Knowledge Base

Manage WhatsApp Business messaging, campaigns, and customer support from one dashboard.

Everything you need to know to set up and use WhatsApp Cloud: connecting your WhatsApp Business number, the team inbox, campaigns, the AI auto-reply bot, and more.

Browse by Category

Select a category to narrow down the topics below.

Getting Started: Sign Up, Log In & Connect WhatsApp

Create your account, log in, and connect your WhatsApp Business number so you can start messaging.

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Team Inbox & Messaging

A shared inbox where your whole team can send and receive WhatsApp messages in real time.

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Message Templates & the 24-Hour Window

Reach a customer outside WhatsApp's 24-hour reply window using a Meta-approved message template.

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Contacts, Custom Fields, Groups & Consent

Manage your contact list, organize contacts into groups, track custom details, and keep an audit trail of who's opted in or out.

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Campaigns: Broadcasts & Automatic Replies

Send one-off broadcasts to a group of contacts, or set up automatic keyword-triggered replies.

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AI Auto-Reply Bot

An AI-powered bot that automatically replies to customer messages, with your own instructions and per-contact control.

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Voice Note Transcription & Spoken AI Replies

Incoming voice notes are automatically transcribed to text, and the AI bot can optionally reply with a spoken voice note of its own.

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Flows Builder: Multi-Step Automatic Conversations

Design a multi-step automatic conversation with a visual drag-and-drop editor — a keyword starts it, and buttons branch it.

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Journeys: Pipeline Board for Contacts

A drag-and-drop pipeline board for tracking contacts through stages, like a sales pipeline.

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Reminders & Reservations

Automatically send a reminder message before or after a booking, and receive bookings from an external form via API.

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Team Members & Roles

Invite teammates to help staff the inbox, and control what they can access with owner/staff roles.

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Click-to-Chat Website Widget

A floating "Chat on WhatsApp" button you can add to your own website with a copy-paste embed code.

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Billing & Plans

View available plans, subscribe securely, and manage or cancel your subscription.

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Analytics Dashboard

A dashboard summarizing your messaging activity with charts: messages, active contacts, campaigns, and AI bot activity.

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