Inbox & Messaging

Dashboard

• At-a-glance counts: connected WABAs, verified phone numbers, and total contacts
• Recent message activity: sent, delivered, read, and failed counts for the last 24 hours
• Wallet balance indicator with a quick top-up link
• Setup gap detection — alerts if no WABA is connected or balance is zero
• Quick-action buttons: New Campaign, New Template, New Contact, View Conversations
• Last login timestamp for security awareness

Conversations (Team Inbox)

• Live updates over WebSocket — new messages, delivery receipts, and read receipts appear instantly without page refresh
• Rich message composer: send text, images, video, audio, documents, locations, contacts, and stickers
• Approved template insertion — pick from your template library and send with one click
• AI reply suggestions — select a suggested response to draft a quick reply
• Internal notes — visible to your team only, never sent to the customer
• Conversation assignment — assign to yourself or a teammate for ownership
• Colour-coded labels — apply, remove, or filter by label
• Canned response shortcut — type / followed by a shortcode to insert saved replies
• Resolve / reopen conversations to track completion
• Mute conversations to stop notifications without resolving
• 12+ message types supported: text, image, video, audio, document, sticker, location, contacts, interactive, template, and more

1. 1Open Conversations from the sidebar — unread threads are highlighted with a badge
2. 2Click any conversation thread to open it
3. 3Type your reply in the composer at the bottom
4. 4Click the template icon (file) to select and send an approved template
5. 5Use the Assign button to route the conversation to a team member
6. 6Click the label icon to add a colour-coded tag
7. 7Type / in the composer to trigger a canned response
8. 8Click Resolve when the conversation is handled

Contacts

• Create contacts manually: name, phone number, email, and custom fields
• Bulk import from CSV, Excel (.xlsx), Google Contacts, or Apple vCard
• Opt-in consent confirmation during import — required by WhatsApp policy
• Organise into Groups for easy campaign targeting
• Add colour-coded Tags for segmentation and automation conditions
• Blocklist contacts to prevent all outbound messaging — useful for opt-outs or spam
• Search and filter contacts by name, phone, group, tag, or blocked status
• View conversation history per contact directly from the detail panel
• Edit or delete individual contacts

1. 1Click New Contact to add a single person manually
2. 2Or click Import to upload a CSV, Excel, Google, or vCard file
3. 3During import, map your file columns to contact fields (name, phone, email)
4. 4Confirm opt-in consent — this is mandatory for WhatsApp compliance
5. 5After import, assign contacts to Groups or add Tags for organisation
6. 6To block a contact, open their detail page and click Block

Import Contacts — Full Guide

• CSV import — comma-separated values with header row; supports UTF-8 and ASCII encodings
• Excel import — .xlsx files with automatic sheet detection
• Google Contacts import — export from Google Contacts as CSV or vCard and upload
• Apple Contacts import — export from iCloud or macOS Contacts as vCard (.vcf)
• Automatic column mapping with preview before final import
• Duplicate detection: existing contacts are updated, not duplicated
• Opt-in consent confirmation step — choose 'All consented' or mark per row
• Import summary: shows total imported, skipped (duplicates), and failed rows
• Undo option — bulk-delete all contacts from the last import if something went wrong

1. 1Prepare your file: first row must be headers (Name, Phone, Email, etc.)
2. 2Navigate to Contacts and click Import
3. 3Select the file type: CSV, Excel, Google, or vCard
4. 4Upload your file — a preview shows the first 5 rows with detected column mapping
5. 5Adjust column mapping if needed (drag to reassign fields)
6. 6Confirm opt-in consent status for the imported contacts
7. 7Click Import — processing runs in the background for large files
8. 8Review the import summary and click Done or Undo if needed

Campaigns — Bulk Messaging

• Template-based sending — choose any approved message template
• Variable substitution — template variables ({{1}}, {{2}}) are replaced with contact-specific values
• Multiple recipient sources: individual contacts, Groups, or direct phone number upload
• Schedule for future delivery — pick date and time in your timezone
• Cost estimate before launching — shows total credits required
• Per-recipient status tracking: queued → sent → delivered → read → failed
• Pause and resume campaigns while in progress
• Retry failed sends individually or in bulk
• Campaign history with performance summary (sent, delivered, read rate, failed)
• Excel export of campaign results for offline analysis

1. 1Go to Campaigns and click New Campaign
2. 2Give your campaign a name (internal, not visible to recipients)
3. 3Select an approved Template from the dropdown — variables are shown for mapping
4. 4Add recipients: pick contacts, select a Group, or upload phone numbers
5. 5Map template variables: if your template has {{1}}, choose which contact field fills it
6. 6Review the cost estimate — credits shown are reserved upon launch
7. 7Choose Send Now or Schedule for a later date/time
8. 8Click Launch — the campaign begins processing
9. 9Monitor progress in the campaign detail view: green = delivered, red = failed, grey = pending

Message Templates

• Create templates in three categories: MARKETING, UTILITY, and AUTHENTICATION
• AI-powered content generation — describe what you need and Google Gemini writes the template
• Support for variables: {{1}}, {{2}}, etc. for personalised content
• Optional header: text or media (image, video, document)
• Optional footer text
• Interactive buttons: call-to-action (phone number or URL), quick reply buttons
• Multi-language support — create translations for the same template
• Submit to Meta for approval and track status in real time
• Statuses: DRAFT → PENDING → APPROVED / REJECTED
• Edit rejected templates and resubmit
• Delete or archive templates you no longer need

1. 1Navigate to Templates and click New Template
2. 2Enter a name (lowercase, underscores allowed, e.g., order_confirmation)
3. 3Select category: MARKETING (promotions), UTILITY (transactional), or AUTHENTICATION (OTPs)
4. 4Choose language and write the body text with {{1}} for variables
5. 5Optionally add a header (text or media), footer text, and buttons
6. 6To use AI generation: click Generate with AI, describe your template, and review the result
7. 7Click Submit — the template is sent to Meta for review
8. 8Wait for approval (typically 5–30 minutes, sometimes longer)
9. 9Once APPROVED, the template is available in Conversations and Campaigns