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Pointerly documentation

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Find practical guides for setting up Pointerly, managing your workflow, and troubleshooting common issues.

Quick questions

Short answers for the tasks people look up most.

Analytics overviewBilling overviewBio page overviewBrowser extension overviewDeals overviewDM Automations overviewGetting startedIntegrations overviewSettings overviewTeam overviewTerms, policies and the acceptance screenPosts & copyWhatsApp shop assistantBrand campaignsConnect a Telegram channelConnect WhatsAppCreate a keyword DM automationCreate a linkCreate an affiliate tagCreate and publish a bio pageDeals bulk importFilters and affiliate tagsFirst monetization flowGenerate copyMarketplace importsPlans and upgradesPublish a postPublish a post from AI ContentRoles and permissionsThe rewards walletUse the AI Agent panelGet your display name approved (business verification)Add-ons and creditsCreator campaignsCustom domainsInstagram and Meta setup for DM AutomationsInvite creators and earnInvite membersPoppy with your inbox and calendarSmart routingSponsored workspacesBulk actionsChallengesCustom domain for bioRetroactive DMs (Instagram and Facebook) and FAQPromotions and promo codesAI settings and sensitive dataLink safety: disabled links, warnings and appeals

Popular documentation

Start with Links, Affiliate Tags, Bio, and the guides people open most.

Analytics overviewRead performance across links, bio, and imported reports.Billing overviewRead subscription status, usage meters, plan limits, and payment methods on the Billing Overview tab.Bio page overviewPages, sections, themes, publishing, and analytics-ready layouts.Browser extension overviewInstall Pointerly Connect, authorize a team and Amazon tag, and create links from product pages.Deals overviewBrowse multi-store deals, save favorites, compare products, and create affiliate links.DM Automations overviewAuto-reply to Instagram and Facebook comments (and inbound DMs) with keyword triggers, templates, tracked links, and optional Instagram retroactive backfill.

What you can do with Links

Create short links, deep links, smart routing variants, groups, and bulk actions from one workspace.

View all Links documentation

Browse documentation

Explore every guide by product area.

Links

Create, organize, and route affiliate links.

7 docs

Affiliate Tags

Store tags, marketplace coverage, and report-ready attribution.

4 docs

Reports & marketplace imports

Import Amazon, eBay, and Walmart reports and reconcile conversions.

4 docs

Analytics

Clicks, trends, and report overlays across links and profiles.

3 docs

Deals

Discover offers and convert them into links quickly.

4 docs

Bio page

Build and publish link-in-bio pages with themes and sections.

5 docs

Getting started

Onboarding tour and first monetization setup.

2 docs

Billing

Plans, add-ons, credits, and invoices.

5 docs

Rewards

Invite creators, join challenges, claim promotions, and use reward credits.

9 docs

Team

Members, roles, and permissions.

3 docs

Policies & terms

Terms, acceptable use, privacy and the acceptance screen.

1 docs

Settings

Workspace preferences and configuration surfaces.

6 docs

AI Content

Generate scripts, captions, and campaign copy.

4 docs

Creator Connections

Opportunities ranked from earnings and tag performance.

1 docs

QR Codes

Generate and manage QR codes for links and campaigns.

1 docs

Notifications

Inbox of alerts, statuses, and activity.

1 docs

Browser extension

Pointerly Connect for Chrome product pages.

1 docs

Integrations

Connect providers and manage installed apps.

2 docs

DM Automations

Keyword-triggered Instagram and Facebook DM replies.

4 docs

A/B Testing

Split traffic and pick winning link variants.

1 docs

Automations

Visual workflows across links, AI, and messaging.

1 docs

Routines

Operational checks, alerts, and recurring workflows.

1 docs

Content Studio

Plan and publish social content.

3 docs

Telegram

Channels, templates, and auto-posting.

3 docs

WhatsApp

Business number, templates, and broadcasts.

6 docs

Calendar

Events, routine runs, and due dates.

1 docs

Earnings

Ledger of commissions and payout-oriented views.

1 docs

Inbox

Unified messaging inbox.

1 docs

AI Agent

In-product assistant for workspace actions.

3 docs

Creator workspace

Creator profile, campaigns, and applications.

4 docs

Brand workspace

Brand profile, campaigns, applications, and contracts.

3 docs

Pipeline

Kanban boards for campaigns and internal stages.

1 docs

Brand contracts

Reusable contracts and e-sign requests.

1 docs

Brand partners

Manage partnership relationships.

1 docs

Invitations

Pending team and workspace invites.

1 docs

Export data

CSV/JSON exports with plan-aware limits.

1 docs

Webhooks

Outbound event webhooks for integrations.

1 docs

Storefront

Public storefront surfaces tied to bio shop.

1 docs

Bio shop

Products and collections on bio pages.

1 docs

Help Center

How this documentation hub works.

1 docs

Prospecting

Find and qualify partnership prospects.

1 docs

Announcements

Product announcements and changelog notes.

1 docs

Frequently asked questions

Direct answers grouped by product area.

Account & team

Links

Deals & opportunities

Bio page

AI content

Plans, subscriptions & invoices

Creator & brand workspace

Integrations & data

Operations, automations & routines

Marketplace reports & attribution

Settings reference

Rewards & referrals

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