Resource Library
Everything You Need to Get More From Dolphin
Step-by-step guides, practical business advice and answers to help you set up Dolphin, manage your leads and get better results.
New to Dolphin? Start Here.
Get Your Business Ready to Capture Leads.
Guided Setup
View Getting Started GuideGet Your Business Ready in a Few Steps
- 01
Create Your Account
- 02
Set Up Your Business
- 03
Connect WhatsApp
- 04
Connect Meta
- 05
Add or Capture Your First Lead
- 06
Invite Your Team
- 07
Start Managing Your Leads
Explore Dolphin by Topic
Find the Right Guide for What You Want to Do
Getting Started
Account setup, business profile and first steps.
- Set up your Dolphin account
- Understand your Home page
- Add your first lead
Leads & Customers
Everything related to managing the customer journey.
- Understanding Leads vs Customers
- How Lead Journey works
- Understanding Hot, Warm and Cold leads
WhatsApp Business
Connect WhatsApp, run campaigns, manage messaging.
- Connect WhatsApp Business
- Create and manage templates
- Send your first campaign
Meta Ads
Run Meta campaigns and manage incoming leads.
- Connect your Meta account
- Create your first campaign with Dolphin
- Understand campaign objectives
Team
Add members, assign work and track progress.
- Add a team member
- Assign and reassign leads
- Understand team permissions
AI & Support
AI Support Agent and buying enquiry management.
- How Dolphin AI Support works
- Add business information for better AI responses
- Understanding support tickets