| WappDesk

1. Account Setup & Workspace Onboarding

Getting up and running with WappDesk in under 5 minutes

Welcome to WappDesk! Follow these basic initial steps to activate your workspace and invite your team.

1

Create Your Account & Workspace

Register at /register with your business email. A dedicated workspace will automatically be initialized for your company.

2

Configure Organization Profile

Navigate to Dashboard → WhatsApp API Config to set your company name, default currency (INR/USD), and time zone for scheduled broadcasts.

3

Invite Team Members

Go to Team & Agents to add sales reps or customer support agents with custom permissions (Admin, Agent, Manager).

Pro Tip: Free trial accounts get full access to AI Voice Bio Training and Multi-Agent Shared Inbox features for 30 days!

2. Connecting Meta Official WhatsApp Cloud API

1-Click Meta Embedded Signup integration for zero phone ban risk

WappDesk connects directly to Meta's Official WhatsApp Cloud API servers. This guarantees maximum deliverability and official green tick support.

1

Log into Meta Business Manager

Ensure you have Admin access to your company's Meta Business Manager account and a phone number capable of receiving SMS or Voice Call verification codes.

2

Click "Connect with Facebook"

In WappDesk dashboard under WhatsApp API Config, click the Meta Embedded Signup button. Select your Facebook Business Account and WhatsApp Business Account (WABA).

3

Verify Your Phone Number

Enter your 6-digit OTP code sent via SMS/Call to register your official WhatsApp Business number.

Note: Using Meta Official Cloud API protects your business number from bans commonly caused by unofficial scraper APIs.

3. Phone Number ID, Access Token & Webhook Setup

Manual API credentials and incoming webhook callback setup

If configuring credentials manually from your Meta Developer Portal application, follow this guide:

1

Copy Credentials from Meta App

Copy your Phone Number ID, WhatsApp Business Account ID (WABA ID), and Permanent System User Access Token from Meta App Dashboard.

2

Paste Credentials into WappDesk

Paste credentials into Dashboard → Settings and click Save API Credentials.

3

Configure Inbound Webhook Callback

In Meta Developer App under WhatsApp Configuration, paste your WappDesk Webhook Callback URL and Verify Token:

Callback URL: https://wappdesk.tech/webhook/whatsapp Verify Token: wappdesk_secure_webhook_token_2026 Webhook Fields: messages, message_template_status_update

4. Live Multi-Agent Shared Inbox

Manage thousands of customer conversations simultaneously with your team

The Live Team Inbox allows unlimited support agents and sales managers to handle customer messages in real-time.

1

Assign Conversations to Agents

Click on any incoming chat and select an assigned agent from the dropdown menu to route ownership.

2

Add Internal Private Notes

Type private internal notes for your team using /note Customer requested callback at 3 PM. Internal notes are invisible to customers.

3

Use Canned Quick Replies

Save frequent responses under Quick Replies and type /canned to quickly insert pre-written replies.

Mobile App Available: Download our native Android app to reply to customer chats on the go!

5. Contact Directory & Meta Lead Management

Importing contact lists, CSVs, and auto-capturing Click-to-WhatsApp Meta Ads leads

Organize customer profiles, upload customer segments, and auto-import leads from Facebook & Instagram Ads.

1

Import Contacts via CSV

Navigate to Contact Directory → Import. Download our sample CSV template, fill in phone numbers with country codes (e.g. +1... or +91...), and upload.

2

Connect Meta Click-to-WhatsApp Lead Forms

In CRM & Meta Leads, grant Meta Page permission to automatically capture lead names, phone numbers, and ad campaign source metadata whenever a lead clicks your WhatsApp ad.

3

Tag & Label Segments

Apply labels like Hot Lead, VIP Customer, or Abandoned Cart to build targeted broadcast segments.

6. Message Template Approval Workflow

Creating Meta-approved templates with dynamic parameters and interactive CTA buttons

Meta requires pre-approval for outgoing marketing and utility broadcast messages to ensure quality control.

1

Create New Template

Go to Dashboard → Message Templates → Create New. Choose Category (Utility, Marketing, or Authentication) and Language.

2

Add Dynamic Variables & Media Header

Include placeholders like Hi {{1}}, your order {{2}} is confirmed! and optionally attach an Image/PDF header.

3

Add Interactive Quick Reply & Call-to-Action Buttons

Add up to 3 Quick Reply buttons (e.g. Book Now, Talk to Agent) or Call-to-Action URL links.

7. Targeted Bulk Broadcast Campaigns

Send personalized mass WhatsApp broadcasts with real-time analytics

Broadcast high-converting promotional offers, product updates, and reminders to thousands of opted-in contacts instantly.

1

Select Approved Template & Audience Segment

In Bulk Broadcasts → New Campaign, pick an approved template and choose targeted contact labels.

2

Schedule or Launch Immediately

Send campaign immediately or schedule for a specific date and time according to customer timezones.

3

Track Real-Time Campaign Analytics

Monitor delivery stats: Sent, Delivered, Read, and Button Click CTR from the campaign dashboard.

8. Chatbot Builder & WhatsApp Flow Triggers

Automating automated replies for keywords, button clicks, and Meta Flows

Build automated keyword-response rules and trigger interactive Meta WhatsApp Flows seamlessly.

1

Set Keyword Trigger Rules

In Chatbot Builder → Create Rule, specify trigger keywords (e.g. PRICE, MENU, START).

2

Configure Action Response

Select action type: Send Template or Send Flow (by entering your Meta Flow ID).

9. AI Lead Agent & "Talk-to-Train" Knowledge Base

Train a custom GPT-4o AI Agent to handle inquiries & qualify prospects automatically

Train an AI Sales & Support Agent specifically on your products, website content, and microphone voice instructions.

1

"Talk-to-Train" Speech Voice Bio

In Dashboard → AI Lead Agent, click the microphone button and speak your business policies, pricing, and tone instructions. Speech-to-Text automatically converts your voice into AI prompt rules.

2

Web Scraper Product Import

Enter your website URL (e.g. https://yourcompany.com). WappDesk AI will automatically scrape your products, services, and FAQ content into the AI knowledge base.

3

Activate AI Autopilot Mode

Enable AI Autopilot so incoming WhatsApp inquiries are automatically answered in seconds before transferring qualified hot leads to human agents.

10. Website Floating WhatsApp Chat Widgets

Embed interactive WhatsApp chat buttons on Shopify, WordPress, or custom sites

Convert website visitors into WhatsApp contacts with a custom floating chat widget.

1

Customize Widget Styling

In Dashboard → Chat Widgets, customize button color, agent avatar, pre-filled welcome message, and popup position.

2

Copy 1-Click Embed Snippet

Copy the generated JavaScript code snippet and paste it right before the </body> tag on your website or website builder (Shopify, WordPress, Webflow).

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