Learn Vaaniq. Master WhatsApp Automation.
Step-by-step tutorials to help you connect WhatsApp, manage conversations, create campaigns, automate customer interactions, use AI, and grow your business.
Start Here
Follow these tutorials in order to go from a brand-new account to your first automated conversation.
- 01How to Create Your Vaaniq Account
- 02How to Connect WhatsApp Using Meta Embedded Signup
- 03How to Add & Verify Your WhatsApp Phone Number
- 04How to Create a WhatsApp Template
- 05How to Create Your First WhatsApp Campaign
- 06How to Create Your First Automation
- 07How to Create an AI Knowledge Base
- 08Understanding the Vaaniq Dashboard Analytics
Browse by Category
58 tutorials across 10 categories.
Getting Started
Set up your Vaaniq account and connect WhatsApp.
Inbox & Team Conversations
Reply to customers, assign conversations, and work as a team.
Contacts & Audience
Add, import, and organise the people you message.
WhatsApp Templates
Create and get Meta-approved message templates.
Campaigns
Send bulk WhatsApp campaigns and track delivery.
Automation & Chatbots
Automate replies with rules and a visual chatbot builder.
AI Knowledge Base
Train your chatbot to answer questions automatically.
Payments & Commerce
Get paid inside WhatsApp with Razorpay payment links.
Integrations & API
Send messages and receive events from your own systems.
Analytics & Reporting
Understand delivery, engagement, and team performance.
Popular Tutorials
The tutorials most people start with.
How to Connect WhatsApp Using Meta Embedded Signup
A detailed, step-by-step walkthrough of Meta's guided Embedded Signup popup — the fastest and most reliable way to connect WhatsApp to Vaaniq.
How to Create a WhatsApp Template
Build a WhatsApp message template and submit it to Meta for approval, ready to use in conversations and campaigns.
How to Create Your First WhatsApp Campaign
Send a bulk WhatsApp template message to a list of contacts — from picking a template to launching the send.
How to Create Your First Automation
Build a simple if-this-then-that rule that reacts automatically to an inbound message, a new conversation, or a resolved chat.
How to Create an AI Knowledge Base
Set up a new Knowledge Base, ready to add content to and connect to a chatbot.
How to Generate & Send Payment Links Inside WhatsApp
Create a Razorpay payment link from inside a conversation and send it to the customer as a WhatsApp message, in one step.
All Tutorials
Search, filter, and find exactly what you need.
58 tutorials
How to Create Your Vaaniq Account
Sign up, verify your email with a one-time code, and land in your new workspace's guided onboarding wizard.
How to Connect WhatsApp Business with Vaaniq
An overview of the three ways to connect a WhatsApp Business Account (WABA) to Vaaniq, and which one to pick.
How to Connect WhatsApp Using Meta Embedded Signup
A detailed, step-by-step walkthrough of Meta's guided Embedded Signup popup — the fastest and most reliable way to connect WhatsApp to Vaaniq.
How to Add & Verify Your WhatsApp Phone Number
Register a WhatsApp phone number and verify it with an SMS or voice OTP so it can start sending and receiving messages.
How to Understand the Vaaniq Dashboard
A quick tour of your workspace home page — connected WABAs, phone numbers, templates, and conversations at a glance.
Your First WhatsApp Message with Vaaniq
Send a real, working WhatsApp message from Vaaniq for the first time — the fastest path from a fresh account to a delivered message.
How to Use Vaaniq Shared Inbox
A shared, real-time inbox where your whole team can see and reply to every WhatsApp conversation.
How to Reply to WhatsApp Customers
Send text replies, insert approved templates, and use AI-suggested responses from the conversation composer.
How to Assign Conversations to Team Members
Claim a conversation yourself or hand it to a teammate so ownership is always clear.
How to Add Internal Notes to Conversations
Leave notes for your team inside a conversation thread that the customer never sees.
How to Add Labels to Conversations
Create colour-coded labels and apply them to conversations to organise and filter your inbox.
How to Resolve & Reopen Conversations
Mark a conversation as handled, and reopen it later if the customer comes back.
How to Use Canned Responses
Save your most-used replies as shortcuts you can insert instantly with a slash command.
How to Manage Business Hours & Auto-Replies
Define your team's working hours and set an automatic reply for messages that arrive outside them.
Understanding the 24-Hour WhatsApp Customer Service Window
Why free-text replies aren't always available, and what to do once the window has closed.
How to Add a Contact Manually
Add a single contact by hand with their name, phone number, and email.
How to Import Contacts Using CSV/Excel
Bulk-import your contact list from a CSV or Excel file — Google Contacts and Apple vCard exports work too.
How to Organize Contacts into Groups
Group contacts together for easier campaign targeting — each contact belongs to one group at a time.
How to Create & Use Tags
Tag contacts with flexible, many-to-many labels for segmentation, automation conditions, and campaign targeting.
How to Manage WhatsApp Opt-ins
Track and manage consent for each contact — required by WhatsApp policy before you message them.
How to Search & Filter Contacts
Find exactly the contacts you need by name, phone, group, tag, opt-in status, or engagement.
How to Create a WhatsApp Template
Build a WhatsApp message template and submit it to Meta for approval, ready to use in conversations and campaigns.
Understanding Marketing, Utility & Authentication Templates
The three WhatsApp template categories, what each is for, and how they're priced and rate-limited differently.
How to Submit a Template for Meta Approval
What happens when you submit a template, the real status flow, and how to check current approval status.
How to Use Variables in WhatsApp Templates
Personalise templates with {{1}}, {{2}} style variables that get filled in per recipient.
How to Add Buttons to Templates
Add call-to-action buttons (URL or phone number) or quick-reply buttons to a template.
How to Create Media Templates
Add an image, video, or document header to a template.
How to Use AI to Generate WhatsApp Templates
Describe what you need and let AI draft a ready-to-review template body for you.
How to Fix Rejected WhatsApp Templates
Read Meta's rejection reason, fix the template, and resubmit for review.
WhatsApp Template Best Practices
Meta's guidelines and practical tips to get your templates approved on the first try.
How to Create Your First WhatsApp Campaign
Send a bulk WhatsApp template message to a list of contacts — from picking a template to launching the send.
How to Select Contacts for a Campaign
Five ways to build a campaign's recipient list: contacts by tag, by group, by conversation label, a direct phone list, or everyone opted in.
How to Personalize Campaign Messages
Map a template's variables to a contact's name or phone number so every recipient gets a personalised message.
How to Schedule a WhatsApp Campaign
Set a campaign to launch automatically at a future date and time instead of sending immediately.
How to Pause & Resume a Campaign
Stop a running campaign mid-send and pick it back up later without losing progress or resending anyone.
How to Track Campaign Delivery & Read Rates
See exactly how many recipients your campaign reached, delivered to, and who read it — driven by real delivery status from WhatsApp.
How to Create Your First Automation
Build a simple if-this-then-that rule that reacts automatically to an inbound message, a new conversation, or a resolved chat.
How to Automatically Assign Conversations
Set up a rule that assigns new conversations to your team automatically, load-balanced across active agents.
How to Create a WhatsApp Chatbot
Start a new chatbot flow and choose what triggers it to run.
How to Build a Chatbot Flow
Use the visual, drag-and-drop canvas to design a multi-step chatbot conversation.
How to Add Buttons & User Responses
Send quick-reply buttons or a list, and capture free-text answers from your customer.
How to Add Conditions & Branches
Branch a chatbot flow based on what the customer said, their tags, or business hours.
How to Use Variables in Chatbot Flows
Store and reuse information captured during a conversation using {{variable}} placeholders.
How to Connect APIs with Chatbot Flows
Call an external API from inside a chatbot flow and use its response to drive the conversation.
How to Test & Publish a Chatbot
Run a flow in test mode to see exactly what it would do, then activate it for real conversations.
What is Vaaniq AI Knowledge Base?
A content store your chatbot and inbox AI features draw on to answer customer questions automatically.
How to Create an AI Knowledge Base
Set up a new Knowledge Base, ready to add content to and connect to a chatbot.
How to Upload PDF/DOCX/TXT Knowledge
Upload documents so your AI can answer questions using their content — PDF, Word, plain text, Markdown, and CSV are all supported.
How to Add Website URLs to Knowledge Base
Point a Knowledge Base at a page on your website and let Vaaniq crawl and index its content automatically.
How to Connect Knowledge Base to a Chatbot
Add an AI Answer step to a chatbot flow and point it at a Knowledge Base so it can answer questions automatically.
How to Generate & Send Payment Links Inside WhatsApp
Create a Razorpay payment link from inside a conversation and send it to the customer as a WhatsApp message, in one step.
How to Track Payment Status
See whether a payment link you sent has been paid, is still pending, or has expired.
How to Create an API Key
Generate a scoped API key to authenticate requests from your own systems into Vaaniq's Messaging API.
How to Send WhatsApp Messages Using the API
Trigger an approved WhatsApp template from your own website, CRM, or automation tool with a single API call.
How to Receive WhatsApp Events Using Webhooks
Register your own endpoint to receive real-time, signed events whenever a message is sent, delivered, read, or a campaign finishes.
Understanding the Vaaniq Dashboard Analytics
Read your message volume, delivery quality, and engagement trends from the Analytics dashboard.
Understanding Sent, Delivered, Read & Failed Messages
What each WhatsApp message status actually means, and why delivered counts are always at least as high as read counts.
How to Track Team/Agent Performance
See response times, resolution times, conversations handled, and customer satisfaction per agent.