WappDesk Documentation
Everything you need to know to automate your business on WhatsApp.
1. Getting Started
Welcome to WappDesk! To access your dashboard, navigate to /auth/login and enter your
credentials.
The Dashboard Overview:
Once logged in, you will see the main overview screen. Here you can track your message usage, active
contacts, and quick actions.
2. Connecting WhatsApp
Before sending messages, you must link your WhatsApp Business API number.
- Go to Settings in the left sidebar.
- Click "Connect with Facebook".
- Follow the pop-up instructions to select your Meta Business Account and WhatsApp Number.
- Once connected, you will see a Connected ✅ status badge.
3. The Inbox
The Inbox is where you manage live conversations with your customers.
Key Features:
- Session Timer: Shows time remaining in the 24h window.
- System Messages: "New Lead Generated" alerts appear as blue bubbles.
- Media: Send Images, Videos, and Documents.
4. CRM & Leads
Manage your customer database and sync leads from Facebook Ads instantly.
How to Sync Leads:
- Navigate to CRM (Leads).
- Click the "Sync Leads" button (Top Right).
- Select the Lead Form to pull data from.
- Click Sync Now.
5. Broadcasting
Send bulk messages to hundreds of customers at once. Perfect for promotions and updates.
- Go to Broadcasts > Create Campaign.
- Name: Give your campaign a title.
- Audience: Choose "All Contacts" or a specific Label.
- Template: Select a pre-approved Meta Template.
- Click Send Now.
6. Automation (Chatbots)
Build simple "If This, Then That" rules to reply automatically.
Example Setup:
- Trigger: Message Received (Keyword:
pricing) - Action: Send Message: "Our plans start at $29/mo..."
You can also trigger automation when a New Lead arrives!
7. Website Widget
Add a floating WhatsApp button to your website to capture leads directly.
- Go to Widgets in the dashboard.
- Click Create Widget.
- Customize Color, Position, and Welcome Message.
- Copy Code: Paste the script into your website footer.
Need more help? Contact support at support@wappdesk.tech