Help Center

Comprehensive Guide to Business WhatsApp

Explore the complete functionality of Business WhatsApp within your CRM.

Guide

Overview & Navigation

Follow these quick steps to reach the Business WhatsApp page in your CRM.

Navigate

  1. 1. Open your CRM application.
  2. 2. Go to the Dashboard.
  3. 3. Click on the Business WhatsApp option in the dashboard menu.
  4. 4. From the options listed under Business WhatsApp:
  • Messages: Access all WhatsApp messages.
  • WA Dashboard: Overview of your WhatsApp activities.
  • W.A. Templates: Manage WhatsApp message templates.
  • All Sequences: Review and manage automated sequences.
  • B.M. Template: Configure Business Manager templates.
  • WA Template Actions: Track template-related actions.
  • WA Message Report: View detailed reports of sent messages.
  • Setup Auto Response: Create and manage auto replies.

Pro Tip: Optimize Your WhatsApp Usage

Regularly check reports and update templates to ensure effective communication with your customers.