Guides

Every module, set up screen by screen

Where to click, what happens, and how long it honestly takes — including the one step that depends on Meta rather than on us.

Team Inbox WhatsApp Campaigns CRM & Leads Chatbot Builder Automations Email Marketing Bulk SMS RCS Messaging Meta & Instagram Ads Catalogue & Orders

Team Inbox

Setting up Team Inbox

Where
Dashboard → Chats
Time
about 25 minutes end to end
Needs
A Facebook login and a number not currently on the WhatsApp app
The module page
  1. 1

    Connect the number

    WhatsApp Numbers → Connect

    Sign in with Facebook, pick or add the number, and let Meta verify it. Your business profile — name, logo, hours — is filled in on the same screen.

  2. 2

    Invite your team

    Agents → Add agent

    Enter each colleague’s email and pick a role. They set their own password from the invite; you never handle it.

  3. 3

    Set what each role can reach

    Agents → Roles

    Tick the modules a role may open. Anything unticked disappears from their navigation rather than refusing them at the door.

  4. 4

    Choose how chats get assigned

    Inbox Settings → Assignment

    Unassigned queue, round-robin across available agents, or returning contacts back to whoever had them last.

  5. 5

    Set business hours and an SLA

    Inbox Settings → Hours & SLA

    Your opening times, your holidays, and a first-response target. The clock pauses outside hours so overnight messages are not counted as breaches.

  6. 6

    Create your tags and saved views

    Inbox Settings → Tags / Views

    Start with three or four tags you will genuinely use, and a view for “my overdue”. More can be added once you see what people actually filter on.

WhatsApp Campaigns

Setting up WhatsApp Campaigns

Where
Dashboard → Services → Bulk WhatsApp
Time
about 30 minutes, plus Meta’s template review
Needs
A connected number and a payment method on your own Meta account
The module page
  1. 1

    Import your contacts

    Contacts → Import

    Upload a CSV or Excel file and map your columns to fields. Numbers are normalised and duplicates merged rather than duplicated.

  2. 2

    Write the template

    Services → Templates → New

    Choose the category, add header, body, footer and buttons, and write your variables as {{1}}, {{2}}. Preview it against a real contact before submitting.

  3. 3

    Submit it to Meta

    Services → Templates → Submit

    Approval is usually minutes to a few hours. A rejection comes back with Meta’s own reason and you edit and resubmit from the same screen.

  4. 4

    Build the audience

    Segments → New segment

    Condition-based, so “bought in the last 90 days” means today rather than the day you saved it. The recipient count updates as you narrow it.

  5. 5

    Create the campaign

    Bulk WhatsApp → New campaign

    Pick the approved template and the segment, map each variable to a field, and set fallbacks so a missing first name does not send “Hi ,”.

  6. 6

    Schedule and send

    Bulk WhatsApp → Schedule

    Immediate, at a time, or recurring. Sending is paced automatically — leave the pacing alone unless you know your number’s messaging tier.

CRM & Leads

Setting up CRM & Leads

Where
Dashboard → CRM
Time
about 20 minutes
Needs
Nothing — the CRM works before you connect WhatsApp
The module page
  1. 1

    Create the pipeline

    CRM → New CRM

    Name it after the line of business, not after the software. Give it an icon and colour so it is recognisable in a list.

  2. 2

    Name your stages

    CRM → Pipeline → Stages

    Four or five, in the words your team says out loud — “quoted”, “sample sent”, “awaiting payment”. You can reorder them later without losing deals.

  3. 3

    Add the fields you track

    CRM → Custom Fields

    Deal value, expected close, source, and anything specific to you. These become filterable and reportable immediately.

  4. 4

    Decide when a lead is created

    Automations → New automation

    A rule with a “first message” trigger and an “open a deal” action means leads appear without anyone typing them in.

  5. 5

    Set ownership and visibility

    CRM → Access

    Round-robin or manual assignment, and whether an agent sees the whole board or only their own deals.

  6. 6

    Define your lost reasons

    CRM → Settings → Lost reasons

    Six or seven options. This costs one click per closed deal and produces the most useful report in the CRM.

Chatbot Builder

Setting up Chatbot Builder

Where
Dashboard → Services → Chatbot
Time
about 30 minutes for a first bot
Needs
A connected number, and the five questions you answer most often
The module page
  1. 1

    Create the bot

    Chatbot → New bot

    Name it for what it does — “after-hours enquiries” beats “Bot 1” the moment you have two of them.

  2. 2

    Set the trigger

    Chatbot → Trigger

    Keyword, first message from an unknown number, outside business hours, or an ad referral. Out-of-hours is the safest first bot.

  3. 3

    Drag out the flow

    Chatbot → Canvas

    Start with a Text block, then Reply Buttons for the three things people ask. Join the blocks by dragging from one handle to the next.

  4. 4

    Collect what qualifies them

    Canvas → Ask & Wait

    Ask for city, budget or requirement and save each answer to a contact field, so it is usable later rather than buried in a transcript.

  5. 5

    Add your own material

    AI → Knowledge

    Paste your prices and policies. The AI Reply block answers from this, and hands to a human for anything it cannot find there.

  6. 6

    Test it, then publish

    Chatbot → Test this flow

    Walk the flow yourself first. Publishing is one switch, and pausing it is the same switch — nothing is deleted.

Automations

Setting up Automations

Where
Dashboard → Services → Automation
Time
about 10 minutes per rule
Needs
A connected number; the CRM module for deal triggers
The module page
  1. 1

    Create the rule

    Automations → New automation

    Name it after what it does — “price enquiry → tag, deal, notify” reads better in a list of twenty than “Rule 4”.

  2. 2

    Pick the trigger

    Automation → When

    A keyword, a first message, a tag being applied, a deal changing stage, an ad lead arriving, or a delay after any of those.

  3. 3

    Add conditions

    Automation → If

    Narrow it with all-of and any-of groups on tags, fields and message content, so the night rule and the day rule can differ.

  4. 4

    Chain the actions

    Automation → Then

    Add them in the order they should run — reply, tag, open a deal, assign, notify. Each one records its own result.

  5. 5

    Set the guardrail

    Automation → Frequency

    Once per conversation, once per contact, or a daily ceiling. This is the setting that stops a rule messaging one person twenty times — do not skip it.

  6. 6

    Dry run, then activate

    Automation → Dry run

    Test against a real recent conversation. It reports which conditions matched and what it would have done, and does none of it.

Email Marketing

Setting up Email Marketing

Where
Dashboard → Services → Email
Time
about 30 minutes, plus DNS propagation
Needs
A domain you control the DNS for, and a mailbox on it
The module page
  1. 1

    Add your domain

    Email → Domains → Add

    Type the domain. We read its MX records and tell you who already hosts your mail, so the settings are filled in rather than asked for.

  2. 2

    Fix SPF, DKIM and DMARC

    Email → Domains → Check DNS

    Each failure comes with the exact record to paste into your DNS and one line on what it does. Re-check from the same screen once it propagates.

  3. 3

    Connect the mailbox

    Email → Mailboxes → Connect

    App password or SMTP credentials for the mailbox your hosting already includes. The connection is tested before it will save.

  4. 4

    Verify the list

    Email → List health

    Run verification before the first send. Dead addresses are quarantined, not sent to — this is the step that decides whether the rest works.

  5. 5

    Start the warmup

    Email → Warmup

    A new domain begins at a few hundred a day and climbs as engagement holds. The ramp pauses itself if bounces or complaints spike.

  6. 6

    Send the first campaign

    Email → New campaign

    Send to your best-engaged segment first. Watch bounces and complaints rather than opens — those are the numbers that decide next month.

Bulk SMS

Setting up Bulk SMS

Where
Dashboard → Bulk SMS
Time
about 20 minutes, once your DLT registration exists
Needs
A DLT entity, an approved sender id and templates; an MSG91 or Fast2SMS account
The module page
  1. 1

    Connect the vendor

    Bulk SMS → Vendor → Connect a vendor

    Choose MSG91 or Fast2SMS and paste the API key. It is tested as you save; a wrong key or a blocked IP is reported in plain words.

  2. 2

    Add the delivery-report URL

    Bulk SMS → Vendor → Copy

    Copy the webhook URL shown on the connection and paste it into the vendor's webhook settings. Without it messages stay at "sent" and never show "delivered".

  3. 3

    Add your sender ids

    Bulk SMS → Vendor → Edit

    The six-character headers approved on your DLT portal. Fast2SMS can import them for you.

  4. 4

    Add a template

    Bulk SMS → Templates → Add template

    Paste the vendor's template id and press Read: the approved text, sender and DLT id are filled in. Set the category — it decides whether the 10am–9pm window applies.

  5. 5

    Create the campaign

    Bulk SMS → Campaigns → New

    Pick the template and the audience, map each variable with a fallback, and set the pace. 300–600 a minute is a sensible start.

  6. 6

    Check, test, send

    Campaign → Check this campaign

    Fix anything red, read the cost estimate, send one test to your own phone, then send now or schedule.

RCS Messaging

Setting up RCS Messaging

Where
Dashboard → RCS Messaging
Time
about 15 minutes, after the bot is verified (2–6 weeks)
Needs
A verified RCS bot and approved templates at MSG91
The module page
  1. 1

    Register the bot

    MSG91 → RCS → Registration

    Brand name, logo, banner, website, privacy policy and proof of opt-in. Google verifies the brand, then each operator approves. Promotional and transactional need separate bots in India.

  2. 2

    Connect MSG91

    RCS Messaging → Vendor → Connect

    The auth key and the bot's project id. If you already connected MSG91 for SMS, edit that connection and switch RCS on.

  3. 3

    Add the delivery-report URL

    MSG91 → Webhook (New) → RCS

    Paste the same webhook URL, this time with the service set to RCS. Read receipts and replies arrive through it.

  4. 4

    Import templates

    RCS Messaging → Templates → Import

    Pulls every approved template for that bot. Mark each as promotional or transactional.

  5. 5

    Set up the fallback

    Bulk SMS → Templates

    Add a DLT-approved SMS template that says the same thing in plain text. It is sent to phones that cannot receive RCS.

  6. 6

    Send

    RCS Messaging → Campaigns → New

    Choose the template, switch on SMS fallback, leave the frequency cap at 2 per 28 days for promotional, check, test and send.

Meta & Instagram Ads

Setting up Meta & Instagram Ads

Where
Dashboard → Services → Ads
Time
about 40 minutes for a first campaign
Needs
A Facebook page, a Meta ad account with a payment method, and a connected number
The module page
  1. 1

    Connect the ad account

    Ads → Connect

    Sign in with Facebook and pick the ad account and page. The account, the spend and the invoice all stay yours.

  2. 2

    Build the audience first

    Ads → Audiences

    Upload your buyers as a custom audience, build a lookalike from them, and make an exclusion list of existing customers. Do this before the creative — it matters more.

  3. 3

    Create the campaign

    Ads → Create an ad

    Choose the CONVERSATIONS objective and point it at your WhatsApp number. Write the message the chat should open with.

  4. 4

    Add creative and check placements

    Ads → Creative

    Upload image or video and preview it as Meta renders it in each placement — a feed ad and a story crop very differently.

  5. 5

    Set budget and publish

    Ads → Budget

    Start small and short: a few hundred rupees a day for a week on one audience tells you more than a big launch, because you can still tell what caused what.

  6. 6

    Wire up the follow-through

    Automations → New automation

    An “ad lead received” trigger that replies instantly, tags the chat and opens a deal means nobody waits for an agent to notice.

Catalogue & Orders

Setting up Catalogue & Orders

Where
Dashboard → Services → Catalogs
Time
about 45 minutes for a first catalogue
Needs
A connected number and your product images and prices
The module page
  1. 1

    Create the catalogue

    Catalogs → New catalog

    One catalogue is usually enough. Collections inside it do the job of separating retail from wholesale.

  2. 2

    Add or import products

    Catalogs → Add product / Import

    Images, description, price, SKU and stock. Bulk import from CSV with your own columns mapped is faster past about twenty products.

  3. 3

    Group them into collections

    Catalogs → Collections

    So a customer asking about gift boxes is shown gift boxes, not the entire range.

  4. 4

    Sync to Meta

    Catalogs → Connect commerce

    Products are pushed to your Meta commerce account so they render natively in the chat. Meta reviews them; rejections show their reason.

  5. 5

    Set stock behaviour

    Catalogs → Settings

    Decide whether out-of-stock products are hidden automatically. Stock decrements when an order is confirmed and is restored if it is cancelled.

  6. 6

    Connect orders to the CRM

    Automations → New automation

    An order can open or advance a deal and send the confirmation message, so sales and fulfilment are looking at one record.

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