RateUp Documentation
Everything RateUp does — messaging, commerce, loyalty, feedback and the tools that tie them together.
RateUp is a customer messaging and engagement platform. Your customers talk to you on WhatsApp, Instagram and Messenger; RateUp is where your team answers them, sells to them, rewards them and learns from them.
Start Here
New to RateUp? These three pages cover the essentials.
Get set up
Register, log in, and connect your first channel.
Learn the Inbox
Where every customer conversation is handled. Most teams live here.
Invite your team
Add people, set their permissions and group them into teams.
Conversations and Customers
The docs follow the app's sidebar, top to bottom.
Inbox
A shared, ticket-based workspace for every conversation across every channel, with WhatsApp calls.
Analytics
Overview, team performance, template delivery and the message log.
Contacts
Your customer database, with audiences, custom fields and labels.
Campaigns
Send an approved template to your audiences or hand-picked contacts.
Automation
Rules
Trigger → Conditions → Actions rules that route, label and reply on their own.
Journeys
Step-by-step conversations for WhatsApp, Instagram and Messenger, usually started by a rule. Previously called Chatbots.
Meta AI Agent
Meta's AI agent answering customers on your WhatsApp number, with handover to your team.
Meta
The Meta group holds a WhatsApp section and an Instagram & Messenger section.
Message templates, WhatsApp Flows, ice breakers and slash commands.
Comment and story automations, comment-to-buy, ice breakers and ig.me links.
Messenger
Page comment replies, m.me links, and the welcome screen and menu for your Facebook Page.
Running the Business
Pipelines
Boards that turn conversations into leads, with a forecast and win-rate insights.
Loyalty
Points, rewards, referrals and a cashier portal.
Commerce
Sell through the chat — products, orders, payments, coupons and a storefront.
Surveys & Links
Surveys
Surveys and forms, with themes, logic jumps and result export. Previously called Web Forms.
Testimonials
Turn survey responses into styled, embeddable social proof.
QR codes & Link-in-bio Pages
Trackable QR codes and link-in-bio pages that bring people into a chat.
Administration
Settings
You: profile & business, notifications, password & account. Organization: members, teams, channels, integrations, billing and the audit log.
Customize Menu
The grid icon on the sidebar rail: choose which optional features show in everyone's menu.
External API
REST API — authentication, worked examples and the full reference.
How the Pieces Connect
Customers reach you → WhatsApp · Instagram · Messenger · QR codes · surveys
Conversations land in → Inbox
Repetitive work handled by → Automation (Rules · Journeys · Meta AI Agent) · WhatsApp Flows
You reach out with → Campaigns · Templates
They buy through → Commerce
They come back because of → Loyalty
You learn from it in → Analytics · Surveys · TestimonialsNot sure where to begin? Start with the Inbox — it is where most teams spend their day, and everything else feeds into it.