WAMANAGER Panel User Guide

Steps to Access:

1. Navigate to the WAMANAGER Panel login page
2. Enter your email address and password
3. Click "Login" to access your dashboard
4. If you have multiple tenants, select the appropriate tenant from the list

Channel-Wise Credential Management:

Each channel can have its own set of credentials, allowing you to:

• Configure separate WhatsApp Business accounts for different channels
• Manage credentials independently for each channel
• Expand or collapse channel settings for easy navigation
• See which channels have pending settings (marked with a "Pending" badge)
• Update individual channel credentials without affecting others

Required Information for Each Channel:

For each channel, you'll need the following information from your WhatsApp Business API setup:

• Phone Number ID: Your WhatsApp Business phone number identifier
• App ID: Your Meta App ID
• App Secret: Your Meta App Secret
• WABA ID: WhatsApp Business Account ID
• Access Token: Your API access token (keep this secure)
• Verify Token: Token for webhook verification
• External API Token: Additional API token (can be generated automatically)
• Company Name: Your business or company name

Setting Up Channel Settings:

1. After logging in, if your channel settings are pending, you'll be redirected to the Channel Setting page
2. You'll see a list of all available channels, each with its own expandable section
3. Expand the channel you want to configure by clicking the chevron icon
4. Fill in all required fields with your WhatsApp Business API credentials for that channel
5. You can generate an External API Token automatically using the "Generate Token" button
6. Double-check all information for accuracy
7. Click "Validate & Update" to validate your credentials and save the channel settings
8. Once validated successfully, the channel status will change from "Pending" to "Good"
9. For WhatsApp channels, after successful validation, you'll see a "Subscribe" button appear
10. Click the "Subscribe" button to subscribe your app to receive webhooks and notifications from Meta
11. After subscribing, you'll see a "Subscribed" badge next to the channel status, indicating your app is successfully subscribed
12. You'll be redirected to the Dashboard after successful setup

Recommended Workflow:

1. Explore the Dashboard: Familiarize yourself with the overview and key metrics
2. Add Contacts: Import or manually add your customer contacts
3. Create Contact Groups: Organize contacts into groups for targeted messaging
4. Upload Media Files: Add images, videos, and documents to your Media Gallery
5. Create Templates: Design and submit template messages for approval
6. Set Up Broadcast Types: Configure broadcast types with appropriate modes
7. Create Broadcasts: Start sending messages to your contacts
8. Create Quick Replies: Set up pre-written responses for common customer inquiries
9. Set Up Chatbot Flows: Automate common customer interactions
10. Configure Conversation: Set up chat sync and manage conversations

Profile Configuration:

• Update your personal information
• Configure notification sound preferences
• Set up chat sync settings (enable/disable automatic chat synchronization)
• Choose your preferred language
• Configure default sound settings for different modules

Features:

• View all your templates (approved, pending, rejected)
• Create new templates with dynamic variables
• Edit existing templates (requires re-approval)
• Duplicate templates for quick creation
• Refresh templates to sync with Meta
• Filter templates by status, type, or category

Template Types:

• Marketing Templates: Promotional messages, offers, announcements
• Utility Templates: Transactional messages, confirmations, updates
• Authentication Templates: OTP codes, verification messages

Use Cases:

• Marketing campaigns
• Newsletter distributions
• Promotional announcements
• Event notifications

Broadcast Modes:

Features:

• Schedule broadcasts for future delivery
• Send immediately or schedule for later
• Select recipients from contacts or contact groups
• Use templates with dynamic variables
• Track broadcast status and delivery reports
• View detailed analytics for each broadcast
• Choose broadcast mode (Default, Individual, or Bulk)
• Upload CSV files for bulk mode broadcasts

Features:

• Add contacts manually or import from CSV/Excel
• Edit contact information (name, phone, email, etc.)
• View message history for each contact
• Search and filter contacts
• Export contacts to CSV
• View contact details and conversation logs

Features:

• Create custom contact groups
• Add or remove contacts from groups
• Use groups for targeted broadcasts
• Manage multiple groups for different campaigns
• View group statistics and member count

How to Star Messages:

1. Click on any message in a conversation to open the message menu
2. Select "Star" from the message options menu
3. The message will be marked with a yellow star icon
4. To unstar a message, click on it again and select "Star" to toggle it off

Viewing Starred Messages:

• Access the "Starred Messages" section from the sidebar
• View all your starred messages in one place, organized by date
• See sender and recipient information for each starred message
• Click on any starred message to jump directly to that conversation
• Filter starred messages by channel if needed
• Scroll to load more starred messages (infinite scroll)

Starred Message Display:

• Starred messages show a yellow star icon in the conversation
• In the starred messages view, messages are displayed with contact avatars
• Message content is shown with sender/recipient labels (e.g., "You ▸ Contact Name" or "Contact Name ▸ You")
• Template messages, interactive messages, and media files are properly displayed in the starred view
• Messages are grouped by date for easy navigation

How It Works:

• The chatbot toggle button is located in the conversation control buttons area
• Only the conversation organizer (person who has control) can enable or disable the chatbot
• By default, chatbots are enabled for all conversations
• The toggle is per-conversation, so you can disable chatbots for specific chats while keeping them active for others

Visual Indicators:

• Enabled (Green): When the chatbot is enabled, the button shows a Bot icon with a green background
• Disabled (Gray): When the chatbot is disabled, the button shows a BotOff icon with a gray background
• Hover over the button to see a tooltip indicating the current state and action (Enable Chatbot or Disable Chatbot)

When to Use:

• Disable Chatbot: When you need to handle a conversation manually without automated responses interfering
• Enable Chatbot: When you want automated chatbot flows to handle customer inquiries and provide automated responses
• Useful for complex customer issues that require human intervention
• Helpful when you want to prevent automated responses during sensitive conversations

Features:

• Create quick replies with shortcuts for easy access
• Edit existing quick replies to update content
• Delete individual or multiple quick replies
• Search and filter quick replies by shortcut or content
• Assign quick replies to specific channels
• Use rich text formatting in quick reply messages
• Bulk operations for managing multiple quick replies at once

Quick Reply Components:

• Shortcut: A keyword or phrase that helps you quickly find and use the quick reply
• Message: The actual message content that will be sent to customers (supports rich text formatting)
• Channels: Optionally assign the quick reply to specific channels for better organization

How to Use:

1. Open a conversation in Conversation
2. Click on the quick reply icon in the message input area
3. Search for a quick reply by typing the shortcut or message content
4. Select the desired quick reply from the dropdown
5. The message will be inserted into the input field - you can edit it if needed
6. Send the message as usual

Benefits:

• Organize quick replies by channel or business unit
• Filter quick replies when searching in Conversation
• Maintain channel-specific responses and messaging
• Select all channels or specific ones when creating quick replies

Supported File Types:

• Images: JPEG, PNG, GIF, WebP, and other image formats
• Videos: MP4, AVI, MOV, and other video formats
• Documents: PDF, DOC, DOCX, XLS, XLSX, CSV, TXT, and more
• Audio: MP3, WAV, OGG, and other audio formats

Features:

• Upload single or multiple files at once
• Upload files in bulk using ZIP archives
• Search files by name or filter by type
• Copy file URLs for external use
• Download files individually or in bulk
• Delete files or folders with confirmation
• View file details including size, type, and upload date
• Preview images and videos directly in the gallery

Folder Features:

• Create folders and nested subfolders
• Rename folders to match your organization structure
• Delete folders (files inside will also be deleted)
• Navigate through folder hierarchy with breadcrumbs
• View folder contents and file counts
• Expand and collapse folder trees for easy navigation

Upload Methods:

• Single File Upload: Select and upload individual files one at a time
• Multiple File Upload: Select and upload multiple files simultaneously
• ZIP Archive Upload: Upload a ZIP file containing multiple files - they will be automatically extracted
• Folder Selection: Upload files directly to specific folders

Where You Can Use Media Files:

• Broadcasts: Select images, videos, or documents when creating broadcasts
• Templates: Use media files in template messages
• Conversation: Send media files directly from the gallery in conversations
• Chatbot Flows: Include media files in automated conversation flows

File Selection Mode:

When opening the media gallery from other features, you can filter files by type (images, videos, documents) to quickly find what you need. The gallery will show only relevant files based on the context.

Key Features:

• Multi-language Support: Create flows in multiple languages with translations
• Keyword Triggers: Set up keywords that activate specific flows when users send messages
• Step Management: Add, edit, delete, and reorder steps in your flow
• Start Step: Designate any step as the entry point of your flow
• Flow Preview: Preview your flow in real-time as you build it
• Flow Validation: System validates flows before saving to ensure they work correctly

Step Features:

• Rich Text Messages: Add formatted text messages with rich text editor support
• Option Types: Choose from multiple option types (None, Buttons, Interactive List, Interactive List Sections, Navigation Options)
• Next Step Navigation: Define which step comes next based on user selection or text input
• Option Management: Add, edit, delete, and reorder options within steps using drag-and-drop
• Multi-language Messages: Provide step messages in different languages

Message Types in Steps:

• Text Messages: Rich text messages with formatting support
• Media Messages: Images, videos, and documents from media gallery
• Template Messages: Pre-approved WhatsApp templates
• Interactive Messages: Messages with buttons, lists, and navigation options

Option Types:

• None - Text Input Only: Users can only enter text. Configure where to navigate after text input.
• Buttons: Up to 3 interactive buttons. Each button can navigate to a specific step, start the flow, or end the flow.
• Interactive List: Up to 10 options in a scrollable list format. Perfect for menus with many choices.
• Interactive List (Sections): Up to 10 sections, each containing multiple options. Organize options into categorized sections for better user experience.
• Navigation Options: Options with A, B, C keys for quick selection. Users can type the key letter to select an option.

Interactive List Sections:

Organize options into sections with titles. Each section can contain multiple options, making it easier for users to find what they're looking for.

• Create up to 10 sections per step
• Each section can have a title and multiple options
• Options within sections can be reordered using drag-and-drop
• Each option can navigate to different steps or actions

Navigation Options:

Create options that users can select by typing letter keys (A, B, C, etc.). Options are organized into groups for better management.

• Create navigation groups to organize options
• Each option is automatically assigned a letter key
• Users can type the letter to quickly select an option
• Options can navigate to steps, start flow, or end flow

How It Works:

1. Trigger: Flow is activated when a user sends a message matching configured keywords
2. Start Step: Bot sends the message from the designated start step
3. User Response: User selects an option (button, list item, navigation key) or sends a text message
4. Navigation: Bot moves to the next step based on the user's selection or configured action
5. Continuation: Process continues through the flow until completion, end flow action, or handoff to agent

Option Actions:

Each option in a step can be configured with different actions to control flow navigation:

• Next Step: Navigate to a specific step in the flow (custom navigation)
• Start Flow: Return to the main menu/start step of the flow
• End Flow: Exit the flow and end the conversation
• None: End the flow after displaying the message (for text-only steps)

Text Input Handling:

For steps with "None" option type (text input only), you can configure where users navigate after entering text:

• Navigate to a specific step based on text input
• End the flow after text input
• If user sends invalid text, the "Invalid Message" from flow settings is shown

Features:

• Create new user accounts
• Edit user information and permissions
• Deactivate or remove users
• Assign roles to users
• View user activity and login history

Features:

• Create custom roles with specific permissions
• Assign permissions for each feature
• Edit role permissions
• Assign roles to users
• View which users have each role

Message Types:

• Invalid Message: Message shown when a user sends an invalid option or input that doesn't match any configured option. You can add up to 3 action buttons to guide users (e.g., "Try Again", "Go to Main Menu", "End Flow").
• Thank You Message: Message displayed to thank users after completing a flow or action. Can include action buttons for follow-up navigation.
• Session Timeout Message: Message shown when a user's session times out due to inactivity. Configure the timeout duration in minutes and add action buttons for re-engagement.

Message Configuration:

• Use rich text editor to format messages (up to 1024 characters)
• Add up to 3 action options per message type
• Each option can have a label (up to 20 characters)
• Configure action types: None, Start Flow (Main Menu), End Flow (Exit), or Next Step (Custom)
• For "Next Step" actions, select which step to navigate to from active flow steps
• Options can be reordered using drag-and-drop

Session Timeout Settings:

• Set timeout duration in minutes (must be a positive integer)
• When session times out, the timeout message is displayed
• Users can use action buttons to restart the flow or navigate to specific steps

Key Features:

• Expandable cards for each message type for easy navigation
• Clear data option to reset message and options for each type
• Real-time validation ensures proper configuration
• Auto-generated option keys (1, 2, 3) for easy reference
• Integration with active flow steps for navigation options

Channel-Wise Credential Management:

The Channel Setting page displays all available channels, each with its own expandable section where you can configure:

• Channel: Unique identifier for the channel (read-only)
• Company Name: Your business or company name for this channel
• Phone Number ID: WhatsApp Business phone number identifier
• App ID: Your Meta App ID
• App Secret: Your Meta App Secret
• WABA ID: WhatsApp Business Account ID
• Access Token: Your API access token (keep this secure)
• Verify Token: Token for webhook verification
• External API Token: Additional API token (can be generated automatically)

Updating Channel Settings:

1. Navigate to the Channel Setting page from the Settings section
2. Expand the channel you want to update by clicking the chevron icon
3. Update any of the credential fields as needed
4. Click "Validate & Update" to validate your credentials and save the changes
5. After successful validation, the channel status will show as "Good"
6. For WhatsApp channels, if your app is not yet subscribed, a "Subscribe" button will appear
7. Click the "Subscribe" button to subscribe your app to receive webhooks and notifications from Meta
8. The subscription status badge will update to show "Subscribed" once the subscription is successful

Key Features:

• Expand or collapse each channel's settings for easy navigation
• Channels with pending settings are highlighted with an amber badge
• Channels with valid credentials show a "Good" status badge
• Channels with invalid credentials show an "Invalid" status badge
• Generate External API Token automatically for each channel
• Validate and update channel settings individually using the "Validate & Update" button
• For WhatsApp channels, subscribe your app after validation to receive webhooks and notifications
• Subscription status is displayed as "Subscribed" or "Unsubscribed" badge
• Each channel's credentials are managed independently
• Update individual channels without affecting others

Settings Available:

• Personal information and profile details
• Notification sound preferences
• Chat sync settings (enable/disable chat synchronization)
• Language preferences
• Default sound settings for different modules