Go to Settings > WhatsApp Setup in your dashboard. Click "Connect", log into your Facebook account, select your Meta Business profile, and verify your phone number via OTP.

Meta Business Manager is required to verify your business identity. You need to provide legal business details and a working website to get approved for full API access and higher messaging limits.

The dashboard is your central command center. It gives you a real-time overview of your wallet balance, total contacts, active campaigns, and daily messaging volume (Sent vs. Received messages).

Navigate to the "Inbox" tab. Click on "New Chat", enter the customer's phone number with the country code (e.g., 91 for India), select an approved template, and click send.

Open any conversation in the Inbox. Look for the "Assignee" dropdown at the top right corner. Select the specific agent from your team, and they will be notified immediately to take over the chat.

In the chat typing area, toggle the input mode from "Reply" to "Note" (highlighted by a different color). Messages typed as notes are strictly internal and will only be visible to your team members, not the customer.

Use tags to categorize chats (e.g., VIP, Hot Lead, Support). You can apply existing tags or create custom ones directly from the right-hand sidebar menu within any active conversation.

Navigate to Settings > Inbox Settings > Auto Resolve. Here, you can configure the system to automatically close and mark conversations as "Resolved" if a customer hasn't replied within a specific timeframe (like 24 or 48 hours).

Go to the Campaigns module and click "Create Campaign". Name your campaign, select your target audience list, choose a pre-approved Meta template, map any dynamic variables (like {{1}} for Name), and choose to Send Now or Schedule for later.

Navigate to Contacts > Lists to create categorized groups (e.g., "Existing Customers" or "New Leads"). You can further refine your audience by applying custom tags to contacts and using those tags as filters when launching a campaign.

After launching a campaign, click on it to view real-time performance analytics. The dashboard will show exact counts for messages Sent, Delivered, Read, and Failed, giving you complete visibility into your campaign's success.

Low delivery rates usually happen if you are sending messages to invalid numbers, numbers not registered on WhatsApp, or if your Meta account quality rating has dropped. Check your campaign's failed message logs to identify the exact error codes.

Marketing: Used for promotions, offers, or broad announcements. Utility: Used for specific transactional updates like order confirmations or shipping alerts. Auth: Used strictly for sending OTPs and secure account passcodes.

Go to the Templates module and click "Add New". Choose the correct category, language, and name. Add your header, body text, footer, and interactive buttons, then click "Submit". Meta's AI usually reviews and approves it within a few minutes.

Templates are often rejected for using promotional language in a Utility category, having mismatched or floating variables (like {{1}} without proper context), or violating Meta's commerce policies. Fix the content to match the correct category and resubmit.

Use *text* for bold, _text_ for italics, and ~text~ for strikethrough. You can use dynamic variables like {{1}}, {{2}} in your message body to automatically insert customer names or order details when sending campaigns.

A Trigger is what starts your flow (like a customer sending the keyword "Hi"). Nodes are the actions that follow, such as sending a text, asking a question, or providing interactive buttons. Simply drag a line from one node to another to build the customer journey.

Start with a keyword trigger. Add a "List Message" or "Buttons" node asking the customer what service they need. Based on their selection, route them to different nodes that collect their email, or use an "Assign to Agent" node to hand the qualified lead over to your sales team.

Create a flow triggered by the keyword "Track" or "Status". Add an "Ask Question" node to request their Order ID. You can then use the API/Webhook node to fetch data from your CRM or Shopify store, and reply automatically with their real-time shipping details.

Always test your automation before making it live. Click the "Test Flow" button in the top right corner of the builder. Enter your own WhatsApp number to simulate the experience and ensure all buttons and routing logic work exactly as expected.

Go to Bot Replies > Add New. Define your keyword (e.g., "pricing"), choose the match type (Exact Match, Contains, or Starts With), and type out your automated response. You can also attach images, documents, or interactive buttons.

You can set up a default auto-reply that triggers whenever a new customer sends their very first message. Craft a friendly greeting and provide menu options using interactive buttons (like "Shop Now", "Support", "Offers") to guide their journey.

Create multiple keyword rules for common queries like "location", "timing", or "refund". Assign specific textual answers or document attachments to each keyword so customers get instant resolutions 24/7 without waiting for an agent.

When a customer selects "Talk to Human" or types keywords like "support", you can configure the rule to stop the bot from replying further and automatically assign the conversation to an active human agent in the Shared Inbox.

Navigate to Contacts and click "Import". Download the sample CSV file provided. Fill in your customers' details, ensuring phone numbers include the correct country code (without the '+' sign). Save the file and upload it back to the platform.

Tags are flexible attributes (like "VIP" or "Cold Lead"). You can assign tags manually inside a chat, during a CSV import, or via automated flow rules. Use these tags in your Contacts database to easily filter and segment your audience.

Unlike tags, Lists are specific audience groups (e.g., "Diwali Sale Audience" or "Premium Members"). Go to Contacts > Lists to create a new group. When creating a broadcast campaign, you will select this List as your recipient audience.

In the Contacts module, use the checkboxes on the left side to select multiple customers at once. Once selected, a top menu will appear allowing you to apply a tag, assign them to a list, or delete them in one single bulk action.

Go to Settings > Integrations. Click on the HubSpot or Salesforce card and hit "Connect". Authorize the application to map your WhatsApp contacts directly to your CRM leads and log chat history inside the CRM platform.

Navigate to the Integrations tab and select Zoho CRM. You will need to paste your Zoho API credentials. Once authenticated, choose which modules (like Leads or Contacts) should sync automatically with your QuickMessage database.

Connect your Shopify store to automatically trigger WhatsApp messages for order confirmations and abandoned carts via Flow Builder. Link Pipedrive to track all your WhatsApp sales conversations directly within your deals pipeline.

For custom integrations, go to Developer Settings > Webhooks. Enter your server's endpoint URL. QuickMessage will instantly push HTTP POST payloads to your system whenever an event occurs, like an incoming message or a delivery status update.

Go to the Wallet module and click "Top Up" or "Recharge". Enter the desired amount and choose your preferred payment method. This wallet balance is used exclusively to pay for Meta's per-conversation charges and updates instantly.

Meta bills for conversations in 24-hour sessions. The cost depends on the category of the template used to start the conversation (Marketing, Utility, or Authentication). These charges are automatically deducted from your QuickMessage wallet.

Navigate to Settings > Billing. Here you can view your entire transaction history, track detailed wallet messaging deductions, and download PDF invoices for both your platform subscription and wallet recharges for accounting.

Go to the Billing section to view your current active subscription tier. Click "Change Plan" to upgrade to a higher tier for more contacts/features, or downgrade if you need less. Changes are applied based on your billing cycle.

Check if the recipient's number includes the correct country code. Ensure the 24-hour service window hasn't expired (if sending a normal text instead of a template). Also, verify in your Meta dashboard that your account quality rating hasn't dropped, which restricts sending limits.

While Meta's AI approves most templates in minutes, manual reviews can take up to 24-48 hours. Please be patient. Do not delete and resubmit the same template immediately, as this resets your place in the queue and delays it further.

This usually happens due to a Meta policy violation, a business verification failure, or if someone tried to log into the normal WhatsApp App with your API number. Log into Meta Business Manager immediately to check for restriction notices and submit an appeal.

If an agent cannot access certain features like Campaigns or Settings, ask your workspace Admin to go to the "Staff Management" module. They need to verify that the agent's role is granted the correct permission level and their status is marked as "Active".

To use the WhatsApp API, your business must comply with Meta's Commerce and Business Messaging Policies. You cannot send spam, offensive content, or sell prohibited items (like weapons, tobacco, or medical drugs). Violations will result in a lowered quality rating or a permanent ban of your number.

We use the official Meta Cloud API infrastructure, ensuring end-to-end encryption between the customer's device and the API server. Furthermore, the QuickMessage dashboard and all your customer data are protected with enterprise-grade SSL/TLS encryption.

As an Admin, navigate to "Staff Management" to invite team members. You can assign roles like "Agent" (access only to Inbox and Contacts) or "Admin" (full access to Billing, Campaigns, and Settings) to ensure data privacy and prevent unauthorized actions.

Go to Settings > Security to enable 2FA. Once turned on, logging into your QuickMessage account will require both your password and a unique OTP code. We also highly recommend enabling 2FA on your Meta Business Manager account to secure your WhatsApp number.

WhatsApp API supports standard media formats. Max size limits are generally: 5MB for images (JPG, PNG), 16MB for video and audio (MP4, MP3, AAC), and up to 100MB for documents (PDF, DOCX, XLSX).

Instead of uploading the same image multiple times, you can upload it once to the QuickMessage Media Library. You can then quickly select these saved assets from the library whenever you are creating a new template, campaign, or automation flow.

In the Staff Management module, you can group your agents into specific departments (like 'Sales', 'Support', or 'Billing'). This makes it easy to automatically route customer queries to the right department using Flow Builder's "Assign" node.

Admins have full control over the workspace, including Billing, Wallet Recharges, Templates, Campaigns, and adding/removing staff. Agents have restricted access; they can only view the Shared Inbox to chat with customers and manage the Contacts list.