DM Champ Docs

Meet Champ, Your In-App Helper

Champ is the small floating mascot in the corner of your dashboard. He’s DM Champ's built-in helper: click him any time to ask a question about the product, and he answers right there — no need to leave the page or open the help center.

Asking Champ a question

Click Champ (or his speech bubble) to open his chat panel, type your question, and he replies in a few seconds. Questions about your own account take longer, because he looks up your setup before answering instead of guessing; while he does, the typing bubble tells you what he’s doing. He knows the product well — how features work, where to find things, what something costs in credits — and he answers in whatever language you write to him, so feel free to ask in your own words and your own language.

Asking Champ is free. It never uses your AI credits.

Showing Champ a screenshot or a file

Sometimes it is quicker to show than to explain. Click the paperclip button to the left of the message box to pick files, paste a screenshot straight into the message box, or drop files onto the message bar.

  • Up to 3 files per message, 10 MB each.
  • Accepted: PNG, JPG, WEBP, GIF, PDF, DOCX, TXT, CSV and XLSX.
  • Each file shows as a small chip above the message box while it uploads. Click its X to remove it before sending. If you press Send before an upload has finished, the message waits for it.
  • You can send files without typing anything. Champ then reads it as “Can you take a look at this?”.

Champ looks at your images and reads your documents for the message you attach them to. Later in the conversation he only remembers the file names, so attach the file again if you want him to look at it a second time.

A few things he’s good at:

  • “Where do I…?” questions — he knows the whole left menu, including sections you’ve folded away, and tells you exactly where to click. Can’t find it? Say “take me there” and he opens the page for you, unfolding the sidebar section it lives in if it’s closed.
  • “How does … work?” questions — AI agents, broadcasts, channels, credits, appointments, and everything in between.
  • Quick tips — as you visit a section of the app for the first time, he may chip in with a short pointer about what the page is for. He only does this once per section, and he keeps it brief.

Asking Champ to do it for you

Champ doesn’t only explain where things are — he can make changes on your account for you. Instead of hunting for the right page, just tell him what you want done:

  • “Pause my Sales agent” or “turn my agent back on”
  • “Add an FAQ to my Support agent: we’re closed on Sundays”
  • “Change my agent’s rules so it never quotes prices”
  • “Tag this contact as VIP” or “delete the test contacts I added yesterday”
  • “Move this appointment to Thursday at 3 pm”
  • “Create a task to call John tomorrow”
  • “How many contacts are on my Support agent?” or “move everyone still on the old agent to my new one”
  • “Which automations do I have running?” or “what does my missed call automation actually do?”
  • “Why didn’t my broadcast reach everyone?” (he reads the broadcast and each recipient’s delivery status and failure reason)
  • “Retry the message to Sara that failed”
  • “Add a custom field called budget as a number”
  • “Create a deal for this contact worth 2,000” or “move the Jansen deal to Won”
  • “Pause all AI on my account right now”
  • “Raise my WhatsApp Web daily new contact limit to 100”

He can create, edit and remove your AI agents (including their rules, instructions, bot settings, active hours and tags), FAQs and knowledge base websites, custom functions, contacts, tags and lists (smart lists included), appointments and booking event types, tasks, deals and pipelines, WhatsApp templates (including pulling their latest status from Meta), webhooks and your chat widget settings. He can read your broadcasts with each recipient’s delivery status, read your Error Log, retry a failed message, add or retype custom fields, schedule or cancel a follow-up for a contact, file a contact under a department, mark a chat as unread, switch notification categories, change your WhatsApp Web sending limits, and pause or resume all AI replies on the account at once (the same switch as Pause all AI messages). He can also change how many message bubbles your agent splits a reply into and how long it waits before replying, saved as a draft like any other agent edit. He can also decide which agent answers new contacts on each channel, count your contacts by agent, channel, tag or list, move one contact or a whole group of them to a different agent, and look up your analytics. Agencies can also ask him to manage sub-accounts, snapshots and pricing tiers. Adding or inviting team members is the one thing he’ll send you to Settings → Team for.

He also knows your Automations. From any page you can ask what you have running and he lists them with whether each one is on or paused, and ask what one of them does and he walks you through its trigger and its steps in plain words, down to each step’s own settings, such as the rules inside a condition, an AI step’s prompt or how long a delay waits, which is quicker than opening the canvas to remind yourself. He also knows every step the builder offers, so you can ask whether an automation can call a webhook, make an HTTP request or move a deal before you start building. He can also build one for you: describe what should happen and when (“when someone books, tag them and send a reminder the day before”) and he looks up your agents, tags and lists, puts the trigger and the steps together and saves it as a draft, switched off. He tells you what it will do and to whom, and only switches it on when you say so in a later message. He can fix a step in an automation you already have the same way. Deleting one stays on the Automations page. How it works.

A few things to know:

  • He checks before he changes anything. Unless your message already spelled out the exact change, Champ tells you in one sentence what he’s about to do and waits for your yes. Deleting anything, sending a message to a contact, retrying a failed message, scheduling a follow-up, raising your WhatsApp Web sending limits (higher limits raise the risk of WhatsApp banning the number), or anything else that can’t be undone always gets a confirmation, even when you asked directly.
  • He asks which one when it isn’t obvious. If you have several agents and say “pause my agent”, he’ll list them and ask.
  • He tells you how to undo it. After a change he confirms what’s now true and how to reverse it.
  • Some things stay hands-off. Champ never disconnects a channel, touches your API keys, billing or plan, launches a broadcast, exports your data, removes a custom field, or deletes a sub-account. For those he’ll point you to the right page or to our team.
  • Only the account owner can ask for changes. Team members can still ask Champ questions, but changes go through the account owner.

Everything Champ does happens on your own account only, exactly as if you’d done it yourself in the app.

When Champ can’t help — getting a real person

Champ knows the product, and he works the problem with you first. Asking for a person doesn’t skip that: he’ll ask what you’re stuck on and help from there, because most questions are solved faster that way than by waiting on someone.

Some things he genuinely can’t solve. When he has tried and is stuck, he offers you two ways to bring our team in, and you choose:

  • Leave a note for the team. Champ notes the problem, the chat stays open, and he keeps helping you with anything else. The team replies in the same chat when they’re online.
  • Pause and wait for a person. Champ stops answering in that chat and you wait for someone from the team.

Either way a reply can take hours: the team isn’t online in every time zone. For things only the team can do, like a contract or an invoice change, Champ points you to email instead.

While the chat is paused for a person:

  • Their replies appear in the same chat, labelled DM Champ team so you can tell them apart from Champ.
  • Champ stops answering in that conversation, so you’re not getting bot replies over a real person’s.
  • Anything else you send goes straight to the team, and they’ll reply here.
  • If you’ve left the app by the time they answer, we email you their reply, so you don’t have to sit and watch the panel. Come back and open Champ and it’s waiting there too.

Your conversation is saved, so you can close the panel, change page, or come back tomorrow on another device and it’ll all still be there.

That conversation is yours alone. Each person on your team gets their own chat with Champ: a teammate working inside your account doesn’t see what you’ve asked him, and you don’t see theirs.

Champ in the Setup Wizard

When you go through the guided onboarding wizard, Champ comes along. He introduces himself when you arrive and explains each step as you reach it — what the step is for and what “good enough” looks like — so you always know why the wizard is asking what it’s asking.

In the wizard he also speaks his explanations out loud (in English — if your dashboard is set to another language, you’ll get his explanations as text instead). If you’d rather read than listen, click the speaker button at the top of his chat panel to mute the voice; your choice is remembered.

On a phone, Champ appears as a compact guide bar along the bottom of the wizard with the same step-by-step explanations. You can dismiss it with its X if you’d rather go without.

Moving Champ — or tucking him away

Champ is draggable — pick him up and drop him anywhere on the screen, and he’ll stay where you put him, on every page. His chat panel travels with him and opens above or below him, whichever side has room, so it always fits on screen. When he sits in the middle of a short window with too little room above and below, the panel opens beside him at full height instead; you can move him with the chat open. If you’d rather not see him at all, fling him toward the small tab at the edge of the screen and he’ll tuck himself away into it. He stays hidden — across pages and reloads — until you click that tab to bring him back.

Where Champ appears

Champ is available on every account, with one exception: accounts that belong to an agency. If an agency set your account up for you, Champ doesn’t appear — your agency is your support contact and helps you directly.

If you’re an agency, Champ is there for you in your own account, including on your own white-labeled domain. He never appears inside a sub-account, though, so your white-label experience stays entirely your brand. Instead, you can give your clients an assistant of your own: switch on the Client assistant in White Labeling and it answers your clients’ questions under your name, colour and mascot. When you switch into a client account that has your assistant, you see that branded assistant, exactly what the client sees, not Champ. When you need Champ yourself, switch back to your own account and he’s there.