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Short, practical guides for running WhatsApp for your business: connecting your number, reaching customers, answering them as a team and automating the rest.

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Step 1 Getting Started A quick tour of the platform and how the pieces fit together. Read the guide → Step 2 Connecting Your WhatsApp Number Link your WhatsApp Business number, get its display name approved by Meta and keep an eye on its health. Read the guide → Step 3 Shared Inbox One team inbox for every WhatsApp conversation, with notes and assignment. Read the guide → Step 4 Workflows & Automation Build automated journeys that react to what your contacts do. Read the guide →

Overview

2 guides

Getting Started A quick tour of the platform and how the pieces fit together. Connecting Your WhatsApp Number Link your WhatsApp Business number, get its display name approved by Meta and keep an eye on its health.

Contacts & Targeting

4 guides

Customers Add contacts one by one or bulk-import them from a spreadsheet. Importing Contacts Bring contacts in from a spreadsheet, a vCard, your phone or pasted text, with a preview before anything is saved. Segments Group contacts into audiences you can message and automate. Leads & Lead Statuses Capture enquiries as leads, move them through your own sales stages, and control which stage can follow which.

Messaging

6 guides

Message Templates Create and manage the pre-approved templates WhatsApp requires. Broadcasts Send a message to a number, a segment, or your whole list. Running a Marketing Campaign End to end: your own number, a message with a picture and buttons, and the results. Delivery Reports Who received it, who opened it, who did not get it and why. Shared Inbox One team inbox for every WhatsApp conversation, with notes and assignment. Moving from Another Provider Import your past WhatsApp conversations from your previous provider so every chat keeps its full history.

Automation

4 guides

Workflows & Automation Build automated journeys that react to what your contacts do. Drip Campaigns Send a planned series of WhatsApp messages over several days to new contacts or a segment. Form Builder Publish lead-capture forms and turn submissions into contacts and flows. IVR Menus Answer a missed call with a tappable "press 1 for sales" menu on WhatsApp.

Growth & Commerce

7 guides

Links & QR Codes Trackable click-to-WhatsApp links and QR codes with attribution. Store Integrations Connect Shopify or WooCommerce for product sync and order automations. Products & Catalog Messages Sync your products to a Meta catalog and send product cards, lists and catalogs on WhatsApp. Storefront Widgets Collect WhatsApp opt-ins with a welcome popup and alert shoppers when sold-out products return. Instagram & Messenger Bring Instagram DMs and Facebook Messenger into the same inbox. Snapchat Ads Report on Snapchat campaigns, sync audiences, and send conversion events. WhatsApp Calling Log business calls and trigger automations on missed calls.

AI

3 guides

Knowledge Base & AI Chatbot Feed the AI your answers so it can reply to contacts automatically. AI Chat Widget Embed an AI assistant on your website that answers visitors and captures leads. AI Content Assistant Draft broadcast copy, template text, and translations with AI.

Reports

2 guides

Marketing Reports What WhatsApp cost, what it reached and the revenue it brought in, by campaign, workflow, ad and product. Support Overview & CSAT Automatic tickets from your inbox, response and resolution times, and customer satisfaction ratings.

Work Management

2 guides

Pipeline, Tasks & Reminders Track deals by value, keep tasks for every contact, organise contacts with tags and custom fields, and see which follow-ups are due. Engagements, Notes, Documents & Payments Track client work next to your conversations: engagements, meeting notes, files, time and payments.

Team & Access

3 guides

API Access Issue API keys so external systems can send through the platform. Team & Permissions Invite users and control what each role can see and do. Account Security Mandatory two-factor sign-in, recovery codes, trusted devices, password changes and personal API tokens.

Account & Billing

2 guides

Usage & Billing Your prepaid credit balance, what you sent and what it cost, and why a send can be paused. Workspace Settings & Notifications Business details, regional defaults, email alerts and digests, inbox rules, and the activity log.

Reference

1 guide

Glossary Plain-language meanings for the WhatsApp Business and platform terms you will meet.

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