Introduction

What is Calypso?

Calypso is a team dashboard for running customer conversations across WhatsApp and web widgets. It brings together:

• Inbox for live conversations (assigning, tagging, closing)
• Flows for routing + automation (Canvas Flows)
• Customers to manage contact records and subscription status
• Templates & Campaigns for WhatsApp outbound messaging
• Knowledge to ground widgets/bots with Files, Websites, and Q&A
• Analytics & Reports to measure performance

Quick start (10 minutes)

1) Sign in and pick a team

• Sign in to Calypso
• Use the team switcher to select (or create) a team

2) Invite teammates (optional)

Go to Organization → Members to invite teammates and assign roles.

• Owners/Admins can manage configuration
• Agents can focus on Inbox work

3) Add customers

Go to Customers and add customers:

• Manually: add one customer at a time
• CSV: upload multiple customers in bulk

4) Build your first flow

Go to Flows:

1. Create a new flow
2. Assign it as the Default flow
3. Enable the default flow
4. Toggle Route team via Canvas Flows to route incoming requests through Canvas

5) Install the Web Widget (optional)

Go to Web → Widget to copy an install snippet.

Example (Q&A widget):

<script
  type="text/javascript"
  data-team-id="YOUR_TEAM_ID"
  data-locale="en"
  src="https://webot.calypso.day/bot.js"
></script>

Next steps

• Accounts & teams
• Calypso overview