Memorly.chat User Manual

Start Here: Your Memorly.chat Workspace in 10 Minutes

Memorly.AI helps your business answer enquiries, follow up with customers and keep every lead in one place, mostly on WhatsApp. This guide is written for business owners and their teams, not for devel...

11-Oct-2026

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Your Agent Inbox: A Quick Tour

The Agent Inbox is the daily workspace for your sales and support team. It has a slim icon bar on the left. Move your mouse over it and the labels open up. The menu, one by one Pipeline: all your lead...

11-Oct-2026

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Lead Pipeline: Track Every Enquiry from New to Completed

The Pipeline is your lead tracker. Every enquiry that arrives, from a website form, IndiaMART or WhatsApp, becomes a card. You can see at a glance how many leads are New and how many are Completed. Bo...

11-Oct-2026

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Chats: Talk to Customers on WhatsApp from One Screen

Chats brings all your WhatsApp conversations into one inbox. Your whole team can see who is talking to whom, so no customer is left waiting. The three parts of the screen Left: your list of contacts w...

11-Oct-2026

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Follow-Ups: Never Forget to Call a Customer Back

Most sales are lost because nobody followed up. The Follow Up page is your reminder list, so every promised call-back happens on time. Read the Follow Up page Previous: follow-ups that were due earlie...

11-Oct-2026

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Broadcasting: Send One WhatsApp Message to Many Customers

Broadcasting lets you send the same approved WhatsApp message to a list of customers, for example a new catalogue or an offer. It has two simple steps. Before you start Broadcasts use approved WhatsAp...

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Campaigns: Automatic WhatsApp Follow-Ups for New and Old Leads

A Campaign sends a series of WhatsApp messages over time, without you doing it by hand. It is ideal for customers who have not replied. Two kinds of campaign Static Campaign (Scheduled Blast): picks t...

11-Oct-2026

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Message Templates and Knowledge: Teach Memorly About Your Business

Two places on the platform save you from typing the same thing again and again: Message Templates and Knowledge. Message Templates Open Message Templates in the left menu of the platform. You see your...

11-Oct-2026

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Inventory and Catalogue: Keep Your Products in One Place

The Inventory page is your product catalogue and stock list. It also shows whether each item is synced to WhatsApp. The four tabs Items: every product you sell. Sets: groups of items sold together. Pu...

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Assistant and App Builder: Optional Automation for Your Team

Once your daily work is running smoothly, two more areas in the Agent Inbox can save time. Both are optional. Assistant Assistant & Automations has three tabs: Users, Workflows and Scheduled Tasks. At...

11-Oct-2026

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Invite Your Team and Control Who Can Do What

Memorly works best when your whole sales team uses it. You decide who joins and what each person can do. Invite a team member Open the Agent Inbox and click Invite Team. Click Invite Member. Enter the...

11-Oct-2026

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Your Plan, Balance and Credits Explained

Memorly uses a prepaid balance. This guide explains how to read it and how to add more. Where to look Top right of the platform: your current Balance. Subscription in the left menu: your plan, dates a...

11-Oct-2026

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