Two sidebar screens, Contacts and Marketing, bring together your agency’s customer catalog and the tools to write to them over WhatsApp outside of an ongoing conversation — a campaign, a reminder. They’re available to the Admin and Editor roles (Viewers can consult them, not write on them).
What Contacts and Marketing areTwo sidebar screens, Contacts and Marketing, bring together your agency's customer catalog and the tools to write to them over WhatsApp outside of an ongoing conversation — a campa
Procedure: browse the Contacts tableA contact is anyone your agency has talked to or that you've created by hand — it lands here as soon as the AI verifies their phone in a conversation on any channel (section 5), wh
Procedure: create a contact manuallyRequirements: administrator or editor role.
The contact's recordTap View on any table row to open its record (drawer), with these sections:
Phone verificationThere's no separate verification step you need to run: when a customer writes over WhatsApp, Telegram or the web chat and the AI verifies their phone during the conversation, that
Automatic marketing unsubscribeWarning — The customer unsubscribes by writing over WhatsApp If a customer replies with the word STOP, BAJA, CANCELAR or UNSUBSCRIBE (the whole message, not a phrase that contains
Procedure: contact listsA list is a grouping of contacts you can then use as the destination for an import (section 8) or a campaign (section 11).
Procedure: import contacts from a CSVRequirements: administrator or editor role; a CSV file up to 2 MB and 10,000 rows.
Procedure: WhatsApp templates for marketingTo write to a customer over WhatsApp outside an ongoing conversation (a campaign, a reminder), Meta requires using a previously approved template — a free-form message isn't allowe
Monthly send limitNote — The limit depends on your plan Starter includes 500 marketing sends a month, Pro 2,000, and Enterprise has no limit.
Procedure: the campaign wizardA campaign sends an approved template, with its variables already filled in, to a list or a selection of contacts — all at once.
The campaigns table and its statusesOnce created, the campaign shows up in the table with its status and its live results — refresh the screen and you'll see real progress, never a cached figure.