Organization

In WapiKit, an Organization represents your business entity and serves as the primary container for all your WhatsApp marketing and customer engagement activities.

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What is an Organization?

An Organization in WapiKit is a virtual representation of your business that contains all your contacts, campaigns, conversations, team members, and settings. It’s the foundation of your WapiKit account and the central hub for managing your WhatsApp marketing operations.

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Organization Structure

Each Organization in WapiKit includes:

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Basic Information

• Name: Your business or team name
• Description: A brief overview of your organization
• Logo: Your company logo that appears in your WapiKit dashboard
• Website URL: Your business website

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WhatsApp Business Accounts

Connect one or more WhatsApp Business accounts to your Organization to send messages and engage with customers.

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Team Members

Add team members to your Organization with specific roles and permissions to collaborate on WhatsApp marketing and customer engagement.

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Settings

Configure organization-wide settings including:

• Notification preferences
• Default response templates
• AI automation settings
• Working hours
• Integration configurations

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Creating an Organization

When you first sign up for WapiKit, you’ll be prompted to create an Organization. Follow these steps:

1. Enter your organization name
2. Add a brief description (optional)
3. Upload your organization logo (optional)
4. Click “Create Organization”

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Managing Multiple Organizations

If you manage WhatsApp marketing for multiple businesses, you can create and switch between multiple Organizations in WapiKit:

1. Click on your profile picture in the top-right corner
2. Select “Switch Organization”
3. Choose an existing Organization or click “Create New Organization”

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Organization Settings

To access and modify your Organization settings:

1. Click on “Settings” in the left sidebar
2. Select “Organization Settings”
3. Update your Organization information as needed

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Best Practices

• Choose a clear Organization name: Use your actual business name for easy identification
• Upload your logo: Add your company logo to maintain brand consistency
• Add a comprehensive description: Include information about your business type and WhatsApp marketing goals
• Regularly review team access: Periodically audit team member access and permissions

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Next Steps

After setting up your Organization, you should:

1. Connect your WhatsApp Business account
2. Add team members
3. Import your contacts
4. Set up your first campaign