# AI Capabilities in Wapikit Source: https://docs.wapikit.com/ai Explore how Wapikit leverages AI to transform WhatsApp campaigns, customer support, and insights. Wapikit isn’t just automation — it’s an intelligent AI-native engine that **feels human**, **thinks contextually**, and **responds like your best teammate**. ## 💬 AI Auto-Replies (Beta) Wapikit responds to customer messages **within 1 minute**, automatically. AI understands the full context of the user’s message, whether it's a query, a complaint, or an order. Responses are tailored using customer profile memory and your business tone. If applicable, the AI can recommend products, update orders, or route chats to a human. AI replies are only available on Premium plans and must be enabled in Inbox manually. *** ## 🧠 Conversation Summarization AI instantly summarizes every WhatsApp conversation: * Pulls out key takeaways * Labels intent and themes * Helps team members understand context before jumping in Every chat has a **Summarize** button — AI distills hours of chat into actionable insights. *** ## 🗂️ Smart Suggestions & AI Prompts Wapikit proactively suggests responses as you type. This helps support agents: * Reply faster with appropriate tone * Maintain brand consistency * Avoid repetitive typing *** ## 📊 Campaign Insights (Coming Soon) Wapikit AI will soon analyze: * Audience sentiment * Segment-wise performance * CTA click heatmaps * Time-slot conversion patterns It’ll proactively recommend **what to fix**, **when to send**, and **how to iterate**. *** ## 🔍 Context-Aware Customer Memory Wapikit remembers every detail: * Customer name, past purchases, recent questions * Preferences pulled from campaigns and messages * Smart tagging applied based on conversations This memory is used by the AI to keep conversations **emotionally intelligent** and **business-aware**. *** ## 🧠 Powered by Knowledge Base Your **Knowledge Base** feeds Wapikit AI its brain. * Upload URLs, documents, or plain text * AI will index and reference this for auto-replies * Every team has a tailored KB; nothing generic *** ## 🌟 Proactive by Design Unlike other tools, Wapikit doesn’t wait for manual prompts. It thinks like a human: * Notices drops in conversion? Suggests template tweaks * Sees high bounce rate? Flags contacts and suggests segmentation * Recurring queries? Auto-learns and creates FAQ automations Wapikit’s AI behaves like a **full-time teammate** — always on, always learning. *** ## 📚 Related Docs * [Conversation Engine](/guide/conversation-engine) * [Knowledge Base Setup](/guide/knowledge-base) * [Inbox Overview](/guide/inbox) # null Source: https://docs.wapikit.com/contact-support The prefered way to contact us by email at [sarthak@wapikit.com](mailto:sarthak@wapikit.com). But you can also reach out to us here: * Twitter/X: @sarthakjdev or @wapikit * Linkedin: [https://www.linkedin.com/in/wapikit/](https://www.linkedin.com/in/wapikit/) * Github: [https://www.github.com/wapikit](https://www.github.com/wapikit) # Conversation Engine Source: https://docs.wapikit.com/conversation-engine Learn how Wapikit autonomously replies to customers with human-like intelligence and full context awareness Wapikit’s **Conversation Engine** is not your average chatbot. It’s an AI-powered operational brain that handles your **customer conversations in real-time**, just like a human teammate—but better. Wapikit replies to **every customer message in under 1 minute** with context-aware, emotionally intelligent responses. *** ## What It Does * 📥 **Handles all incoming WhatsApp messages 24/7** * 🧠 **Understands customer intent**, not just keywords * 🛍️ **Recommends products**, answers FAQs, provides policy info * 🧾 **Handles orders**, from status updates to changes and cancellations * 🗂️ **Maintains full customer memory** across sessions * 🎯 **Personalizes responses** based on user profile, behavior, and past interactions * 🤖 **Works even while you're sleeping** *** ## How It Works Wapikit’s AI engine listens to every incoming message and does three things instantly: ### 1. Intent Detection Understands whether the user is asking a question, requesting help, trying to purchase, or just exploring. > “Can I get this in a different size?”\ > → Detected as: *Product Variant Inquiry* ### 2. Context Recall Wapikit accesses customer context, including: * Last campaign message received * Past orders and interactions * Tagged preferences or behavior * CRM attributes (location, order value, loyalty status) ### 3. Intelligent Action Once intent is detected and context is loaded, Wapikit replies or executes actions: * Replies to order-related queries using live order data * Recommends the most relevant product * Pushes follow-up campaigns if needed * Escalates to human when necessary *** ## Powered by Knowledge Base + Memory The engine is fueled by your **custom Knowledge Base**, where you define your: * FAQs * Return/refund/cancellation policies * Delivery timelines * Product info and attributes Wapikit **auto-maps knowledge base answers to customer intents**, and learns which ones perform best. And because it **remembers each customer’s profile** and updates it over time, replies get smarter and more relevant with every message. *** ## Designed for D2C & Service Brands Whether you’re a clothing brand handling size and style queries, or a service provider managing bookings and support: * ⚡ Wapikit scales your operations without hiring * 👂 Gives every customer instant support that feels personal * 📈 Boosts conversions, CSAT, and retention *** ## Real-World Example > **Customer**: "Hey, when will my order #1234 arrive?" Wapikit sees: * This is an order status inquiry * Customer ordered a ₹1,299 Kurta Set last Thursday * Standard shipping = 5 days Wapikit replies: > “Hi Priya 👋 Your order placed on May 24th is expected to arrive by May 29th. We’ll send you a tracking link soon. Let me know if you need anything else!” *** ## Need Full Control? You can customize: * Tone of voice (friendly, formal, humorous) * What to escalate to humans * Product recommendation logic * What data to store in memory *** ## Learn More Want to configure your own knowledge base and AI behavior? 👉 [See Knowledge Base Setup](/guide/conversation-engine/knowledge-base) *** ## Built for Scale * Handles thousands of messages simultaneously * Optimized for fast response `<1 min` * Learns over time using performance feedback loops *** ## Summary Wapikit’s Conversation Engine is your always-on, emotionally aware, operational team member—handling sales, support, and everything in between with `<1 min response time`, 24/7. *** Need help fine-tuning your engine? [Give this a read](/knowledge-base) # Wapikit Glossary Source: https://docs.wapikit.com/glossary Key terms and concepts to understand WhatsApp marketing and how Wapikit works This glossary helps you understand the vocabulary used in Wapikit and WhatsApp marketing. Whether you're just getting started or scaling your messaging ops, this page has you covered. A way for two systems to talk to each other. Wapikit exposes powerful APIs so developers can automate message sending, manage contacts, and run campaigns from their own systems. ```js theme={null} // Example API call to send a WhatsApp message fetch('https://api.wapikit.com/v1/messages', { method: 'POST', headers: { 'Content-Type': 'application/json', 'x-access-token': 'your_api_token' }, body: JSON.stringify({ to: '918367XXXXXX', text: 'Hello from Wapikit!' }) }); ``` A single message sent to many contacts at once.\ With Wapikit, you can run personalized broadcasts to segmented lists without spamming. A structured marketing effort targeting a specific list of contacts.\ Campaigns in Wapikit support templates, images, buttons, catalogs, and rich insights. Meta's official way to connect WhatsApp to cloud apps.\ Wapikit uses the Cloud API under the hood so you don’t need any servers or infrastructure. A person in your Wapikit system. Each contact includes a phone number, metadata, and conversation history. A group of contacts you define for a campaign or broadcast.\ Lists help you target better and reuse customer segments. A 1:1 thread between you and your customer.\ Wapikit gives every conversation full context—including AI summaries, history, and replies. A sequence of messages sent over time, automatically.\ Great for lead nurturing, onboarding, or reminders. ```text theme={null} Day 0 – Welcome message Day 2 – Product showcase Day 5 – Discount offer Day 10 – Re-engagement nudge ``` WhatsApp requires businesses to use pre-approved templates for outbound messages. These templates can be personalized using variables like name, city, or interest. All outbound (business-initiated) WhatsApp messages must use a template. Your workspace inside Wapikit.\ An organization contains your contacts, team members, campaigns, billing, and WhatsApp connection. A permission system for your team.\ You can control who can create campaigns, access inboxes, or manage settings. ```text theme={null} Owner – Full access Member – Limited access managed via RBAC settings ``` WhatsApp gives you 24 hours to respond freely after a customer sends a message. Wapikit helps you make the most of this session with instant AI replies, routing, and analytics. A smart label used to organize contacts, campaigns, or chats. You can manually assign tags or let Wapikit’s AI auto-tag based on behavior or message content. A shared view where your team can see and reply to conversations.\ Assign chats, leave notes, and collaborate in real time—like a support desk, but smarter. A message you send using an approved template.\ Required for any outbound message outside the session window.\ Supports media, buttons, and variables. A way to receive real-time data when something happens—like receiving a message or delivery event. ```json theme={null} { "event": "message.received", "from": "91836XXXXXX", "text": "Can I get the brochure?" } ``` Your official WhatsApp business identity.\ You need a WABA to use Wapikit. Setting up a WABA is free, but you’ll need Meta approval for your business name and number. The enterprise backend for WhatsApp.\ Wapikit is built entirely on top of this and simplifies everything for you. A hosted version of the WhatsApp Business API maintained by Meta.\ Wapikit uses it to ensure high uptime and faster delivery. *** ## Explore More * [What is Wapikit?](/introduction) * [Wapikit's Conversation Engine](/conversation-engine) * [Knowledge Base](/knowledge-base) * [AI Capabilities](/ai) * [Must-Know Platform Info](/important) # Analytics Source: https://docs.wapikit.com/guide/concepts/analytics Understanding and leveraging analytics in Wapikit Wapikit provides comprehensive analytics to help you measure, understand, and optimize your WhatsApp marketing and customer engagement efforts. These insights enable data-driven decisions to improve your campaigns and customer interactions. ## Analytics Dashboard The Wapikit Analytics Dashboard gives you a centralized view of your performance metrics across campaigns, conversations, and customer engagement. The dashboard is divided into several key sections: ### Overview Metrics The overview section provides high-level performance indicators: * **Active Contacts**: Total number of contacts who have interacted with your business * **Message Volume**: Total messages sent and received * **Response Rate**: Percentage of your messages that receive replies * **Average Response Time**: How quickly customers respond to your messages * **Conversation Completion Rate**: Percentage of conversations that reach resolution ### Campaign Analytics Track the performance of your WhatsApp campaigns: * **Delivery Metrics**: Sent, delivered, read, and failed message counts * **Engagement Metrics**: Reply rates, click-through rates, and conversion rates * **Campaign Comparison**: Side-by-side performance analysis of different campaigns * **Time-based Analysis**: Performance trends over hours, days, weeks, or months * **Template Performance**: Effectiveness of different message templates ### Conversation Analytics Measure the efficiency and effectiveness of your customer conversations: * **Volume Trends**: Conversation patterns by time and day * **Resolution Time**: Average time to resolve customer inquiries * **Team Performance**: Response times and resolution rates by team member * **Topic Analysis**: Common conversation topics and issues * **Customer Satisfaction**: Sentiment analysis and explicit feedback metrics ### Contact Analytics Understand your audience better: * **Growth Metrics**: Contact list growth over time * **Engagement Segments**: Categorization of contacts by engagement level * **Demographic Insights**: Analysis based on available contact attributes * **Retention Analysis**: Contact activity and churn patterns * **Conversion Tracking**: Progress through marketing and sales funnels ## AI-Powered Insights Wapikit's AI analyzes your data to provide actionable insights: ### Automated Recommendations The AI generates specific recommendations to improve performance: * **Campaign Optimization**: Suggestions for improving message content, timing, or targeting * **Conversation Improvements**: Recommendations for enhancing response quality or efficiency * **Contact Segmentation**: Insights for better audience targeting * **Resource Allocation**: Guidance on team scheduling based on conversation patterns ### Predictive Analytics Wapikit's AI can forecast future trends: * **Contact Growth Projections**: Estimated list growth based on current trends * **Campaign Performance Predictions**: Expected outcomes for planned campaigns * **Conversation Volume Forecasts**: Anticipated customer inquiry patterns * **Churn Risk Identification**: Contacts at risk of disengagement ### Anomaly Detection The AI automatically identifies unusual patterns that may require attention: * **Sudden Changes in Engagement**: Unexpected drops or spikes in message responses * **Delivery Issues**: Abnormal message delivery failure rates * **Response Time Anomalies**: Unusual delays in team or customer responses * **Sentiment Shifts**: Significant changes in conversation sentiment ## Custom Reports Create tailored reports for specific business needs: 1. Navigate to Analytics > Custom Reports 2. Select metrics and dimensions to include 3. Choose visualization types (charts, tables, etc.) 4. Set the time period for analysis 5. Save the report for future reference or schedule regular delivery ## Data Export Export analytics data for external analysis: * **CSV Export**: Download data in spreadsheet format * **API Access**: Programmatically retrieve analytics via the [Analytics API](/api-reference/analytics/get-analyticsprimary) * **Integration Options**: Connect with business intelligence tools ## Best Practices * **Set clear KPIs**: Define specific metrics that align with your business objectives * **Analyze trends, not just numbers**: Look for patterns and changes over time * **Compare related metrics**: Understand relationships between different data points * **Act on insights**: Implement changes based on analytics findings * **Test and measure**: Use A/B testing to validate optimization strategies * **Review regularly**: Schedule weekly or monthly analytics review sessions ## Next Steps After understanding your analytics, you can: 1. [Optimize your campaigns](/guide/concepts/campaigns) based on performance data 2. [Refine your contact segmentation](/guide/concepts/contacts-and-lists) using engagement insights 3. [Improve conversation handling](/guide/concepts/conversations) with response time and satisfaction metrics 4. [Set up AI automations](/guide/ai-automations/automations) to address patterns identified in your analytics # Campaigns Source: https://docs.wapikit.com/guide/concepts/campaigns Creating and managing WhatsApp marketing campaigns in Wapikit Campaigns are the core of Wapikit's WhatsApp marketing functionality, allowing you to send targeted messages to your contact lists and track their performance. ## What is a Campaign? A campaign in Wapikit is a structured WhatsApp marketing activity that delivers messages to a specific audience. Campaigns can be one-time broadcasts or part of a sequence, and they can include text, media, interactive buttons, and more. ## Campaign Types Wapikit supports several types of campaigns: ### Broadcast Campaigns Send a single message to multiple contacts at once. Ideal for announcements, promotions, or updates. ### Drip Campaigns Send a series of messages over time based on predefined schedules. Perfect for nurturing leads or customer onboarding. ### Triggered Campaigns Automatically send messages based on specific customer actions or events. Great for abandoned cart reminders or birthday wishes. ### Interactive Campaigns Engage customers with interactive elements like buttons, lists, or forms. Excellent for collecting feedback or guiding customers through a process. ## Creating a Campaign To create a new campaign in Wapikit: 1. Navigate to Campaigns > New Campaign 2. Select the campaign type 3. Enter a name and description for your campaign 4. Choose the WhatsApp phone number to use as the sender 5. Select the target contact list(s) 6. Compose your message using the rich editor 7. Add media or interactive elements if needed 8. Preview your message 9. Schedule or send immediately ## Message Templates For business accounts, WhatsApp requires pre-approved templates for certain message types. Wapikit makes it easy to: 1. Create new templates 2. Submit templates for approval 3. Use approved templates in your campaigns 4. Track template performance ## Campaign Scheduling Wapikit offers flexible scheduling options: * **Send Immediately**: Launch your campaign as soon as you click "Send" * **Schedule for Later**: Set a specific date and time for your campaign to start * **Recurring Campaigns**: Set up campaigns to repeat at regular intervals * **Time Zone Optimization**: Send messages at the optimal time for each recipient's time zone ## Campaign Analytics Track the performance of your campaigns with Wapikit's comprehensive analytics: * **Delivery Metrics**: Sent, delivered, read, and failed messages * **Engagement Metrics**: Replies, clicks, and conversions * **Comparison Tools**: Compare performance across different campaigns * **AI Insights**: Receive AI-generated recommendations to improve future campaigns ## AI-Powered Campaign Optimization Wapikit's AI continuously analyzes your campaign performance and can: * **Suggest Optimal Send Times**: Determine when your audience is most responsive * **Recommend Content Improvements**: Suggest message changes to increase engagement * **Identify High-Performing Segments**: Find which customer groups respond best * **Automate A/B Testing**: Test different message variations to find the most effective approach ## Campaign Tags Use tags to organize your campaigns by: * Purpose (promotional, informational, transactional) * Target audience (new customers, loyal customers, inactive customers) * Product line or service category * Campaign performance (high-performing, needs improvement) ## Best Practices * **Personalize your messages**: Use contact attributes to customize content for each recipient * **Keep messages concise**: Focus on a single, clear call-to-action * **Test before sending**: Use the preview function to check how your message will appear * **Respect frequency**: Avoid overwhelming contacts with too many messages * **Monitor performance**: Regularly review analytics to optimize future campaigns * **Follow WhatsApp policies**: Ensure your campaigns comply with WhatsApp's Business Policy ## Next Steps After creating your campaigns, you can: 1. [Monitor conversations](/guide/concepts/conversations) that result from your campaigns 2. [Analyze campaign performance](/guide/concepts/analytics) to optimize future messaging 3. [Set up automations](/guide/ai-automations/automations) to handle responses # Contacts and Lists Source: https://docs.wapikit.com/guide/concepts/contacts-and-lists Managing contacts and contact lists in Wapikit Effective contact management is essential for successful WhatsApp marketing campaigns. Wapikit provides robust tools for managing your contacts and organizing them into targeted lists. ## Contacts Contacts in Wapikit represent your customers, prospects, or any individuals you communicate with via WhatsApp. ### Contact Properties Each contact in Wapikit includes: * **Name**: The contact's full name * **Phone Number**: The WhatsApp-enabled phone number (required) * **Status**: Active, Inactive, Blocked, or Deleted * **Attributes**: Custom fields to store additional information (e.g., age, location, preferences) ### Creating Contacts You can add contacts to Wapikit in several ways: #### Manual Entry 1. Navigate to Contacts > Add Contact 2. Enter the contact's name and phone number 3. Add any additional attributes 4. Click "Save Contact" #### Bulk Import 1. Go to Contacts > Import Contacts 2. Download the CSV template 3. Fill in your contacts' information 4. Upload the completed CSV file 5. Map the columns to Wapikit fields 6. Complete the import #### API Integration Use our [Contacts API](/api-reference/contacts/post-contacts) to programmatically add or update contacts from your existing systems. ### Managing Contacts Wapikit provides several tools to manage your contacts: * **Search and Filter**: Quickly find contacts based on name, phone number, or custom attributes * **Edit Contact Information**: Update contact details as needed * **View Conversation History**: See all previous interactions with a contact * **Tag Contacts**: Apply labels to categorize contacts * **Delete or Block**: Remove contacts or block them from receiving messages ## Contact Lists Contact Lists in Wapikit allow you to segment your contacts into groups for targeted campaigns. ### List Properties Each Contact List includes: * **Name**: A descriptive name for the list * **Description**: Optional information about the list's purpose * **Contacts**: The contacts included in the list * **Tags**: Optional labels to categorize the list ### Creating Contact Lists To create a new Contact List: 1. Navigate to Lists > Create New List 2. Enter a name and description 3. Add contacts to the list by: * Selecting individual contacts * Filtering contacts based on attributes * Importing from a CSV file 4. Apply tags if needed 5. Click "Save List" ### AI-Powered List Segmentation Wapikit's AI can automatically segment your contacts based on: * **Engagement Patterns**: How contacts interact with your messages * **Response Rates**: How frequently contacts reply to your campaigns * **Conversion History**: Whether contacts have completed desired actions * **Behavioral Signals**: Patterns identified from conversation analysis To use AI segmentation: 1. Go to Lists > AI Segmentation 2. Select the segmentation criteria 3. Review the suggested segments 4. Save the segments as new Contact Lists ### Managing Lists Wapikit provides several tools to manage your Contact Lists: * **Edit Lists**: Add or remove contacts from existing lists * **Duplicate Lists**: Create a copy of a list as a starting point for a new segment * **Merge Lists**: Combine multiple lists into a single list * **Export Lists**: Download list data for external use * **Archive Lists**: Hide inactive lists without deleting them ## Best Practices * **Keep contact information updated**: Regularly clean your contact database * **Use meaningful list names**: Choose descriptive names that clearly indicate the list's purpose * **Segment strategically**: Create targeted lists based on customer journey stages * **Respect privacy**: Only message contacts who have opted in to receive communications * **Leverage custom attributes**: Collect relevant data to enable personalized messaging ## Next Steps After setting up your contacts and lists, you're ready to: 1. [Create campaigns](/guide/concepts/campaigns) to engage with your contacts 2. [Set up automations](/guide/ai-automations/automations) for personalized follow-ups 3. [Analyze engagement](/guide/concepts/analytics) to optimize your contact strategy # Conversations Source: https://docs.wapikit.com/guide/concepts/conversations Managing customer interactions through the Wapikit shared inbox # Conversations Conversations in Wapikit represent the ongoing chat interactions between your business and your customers on WhatsApp. The shared inbox feature allows your team to collaboratively manage these conversations efficiently. ## Understanding Conversations When a customer messages your WhatsApp business number or responds to one of your campaigns, a conversation is created or updated in Wapikit. These conversations are organized in your shared inbox, allowing you and your team to respond promptly and track the entire customer journey. ## Conversation Features ### Unified Inbox The Wapikit shared inbox brings all customer conversations into a single, organized interface where you can: * View all active conversations * Filter conversations by status, assignment, or tags * Search for specific conversations by customer name or content * Sort conversations by priority, recency, or waiting time ### Conversation Details Each conversation provides comprehensive context: * Complete message history with the customer * Customer profile information and attributes * Previous campaign interactions * Conversation tags and notes * Assignment history ### Team Collaboration Multiple team members can work together on customer conversations: * Assign conversations to specific team members * Transfer conversations between team members * Add internal notes visible only to your team * Mention colleagues using @username to notify them * View when another team member is typing a response ### Rich Messaging Engage with customers using WhatsApp's rich messaging capabilities: * Send text, images, videos, documents, and audio messages * Use interactive buttons and list messages * Share location information * Send contact cards * Reply to specific messages in a thread ## Managing Conversations ### Conversation Statuses Wapikit tracks conversations with the following statuses: * **Active**: Ongoing conversations requiring attention * **Resolved**: Completed conversations where the customer's needs have been addressed * **Closed**: Conversations that have been administratively ended * **Deleted**: Conversations removed from the active inbox ### Conversation Assignment Efficiently distribute workload among your team: 1. **Manual Assignment**: Manually assign conversations to specific team members 2. **Auto-Assignment**: Let Wapikit automatically assign conversations based on rules: * Round-robin distribution * Skill-based routing * Workload balancing * Business hours availability ### Conversation Tagging Organize conversations with tags to: * Categorize by topic or department (e.g., "Support", "Sales", "Billing") * Track issue types (e.g., "Product Question", "Technical Issue") * Mark priority levels (e.g., "Urgent", "Follow-up Required") * Identify customer segments (e.g., "VIP Customer", "New User") ## AI-Powered Conversation Features Wapikit's AI enhances conversation management: ### Smart Replies * Get AI-suggested responses based on conversation context * Choose from multiple response options * Customize suggestions before sending ### Sentiment Analysis * Automatically detect customer sentiment (positive, negative, neutral) * Prioritize conversations with negative sentiment * Track sentiment changes throughout the conversation ### Intent Recognition * Identify customer intents automatically (e.g., product inquiry, complaint) * Route conversations to the appropriate team based on intent * Track common intents to improve your business processes ### Automated Tagging * AI automatically applies relevant tags based on conversation content * Ensures consistent categorization * Saves time on manual tagging ## Conversation Analytics Gain insights from your customer conversations: * Response time metrics * Resolution rate tracking * Team performance analytics * Common topics and issues * Customer satisfaction indicators ## Best Practices * **Respond promptly**: Aim to reply to customer messages within minutes, not hours * **Personalize interactions**: Use customer information to provide tailored responses * **Maintain conversation history**: Avoid asking for information the customer has already provided * **Use internal notes**: Share context with team members without exposing notes to customers * **Resolve appropriately**: Mark conversations as resolved only when the customer's needs are fully addressed * **Review analytics regularly**: Identify trends and areas for improvement in your conversation handling ## Next Steps After mastering conversation management, explore: 1. [Setting up automations](/guide/ai) to handle routine inquiries 2. [Analyzing conversation data](/guide/concepts/analytics) to improve customer service # Organization Source: https://docs.wapikit.com/guide/concepts/organization Understanding the Organization entity in Wapikit In Wapikit, an Organization represents your business entity and serves as the primary container for all your WhatsApp marketing and customer engagement activities. ## 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. ## Organization Structure Each Organization in Wapikit includes: ### 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 ### WhatsApp Business Accounts Connect one or more WhatsApp Business accounts to your Organization to send messages and engage with customers. ### Team Members Add team members to your Organization with specific roles and permissions to collaborate on WhatsApp marketing and customer engagement. ### Settings Configure organization-wide settings including: * Notification preferences * Default response templates * AI automation settings * Working hours * Integration configurations ## 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" ## 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" ## 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 ## 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 ## Next Steps After setting up your Organization, you should: 1. [Connect your WhatsApp Business account](/guide/how-to-guides/how-to-link-your-whatsapp-business-account) 2. [Add team members](/guide/concepts/organization-members) 3. [Import your contacts](/guide/concepts/contacts-and-lists) 4. [Set up your first campaign](/guide/concepts/campaigns) # Organization Members Source: https://docs.wapikit.com/guide/concepts/organization-members Managing team access and collaboration in Wapikit Organization Members in Wapikit represent the individuals who have access to your organization's account. This feature enables team collaboration for managing WhatsApp marketing campaigns and customer conversations. ## Understanding Organization Members Organization Members are users who have been granted access to your Wapikit organization. Each member has a specific role and permission level that determines what actions they can perform within the platform. ## Member Types Wapikit supports two primary types of organization members: ### Organization Owner * The user who created the organization * Has full access to all features and settings * Can add, remove, and manage all other members * Can transfer ownership to another member if needed ### Team Members * Users invited to join the organization * Have access based on assigned roles and permissions * Can be assigned specific responsibilities (e.g., campaign management, customer support) * Can be removed or have permissions modified by the owner or administrators ## Adding Team Members To add new members to your organization: 1. Navigate to Settings > Team Members 2. Click "Invite Team Member" 3. Enter the email address of the person you want to invite 4. Select their access level (Member) 5. Assign specific roles (optional) 6. Click "Send Invitation" The invited user will receive an email with instructions to join your organization. They'll need to create a Wapikit account if they don't already have one. ## Managing Member Access ### Access Levels Wapikit provides flexible access control for team members: * **Owner**: Full access to all organization settings and features * **Member**: Access to features based on assigned roles and permissions ### Role-Based Access Control For more granular control, Wapikit offers role-based access control (RBAC). You can: 1. Create custom roles with specific permissions 2. Assign roles to team members 3. Modify role permissions as needed 4. Assign multiple roles to a single member Learn more about [Role-Based Access Control](/guide/concepts/rbac) in our RBAC documentation. ## Team Collaboration Features Wapikit provides several features to enhance team collaboration: ### Shared Inbox * All team members can view and respond to customer conversations based on their permissions * Conversations can be assigned to specific team members * Team members can transfer conversations to colleagues when needed ### Campaign Collaboration * Multiple team members can work on campaign creation and management * Campaign performance is visible to all members with appropriate permissions * Campaign templates can be shared across the team ### Activity Tracking * View which team member created or modified campaigns, contacts, and lists * Track conversation assignments and transfers * Monitor login activity for security purposes ## Member Settings Each organization member can configure their individual settings: * **Profile Information**: Name, profile picture, contact details * **Notification Preferences**: Email and in-app notifications * **Language Settings**: Interface language preference * **Password and Security**: Two-factor authentication, password reset ## Best Practices * **Follow the principle of least privilege**: Grant team members only the permissions they need to perform their job * **Regularly audit team access**: Periodically review member access and remove unused accounts * **Create role-based workflows**: Establish clear processes for different team functions * **Document responsibilities**: Clearly define which team members handle specific types of campaigns or conversations * **Train new members**: Provide proper onboarding to ensure all team members understand how to use Wapikit effectively ## Next Steps After setting up your organization members, you should: 1. [Configure role-based access control](/guide/concepts/rbac) for more granular permissions 2. [Set up conversation assignment rules](/guide/concepts/conversations) to distribute customer inquiries 3. [Create team-specific tags](/guide/concepts/conversations) to organize work effectively # Role-Based Access Control (RBAC) Source: https://docs.wapikit.com/guide/concepts/rbac Managing permissions and access control in Wapikit ## Understanding RBAC RBAC is a security approach that restricts system access to authorized users based on their role within an organization. In Wapikit, RBAC helps you control who can view, create, edit, or delete different resources such as campaigns, contacts, conversations, and organization settings. ## Benefits of RBAC Implementing RBAC in your Wapikit organization provides several advantages: * **Enhanced Security**: Limit access to sensitive data and operations * **Simplified Administration**: Manage permissions by role rather than individual users * **Regulatory Compliance**: Meet data protection requirements by controlling access * **Operational Efficiency**: Ensure team members have access to the tools they need * **Reduced Error Risk**: Prevent accidental changes by restricting access to critical functions ## Role Types Wapikit includes several predefined roles and allows you to create custom roles: ### Default Roles * **Owner**: Full access to all features and settings (cannot be modified) * **Administrator**: Access to most features and settings except billing and ownership transfer * **Campaign Manager**: Create and manage campaigns, contacts, and lists * **Conversation Agent**: Handle customer conversations and access contact information * **Analyst**: View analytics and reports without edit capabilities * **Read-Only**: View-only access to campaigns, contacts, and conversations ### Custom Roles Create tailored roles specific to your organization's needs by: 1. Navigating to Settings > Roles 2. Clicking "Create New Role" 3. Naming the role and providing a description 4. Selecting the appropriate permissions 5. Saving the role configuration ## Permission Categories Wapikit organizes permissions into several categories: ### Organization Management * View organization details * Edit organization settings * Manage billing and subscription * Transfer organization ownership ### Team Management * Invite team members * Remove team members * Assign roles to members * View member activity ### Campaign Management * Create campaigns * Edit campaigns * Delete campaigns * View campaign analytics ### Contact Management * Create contacts and lists * Edit contact information * Delete contacts and lists * Import and export contacts ### Conversation Management * View conversations * Reply to customers * Assign conversations * Close or delete conversations ### Integration Management * Connect third-party services * Configure webhooks * Manage API keys * Set up automation rules ## Assigning Roles To assign roles to team members: 1. Go to Settings > Team Members 2. Select the member you want to modify 3. Click "Edit Roles" 4. Assign one or more roles to the member 5. Save the changes ## Best Practices * **Follow the principle of least privilege**: Grant only the permissions necessary for each role * **Create role hierarchies**: Structure roles from least to most privileged * **Regularly audit roles**: Review and update role permissions as your organization evolves * **Document role definitions**: Maintain clear descriptions of what each role can access * **Limit administrative access**: Restrict the number of users with administrative privileges * **Test role configurations**: Verify that roles have the intended access before wide deployment ## Common Role Configurations ### Marketing Team * Campaign creation and management * Contact list management * Campaign analytics access * Limited conversation access ### Customer Support Team * Full conversation access * Contact viewing capabilities * Limited campaign visibility * No campaign creation abilities ### Management Team * Analytics and reporting access * Overview of all activities * Limited direct editing capabilities * Team performance monitoring # API Access Source: https://docs.wapikit.com/guide/developer-resources/api-access API access and developer tools for integrating with Wapikit # Developer Resources Wapikit provides comprehensive API access and developer tools to help you integrate WhatsApp marketing and customer engagement capabilities into your applications, websites, and business systems. ## API Access Wapikit offers a RESTful API that gives you programmatic access to all platform features. With the API, you can: * Manage contacts and lists * Create and send campaigns * Handle conversations * Access analytics data * Configure organization settings * Leverage AI capabilities ### Getting Your API Token To use the Wapikit API, you'll need to generate an API token: 1. Log in to your Wapikit dashboard 2. Navigate to Settings > API Access 3. Click "Generate New Token" 4. Provide a name for your token (e.g., "Development", "Production") 5. Select the appropriate permissions for this token 6. Click "Create Token" 7. Copy and securely store your token - it will only be shown once API Access Settings ### Using Your API Token Include your API token in the `x-access-token` header with each API request: ```bash theme={null} curl -X GET "https://api.wapikit.com/v1/contacts" \ -H "x-access-token: your_api_token" \ -H "Content-Type: application/json" ``` ### API Token Security Your API token provides access to your Wapikit account, so it's important to keep it secure: * Never include your token in client-side code * Don't commit tokens to version control * Use environment variables to store tokens * Implement proper access controls * Rotate tokens periodically * Revoke tokens that are no longer needed ## API Reference For detailed information about available endpoints, request formats, and response structures, refer to our [API Reference](/api-reference/introduction). The API Reference includes: * [Authentication](/api-reference/auth/post-authlogin) * [Contacts Management](/api-reference/contacts/get-contacts) * [Lists Management](/api-reference/lists/get-lists) * [Campaigns](/api-reference/campaigns/get-campaigns) * [Conversations](/api-reference/conversations/get-conversations) * [Messages](/api-reference/messages/get-messages) * [Organization Management](/api-reference/organization/get-organization) * [Analytics](/api-reference/analytics/get-analyticsprimary) * [AI Features](/api-reference/ai/get-aichat) ## Rate Limiting The Wapikit API implements rate limiting to ensure fair usage. Different subscription tiers have different rate limits: | Subscription Tier | Rate Limit (requests per minute) | | ----------------- | -------------------------------- | | Free | 60 | | Pro | 300 | | Scale | 1,000 | | Enterprise | Custom limits | For more information, see our [Rate Limiting Guide](/api-reference/api-rate-limiting). ## SDKs Wapikit provides several SDKs that you can use: * [Wapi.js](https://javascript.wapikit.com) - JavaScript SDK for Wapikit * [Wapi.go](https://golang.wapikit.com) - Go SDK for Wapikit ## Developer Community Join our developer community to get help, share ideas, and collaborate: * [GitHub](https://github.com/wapikit) * [Slack](https://join.slack.com/t/wapikit/shared_invite/zt-2kl7eg29s-4DfP9lFwojQg_yCcyW_w6Q) - Ask questions and share knowledge ## Getting Help If you need assistance with API integration or development: * Check our [API Reference](/api-reference/introduction) for detailed documentation * Visit our [Slack](https://join.slack.com/t/wapikit/shared_invite/zt-2kl7eg29s-4DfP9lFwojQg_yCcyW_w6Q) for community support * Contact our developer support team at [sarthak@wapikit.com](mailto:sarthak@wapikit.com) # 📣 Campaign Creation Source: https://docs.wapikit.com/guide/how-to-guides/how-to-create-a-campaign Create and launch a WhatsApp campaign using Wapikit This guide walks you through how to create and launch a WhatsApp campaign using Wapikit. Follow these simple steps to set up your campaign, configure personalization, and send messages to your audience. *** ## 🚀 Steps to Create a Campaign Go to the /campaigns page from the main sidebar and click the Create Campaign button. Choose the template you want to use.\ If your template includes variables (like `{{1}}` for name), you'll configure them in the next steps. Select the contact list(s) to which you want to send this campaign, then click Next. * Campaign Name: A unique identifier for your campaign * Description: Optional short description * Phone Number: Your registered WhatsApp number * Tags: Help organize, group, and filter campaigns later Tags help with filtering analytics, bulk actions, and grouping campaigns. *** ## ✍️ Template Parameter Configuration This step will appear only if your selected template includes parameters like personalization fields or quick replies. Click the Configure Template Parameters button. You can: * Add static text values manually * Switch to Dynamic mode using the toggle on the right and select fields like First Name, Last Name, or Phone Use the Preview button to validate how the message looks with actual contact data. Ensure all parameter fields are filled correctly and click Save & Continue. *** ## 🎯 Finalize & Send Campaign On the campaign summary screen, click Create Campaign to save it as a draft. When you're ready, click the Send button. Your campaign is now sending to the selected recipients! *** ## ✅ You’re Done! Your WhatsApp campaign is now live and ready to track!\ Here’s what you can monitor in the dashboard: * Delivery status * Open and reply rates * Engagement metrics - If you use a media header, ensure the URL is valid and ends in an image format (e.g., .png, .jpg). - If a dynamic field is missing for a contact, it will fall back to blank. - Always preview your message before sending to avoid misconfigurations. For announcements, campaign tips, or new feature updates, keep an eye on the dashboard announcements panel. Happy campaigning with Wapikit! # How to Create and Assign a Role Source: https://docs.wapikit.com/guide/how-to-guides/how-to-create-and-assign-a-role 🚧 Documentation will be updated soon. # 🔗 Link WhatsApp Business Account Source: https://docs.wapikit.com/guide/how-to-guides/how-to-link-your-whatsapp-business-account Connect your WhatsApp Business Account with Wapikit to enable messaging, campaigns, and inbox. To start sending and receiving messages via Wapikit, you must link your WhatsApp Business Account (WABA). Here's how to do it step-by-step. *** ## ⚙️ Steps to Authenticate Your WhatsApp Business Account On the dashboard, you'll see a prompt to authenticate your WhatsApp Business Account. A Facebook popup will appear. Select an existing portfolio or create a new one. * Select an existing WhatsApp Business account * Or create a new one along with a new Business Profile Add your account name, display name, and choose a business category.\ Ensure your display name follows the WhatsApp Display Name Policy. The number must not be in use on any existing WhatsApp app (personal or business). It must be an isolated number to be used only with WhatsApp Cloud API. If you're adding a new number, Meta will send a verification code via SMS or call. You’re now ready to chat with people on WhatsApp! You can immediately start with: * 250 business-initiated conversations/day * Unlimited customer-initiated conversations *** ## 📌 Important Notes * Meta may take up to 5 business days to approve your WhatsApp Business display name. * You'll be notified by email once verified. * You can still send messages during this review under limited quota. If you face any issues during this flow, feel free to reach out to the Wapikit team or join our Slack community. # 🛒 Sending Products Source: https://docs.wapikit.com/guide/how-to-guides/how-to-send-a-product-message Send a product message to your contacts using Wapikit Product messages in WhatsApp can be sent in three ways: Send a single product message to a specific contact. Send a product message to a specific contact list. Send a full catalog to a specific contact list. *** ## 🛍️ Single Product Message Use the body to describe the product clearly. The footer can include CTAs or disclaimers. The message is now visible to your customer. *** ## 🧺 Multi Product Message You can create up to 10 sections with 30 products each. Customers can now browse products in sections on WhatsApp. *** ## 🗂️ Send Full Catalog WhatsApp currently supports a single catalog per number. More coming soon. The full catalog is sent and will be viewable in WhatsApp natively. # How to Send a Template Message Source: https://docs.wapikit.com/guide/how-to-guides/how-to-send-a-template-message 🚧 Documentation will be updated soon. # Must Know Source: https://docs.wapikit.com/important Essential information about Wapikit, WhatsApp Cloud API, and data privacy This guide explains how Wapikit connects to WhatsApp, what you need to know about Cloud API, and how we handle your data securely and responsibly. *** ## How Wapikit Works Wapikit is a fully integrated, AI-native solution built on top of the official WhatsApp Business Platform. Here’s how it all fits together: Wapikit is an authorized WhatsApp Business Solution Provider (BSP), giving you: * Verified green tick badge (subject to Meta approval) * Direct API-level access to WhatsApp * Fully policy-compliant communication infrastructure We run entirely on Meta’s Cloud API so you don’t worry about hosting or updates. That means: * Faster message delivery * Support for media, templates, and buttons * Native session tracking + analytics The key parts of our system: * **Wapikit Dashboard**: Where you manage everything * **Wapikit API**: For automation and custom integrations * **AI Layer**: Human-like replies, smart campaigns, auto-tagging * **WhatsApp Cloud API**: Final delivery channel to WhatsApp users *** ## Understanding WhatsApp Cloud API The WhatsApp Cloud API is what powers your business-to-customer conversations at scale. ### What is the Cloud API? * Hosted and maintained by Meta * Provides secure, reliable access to WhatsApp messaging * Supports templates, interactive elements, read receipts, and media * Optimized for speed, uptime, and low-maintenance scaling ### Cloud API vs On-Premises API | Feature | Cloud API | On-Premises API | | -------------- | -------------------- | --------------- | | Hosting | Meta-hosted | Self-hosted | | Setup time | Fast (hours) | Complex (weeks) | | Maintenance | Auto-updated | Manual | | Scaling | Built-in | DIY | | Cost structure | Simple + transparent | Complex billing | Wapikit is built exclusively on the Cloud API to give you best-in-class performance and simplicity. ### Benefits of Cloud API via Wapikit * ⚡ **Quick setup**: Start in hours, not weeks * 🔄 **Auto-updates**: Always latest features * 📊 **Scalable**: Works for 10 or 10 million messages * 🔐 **Secure**: Hosted by Meta, integrated by Wapikit * 📈 **Integrated insights**: Track replies, views, conversations easily *** ## Upcoming: Credit Line Sharing Launching soon — no more juggling Meta billing! You'll soon be able to: * Pay directly via Wapikit for WhatsApp messages * Get unified billing + better volume discounts * Set monthly spend limits, recharge via credits * Track per-campaign spend with built-in analytics * Simplify compliance and reporting *** ## What’s Coming Next We’re constantly improving Wapikit to help you market smarter: * **Smarter AI**: More intelligent conversation handling + auto follow-ups * **Deeper insights**: Campaign analytics, customer behavior heatmaps * **E-commerce flow**: Add-to-cart, browse, purchase inside WhatsApp * **Multi-channel messaging**: WhatsApp + future Instagram and more * **CRM integrations**: Sync with your existing systems Want early access to new features? Just email us at [sarthak@wapikit.com](mailto:sarthak@wapikit.com) *** ## Data Privacy & Security Wapikit is built with privacy and compliance at its core. ### Data Protection * Encrypted storage (AES-256) * Encrypted transit (TLS 1.2+) * Role-based access controls * MFA for internal systems * Continuous backups + monitoring ### Data Usage Policy We don’t sell, rent, or train AI on your private data. * Your data is only used to provide Wapikit services * No PII is used for analytics or logs * Conversation content never trains AI without consent * We follow strict retention policies ### Compliance Standards * GDPR-compliant * CCPA-ready * WhatsApp Business Policy-aligned * Internal security training + audits * Transparent terms & privacy policy ### Your Security Checklist * Use strong, unique passwords * Enable 2FA * Rotate API keys regularly * Remove old team members’ access * Monitor login activity * Report suspicious behavior immediately Keep your team tight, your access clean, and your data safe. *** ## WhatsApp Business Policy Compliance Wapikit helps you follow Meta’s rules without the guesswork. * ✅ Pre-approved message templates * ✅ Opt-in tracking + audit logs * ✅ Quality rating monitoring * ✅ Session window enforcement * ✅ Built-in compliance alerts You are still responsible for following WhatsApp's business policies.\ Read more: [WhatsApp Business Platform Guide](https://business.whatsapp.com/policy) *** ## Need Help? Visit [Knowledge Base](/knowledge-base) for guides, FAQs, and tutorials. Reach us at [sarthak@wapikit.com](mailto:sarthak@wapikit.com) or use the live chat widget inside your dashboard. Get support and ideas from other builders in our [Slack community](https://join.slack.com/t/wapikit/shared_invite/zt-2kl7eg29s-4DfP9lFwojQg_yCcyW_w6Q). You're now equipped with everything you need to run a secure, scalable WhatsApp operation using Wapikit. # null Source: https://docs.wapikit.com/introduction ## What is Wapikit?