WhatsApp Dashboard

Month:

Daily Messages

Sent Received

Hot Leads

Loading hot leads...

WhatsApp Templates (Meta)

Loading Meta templates...

Message Templates

Loading templates...

Campaigns

Loading campaigns...

Contacts

Loading contacts...

Products Knowledge Base

Loading products...

Settings

WhatsApp API Configuration

Config Name

Phone Number ID

WABA ID (WhatsApp Business Account ID)

Access Token

Webhook Verify Token

AI Auto-Reply

Enable AI Auto-Reply for incoming messages

When enabled, incoming text messages will be automatically answered by the AI assistant.

AI Server URL Leave empty to use default: http://192.168.1.18:8200/api/query

Default System Prompt (used when no PKB product is matched) Give your AI bot a personality. This prompt is used when a contact is not assigned to any PKB product. Leave empty to use the built-in default.

Sales Team Contact

When the AI bot detects a hot lead (customer ready to buy), it will share this WhatsApp number with the customer and send a notification to your sales team.

Sales WhatsApp Number Enter the number with country code, no + or spaces. Leave empty to disable hot lead notifications.

AI Auto-Reply Tokens

Tokens consumed by AI auto-replies (Claude). Each reply uses tokens based on message length.

Total Allocated

0

Used

0

Remaining

0

AI Contact Extraction Tokens

AI tokens are used for extracting contacts from PDFs, images, and web URLs using Claude AI.

Total Allocated

0

Used

0

Remaining

0

To add more tokens, contact your system administrator.

Baileys WhatsApp Channel

Connect a personal WhatsApp number via Baileys. Bypasses Meta template restrictions — send any message to any number.

Instance Token

Unique identifier for this WhatsApp instance. Auto-generate or enter a custom one.

Baileys Daily Limit

Sent today: 0 Remaining: 50

Default Sending Channel

Meta Cloud API (Official) Baileys (Personal)

Activity Log

Loading activity log...

How to Use This System

What You Need Before Starting

1. Meta WhatsApp Business Account
Go to business.facebook.com → create WhatsApp Business Account → register a phone number for Cloud API. From Meta Developer Dashboard, get: Phone Number ID, WABA ID, and Access Token.

2. Approved WhatsApp Templates
Create message templates in Meta Business Suite → WhatsApp Manager → Message Templates. Templates need approval before use (takes minutes to hours). You need approved templates to message contacts who haven't messaged you in 24 hours.

3. Webhook Setup
In Meta Developer Dashboard → WhatsApp → Configuration, set Callback URL to your server address with /api/webhook and enter your verify token. Subscribe to "messages" events.

Step-by-Step Setup

Step 1: Settings — Go to Settings tab → enter your Phone Number ID, WABA ID, Access Token → Save → Test Connection

Step 2: Import Contacts — Go to Contacts tab → click "Sample CSV" to download template → fill in your contacts (name, phone, group required) → click "Import CSV" → upload file. You can also push contacts via API.

Step 3: Create Campaign — Go to Campaigns → "+ New Campaign" → choose Meta Template or Custom Text → select recipients → Send Now or Schedule

Step 4: AI Bot (Optional) — Go to PKB tab → create a Product with system prompt → add knowledge docs → click "Re-index ChromaDB". Enable AI Auto-Reply in Settings. When you send a campaign with this product, replies from contacts will be answered by AI using your knowledge base.

CSV Import Format

Required columns: name, phone, group
Optional columns: last_name, email, city, status
Phone format: 10-digit (auto-adds 91) or full with country code
Group: Any label — VIP, Regular, Morning Batch, etc.
Duplicates: Same phone + group = updates existing contact
Max file size: 2MB (.csv, .txt, .xlsx supported)

Tab Guide

Dashboard — Monthly message stats and daily chart
WhatsApp Templates — View your approved/pending Meta templates (read-only, manage in Meta)
My Templates — Create local message templates for quick use
Campaigns — Create, schedule (one-time or recurring), send, edit campaigns
Contacts — Import CSV, search, filter by group/city
PKB — Products Knowledge Base for AI bot — add products, docs, re-index
Settings — WhatsApp API credentials, AI auto-reply toggle
Chat — WhatsApp-style chat interface to message contacts directly

Important Rules

24-Hour Window: You can send free-form text messages only to contacts who messaged you in the last 24 hours. For others, you MUST use approved Meta templates.

Plan Limits: Free trial has limits on contacts (500), campaigns (5/month), products (1). Upgrade to Basic or Pro for higher limits.

Token Expiry: Meta access tokens expire. If messages fail with 401 error, update your token in Settings → Test Connection.

Baileys Channel Safety

1. Baileys uses your personal WhatsApp — send max 50-60 messages/day to avoid getting banned by WhatsApp.

2. 10-30 second delays between messages are already configured to mimic human behavior.

3. Avoid sending to numbers that haven't messaged you first — this increases ban risk significantly.

4. If WhatsApp shows a security warning or temporary ban, stop sending immediately and wait 24-48 hours.

5. Baileys messages don't have delivery receipts like Meta API — you won't see delivered/read status.

शुरू करने से पहले क्या चाहिए

1. Meta WhatsApp Business Account
business.facebook.com पर जाएं → WhatsApp Business Account बनाएं → Cloud API के लिए फोन नंबर रजिस्टर करें। Meta Developer Dashboard से लें: Phone Number ID, WABA ID, और Access Token।

2. Approved WhatsApp Templates
Meta Business Suite → WhatsApp Manager → Message Templates में टेम्पलेट बनाएं। Approval में कुछ मिनट से घंटे लगते हैं। जिन contacts ने 24 घंटे में message नहीं किया उन्हें message भेजने के लिए approved template जरूरी है।

3. Webhook Setup
Meta Developer Dashboard → WhatsApp → Configuration में Callback URL अपने server का address /api/webhook के साथ डालें और verify token डालें। "messages" events subscribe करें।

सेटअप कैसे करें

Step 1: Settings — Settings tab में जाएं → Phone Number ID, WABA ID, Access Token डालें → Save → Test Connection

Step 2: Contacts Import करें — Contacts tab → "Sample CSV" डाउनलोड करें → अपने contacts भरें (name, phone, group जरूरी) → "Import CSV" पर क्लिक करें → फाइल अपलोड करें। API से भी contacts भेज सकते हैं।

Step 3: Campaign बनाएं — Campaigns → "+ New Campaign" → Meta Template या Custom Text चुनें → recipients चुनें → Send Now या Schedule करें

Step 4: AI Bot (Optional) — PKB tab → Product बनाएं system prompt के साथ → knowledge docs जोड़ें → "Re-index ChromaDB" करें। Settings में AI Auto-Reply enable करें। Campaign भेजने पर contacts के replies AI answer करेगा।

CSV Format

जरूरी columns: name, phone, group
Optional columns: last_name, email, city, status
Phone format: 10 digit (auto 91 जुड़ जाएगा) या पूरा country code के साथ
Group: कोई भी label — VIP, Regular, Morning Batch, आदि
Duplicate: Same phone + group = existing contact update होगा, duplicate नहीं बनेगा
Max file size: 2MB (.csv, .txt, .xlsx supported)

जरूरी नियम

24-घंटे का नियम: Free-form text messages सिर्फ उन contacts को भेज सकते हैं जिन्होंने 24 घंटे में message किया हो। बाकी को approved Meta template से ही message भेजना होगा।

Plan Limits: Free trial में contacts (500), campaigns (5/month), products (1) की limit है। ज्यादा के लिए Basic या Pro plan लें।

Token Expiry: Meta access token expire होता है। अगर 401 error आए तो Settings में token update करें → Test Connection।

Baileys चैनल सुरक्षा

1. Baileys आपके personal WhatsApp से काम करता है — ban से बचने के लिए दिन में 50-60 message से ज्यादा न भेजें।

2. Messages के बीच 10-30 सेकंड की delay पहले से set है।

3. जिन numbers ने आपको पहले message नहीं किया, उन्हें message भेजने से बचें — ban का खतरा बढ़ता है।

4. अगर WhatsApp security warning या temporary ban दिखाए, तो तुरंत भेजना बंद करें और 24-48 घंटे इंतजार करें।

5. Baileys messages में Meta API जैसे delivery receipts नहीं होते — delivered/read status नहीं दिखेगा।

सुरू करण्यापूर्वी काय लागेल

1. Meta WhatsApp Business Account
business.facebook.com वर जा → WhatsApp Business Account तयार करा → Cloud API साठी फोन नंबर नोंदणी करा। Meta Developer Dashboard वरून घ्या: Phone Number ID, WABA ID, आणि Access Token.

2. Approved WhatsApp Templates
Meta Business Suite → WhatsApp Manager → Message Templates मध्ये template तयार करा. Approval ला काही मिनिटे ते तास लागतात. ज्या contacts नी 24 तासांत message केले नाही त्यांना message पाठवण्यासाठी approved template लागतो.

3. Webhook Setup
Meta Developer Dashboard → WhatsApp → Configuration मध्ये Callback URL तुमच्या server चा address /api/webhook सह टाका आणि verify token टाका.

सेटअप कसा करावा

Step 1: Settings tab → Phone Number ID, WABA ID, Access Token टाका → Save → Test Connection

Step 2: Contacts tab → "Sample CSV" डाउनलोड करा → contacts भरा (name, phone, group आवश्यक) → "Import CSV" वर क्लिक करा

Step 3: Campaigns → "+ New Campaign" → Meta Template किंवा Custom Text निवडा → recipients निवडा → Send Now किंवा Schedule करा

Step 4: AI Bot (ऐच्छिक) — PKB tab → Product तयार करा system prompt सह → knowledge docs जोडा → "Re-index ChromaDB" करा. Settings मध्ये AI Auto-Reply enable करा.

महत्त्वाचे नियम

24-तासांचा नियम: Free-form text messages फक्त त्या contacts ना पाठवता येतात ज्यांनी 24 तासांत message केला आहे. बाकींसाठी approved Meta template वापरा.

Plan Limits: Free trial मध्ये contacts (500), campaigns (5/month), products (1) ची मर्यादा आहे.

Token Expiry: Meta access token expire होतो. 401 error आल्यास Settings मध्ये token update करा.

Baileys चॅनल सुरक्षा

1. Baileys तुमच्या personal WhatsApp वरून काम करतो — ban टाळण्यासाठी दिवसातून 50-60 पेक्षा जास्त message पाठवू नका.

2. Messages दरम्यान 10-30 सेकंद delay आधीपासून सेट आहे.

3. ज्या numbers नी तुम्हाला आधी message केला नाही त्यांना message पाठवणे टाळा.

4. WhatsApp ने security warning दाखवल्यास, लगेच पाठवणे थांबवा आणि 24-48 तास वाट पहा.

5. Baileys messages मध्ये Meta API सारखे delivery receipts नसतात.

ప్రారంభించడానికి ముందు ఏమి కావాలి

1. Meta WhatsApp Business Account
business.facebook.com కి వెళ్ళండి → WhatsApp Business Account సృష్టించండి → Cloud API కోసం ఫోన్ నంబర్ నమోదు చేయండి. Meta Developer Dashboard నుండి తీసుకోండి: Phone Number ID, WABA ID, మరియు Access Token.

2. Approved WhatsApp Templates
Meta Business Suite → WhatsApp Manager → Message Templates లో template సృష్టించండి. Approval కొన్ని నిమిషాల నుండి గంటల వరకు పడుతుంది. 24 గంటల్లో message చేయని contacts కి message పంపడానికి approved template అవసరం.

3. Webhook Setup
Meta Developer Dashboard → WhatsApp → Configuration లో Callback URL మీ server address /api/webhook తో పెట్టండి.

సెటప్ ఎలా చేయాలి

Step 1: Settings tab → Phone Number ID, WABA ID, Access Token నమోదు చేయండి → Save → Test Connection

Step 2: Contacts tab → "Sample CSV" డౌన్‌లోడ్ చేయండి → contacts నింపండి (name, phone, group అవసరం) → "Import CSV" క్లిక్ చేయండి

Step 3: Campaigns → "+ New Campaign" → Meta Template లేదా Custom Text ఎంచుకోండి → recipients ఎంచుకోండి → Send Now లేదా Schedule చేయండి

Step 4: AI Bot (ఐచ్ఛికం) — PKB tab → Product సృష్టించండి system prompt తో → knowledge docs జోడించండి → "Re-index ChromaDB" చేయండి.

ముఖ్యమైన నియమాలు

24-గంటల నియమం: 24 గంటల్లో message చేసిన contacts కి మాత్రమే free-form text పంపవచ్చు. మిగతా వారికి approved Meta template వాడాలి.

Plan Limits: Free trial లో contacts (500), campaigns (5/month), products (1) పరిమితి ఉంది.

Token Expiry: Meta access token expire అవుతుంది. 401 error వస్తే Settings లో token update చేయండి.

Baileys ఛానల్ భద్రత

1. Baileys మీ personal WhatsApp ని ఉపయోగిస్తుంది — ban నుండి తప్పించుకోవడానికి రోజుకు 50-60 messages కంటే ఎక్కువ పంపకండి.

2. Messages మధ్య 10-30 సెకన్ల ఆలస్యం ఇప్పటికే కాన్ఫిగర్ చేయబడింది.

3. మీకు ముందుగా message చేయని numbers కి పంపడం మానండి.

4. WhatsApp security warning చూపిస్తే, వెంటనే పంపడం ఆపండి మరియు 24-48 గంటలు వేచి ఉండండి.

5. Baileys messages లో Meta API లాగా delivery receipts ఉండవు.

ಪ್ರಾರಂಭಿಸುವ ಮೊದಲು ಏನು ಬೇಕು

1. Meta WhatsApp Business Account
business.facebook.com ಗೆ ಹೋಗಿ → WhatsApp Business Account ರಚಿಸಿ → Cloud API ಗಾಗಿ ಫೋನ್ ನಂಬರ್ ನೋಂದಣಿ ಮಾಡಿ. Meta Developer Dashboard ನಿಂದ ಪಡೆಯಿರಿ: Phone Number ID, WABA ID, ಮತ್ತು Access Token.

2. Approved WhatsApp Templates
Meta Business Suite → WhatsApp Manager → Message Templates ನಲ್ಲಿ template ರಚಿಸಿ. Approval ಕೆಲವು ನಿಮಿಷಗಳಿಂದ ಗಂಟೆಗಳವರೆಗೆ ತೆಗೆದುಕೊಳ್ಳುತ್ತದೆ.

3. Webhook Setup
Meta Developer Dashboard → WhatsApp → Configuration ನಲ್ಲಿ Callback URL ನಿಮ್ಮ server address /api/webhook ಜೊತೆ ಹಾಕಿ.

ಸೆಟಪ್ ಹೇಗೆ ಮಾಡುವುದು

Step 1: Settings tab → Phone Number ID, WABA ID, Access Token ನಮೂದಿಸಿ → Save → Test Connection

Step 2: Contacts tab → "Sample CSV" ಡೌನ್‌ಲೋಡ್ ಮಾಡಿ → contacts ಭರ್ತಿ ಮಾಡಿ (name, phone, group ಅಗತ್ಯ) → "Import CSV" ಕ್ಲಿಕ್ ಮಾಡಿ

Step 3: Campaigns → "+ New Campaign" → Meta Template ಅಥವಾ Custom Text ಆಯ್ಕೆ ಮಾಡಿ → recipients ಆಯ್ಕೆ ಮಾಡಿ → Send Now ಅಥವಾ Schedule ಮಾಡಿ

Step 4: AI Bot (ಐಚ್ಛಿಕ) — PKB tab → Product ರಚಿಸಿ system prompt ಜೊತೆ → knowledge docs ಸೇರಿಸಿ → "Re-index ChromaDB" ಮಾಡಿ.

ಮುಖ್ಯ ನಿಯಮಗಳು

24-ಗಂಟೆ ನಿಯಮ: 24 ಗಂಟೆಯೊಳಗೆ message ಮಾಡಿದ contacts ಗೆ ಮಾತ್ರ free-form text ಕಳುಹಿಸಬಹುದು. ಉಳಿದವರಿಗೆ approved Meta template ಬಳಸಿ.

Plan Limits: Free trial ನಲ್ಲಿ contacts (500), campaigns (5/month), products (1) ಮಿತಿ ಇದೆ.

Token Expiry: Meta access token expire ಆಗುತ್ತದೆ. 401 error ಬಂದರೆ Settings ನಲ್ಲಿ token update ಮಾಡಿ.

Baileys ಚಾನೆಲ್ ಸುರಕ್ಷತೆ

1. Baileys ನಿಮ್ಮ personal WhatsApp ಬಳಸುತ್ತದೆ — ban ತಪ್ಪಿಸಲು ದಿನಕ್ಕೆ 50-60 messages ಗಿಂತ ಹೆಚ್ಚು ಕಳುಹಿಸಬೇಡಿ.

2. Messages ನಡುವೆ 10-30 ಸೆಕೆಂಡ್ ವಿಳಂಬ ಈಗಾಗಲೇ ಕಾನ್ಫಿಗರ್ ಆಗಿದೆ.

3. ನಿಮಗೆ ಮೊದಲು message ಮಾಡದ numbers ಗೆ ಕಳುಹಿಸುವುದನ್ನು ತಪ್ಪಿಸಿ.

4. WhatsApp security warning ತೋರಿಸಿದರೆ, ತಕ್ಷಣ ಕಳುಹಿಸುವುದನ್ನು ನಿಲ್ಲಿಸಿ ಮತ್ತು 24-48 ಗಂಟೆ ಕಾಯಿರಿ.

5. Baileys messages ನಲ್ಲಿ Meta API ಯಂತೆ delivery receipts ಇರುವುದಿಲ್ಲ.

শুরু করার আগে কী দরকার

1. Meta WhatsApp Business Account
business.facebook.com এ যান → WhatsApp Business Account তৈরি করুন → Cloud API এর জন্য ফোন নম্বর রেজিস্টার করুন। Meta Developer Dashboard থেকে নিন: Phone Number ID, WABA ID, এবং Access Token।

2. Approved WhatsApp Templates
Meta Business Suite → WhatsApp Manager → Message Templates এ template তৈরি করুন। Approval এ কয়েক মিনিট থেকে ঘণ্টা লাগে। ২৪ ঘণ্টায় message করেনি এমন contacts কে message পাঠাতে approved template লাগবে।

3. Webhook Setup
Meta Developer Dashboard → WhatsApp → Configuration এ Callback URL আপনার server address /api/webhook সহ দিন এবং verify token দিন।

সেটআপ কীভাবে করবেন

Step 1: Settings tab → Phone Number ID, WABA ID, Access Token দিন → Save → Test Connection

Step 2: Contacts tab → "Sample CSV" ডাউনলোড করুন → contacts পূরণ করুন (name, phone, group আবশ্যক) → "Import CSV" ক্লিক করুন

Step 3: Campaigns → "+ New Campaign" → Meta Template বা Custom Text বেছে নিন → recipients বেছে নিন → Send Now বা Schedule করুন

Step 4: AI Bot (ঐচ্ছিক) — PKB tab → Product তৈরি করুন system prompt সহ → knowledge docs যোগ করুন → "Re-index ChromaDB" করুন।

গুরুত্বপূর্ণ নিয়ম

২৪-ঘণ্টার নিয়ম: ২৪ ঘণ্টায় message করা contacts কেই শুধু free-form text পাঠানো যায়। বাকিদের জন্য approved Meta template ব্যবহার করুন।

Plan Limits: Free trial এ contacts (500), campaigns (5/month), products (1) সীমা আছে।

Token Expiry: Meta access token expire হয়। 401 error এলে Settings এ token update করুন।

Baileys চ্যানেল নিরাপত্তা

১. Baileys আপনার personal WhatsApp ব্যবহার করে — ban এড়াতে দিনে ৫০-৬০ টি message এর বেশি পাঠাবেন না।

২. Messages এর মধ্যে ১০-৩০ সেকেন্ড delay আগে থেকেই সেট করা আছে।

৩. যে numbers আপনাকে আগে message করেনি তাদের message পাঠানো এড়িয়ে চলুন।

৪. WhatsApp security warning দেখালে, এখনই পাঠানো বন্ধ করুন এবং ২৪-৪৮ ঘণ্টা অপেক্ষা করুন।

৫. Baileys messages এ Meta API এর মতো delivery receipts থাকে না।

আৰম্ভ কৰাৰ আগতে কি লাগে

1. Meta WhatsApp Business Account
business.facebook.com লৈ যাওক → WhatsApp Business Account তৈয়াৰ কৰক → Cloud API ৰ বাবে ফোন নম্বৰ পঞ্জীয়ন কৰক। Meta Developer Dashboard ৰ পৰা লওক: Phone Number ID, WABA ID, আৰু Access Token।

2. Approved WhatsApp Templates
Meta Business Suite → WhatsApp Manager → Message Templates ত template তৈয়াৰ কৰক। Approval ত কেইমিনিটমান সময় লাগে। ২৪ ঘণ্টাত message নকৰা contacts ক message পঠাবলৈ approved template লাগে।

3. Webhook Setup
Meta Developer Dashboard → WhatsApp → Configuration ত Callback URL আপোনাৰ server address /api/webhook সহ দিয়ক।

ছেটআপ কেনেকৈ কৰিব

Step 1: Settings tab → Phone Number ID, WABA ID, Access Token দিয়ক → Save → Test Connection

Step 2: Contacts tab → "Sample CSV" ডাউনলোড কৰক → contacts পূৰণ কৰক (name, phone, group আৱশ্যক) → "Import CSV" ক্লিক কৰক

Step 3: Campaigns → "+ New Campaign" → Meta Template বা Custom Text বাছক → recipients বাছক → Send Now বা Schedule কৰক

Step 4: AI Bot (ঐচ্ছিক) — PKB tab → Product তৈয়াৰ কৰক system prompt সহ → knowledge docs যোগ কৰক → "Re-index ChromaDB" কৰক।

গুৰুত্বপূৰ্ণ নিয়ম

২৪-ঘণ্টাৰ নিয়ম: ২৪ ঘণ্টাত message কৰা contacts কহে free-form text পঠাব পাৰি। বাকীৰ বাবে approved Meta template ব্যৱহাৰ কৰক।

Plan Limits: Free trial ত contacts (500), campaigns (5/month), products (1) সীমা আছে।

Token Expiry: Meta access token expire হয়। 401 error আহিলে Settings ত token update কৰক।

Baileys চেনেল সুৰক্ষা

১. Baileys আপোনাৰ personal WhatsApp ব্যৱহাৰ কৰে — ban ৰ পৰা বাচিবলৈ দিনত ৫০-৬০ টা message ৰ বেছি নপঠাব।

২. Messages ৰ মাজত ১০-৩০ ছেকেণ্ড delay আগৰে পৰা ছেট কৰা আছে।

৩. যি numbers এ আপোনাক আগতে message কৰা নাই সিহঁতক message পঠোৱা পৰিহাৰ কৰক।

৪. WhatsApp এ security warning দেখুৱালে, তৎক্ষণাত পঠোৱা বন্ধ কৰক আৰু ২৪-৪৮ ঘণ্টা অপেক্ষা কৰক।

৫. Baileys messages ত Meta API ৰ দৰে delivery receipts নাথাকে।

Upload a PDF, image (JPG/PNG/WebP) of contacts, invoices, business cards, etc. Max 5MB for images, 10MB for PDFs.

Create Campaign

Campaign Name

Product (for AI reply routing) When set, recipients will be tagged with this product so the AI bot sells it specifically.

Sending Channel

Meta Cloud API (Official) Baileys (Personal WhatsApp)

Message Type

Meta Template Custom Text

Template Selection

Select Template

Custom Message

Message

Insert Variable:

Baileys Message

Text Image

Message

Insert Variable:

Dynamic Data (Optional)

Fetch live data per recipient from an API. The system will call: URL?phone={recipient_phone} and map the response fields to template variables.

Data API URL

Select Recipients

Select All Filtered Selected: 0 / 0

	Name	Phone	Group	City
Loading contacts...