Bring in your audience
Upload a CSV file, sync automatically from LeadSquared, or add contacts from another system through the API.
The Basic Flow
From audience list to real conversations
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Audience Import
Bring in any audience list in four simple steps
Upload a CSV, map its columns, check the data and import. Nothing is saved until you have seen exactly what will change.
- Columns are mapped for you automatically.
- Validation shows how many rows are new, how many match your existing audience and how many have a missing or invalid phone, so you can import only the valid ones.
- The result shows how many audience members were created and updated, with a link straight to them.
AI City Detection
A full address is all you need
No separate city column? Map the address anyway. AI works out the city in the background for anyone in your audience without one, and it feeds straight into the city filters used across the product. There is nothing else to do.
Campaign Setup
Set up a campaign in minutes
Name it, give it an objective such as lead engagement, re-engagement or a fee reminder, and choose the template approach. Building a campaign only saves it; nothing goes out until you decide.
- Choose which number each audience member is messaged on: primary, alternate, either one as a fallback, or both.
- Fallback only kicks in when a message to the first number has actually failed.
- Add your own objectives to match how your team works.
Audience Builder
Reach exactly the right audience, with a live count
Every filter updates the audience count instantly, so you always know who a campaign will reach.
- Narrow by consent and message history, such as people never messaged before or whose last message failed.
- Pick specific people by name or phone for a quick test send.
Template Library
Choose messages by how they actually perform
Every approved WhatsApp template is synced in with its real numbers: campaigns used, total sends, read rate and reply rate. Preview exactly how each one looks on WhatsApp, use it on its own or as part of a button-driven flow, and tag it by product and objective to keep your library organised.
- Set a default header image once, and every campaign using that template starts with it.
- Decide what each button does on tap: send a message, create a follow-up, start a capture script or let AI reply.
- See how many campaigns a button change will reach, with a warning before you change a live one.
Template Flows
Button-driven journeys that run themselves
Draw a flow on a drag-and-drop canvas: boxes are templates, arrows are "if they tap this button, send that message next". Taps are answered instantly and predictably, with no AI involved and no extra cost. If someone types instead of tapping, AI picks up the conversation and knows where the flow left off.
- Funnel analytics show how many people reached each step and where they dropped off, by campaign.
- A tap can file a follow-up, record a product interest, note who is enquiring (such as "For my child") or start a capture script.
- A "Talk to a counsellor" button can raise a callback task the moment it is tapped.
Capture Scripts
Collect the details you need, one question at a time
When someone taps a button, a capture script asks a fixed set of questions in order, waits for each answer and saves it straight to their profile, such as the product they are interested in or a preferred callback time. Ask every question exactly as written, or let AI phrase them naturally while keeping the same questions in the same order.
- People who say "I don't know" are never asked the same question twice.
- Anyone who says they are not interested gets a warm, no-pressure close, and no question ever loops.
- When the script finishes, it can file a follow-up so a counsellor picks up from there.
Eligibility and Launch
Know exactly who will receive it before you send
A live check against your data shows three numbers side by side: matching, blocked and sendable. It is a real count, not an estimate.
- People are blocked if they opted out, have an undeliverable number, are still in a template's cooldown or have reached the maximum sends.
- Create Campaign saves a draft. Press Send from the Campaigns page when you are ready.
- Messages then go out automatically in small batches.
AI Replies
AI that answers like your best counsellor, and knows its limits
When someone in your audience writes back, AI reads their profile, the conversation so far and your Knowledge Base, and replies within a couple of minutes. You can also turn AI off and reply from the Inbox yourself; buttons keep working either way.
- AI sticks to known facts. It never invents a price or meeting date, or makes a promise it cannot confirm.
- When someone needs a person, such as "call me back", AI files a follow-up for the counsellor you chose instead of guessing.
- AI only engages people you have run a real campaign with. If someone replies after 48 hours, they get a polite holding reply and a follow-up is filed so a person reaches out.
Inbox
Every conversation in one place
See every conversation, most recently active first, with a count of people still waiting for a reply.
- Search by name or phone.
- Open any conversation as a real chat, showing which campaign or AI reply each message came from.
- Bold, italics and line breaks appear exactly as your audience sees them on WhatsApp.
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