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Welcome to Whautomate

Welcome to the Whautomate help center. Whautomate brings your WhatsApp, Instagram, Messenger, TikTok, Telegram, SMS and website chats into one team inbox, then adds broadcasts, chatbots, automations, client records, bookings, invoices and an online store around it. These guides show you how to set up and use every part, step by step.

New here? Start with Getting Started, then follow the Onboarding Checklist for your type of business.

Find your way​

🚀Getting StartedSign up, connect WhatsApp, install a chatbot and get the mobile app.💬CommunicationTeam inbox, contacts, segments, WhatsApp and email broadcasts, CSAT.⚙️AutomationChatbots, AI replies, triggers and drip campaigns.👥Client CRMClient records, notes, documents, forms and the client portal.📅AppointmentsServices, calendar, booking page and WhatsApp booking bot.🧘Class BookingsClasses, batches, participants and class booking bots.🧾Invoices and PaymentsInvoices, payment links, payments, statements and expenses.🛒E-CommerceWhatsApp catalog, products, orders and shipping.📊ReportsThe Overview dashboard and every report, plus the weekly email.🔌IntegrationsWhatsApp Cloud API, channels, payment gateways, AI and webhooks.💳Manage SubscriptionPlans, modules, add-ons and billing.🔐Team MembersInvite your team, set roles and permissions.

What is new​

  • Telegram mini app. Let customers book, buy and see their bookings, memberships and credits inside your Telegram bot. See Telegram mini app and Telegram.
  • SMS with your own provider. Connect Twilio, Vonage or Telnyx to send SMS from automations and campaigns, and reply to SMS in the team inbox with two-way SMS. See SMS.
  • Contact verification. Guests who book, order or fill in a public form can confirm their phone or email with a one-time code. See Contact verification and Web Forms.
  • New website builder. Build pages with blocks, edit text in place, style each item for desktop, tablet and mobile, with undo and a code view. Pages are plain HTML and CSS only. See Sites.
  • Service pricing and deposits. Variants, sale prices, staff prices and peak pricing rules on every service, and take a deposit instead of the full amount at booking. See Service Pricing and Deposits.
  • Memberships and credits. Client subscriptions are now Memberships. Credits come as a session pack or a credit balance, with credits per booking by variant, staff and peak rule, and you can disable a client's credit or hide memberships and credits from clients. See Setup Memberships and Setup Plans.
  • Business hours and holidays. Weekly opening hours, overnight and 24-hour days, and holidays you close or open on with holiday prices. See Business Hours and Holidays.
  • Booking portal SEO. Your booking portal and each service get their own page that search engines can find. See Search engines and public service pages.
  • Invoices. One item picker for services and products, variants on invoice lines, and a payment history on every invoice. See Invoice & Payments.
  • REST API additions. New endpoints for client credits, products, orders, invoices, forms, WhatsApp Flows and automations. See Client Credits API and the REST API.
  • Modular plans. Every plan starts with Engage (inbox, broadcasts, chatbots, automations). Add CRM Suite, Bookings or Sales, or choose Complete to get all of them. See Plan Modules.

Learn about Whautomate​

💡What we doA quick overview of the platform and who it is for.✨Our FeaturesEverything in Engage and each module.
Need help?

If you have a question or something does not work as described, email our support team at support@whautomate.com.

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