Real screenshots, real steps

Guides to running Modus.

Every guide here walks the actual product, screen by screen — from launching a Meta ad campaign to setting up your AI assistant.

Advertising

Publish and read Meta ad performance without leaving the board.

Step-by-step: launch a Meta (Facebook/Instagram) ad campaign from inside Modus, and read the cost-per-customer numbers Ads Manager can't show you.

Where every WhatsApp, website and Instagram conversation actually happens.

How Modus's shared WhatsApp inbox works: AI-handled conversations, human handoff, lead scores, and the "Needs human" queue your team actually works.

How to broadcast an approved WhatsApp template to your CRM audience or a CSV list in Modus, and how template approval actually works.

How to build an evergreen WhatsApp drip in Modus that automatically re-engages leads who go quiet, on their own clock.

How to set up a booking page in Modus, share the link, and get automatic WhatsApp confirmations and reminders — no calls needed.

Where a lead goes after the first reply.

How Modus's CRM pipeline works: stages, the board vs. list views, drag-and-drop, filters, and adding a lead by hand.

One-time wiring — the token, the agent, the number.

Every guide here is the real product — create your account and follow along on your own ad account and WhatsApp number.