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This guide tells you when and why to use each feature. For details on how a feature works, follow the links into the Knowledge Base.

1. Get set up

Accept your invitation and log in — see Getting Started.

2. Find your flow

Browse the Flows page to see the budget-participation flow(s) you’re involved in, or ask the WhatsApp bot for a flow status overview.

3. Review the budget documents

Open a flow’s Documents tab or ask the bot for a flow document to read the budget, memo, or infopack before a session.

4. Collect and submit feedback

Submit participant feedback via WhatsApp: text, photos, or PDF.

5. Track progress

Check the flow’s overview and step tracking to see where the flow is in its lifecycle, or ask the WhatsApp bot for a status overview.

6. Stay in the loop

You’ll receive WhatsApp notifications when key events happen on your flow — flow created / approved / closed, feedback collection started or ended, documents needing approval, and onboarding confirmations.

7. Keep your profile current

Update your own contact details — see Edit a user.