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10 Guides

Getting Started

How to Connect Your First Data Source

Step-by-step instructions for connecting a SQL, NoSQL, or CSV data source to WoEngage in under five minutes.

4 min read

Getting Started

Creating Your First AI-Agentic Campaign

Learn how to prompt an AI agent to build, target, and launch your first automated engagement campaign.

6 min read

Data Sources

Supported Data Source Connections (SQL, NoSQL & CSV)

A full list of supported data sources and file formats, including Postgres, MySQL, MongoDB, and CSV uploads.

5 min read

AI Agent

How the AI Agent Reasons Over Your Data

An inside look at how WoEngage's AI agent interprets schemas, writes queries, and decides who to engage.

7 min read

Campaigns

Scheduling and Automating Engagement Campaigns

Set recurring schedules, triggers, and conditions so campaigns run automatically without manual work.

5 min read

Billing

Understanding Your Subscription and Invoices

Where to find your plan details, download invoices, and understand usage-based charges.

3 min read

Account

Managing Team Members and Roles

Invite teammates, assign roles, and control who can view, edit, or launch campaigns in your workspace.

4 min read

Security

How WoEngage Keeps Your Data Secure

An overview of encryption, access controls, and data-handling practices that protect your connected data.

6 min read

Integrations

Connecting Email, SMS, and Push Providers

Wire up your existing Email, SMS, and Push providers so campaigns can send through the channels you already use.

5 min read

Troubleshooting

Fixing Failed Data Source Connections

Common causes of failed connection tests — from network access to credentials — and how to resolve each one.

5 min read