Help Center
Help Center

How can we help you?

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

🚀
Getting Started

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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💬
Inbox

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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👥
Contacts

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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📋
Templates

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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📢
Campaigns

Broadcast messages to multiple contacts at once using WhatsApp templates or custom text.

  • What Are Campaigns?
  • Creating a Campaign
  • Managing Campaigns
  • Campaign Logs & Analytics
Automation

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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📊
Analytics

Understand your team's performance, conversation trends, and campaign results.

  • Dashboard Overview
  • Org Metrics & Charts
  • My Work Section
  • Analytics Tabs
💼
Deals

Manage your sales pipeline with Kanban boards, custom stages, and deal tracking.

  • Deals & Pipelines Overview
  • Creating a Custom Pipeline
  • Creating and Managing Deals
⚙️
Settings

Configure your workspace, team, integrations, and billing.

  • Members & Teams
  • Roles & Permissions
  • WhatsApp Account Settings
  • Contact Settings

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Trust Score

Understand and improve your organization's WhatsApp account health score.

  • What is Trust Score?
  • Improving Your Trust Score
📨
Messages

View and audit all messages sent and received across your organization.

  • Message Log
  • Message Gaps (Failed Deliveries)