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 and Instagram; 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.
Talking to Customers
Inbox
A shared, ticket-based workspace for every conversation across every channel.
Flows, chatbots, templates, catalog and conversational components.
DM chatbots, comment and story automations, and entry points.
Campaigns
Send an approved template to a segment of your contacts.
Automation
When → If → Then rules that route, label and reply on their own.
Running the Business
Commerce
Sell through WhatsApp — catalog, orders, payments and checkout.
Loyalty
Points, rewards, referrals and a cashier portal.
Contacts
Your customer database, with groups, labels, lifecycle stages and custom fields.
Ticket Boards
Kanban boards for work that outlives a conversation.
Listening and Measuring
Web Forms
Surveys and forms, with themes, logic jumps and result export.
Testimonials
Turn survey responses into styled, embeddable social proof.
Analytics
Response times, agent and team performance, delivery health and message logs.
QR Studio
Trackable QR codes and access links that bring people in.
Administration
Settings
Account, users, teams, channels, integrations, security and billing.
Integrations
Webhooks, API keys and third-party platforms.
External API
REST API — authentication, worked examples and the full reference.
How the Pieces Connect
Customers reach you → WhatsApp · Instagram · QR codes · web forms
Conversations land in → Inbox
Repetitive work handled by → Automation · Chatbots · Flows
You reach out with → Campaigns · Templates
They buy through → Commerce
They come back because of → Loyalty
You learn from it in → Analytics · Web Forms · TestimonialsNot sure where to begin? Start with the Inbox — it is where most teams spend their day, and everything else feeds into it.