This is the complete operating manual for Weflux. It assumes you have never used the WhatsApp Business API, a “BSP”, or any tool like Wati, Interakt, or AiSensy before. Every screen, button, and setting is explained in plain English.
Business owners, agents, and agencies who want to run their entire WhatsApp presence — conversations, broadcasts, automations, and contacts — from one place. No technical background is needed. Where a concept is genuinely technical (webhooks, OAuth, HMAC), we explain it the first time it appears.
The guide moves in the same order you will actually use the product:
You can read it end to end, or jump to any chapter from the Table of Contents. Each chapter is self-contained.
Every instruction here is written so you can also paste it into ChatGPT or Claude and ask “walk me through this step”. The wording matches exactly what you see on screen.
Throughout the guide, we recreate each Weflux screen as a labelled diagram. Here is how to read them:
A shortcut or best-practice worth knowing.
Extra context or how something works underneath.
A rule (often Meta’s) that will block you if ignored.
A beginner idea explained from scratch.
Diagrams are faithful recreations of the real interface, drawn in Weflux’s own colours so they match what you see when you log in.
Ten chapters, front to back, plus a glossary and a one-page cheat sheet.
Start at Chapter 1. It builds the five ideas — the API, a BSP, the 24-hour window, templates, and opt-in — that the rest of the product depends on. Fifteen minutes there will save you hours later.
Before you touch a single button, five ideas make everything else obvious. Skip them and Weflux feels full of mysterious rules. Learn them and the whole product clicks.
You already know WhatsApp the phone app. A business at scale uses something different underneath — and that difference explains almost every rule in this guide.
The green WhatsApp app on your phone is built for one person chatting with friends. It can’t safely send thousands of messages, be shared by a team, or connect to your website and spreadsheets.
The WhatsApp Business API (also called the Cloud API) is Meta’s professional version of WhatsApp. There is no app to open — instead, a tool like Weflux plugs into it and gives your whole team one shared screen. It’s what powers verified business chats, broadcasts, and automations.
An API is just a doorway that lets two pieces of software talk. The WhatsApp API is the doorway between Weflux and Meta’s WhatsApp network. You never see it — Weflux handles it for you.
A BSP (Business Solution Provider), also called a Tech Provider, is a Meta-approved company that hosts the API connection on your behalf. Meta doesn’t hand the raw API to every small business — you go through a BSP.
Weflux is your BSP. It holds the approved connection to Meta, keeps it healthy, and turns the technical machinery into simple screens: an inbox, a broadcast button, a flow builder.
When the customer replies, Meta pushes it straight back through the same path into your Weflux inbox — instantly. The technical name for that push is a webhook.
Because you’re messaging through Meta’s official channel, Meta sets the rules — the 24-hour window, template approval, opt-outs, quality ratings. Weflux doesn’t invent these; it simply keeps you on the right side of them.
This is the single most important idea in the whole product. Understand it once and half of Weflux’s behaviour stops being surprising.
Meta protects people from spam with a simple rule: a business may send free, normal messages only within 24 hours of the customer’s last message. Every time a customer messages you, a fresh 24-hour timer starts. Inside that window you can type anything — answers, images, menus. Once it closes, free-form messages are blocked.
In Weflux you never have to calculate this. A coloured banner sits at the top of every chat:
To message someone first — a brand-new lead, or a customer who’s gone quiet — you must use a template. Free typing is only for replying inside an open window.
A template is a pre-written message that Meta has reviewed and approved in advance. Because Meta already checked it, you’re allowed to send it any time — even outside the 24-hour window, even to someone who’s never messaged you.
Templates can hold blanks called variables, written {{1}}, {{2}}, that you fill with real details (a name, an order number) at send time — so “Hi {{1}}, your order {{2}} shipped” becomes personal for each person.
Order updates should be UTILITY — they cost less and slip past the 24-hour window. Save MARKETING for genuine promotions. Weflux’s e-commerce template library picks the right category for you (Chapter 9).
Three last foundations: getting permission to message, keeping your number’s reputation high, and understanding who charges you for what.
Opt-in means the customer agreed to hear from you (ticked a box, messaged you first, shared their number knowingly). WhatsApp marketing is permission-based — you should only broadcast to people who opted in.
Opt-out is the reverse: if someone no longer wants messages, you must stop. Weflux handles this two ways — a per-contact opt-out toggle, and opt-out keywords (like “STOP”) that unsubscribe a contact automatically when they text them. Broadcasts exclude opted-out people by default.
Meta grades each number with a quality rating — GREEN YELLOW RED — based on how people react to your messages. Too many blocks or “report spam” taps and it drops.
Your number also has a daily messaging limit — how many new people you can message in 24 hours. New numbers start at 250/day and climb automatically (1K → 10K → 100K → unlimited) as you verify your business and send good-quality messages.
Only message people who want it, keep templates useful, and honour opt-outs. A RED rating can pause your sending entirely.
Here’s the part that surprises people: Weflux does not charge you per message. Meta bills your own WhatsApp payment method directly, and Weflux adds ₹0 markup. You pay Meta’s price, nothing more.
Meta prices each conversation by the template’s category. Approximate India rates:
Because Meta bills you directly, you add a payment method in Meta, not in Weflux. Weflux only shows whether it’s connected and links you out to Meta’s billing page.
API, BSP, the 24-hour window, templates, opt-in, quality, pricing. That’s the whole vocabulary. Everything from here is just where the buttons are.
From a blank browser to a live WhatsApp inbox in three moves: create your workspace, learn the dashboard, and connect your number. Fifteen minutes, tops.
Your Weflux account is called a workspace (or organisation). The person who registers becomes its Admin — the owner of the whole account.
Fill the form, pick a password, click Create Workspace.
Click Continue with Google on either the register or login screen.
Use Sign in with the email + password (or Google) you registered with.
The “contact number” on sign-up is just how Weflux reaches you. It is not the WhatsApp Business number you’ll connect in step 2.3 — that can be completely different.
Everything in Weflux lives behind one dark sidebar on the left. Click an item and the main area swaps to that section — no page reloads, no getting lost.
A floating Weflux Assistant sits bottom-right on every screen. It walks you through setup with tap-to-answer buttons and hands you to a real person on WhatsApp, phone, or email when you need one.
This is the one step that turns Weflux on. Do it in Settings → Connections, or from the “Connect your WhatsApp number to go live” banner on your dashboard. There are two paths.
Click the green Connect WhatsApp button. Meta’s own pop-up opens (this is called Embedded Signup) and walks you through it:
In the pop-up — Weflux never sees your password.
Approve your WhatsApp Business account.
Choose the number and confirm — you’re live.
Behind the scenes Weflux fetches your IDs, subscribes to your account so replies flow in, and registers the number. You type nothing technical. A “✅ WhatsApp connected!” toast confirms it.
Because Weflux is a verified Tech Provider, the technical “webhook” wiring is done once at the platform level. You never configure it per number.
If you already have API credentials from Meta, click Manual and paste them in:
Each number shows a Active pill, its quality rating, and its daily messaging limit (new numbers start at 250/day). A Sync button refreshes these from Meta.
Your plan decides how many numbers and teammates you get, and which modules are switched on. Upgrades are handled by the Weflux team — send a request from any locked feature and your account manager sets it up.
Two different things dim a feature:
Weflux checks your entitlements every ~30 seconds, so a newly-enabled feature lights up without you logging out and back in.
Separate from the plan, each teammate has a role that sets what they can touch:
Where every WhatsApp chat with your customers lands, shared by your whole team. It’s where agents spend their day — so it’s built for speed.
A list of conversations on the left; the open chat on the right. Click a name to open it. Everyone on your team sees the same shared list.
Open a chat and a row of actions appears top-right. Here’s what each one does.
When it’s green, type anything. When it turns amber, the reply box is swapped for a Send Template button — because Meta only lets you re-open a closed window with an approved template (Chapter 1).
Status (Open / Resolved / Waiting) is the chat’s workflow state. Stage (New Lead → Customer) is where the person sits in your sales funnel. Different things — you’ll set both.
j/k move between chats, Esc closes one, and Ctrl/⌘+N starts a new chat.
The bar at the bottom of a chat does far more than plain text. And when you need to reach someone first, the New Chat flow guides you.
Free-form typing, attachments and menus only work while the 24-hour window is open. Once closed, you’ll see a Send Template button instead.
Click the green + (or New Chat). You’ll:
Search an existing contact, or add a new phone number (pick the country code; 10-digit numbers get it added automatically).
Because it’s a first message, you must choose an approved template — Weflux reminds you of this rule right in the dialog.
Fill any {{1}} blanks, watch the live preview, then send — or schedule it for later.
Click Show Info and a panel slides in on the right with three tabs: Details, Activity, and Notes.
Tags stick to the contact (VIP, Bengaluru) and follow them everywhere. Labels stick to this one conversation. Both show as coloured chips.
Your address book and your sales pipeline. One holds everyone you’ve ever messaged; the other tracks the deals you’re trying to close.
Every WhatsApp customer you’ve ever dealt with lives here — searchable, filterable, and importable. Find it under Contacts in the sidebar.
You rarely add contacts by hand. They’re created automatically when: (1) someone messages your number, (2) you import a CSV, (3) you create a CRM deal with a phone, (4) a lead flows in from an integration (Shopify, Google Sheets…), or (5) you add one manually. To edit a contact deeply (tags, custom fields, stage), open their chat and use the Contact Info panel.
Tick the checkboxes to select many at once — then Send Template, Move Stage, or delete them in bulk.
Beginners mix these three up constantly. They do very different jobs — learn the difference once and your data stays clean.
A free-form label like VIP or Urgent. A contact can hold many. Used to group and filter. You add and remove them yourself.
Where a contact sits in your funnel. A contact has exactly one at a time: New Lead → Contacted → Qualified → Opportunity → Customer → Churned.
An extra profile detail you invent — “Company”, “Account size” — with a type (Text, Number, Date, Yes/No, URL). Defined once, filled per contact.
Custom Attributes are available on every plan. Tags and Contact Stages management appears on paid plans (tags still auto-create when you import).
The Import dialog has a Download Template button — a ready-made CSV with the right columns (phone, name, email, tags, notes). Fill it, upload it, done.
The CRM turns leads into a visual sales pipeline. Each deal is a card you drag across stages from first contact to Won or Lost. Add-on — switched on per account.
The CRM uses deal stages (Lead → Won/Lost); Contacts uses lifecycle stages (New Lead → Customer). Move a deal on the board and the same person’s stage updates in Contacts automatically — and vice-versa. You never maintain two lists. (Deals already marked Won or Lost are left alone.)
You can also switch the board to a sortable table view, bulk-import deals from a CSV, and export the whole pipeline.
Pre-written, Meta-approved messages — the only way to reach a customer first or re-open a closed 24-hour window. Get these right and everything else flows.
Under Templates you’ll find every template as a card, colour-tinted by its approval status. This is where you create new ones and pull the latest from Meta.
Approved ready to send · Pending Meta is still reviewing (usually minutes to hours) · Rejected needs a fix — read the reason and re-submit · Paused / Disabled Meta throttled it, usually for low quality.
Click Create Template for a two-pane builder: your form on the left, a live WhatsApp preview on the right that updates as you type.
Quick-reply buttons (up to 10), a website URL button (up to 2), one Call button, and one Copy code button. Mix them freely — Meta checks the final layout on submit.
Don’t label a promotion as Utility to save money — Meta will reject or re-categorise it, and repeat offences hurt your quality rating.
Writing templates that pass review takes practice. Weflux ships a library of ready-made ones — and once approved, sending is a two-click affair.
Inside Integration → D2C E-Commerce → Template library is a gallery of ~18 proven templates for every order stage: order confirmation, COD confirmation, shipped, out for delivery, delivered, returns, refunds, abandoned cart.
Search or filter by stage; each is pre-categorised correctly (mostly Utility).
Type your brand name — it fills the [BRAND] token everywhere.
One click submits it for approval. Then map it to an order event (Chapter 9).
[BRAND] is swapped for your brand name once, at publish time — it becomes fixed text. {{1}}, {{2}} stay as blanks filled with each order’s real details at send time.
Anywhere you send a template — the inbox, a new chat, a bulk send — the same picker appears:
Deleting a template removes it from Meta too — and any campaign using it stops working. Weflux warns you before it does.
Send one approved template to hundreds or thousands of contacts at once — then watch, message by message, how it lands.
The Campaigns section lists each broadcast as a card, with a live delivery funnel that ticks up as WhatsApp confirms each message.
To send any broadcast you need a connected number and an approved template. Campaigns is available on every plan and every role — no upgrade needed.
Click New Campaign for a single scrollable form. Fill it top to bottom, and there’s a final “are you sure?” with a cost estimate before anything sends.
Only approved templates for the chosen number appear. A body preview shows underneath.
For each {{n}}, choose a contact field ({{name}}, {{phone}}), a CSV column, or fixed text.
Four ways — see below. Leave Exclude opted-out contacts ticked (it’s on by default).
Send a test to your own phone first. Then Send Immediately, Schedule for later, or Save as Draft.
Opted-out contacts are excluded by default. Only un-tick that box if you genuinely have permission to message them — including opted-out people risks your number.
Click a campaign to open its report. Delivery and read receipts arrive from WhatsApp after the send, so the numbers keep rising for a while — the page auto-updates.
Sent left your number · Delivered reached the phone · Read = blue ticks · Replied = they messaged back · Failed = never delivered. Delivery, read and reply rates are your broadcast’s health.
Turn a broadcast into a mini two-way conversation. Set up a Reply Flow so that when someone replies to this campaign — optionally only if their reply contains a keyword like “YES” — they automatically get a follow-up template.
Weflux sends steadily (about 20 messages a second) to protect your number — you don’t set a rate. It also guards against accidental double-sends.
Reply to customers 24/7 with no one at the keyboard. Drag blocks onto a canvas, connect them, and Weflux runs the conversation for you.
An automation is a little flowchart: something happens (a trigger), then Weflux runs a series of steps — send a message, ask a question, branch on the answer, hand off to an agent. The Automation section lists them all. Basic plan & up
There’s no separate bot builder. A keyword auto-reply is simply a Trigger with keywords (like “hi, price”) wired to a Send Message. Matching is case-insensitive and “contains” — “hi” matches “hi there”.
Toggle each one Active or off, Edit it, or Delete it. Only an Active flow replies to real customers.
The How to use button opens a 5-step walkthrough right inside the product. Great to skim before your first flow.
Drag blocks from the left palette onto the canvas, then draw a line from one block’s handle to the next to set the order.
You’ll see richer commerce blocks — Catalogue, Products, WhatsApp Forms, Ask Location — in the palette. These are being wired to live WhatsApp; for now, build with the working set above and they’ll do everything a great auto-reply needs.
The Wait block only supports short delays (up to ~20 seconds) today. Longer scheduled delays are coming — use seconds for now.
Here’s the whole loop, from blank canvas to a live auto-reply, in a couple of minutes.
New Automation opens with a Start trigger. Click it, set keywords (e.g. hi, hello), Apply.
Click Text Buttons in the palette. Write Hi {{name}}, welcome! How can we help? and add up to 3 buttons.
Drag from the trigger’s handle to the message block.
Open the Simulator, type hi, and watch the reply fire — no real customers touched.
Click Activate. Now any inbound “hi” gets your welcome, automatically.
It role-plays the conversation inside the builder and highlights which block runs at each step. It sends nothing to real customers and makes no charges.
Save Draft keeps a work-in-progress that won’t fire. Activate makes it live. Autosave quietly saves your edits every ~10 seconds so you never lose work.
Short on time? The builder’s Import JSON dialog has a Copy AI prompt button. Paste it into ChatGPT, describe your flow in plain English, and paste the JSON it returns back into Weflux — the whole flow appears, auto-arranged. There are also six ready-made sample flows (Welcome + Menu, Lead Capture, FAQ Bot, Appointment Booking, Order Status, Feedback).
Automations reply with free-form messages only inside the 24-hour window. To reach someone outside it, use a Template block. Start with one automation per trigger so they don’t overlap.
Three tools that help you measure what’s working, never drop a follow-up, and talk to customers by voice — all on WhatsApp.
The Analytics dashboard shows, over any date range, how many messages you sent and how well they performed — plus your estimated cost and who on your team is fastest. Pro plan & up
A delivery funnel, an Agent Performance table (who resolved most, and average reply time), and your Top Templates ranked by read rate. Your Dashboard home also shows a 7-day snapshot and a searchable message log.
A simple to-do list built for customer follow-ups: give a task a due date and Weflux reminds you in the browser when it’s time. Add-on
Give it a title, a due date & time, a priority, and assign it to a teammate.
When it’s due, a browser notification pops up (⏰ Task due) and the sidebar shows an amber badge.
Click the circle to mark it done. Nothing slips.
A task is the to-do; adding a due date is what turns it into a timed reminder. No due date = it sits under “No due date” and never pings.
In the CRM, a deal’s Add follow-up task button creates a task already linked to that customer.
Make and receive real WhatsApp voice calls with customers — no phone needed, just your browser and a microphone. Add-on
Click New call on the Calls page, or the Call button in any chat header.
Your browser asks for microphone access the first time.
A small softphone appears bottom-right with a live timer, mute, and hang-up.
You can’t cold-call on WhatsApp — the customer must have allowed calls from your business. If they haven’t, Weflux sends them a one-tap “allow calls” prompt. Once they accept, call again.
The Calls page logs every call — incoming, outgoing, missed — with duration and status, searchable by name or number.
Connect Weflux to the tools you already use — pull leads in from a spreadsheet, fire order updates from your store, and bring your history over from another platform.
Connect one Google Sheet per project. A new lead row instantly gets a WhatsApp template, and the customer’s reply is written straight back into the same row. Two-way, hands-free.
Sign in with Google once, then pick one spreadsheet. Create one connection per project tab.
Choose the tab, pick your approved first-touch template, and map the phone / name columns (plus any {{n}} variables).
Paste a short script into the sheet (the dialog gives it to you) for instant sync — or use polling.
Send a test lead to your own number, confirm the template arrives, then point your ads or forms at the sheet.
In: a new phone number in the sheet becomes a WhatsApp send. Out: whatever the customer replies is written back into their row, and the Status column updates to “Message sent”.
Weflux only ever touches the specific spreadsheet you pick — never your whole Google Drive. It uses Google’s limited drive.file permission.
Don’t pick Meta’s hello_world sample — it only reaches test numbers. Use a template approved on your number so real leads receive it.
Connect Shopify, WooCommerce, or any custom store and every stage of an order — placed, shipped, delivered, refunded — automatically fires the WhatsApp template you chose. No plugin to install.
~2 minutes with your keys, or an endpoint for a developer.
Switch on each stage you want and pick an approved template for it.
Watch the WhatsApp message fire.
A webhook is your store phoning Weflux the instant something changes (“order shipped!”). Weflux turns that call into the mapped WhatsApp message.
COD confirmation (cuts fake orders / RTO) and abandoned-cart recovery give the fastest return. The template library (Chapter 5) has both, ready to publish.
Variables like customer name, order number, total, tracking link and courier are pulled straight from the order — you just map each {{n}} once.
Switching from another WhatsApp tool? The Migrate wizard imports your contacts and chat history from WATI, Interakt, AiSensy, DoubleTick, TeleCRM, a plain CSV, or a WhatsApp chat export.
Import is idempotent — running the same file twice won’t create duplicates; matching contacts are simply skipped.
Step 3 shows you the counts and a sample of what would import — without writing anything yet. You only commit at step 4.
Migration is run by an Admin. Once you hit Import, it continues in the background — you can close the dialog and it finishes on its own.
The control room. Manage your profile, your team, how conversations get routed, and the rules that keep you compliant.
Settings is a single page with a menu down the left. Click a menu item; its panel opens on the right. Here’s the whole map.
Your own profile — name, email, login password, and photo. This edits you, not your teammates. Leave the password blank to keep your current one.
Add and manage your WhatsApp Business number(s) — the one-click and manual paths from Chapter 2 live here. Each number shows its Active status, quality rating, and daily limit, with a Sync button and a Calls On/Off toggle.
Saved reply snippets you insert in any chat by typing /. Give each a shortcut (like /hello), a title, and the message — with {{name}} / {{phone}} placeholders that auto-fill. Perfect for FAQs and greetings; import a whole set from CSV.
Agents typing the same answer dozens of times a day is where seconds compound. Build your top 10 replies once and reach for /.
These five panels shape how your data is organised and how incoming chats are handled.
The three ways to organise contacts from Chapter 4 are all defined here:
You’re renaming and recolouring the seven built-in stages (New Lead → Unsubscribed) to your own words — not inventing brand-new ones. That keeps Contacts and the CRM in sync.
Automatically route new conversations to the right agent:
Set words like STOP or UNSUBSCRIBE that instantly unsubscribe a contact when they text them — the compliance backbone from Chapter 1. Add an optional auto-reply that confirms the opt-out back to them.
Common ones — STOP, UNSUBSCRIBE, OPT OUT — protect your number’s reputation. A contact who opts out stops receiving all future campaigns.
The last panels: bringing teammates in, seeing when support helped you, and — carefully — closing your account.
Invite your team and set what each can do. As an Admin, click Invite Member, enter their name, email, role, and a temporary password to share.
You can reset a member’s password, change their role, or deactivate them (history is kept — reactivate anytime). Seats are capped by your plan.
The founding account is the protected “main admin” — it can’t be removed and is the only one that can promote or demote other admins.
A transparent log of every time the Weflux team signed into your dashboard to help — each visit shows who and when (Entered / Left). It’s a read-only record; nothing to configure.
Need something that isn’t here? Describe it and hit Send request — Weflux builds custom features on request and the team gets back to you.
Permanently delete your account and all its data. You confirm by typing your email and password. If you’re the only Admin, the whole workspace goes too.
There’s no billing tab — Meta charges you directly for messages. Your dashboard shows whether a Meta payment method is connected and links you out to manage it. Weflux adds ₹0 markup.
Every term used in this guide, in plain English. When something on screen confuses you, it’s probably defined here.
24-hour window — The period after a customer’s last message during which you can send free-form replies. Once it closes, only approved templates get through.
Add-on — A module (CRM, Tasks, Calls, Migrate) switched on for your account by the Weflux team, separate from your plan tier.
API — A doorway that lets two pieces of software talk. The WhatsApp API is the doorway between Weflux and Meta’s WhatsApp network.
Approved template — A pre-written message Meta has reviewed and allowed. Only approved templates can start or re-open a conversation.
Assignment — The agent who “owns” a conversation. The first agent to reply is auto-assigned; anyone can reassign it.
Broadcast / Campaign — One approved template sent to many contacts at once.
BSP (Business Solution Provider) / Tech Provider — A Meta-approved company that hosts your WhatsApp API connection. Weflux is your BSP.
Canned response — A saved reply snippet inserted by typing / in a chat.
Category — A template’s type: Marketing, Utility, or Authentication. It sets the price and the sending rules.
Cloud API — Meta’s hosted version of the WhatsApp Business API that Weflux connects to.
Connection — A WhatsApp Business number linked to Weflux.
Contact — A person in your address book, identified by phone number.
CRM / Deal — Your sales pipeline. A deal is one opportunity with a value and a stage (Lead → Won/Lost).
Custom attribute (field) — An extra profile field you define (Company, Account size) shown on each contact.
Embedded Signup — Meta’s official pop-up where you log in and pick your number in one click. Weflux never sees your password.
Entitlements — The live list of what your account is allowed to use; upgrades apply within ~30 seconds.
Label — A chip attached to a single conversation (versus a tag, which attaches to the contact).
Lead journey — The timeline of every conversation a contact has ever had with you.
Lifecycle stage — Where a contact sits in your funnel: New Lead → Contacted → Qualified → Opportunity → Customer → Churned.
Messaging limit / tier — How many new people you can message in 24 hours. New numbers start at 250/day and scale up.
Opt-in / opt-out — Permission to message someone / their request to stop. Opted-out contacts are excluded from broadcasts.
Phone Number ID · WABA ID — Meta’s identifiers for your number and your WhatsApp Business Account. The one-click path fetches them for you.
Quality rating — Meta’s health score for your number (Green / Yellow / Red), based on how people react to your messages.
Reply flow — An automatic follow-up template that fires when someone replies to a specific campaign.
Session — Another name for an open 24-hour window with a customer.
Tag — A reusable, colour-coded label on a contact (VIP, Urgent). A contact can hold many.
Template — See Approved template. Holds variables like {{1}} filled at send time.
Variable {{n}} — A numbered blank in a template filled with real data (name, order number) when you send.
Webhook — An instant “something happened” push — Meta uses one to deliver replies to your inbox; your store uses one to fire order updates.
Workspace / Organization — Your Weflux account. The person who registers is its Admin.
One page to pin up. The rules that matter, the numbers you’ll forget, and the fastest path to the ten things you’ll do most.
🕐 queued → ✓ sent → ✓✓ delivered → ✓✓ read → ✗ failed (red).
…reply to a customer? Inbox → click the chat → type → Enter.
…message someone new? Inbox → + → pick contact → choose a template.
…send to many at once? Campaigns → New Campaign → template + audience.
…create a template? Templates → Create Template → Submit to Meta.
…auto-reply to a keyword? Automation → New → Trigger + Send Message → Activate.
…add my number? Settings → Connections → Connect WhatsApp.
…import contacts? Contacts → Import CSV → download the template first.
…add a teammate? Settings → Team Members → Invite Member.
…stop messaging someone? Their Info panel → WhatsApp Opt-out toggle.
…see what’s working? Analytics → pick a date range.
The green bubble (bottom-right of every screen) walks you through setup and connects you to a real person — on WhatsApp, phone, or email — in minutes.
j/k next/previous chat · Esc close · ⌘/Ctrl+N new chat · / canned reply.