubSpot](https://docs.octopods.io/en/articles/14823947-tracking-proactive-message-delivery-in-hubspot.md): Check whether a proactive message sent from HubSpot reached the recipient, and review recent messages sent to any phone number. - [Sending Proactive WhatsApp Messages from Reach](https://docs.octopods.io/en/articles/14823948-sending-proactive-whatsapp-messages-from-reach.md): Send a pre-approved WhatsApp template to the customer whose profile you have open — from the Reach browser extension side panel. - [Sending Proactive SMS Messages from Reach](https://docs.octopods.io/en/articles/14823949-sending-proactive-sms-messages-from-reach.md): Send a free-text SMS from the Reach browser extension without having to switch tabs or craft a template. - [Searching for Contacts and Sending Messages](https://docs.octopods.io/en/articles/14823951-searching-for-contacts-and-sending-messages.md): Reach's contact search lets you send a proactive message to any contact — even when your CRM is not on that contact's record. - [API Overview and Authentication](https://docs.octopods.io/en/articles/14823952-api-overview-and-authentication.md): Send proactive WhatsApp, SMS, and Viber Business Messages \(VBM\) from your own code by calling Octopods's messaging APIs over HTTPS. - [Sending WhatsApp Template Messages via API](https://docs.octopods.io/en/articles/14823954-sending-whatsapp-template-messages-via-api.md): Send a pre-approved WhatsApp template to a phone number or a Business-Scoped User ID \(BSUID\) over HTTPS, from any backend that can make a - [Sending SMS Messages via API](https://docs.octopods.io/en/articles/14823955-sending-sms-messages-via-api.md): Send a free-text SMS to any phone number by calling Octopods's SMS endpoint from your own code. - [Sending VBM Template Messages via API](https://docs.octopods.io/en/articles/14823956-sending-vbm-template-messages-via-api.md): Send an approved Viber Business Messages \(VBM\) template by calling Octopods's VBM endpoint from your own code. - [Sending Telegram Interactive Messages via API](https://docs.octopods.io/en/articles/14823958-sending-telegram-interactive-messages-via-api.md): Send Telegram interactive messages — inline keyboards, custom reply keyboards, and reply highlights — over HTTPS from any backend. - [Checking Message Delivery Status](https://docs.octopods.io/en/articles/14823959-checking-message-delivery-status.md): Poll the status of a proactive message you sent through the API so your system knows whether it reached the recipient. - [Listing Sent Messages](https://docs.octopods.io/en/articles/14823960-listing-sent-messages.md): Retrieve a history of WhatsApp proactive messages sent from a channel so you can audit, reconcile, or export them. - [Understanding Message Delivery Status](https://docs.octopods.io/en/articles/14823961-understanding-message-delivery-status.md): Learn what each delivery status means and how to read it consistently across the Intercom Inbox App, the HubSpot extension, Reach \(Intercom - [Troubleshooting Failed Proactive Messages](https://docs.octopods.io/en/articles/14823962-troubleshooting-failed-proactive-messages.md): Diagnose and fix proactive messages that end up in a \`FAILED\` state, whether they failed at validation, at Octopods, or at the provider. ## Intercom - [How Contacts Work in Intercom](https://docs.octopods.io/en/articles/14823977-how-contacts-work-in-intercom.md): Octopods matches every inbound channel message to a contact in your Intercom workspace, so your team replies from one inbox. - [Contact Prioritization Settings](https://docs.octopods.io/en/articles/14823979-contact-prioritization-settings.md): Decide which Intercom contact Octopods should link a message to when more than one contact shares the same phone number. - [Merging Contacts in Intercom](https://docs.octopods.io/en/articles/14823980-merging-contacts-in-intercom.md): Merge an Intercom Lead into a User when they are the same person, so conversation history and channel data live on one contact. - [How Conversations Are Created](https://docs.octopods.io/en/articles/14823982-how-conversations-are-created.md): Every inbound message on a connected Octopods channel becomes a new Intercom conversation on the matched contact. - [Opening New Conversations \(Conversation Buffer\)](https://docs.octopods.io/en/articles/14823983-opening-new-conversations-conversation-buffer.md): Start a new Intercom conversation when a customer replies after a closed thread, once a buffer period has passed. - [Using the Octopods Inbox App in Intercom](https://docs.octopods.io/en/articles/14823986-using-the-octopods-inbox-app-in-intercom.md): The Octopods Inbox App is a panel in Intercom's conversation sidebar for proactive messages, templates, merges, and new conversations. - [Sending Proactive Messages from the Inbox App](https://docs.octopods.io/en/articles/14823987-sending-proactive-messages-from-the-inbox-app.md): Send a one-off SMS or WhatsApp message to a customer directly from their Intercom conversation, using the Octopods panel in the sidebar. - [Sending WhatsApp Templates from the Inbox App](https://docs.octopods.io/en/articles/14823988-sending-whatsapp-templates-from-the-inbox-app.md): Pick an approved template, fill in the variables, and send it to the contact — all from the Octopods panel in Intercom's sidebar. - [Migrating Conversations from the Inbox App](https://docs.octopods.io/en/articles/14823989-migrating-conversations-from-the-inbox-app.md): Manually end the current Intercom conversation and start a fresh one on the same contact, directly from the Octopods panel in the sidebar. - [Intercom Workspace Settings](https://docs.octopods.io/en/articles/14823991-intercom-workspace-settings.md): Configure Octopods inside Intercom — conversation routing, auto-tagging, contact priority, and when new conversations are created. ## HubSpot - [How Contacts Work in HubSpot](https://docs.octopods.io/en/articles/14824060-how-contacts-work-in-hubspot.md): When a customer messages you, Octopods resolves the sender to a HubSpot contact so the conversation lands on the right record. - [Automatic Contact Creation](https://docs.octopods.io/en/articles/14824062-automatic-contact-creation.md): Turn on automatic contact creation so a new HubSpot contact is made whenever a first-time sender messages you from a social channel. - [WhatsApp Contact Sync](https://docs.octopods.io/en/articles/14824063-whatsapp-contact-sync.md): Octopods mirrors contacts from your WhatsApp Business Account \(WABA\) into HubSpot so every number you message has a CRM record. - [How Conversations Work in HubSpot](https://docs.octopods.io/en/articles/14837816-how-conversations-work-in-hubspot.md): Every channel you connect through Octopods becomes a custom channel in HubSpot, so messages flow into the inbox your team already uses. - [Inbox Selection and Custom Channel Setup](https://docs.octopods.io/en/articles/14824066-inbox-selection-and-custom-channel-setup.md): Every channel you connect through Octopods routes to a HubSpot inbox you choose, so you control where each type of conversation lands. - [Reopening Closed Conversations](https://docs.octopods.io/en/articles/14824067-reopening-closed-conversations.md): Keep a customer's messaging history in a single HubSpot thread by letting Octopods reopen closed conversations when new messages arrive. - [Associating Conversations with CRM Records](https://docs.octopods.io/en/articles/14824069-associating-conversations-with-crm-records.md): Link every messaging conversation to the contact's related companies and deals so your HubSpot CRM reflects full customer context. - [Syncing Instagram and Messenger Comments](https://docs.octopods.io/en/articles/14824070-syncing-instagram-and-messenger-comments.md): Bring Instagram and Facebook page comments into HubSpot as AI-filtered conversations so your team only picks up the ones that matter. - [Setting Up Octopods in HubSpot Workflows](https://docs.octopods.io/en/articles/14837817-setting-up-octopods-in-hubspot-workflows.md): Add Octopods as a workflow action in HubSpot so your CRM can send WhatsApp or SMS messages automatically whenever a workflow fires. - [Using WhatsApp Templates in Workflows](https://docs.octopods.io/en/articles/14824072-using-whatsapp-templates-in-workflows.md): Pick a WhatsApp template, map HubSpot properties into its variables, and send it automatically whenever a HubSpot workflow fires. - [Monitoring Workflow Message Delivery](https://docs.octopods.io/en/articles/14824074-monitoring-workflow-message-delivery.md): Check what happened to messages sent from HubSpot workflows so you can catch failures early and trust your automations. - [HubSpot Workspace Feature Toggles](https://docs.octopods.io/en/articles/14824076-hubspot-workspace-feature-toggles.md): A single reference for every HubSpot-specific toggle in your workspace, where to find each one, what it does, and the permissions it needs. ## API Reference - [API Key Authentication](https://docs.octopods.io/en/articles/14824153-api-key-authentication.md): Every Octopods API request is authenticated with an API key passed in a single request header — simple and stateless. - [Send WhatsApp Template Message](https://docs.octopods.io/en/articles/14824154-send-whatsapp-template-message.md): Full reference for the endpoint that sends an approved WhatsApp template message from your backend to a customer's WhatsApp number or - [Check WhatsApp Message Status](https://docs.octopods.io/en/articles/14824155-check-whatsapp-message-status.md): Query the delivery status of a previously sent WhatsApp message by its Octopods message ID. - [List Sent WhatsApp Messages](https://docs.octopods.io/en/articles/14824157-list-sent-whatsapp-messages.md): Retrieve a list of WhatsApp messages previously sent through the API for the WhatsApp Business Account the key belongs to. - [Send WhatsApp Interactive Message](https://docs.octopods.io/en/articles/14824159-send-whatsapp-interactive-message.md): Full reference for the endpoint that sends WhatsApp interactive messages — reply buttons, list pickers, and product messages. - [List WhatsApp Templates](https://docs.octopods.io/en/articles/14824161-list-whatsapp-templates.md): Retrieve the WhatsApp templates for a WhatsApp Business Account \(WABA\), optionally filtered by status, active flag, and language. - [Send SMS Message](https://docs.octopods.io/en/articles/14824163-send-sms-message.md): Send a single SMS to a phone number through the SMS channel connected to your Octopods workspace. - [Check SMS Message Status](https://docs.octopods.io/en/articles/14824165-check-sms-message-status.md): Query the delivery status of a previously sent SMS by its Octopods message ID. - [Send Viber Template Message](https://docs.octopods.io/en/articles/14824166-send-viber-template-message.md): Send an approved Viber Business Messages template from your backend to a customer's Viber account through Octopods. - [List Viber Templates](https://docs.octopods.io/en/articles/14824168-list-viber-templates.md): Retrieve the accepted Viber Business Messages templates registered on the Viber channel connection your API key belongs to. - [Send Telegram Interactive Message](https://docs.octopods.io/en/articles/14824169-send-telegram-interactive-message.md): Full reference for the endpoint that sends Telegram interactive messages: inline buttons, reply keyboards, and force-reply prompts. - [API Error Reference](https://docs.octopods.io/en/articles/14824171-api-error-reference.md): Look up every API error code and name, what it means, and how to resolve it. ## Billing and Subscriptions - [Subscription Plans Overview](https://docs.octopods.io/en/articles/14824229-subscription-plans-overview.md): Octopods offers separate subscription plans for each product, so you only pay for the channels and features your team actually uses. - [Free Trial](https://docs.octopods.io/en/articles/14824230-free-trial.md): Every Octopods plan starts with a 7-day free trial so you can try a product before any payment is taken. - [Messaging Limits and Included Messages](https://docs.octopods.io/en/articles/14824231-messaging-limits-and-included-messages.md): Every Octopods subscription includes a monthly messaging allowance that scales with the number of channels you subscribe to. - [Messaging Add-ons \(Overage Charges\)](https://docs.octopods.io/en/articles/14824232-messaging-add-ons-overage-charges.md): If you send more messages than your plan's monthly allowance, Octopods covers the overage at $100 per 25,000 additional messages. - [Subscribing to a Plan](https://docs.octopods.io/en/articles/14824234-subscribing-to-a-plan.md): Subscribe to any Octopods plan — pick a product, choose how many channels you need, and enter a card to start a 7-day free trial. - [Upgrading or Adding Channels](https://docs.octopods.io/en/articles/14824235-upgrading-or-adding-channels.md): Increase your subscription quantity to connect more channels, numbers, accounts, or workspaces — with prorated billing. - [Downgrading Your Subscription](https://docs.octopods.io/en/articles/14824237-downgrading-your-subscription.md): Reduce the channels, numbers, accounts, or workspaces on a plan — deactivate the extras first, then lower the quantity. - [Canceling Your Subscription](https://docs.octopods.io/en/articles/14824238-canceling-your-subscription.md): Cancel an Octopods subscription from Billing & Subscriptions. Cancellation is immediate and a final invoice is generated. - [Managing Payment Methods](https://docs.octopods.io/en/articles/14824240-managing-payment-methods.md): Octopods keeps one card on file per account. View your saved card or update it from the Billing & Subscriptions page. - [Updating Billing Information](https://docs.octopods.io/en/articles/14824243-updating-billing-information.md): Keep your billing address and VAT number current so your invoices show the right details and the correct tax treatment is applied. - [Viewing Your Messaging Usage](https://docs.octopods.io/en/articles/14824249-viewing-your-messaging-usage.md): Track how many messages your account has sent this cycle, and see which channels are driving the volume, from the Messaging Usage page. - [Understanding Usage Notifications](https://docs.octopods.io/en/articles/14824251-understanding-usage-notifications.md): Octopods emails you when your messaging usage hits key milestones so an overage never shows up as a surprise on an invoice. ## Team Management - [Inviting Team Members](https://docs.octopods.io/en/articles/14824327-inviting-team-members.md): Invite teammates to your Octopods account from Settings \> Team Members so they can help manage channels and conversations. - [Managing Team Member Roles](https://docs.octopods.io/en/articles/14824329-managing-team-member-roles.md): Understand the Admin and Member roles in Octopods and how to change someone's access level from Settings \> Team Members. - [Editing and Removing Team Members](https://docs.octopods.io/en/articles/14824330-editing-and-removing-team-members.md): Update a team member's role or remove them from your Octopods account when their access needs to change. ## Schedules and Business Hours - [Creating a Schedule](https://docs.octopods.io/en/articles/14824349-creating-a-schedule.md): Set up business hours so each channel knows when your team is open and how to reply to customers who message outside those hours. - [Assigning Schedules to Channels](https://docs.octopods.io/en/articles/14824350-assigning-schedules-to-channels.md): Link a schedule to one or more channels so Octopods knows when each channel is open and how to handle messages outside those hours. - [Out-of-Office Auto-Responses](https://docs.octopods.io/en/articles/14824351-out-of-office-auto-responses.md): Reply to customers automatically when they message you outside your business hours, so they hear back even when no one is online. - [Editing and Deleting Schedules](https://docs.octopods.io/en/articles/14824352-editing-and-deleting-schedules.md): Update an existing schedule's name, hours, timezone, channels, or out-of-office message, or remove the schedule entirely. ## Settings and Configuration - [Managing Your Profile](https://docs.octopods.io/en/articles/14824389-managing-your-profile.md): How to view and update your account profile in Octopods — your account email, notification email, and password. - [API Keys Management](https://docs.octopods.io/en/articles/14824390-api-keys-management.md): How to create, view, and copy Workspace API Keys from the Settings page, and the security practices that keep those keys safe. - [Deleting Your Account](https://docs.octopods.io/en/articles/15413845-deleting-your-account.md): How to permanently delete your Octopods account and every workspace, channel, conversation, broadcast, setting, and team login attached to ## Terms of Service, Privacy Policy, GDPR & Data Processing - [GDPR](https://docs.octopods.io/en/articles/2945895-gdpr.md): Last updated: 1 May, 2019 - [Privacy Policy](https://docs.octopods.io/en/articles/2945841-privacy-policy.md): Last updated: 1 May, 2019 - [Terms of Service](https://docs.octopods.io/en/articles/2945811-terms-of-service.md): Last updated: May 1, 2019 ## Broadcasts \(Campaigns\) - [Understanding Broadcasts](https://docs.octopods.io/en/articles/14823690-understanding-broadcasts.md): Broadcasts are one-off mass-messaging campaigns that send a single SMS or WhatsApp message to a filtered list of your Intercom contacts. - [Broadcast Requirements](https://docs.octopods.io/en/articles/14823692-broadcast-requirements.md): This article lists everything you need in place before you can create and send a broadcast from Octopods. - [Step 1: Broadcast Details and Filters](https://docs.octopods.io/en/articles/14823694-step-1-broadcast-details-and-filters.md): Step 1 of the broadcast wizard is where you name the broadcast, pick a channel, and build filters to select your audience. - [Step 2: Previewing Matched Contacts](https://docs.octopods.io/en/articles/14823695-step-2-previewing-matched-contacts.md): Step 2 of the broadcast wizard previews the contacts your filters matched, so you can confirm your audience before writing the message. - [Step 3: Composing Your Message](https://docs.octopods.io/en/articles/14823697-step-3-composing-your-message.md): Step 3 of the broadcast wizard is where you write your message — a free-form SMS or a pre-approved WhatsApp template. - [Step 4: Reviewing and Activating](https://docs.octopods.io/en/articles/14823699-step-4-reviewing-and-activating.md): Step 4 of the broadcast wizard is the final review. You confirm everything is correct, then either save a draft or set the broadcast live. - [Monitoring Broadcast Progress](https://docs.octopods.io/en/articles/14823701-monitoring-broadcast-progress.md): Once a broadcast is live, Octopods tracks every message. Here's where to find progress, what the counts mean, and how to handle failures. - [Retrying Failed Broadcasts](https://docs.octopods.io/en/articles/14823703-retrying-failed-broadcasts.md): If some messages in a live broadcast didn't reach their recipients, you can re-send the failed ones without starting over. ## Browser Extension \(Reach\) - [What is Reach?](https://docs.octopods.io/en/articles/14824425-what-is-reach.md): Reach is the Octopods browser extension that lets you send WhatsApp and SMS messages to your contacts without leaving Intercom. - [Installing the Browser Extension](https://docs.octopods.io/en/articles/14824427-installing-the-browser-extension.md): Install Reach from the Chrome Web Store, pin it to your toolbar, and open it as a side panel beside your Intercom tab. - [Signing In to Reach](https://docs.octopods.io/en/articles/14824428-signing-in-to-reach.md): Sign in to Reach using your existing Intercom account — no separate Octopods password needed for the extension. - [Managing Multiple Workspaces](https://docs.octopods.io/en/articles/14824429-managing-multiple-workspaces.md): Reach can keep multiple Intercom workspaces signed in, and switches to the right one as you move between Intercom tabs. - [Understanding the Home Screen](https://docs.octopods.io/en/articles/14824430-understanding-the-home-screen.md): The Reach home screen gathers identity, channels, synced conversations, recent messages, and shortcuts into one compact view. - [Automatic Contact Detection](https://docs.octopods.io/en/articles/14824432-automatic-contact-detection.md): Reach reads the CRM page you're on and loads the matching contact automatically, so you never have to search for someone already on screen. - [Sending a WhatsApp Message](https://docs.octopods.io/en/articles/14824433-sending-a-whatsapp-message.md): Send a pre-approved WhatsApp template from Reach in four steps: browse templates, fill in variables and media, review the preview, and send. - [Sending an SMS Message](https://docs.octopods.io/en/articles/14824434-sending-an-sms-message.md): Compose a free-text SMS from Reach with a live character counter and Unicode-aware segment tracking. - [Tracking Message Delivery](https://docs.octopods.io/en/articles/14824435-tracking-message-delivery.md): After you send from Reach, the confirmation screen tracks delivery live and marks each status from queued through delivered or failed. - [Searching for Contacts](https://docs.octopods.io/en/articles/14824439-searching-for-contacts.md): Look up any contact in your Octopods workspace by name, phone number, email, or user ID — without leaving the Reach side panel. - [Viewing Contact Details and Message History](https://docs.octopods.io/en/articles/14824440-viewing-contact-details-and-message-history.md): Open any contact's profile and message history from Reach — filter by channel, follow delivery timelines, and open individual messages. - [Merging Duplicate Contacts](https://docs.octopods.io/en/articles/14824442-merging-duplicate-contacts.md): Use the Reach merge wizard to combine two records into one — primary first, duplicate second, then compare side by side before confirming. - [Browsing WhatsApp Templates](https://docs.octopods.io/en/articles/14824444-browsing-whatsapp-templates.md): Open the Reach template library to search, filter by category, and inspect any approved WhatsApp template before you use it in a send.