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Everything you need to set up and get the most out of WBMSG — from connecting WhatsApp to running AI-powered campaigns.
11 categories · 64 articles
Everything you need to get up and running with WBMSG.
- What is WBMSG?
- Creating Your Account
- Connecting Your WhatsApp Business Account
- Inviting Team Members
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Everything about the WBMSG shared team inbox — managing conversations, labels, canned responses, media, and AI smart replies.
- WhatsApp Inbox Overview
- Using the Conversation List
- Managing Conversation Status
- Assigning Conversations
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Manage your contacts, import data, organize with groups and segments, and track every interaction in one place.
- Contacts Overview
- Adding a Contact Manually
- Importing Contacts from CSV
- Filtering and Segmenting Contacts
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Create, manage, and analyse WhatsApp Message Templates — the pre-approved formats required for outbound messaging.
- What Are WhatsApp Templates?
- Template Library
- Creating a Message Template
- Using Variables in Templates
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Broadcast messages to multiple contacts at once using WhatsApp templates or custom text.
- What Are Campaigns?
- Creating a Campaign
- Managing Campaigns
- Campaign Logs & Analytics
Automate responses and build multi-step conversation flows — from simple toggles to visual drag-and-drop workflows.
- Automation Overview
- Basic Automation
- Auto-Replies (Keyword Triggers)
- Visual Flow Builder
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Understand your team's performance, conversation trends, and campaign results.
- Dashboard Overview
- Org Metrics & Charts
- My Work Section
- Analytics Tabs
Manage your sales pipeline with Kanban boards, custom stages, and deal tracking.
- Deals & Pipelines Overview
- Creating a Custom Pipeline
- Creating and Managing Deals
Configure your workspace, team, integrations, and billing.
- Members & Teams
- Roles & Permissions
- WhatsApp Account Settings
- Contact Settings
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Understand and improve your organization's WhatsApp account health score.
- What is Trust Score?
- Improving Your Trust Score
View and audit all messages sent and received across your organization.
- Message Log
- Message Gaps (Failed Deliveries)