Help Center
Practical guides and answers for using Ooctal.
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Social & WhatsApp
Messaging failures and retries
Handle undelivered messages and provider errors safely.
Read guideAdvertising
Advertising account setup
Prepare an advertising connection for reliable reporting.
Read guideAdvertising
Campaign filters and date ranges
Read campaign metrics with the correct reporting scope.
Read guideAdvertising
Campaign budget review
Review budgets without confusing reporting with provider changes.
Read guideReports
Report filters and exports
Produce repeatable reports that others can verify.
Read guideReports
Receivables and payables aging
Use aging reports to prioritize collection and payment decisions.
Read guideReports
Profit and loss analysis
Interpret revenue, cost, expenses, and profit for a selected period.
Read guideReports
Balance sheet analysis
Review assets, liabilities, and equity at a point in time.
Read guideReports
Cash flow analysis
Understand cash movement across operating, investing, and financing activity.
Read guideSettings
Company identity and tax profile
Keep the company identity and legal details ready for documents.
Read guideSettings
Notification preferences
Control which operational notifications users receive.
Read guideSettings
Integration health and access
Monitor connected services and remove unsafe access.
Read guideSettings
Company calendar and timezone
Align dates, working hours, and scheduled activity.
Read guideSettings
Email and document delivery
Send company documents through approved delivery settings.
Read guideAI Assistant
Use AI for navigation and explanations
Ask the assistant to explain where a task is completed and what it requires.
Read guideAI Assistant
Ask AI for company insights
Request summaries of permitted company data without losing source traceability.
Read guideAI Assistant
Use AI to draft operational text
Create drafts while keeping final responsibility with the user.
Read guideAI Assistant
Review AI actions before confirmation
Safely handle actions that can change company data or contact people.
Read guide