> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vendschat.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use cases — overview

> Story-driven guides for how real teams run Vendschat — not feature reference. Each doc follows one company through channels, inbox, AI, templates,…

Story-driven guides for **how real teams run Vendschat** — not feature reference. Each doc follows one company through channels, inbox, AI, templates, broadcasts, and reporting.

**Who this is for:** Co-Admin when a customer says *“We’re like an agency / e-commerce brand / solo seller — what should we set up?”*

***

## Choose a use case

| Doc                                                           | Best fit                                                  | Example company        |
| ------------------------------------------------------------- | --------------------------------------------------------- | ---------------------- |
| [E-commerce support](/use-cases/ecommerce-support)            | Online retail, sizing/WISMO/returns, WhatsApp + Instagram | **UrbanGear** sneakers |
| [Social commerce](/use-cases/social-commerce)                 | Solo or small team, Instagram drops, repeat buyers        | **Nadia** jewelry      |
| [Marketing agency](/use-cases/marketing-agency)               | Multi-client, isolated brands, freelancer access          | **Pulse Digital**      |
| [SaaS + automation](/use-cases/saas-automation)               | B2B, CRM, webhooks, enterprise SLAs                       | **FlowMetrics**        |
| [Clinics & appointments](/use-cases/clinics-and-appointments) | Healthcare, salons, services — reminders & booking        | **Metro Clinics**      |

***

## What every playbook shares

| Building block         | Where in the app                                                    |
| ---------------------- | ------------------------------------------------------------------- |
| Connect channels       | **Settings → Workspace → Channels** → **Add Channel**               |
| Shared inbox           | **Chat** (`/chat`)                                                  |
| Organize threads       | **Settings → Workspace → Labels**                                   |
| Route work             | **Chat** → **Assigned to** (user, **team**, or AI Agent)            |
| Fast replies           | **Settings → Workspace → Generate Reply** + composer in **Chat**    |
| Outbound / campaigns   | **Templates** + **Chat** template modal → **Broadcast** tab         |
| Customer bots          | **AI Agents** — assign in **Chat** recipient panel                  |
| Performance            | **Analytics** (full dashboard **WhatsApp** today)                   |
| Team access            | **Settings → Workspace → Team Members**                             |
| Multi-brand separation | **Settings → Organization → Workspaces** (marketed on **Advanced**) |

***

## Plan fit (typical)

| Need                                                           | Minimum plan |
| -------------------------------------------------------------- | ------------ |
| WhatsApp + Instagram + Messenger inbox, AI Reply, labels       | **Starter**  |
| Label **broadcasts**, webhooks, custom AI Agents, integrations | **Growth**   |
| Developer **API**, **multiple workspaces**, hosted n8n         | **Advanced** |

See [Billing overview](/billing/billing-overview). **Contacts** and **seats** are billed at **organization** level, not per channel.

***

## Accuracy notes (product today)

These guides reflect the **live dashboard**, not a roadmap:

| Topic                      | What to tell customers                                                                                                                                                                                                                    |
| -------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Broadcasts**             | Create from **Chat** → template composer → **Broadcast** tab (pick labels, optional schedule). The **Broadcast** sidebar page is not the primary create flow yet. **Smart delivery** modes are planned — sends use steady batching today. |
| **HubSpot**                | Connect and field-mapping APIs exist; **full contact sync to the inbox panel** is still rolling out — don’t promise live CRM fields in **Chat** until your workspace shows them.                                                          |
| **WhatsApp product cards** | Backend can send catalog products; **composer product picker** is not in the dashboard yet.                                                                                                                                               |
| **AI Agent actions**       | Toggles (labels, comments, assign team) **guide the bot in instructions** — only **handover** reliably posts an internal note automatically.                                                                                              |
| **Keyword labels**         | Configured on each label in **Labels**; applied on **inbound customer text** automatically when rules match.                                                                                                                              |
| **Co-Admin**               | Separate assistant for *your team* — not a customer-facing bot. Ask it live workspace questions or *“how do broadcasts work?”*                                                                                                            |

***

## How Co-Admin should use these docs

1. **Identify persona** — agency vs solo seller vs B2B (table above).
2. **Quote the copy-paste playbook** at the bottom of the matching doc.
3. **Point to feature docs** for depth (channels, inbox, templates, broadcasts).
4. **Use live tools** for *“are we connected?”* — workspace overview, list channels, analytics.
5. **Clarify plan** before promising broadcasts, API, or multiple workspaces.

***

## Related

* [Welcome](/getting-started/welcome) · [First channel & inbox](/getting-started/first-channel-and-inbox)
* [Chat inbox overview](/inbox/chat-inbox-overview)
* [Channels overview](/channels/channels-overview)