Learn WhatsApp CRM, Step by Step
Everything you need to set up, run, and scale your WhatsApp business — from beginner to expert.
🚀 Getting Started
WhatsApp API Setup Guide
Complete walkthrough: create Meta Business account, verify your business, connect your phone number, and send your first message.
- Meta Business Manager setup
- Embedded Signup walkthrough
- Phone number registration
- First message test
Inviting Your Team
Add agents, assign roles (Admin vs Agent), and configure auto-assignment rules so every chat lands with the right person.
- Invite team members
- Role permissions explained
- Auto-assignment rules
Importing Your Contacts
Import existing customer lists via CSV. We handle phone number formatting, deduplication, and bulk tag assignment automatically.
- CSV format guide
- Phone number formatting
- Bulk tagging on import
💬 Team Inbox & Conversations
Conversation Assignment
Manually assign to agents, set up round-robin auto-assign, add internal notes, and track Open / Resolved / Pending status.
Quick Reply Templates
Save commonly used replies as slash-command templates. Reduce agent typing time by 80% with variable placeholders.
AI Reply Suggestions
AI reads conversation context and suggests the best reply. Agent reviews, optionally edits, and sends in one click.
📣 Campaign Broadcasts
WhatsApp Template Approval
All outbound campaigns require pre-approved templates. Learn the categories and writing tips that get Meta approval in hours.
Audience Segmentation
Use tags and dynamic rules to target the right people. Send a Diwali offer only to customers who purchased in the last 6 months.
Campaign Analytics
Track sent, delivered, read, and replied metrics per campaign. See which templates perform best and export results to CSV.
⚙️ Automation
Keyword Triggers
Set keywords that trigger instant automatic replies, 24/7. No coding required.
Customer: "book" → Auto-reply: appointment booking link
Follow-up Sequences
Build multi-step drip sequences triggered by contact tags or actions. Nurture leads, onboard customers, or re-engage inactive contacts.
Day 2: Check-in message
Day 5: Discount offer
Day 7: Final CTA
⚖️ Compliance & Best Practices
Opt-in Requirements
WhatsApp requires explicit opt-in before sending business-initiated messages. Learn compliant ways to collect consent via web forms, QR codes, and in-store signage.
Quality Rating
Your phone number has a quality rating (Green/Yellow/Red). Maintain Green by avoiding spam, respecting opt-outs, and using approved templates.
India-specific Rules
TRAI NDNC, PDPB compliance, and GST invoice requirements for Indian businesses. We handle billing compliance so you can focus on growth.