What it is for
STChat has two areas: the agency portal (portal.stchat.app), where the agency looks after its clients, and the app (app.stchat.app), where each organization handles its chats. This page points to the right path for each role.Who can do it
Anyone. Pick the path that matches your role. If you do not know which one is yours, open Settings in the app: the line at the top shows “your role”. Unfamiliar terms are in the Glossary.Where to click
Follow the links in each path below. They open the Help Center pages, in the suggested order.Step by step
1
I am an agency owner
You use the portal. Start with the Agency first steps: sign-up, email confirmation and choosing a plan. Then see Choose a plan, How to create an organization for your first client and How to link an instance. For the agency brand, use White label. The Today screen shows what needs your attention each day: Today and the agency dashboard.
2
I am an agency admin
You also use the portal, but billing and deleting the agency belong to the Owner. Start with Today and the agency dashboard. For day-to-day work, see How to enable modules, How to invite organization users, How to open as client and Users and roles.
3
I am a subaccount owner or admin
You use the app. If you received an invite by email, start with How to sign in, reset your password and accept the invite. Then follow the First week: connect WhatsApp, bring in contacts, turn on automatic replies, create a link and answer your first chat. To organize the team, see Organization settings and Subaccount users and permissions.
4
I am an operator
You handle the chats. Sign in through the page How to sign in, reset your password and accept the invite. Set your photo, sound and language in Profile, notifications and appearance. Then learn to reply to a chat and to assign, transfer and resolve.
What happens next
Each path ends in an organization ready to handle chats: with a plan chosen, an instance linked and WhatsApp connected. The agency decides which modules appear for each organization. If an item does not show in your menu, the module may be turned off; see How to enable modules.Common errors
- You don’t have access to this area: your role does not open that Settings screen. Ask the Owner or an Admin.
- No access to this module: the module is not enabled for your profile. Talk to whoever manages the organization.
- This invitation has expired: the link is valid for 7 days. Ask the agency for a new one.
- The first week is done by the Owner or an Admin: the operator keeps answering chats.