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Getting started
Overview
How tkana works
Your first look at the tkana portal
Sign up and set up your agent
Use the setup guide on Home
Set up your organization profile, logo, and time zone
Manage your profile, password, and workspaces
Use cases
Overview
Cleaning
Quote and book a deep clean in one chat
Collect the address, access details, and photos before the visit
Follow up after the visit and book the next clean
Home services
Handle an urgent request after hours
Give an estimate, then book an inspection visit
Remind customers that maintenance is due
Clinics
Take appointment requests your staff confirm
Match each patient to the right doctor and service
Cut no-shows with reminders, then follow up after the visit
Hand sensitive questions to your staff
Beauty & wellness
Let clients book the right service with their favourite specialist
Sell packages, add-ons, and upgrades without being pushy
Fill quiet days with a WhatsApp campaign
Take booking requests when you have no booking system
Retail & e-commerce
Run your Salla store's customer service and sales in the chat
Recover abandoned carts and keep buyers updated on WhatsApp
Answer product questions with photos when you don't sell on Salla
Win back customers who stopped buying
Any business
Answer your customers' questions 24/7
Qualify every lead and alert your sales team to the hot ones
Hand a conversation to a person at the right moment
Tag and segment customers, then send a targeted campaign
Turn WhatsApp ads into customers, and see which ad brought each conversation
Connect tkana to your own systems
Aida, your portal assistant
Overview
Ask Aida about your business
What Aida can and can't do
Ask Aida about your numbers
Ask about customers, tickets, and bookings
Point Aida at a record with @
Find and fix knowledge gaps with Aida
Make changes with Aida
Choose how Aida asks for approval
Example prompts by role
Keep your data safe with Aida
Channels
Overview
Connect your WhatsApp Business number
Add your payment card on Meta
Control when your agent replies on a channel
Add the chat widget to your website and share your chat page
Connect a Telegram bot
Check and fix your WhatsApp account health
AI agent
Overview
Understand how your agent replies
Set your agent's name, greeting, and tone
Choose when your agent replies
Stop automatic replies for some customers
Test your agent
Add photos your agent can send
Knowledge base
Overview
Understand your knowledge base
Add a document to your knowledge base
Upload your offers, inventory, or packages
Write your content, FAQs, and guidelines
Skills
Overview
Understand skills
Install a skill from the gallery
Manage, update, or remove a skill
Sales
Lead Qualification
Cross-sell
Up-sell
Support
Escalation
Support tickets
Customer management
Customer follow-up
Appointments
Book appointments
Request appointments
Team inbox & escalation
Overview
Find your way around Conversations
Find conversations that came from ads
Reply to a customer and hand the conversation back to the AI
Send templates, files, and internal notes
Understand conversation statuses
Understand escalation
Set your escalation rules
Work conversations on the pipeline board
Label your conversations
Customers & lead qualification
Overview
Understand customer records
Manage your contacts
Import and export contacts
Organize customers with tags and groups
Qualify leads automatically
Add custom fields to your customer records
Tickets
Overview
How your agent opens tickets
Work tickets on the board and table
Ticket notifications for your customers and team
Bookings
Overview
Set up your services and resources
How available times are calculated
Let your agent book appointments in the chat
Take appointment requests for your team to confirm
Understand booking statuses
Manage bookings in the calendar and pipeline
Booking notifications and reminders
Create bookings outside the chat
Campaigns & automated messages
Overview
Campaigns, templates, and automated messages explained
Click to WhatsApp Ads
Create a WhatsApp template
Send a WhatsApp campaign
Understand automated messages
Track Meta's review and fix a rejected template
Marketing, Utility, and Authentication templates
Personalize a campaign with customer details
Choose who receives a campaign
How customers opt out of marketing messages
Ready-made templates that come with skills
Who pays for WhatsApp template messages
Campaign best practices
Upload images and files for your templates
Notification settings explained
Why a campaign message wasn't delivered
Analytics
Overview
Read your dashboard
Understand contact reasons, pain points, and sentiment
Team management
Overview
Invite your team to tkana
Control what your team can do with roles
Share the work with your team and stay alerted
Join a team you were invited to
Integrations
Overview
Use tkana from Claude and other AI assistants (MCP)
Connect your systems with the tkana API
Salla
Tamarran
Nuzul
Connect your own system with custom tools
Salla guide
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Help Center
What's new
Coming soon: a short, clear summary of every new update to the tkana portal.
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