Dashboard
Monday, 16 June 2026 · Workspace: Riya Shah & Co.
2,847
Messages Sent Today
↑ 12% vs yesterday
1,234
Active Contacts
↑ 8% this week
68.4%
Open Rate
↑ 3.2% vs last week
4.2 min
Avg. Response Time
↓ 18 sec faster
Recent Conversations
AK
Amit Kumar
Yes, please send me the invoice for last month's order
2m
3
PS
Priya Singh
Thank you so much! I'll check and confirm
15m
RM
Ravi Mehta
When will my order be delivered?
42m
1
SJ
Sara Jain
I'd like to reschedule my appointment
1h
NP
Neha Patel
Okay got it. See you on Thursday!
2h
Message Volume
Last 7 days
Mon
720
Tue
880
Wed
640
Thu
950
Fri
800
Sat
450
Sun
380
Template performance
Order Confirmation82% open
Appointment Reminder75% open
Follow-up Offer58% open
Inbox
All
Open
Pending
Resolved
AK
Amit Kumar
2m
Yes, please send me the invoice
3
PS
Priya Singh
15m
Thank you so much! I'll check
RM
Ravi Mehta
42m
When will my order be delivered?
1
SJ
Sara Jain
1h
I'd like to reschedule my appointment
NP
Neha Patel
2h
Okay got it. See you on Thursday!
DR
Deepak Rao
3h
Can I get a refund for my order?
AK
Amit Kumar
● Online
Hi, I placed an order last week. Order #4521. Can I get an invoice?
Amit Kumar · 10:04 AM
Hello Amit! 👋 Of course, let me pull up your order right away.
You · 10:06 AM ✓✓
Thank you! Also, can you confirm whether the items have been dispatched?
Amit Kumar · 10:07 AM
Yes! Your order #4521 has been dispatched on June 14th via BlueDart. Tracking: BD8234567. Estimated delivery is June 17th.
You · 10:09 AM ✓✓
Yes, please send me the invoice for last month's order
Amit Kumar · 10:12 AM
AK
Amit Kumar
+91 98765 43210
Customer VIP
Contact Info
Phone+91 98765 43210
Emailamit@email.com
CityAhmedabad
JoinedFeb 2024
Recent Orders
#4521Shipped
#4102Delivered
#3876Delivered
Message Templates
Pre-approved WhatsApp Business templates
Total Templates
24
Approved
21
Pending Review
2
Rejected
1
Order Confirmation
Transactional · Utility
Approved
Hello {{1}}, your order #{{2}} has been placed successfully! 🎉 Total: ₹{{3}}. We'll notify you when it ships.
Sent 1,240 times · 82% open
Appointment Reminder
Reminder · Utility
Approved
Hi {{1}}! 👋 Just a reminder that your appointment is scheduled for {{2}} at {{3}}. Reply CONFIRM to confirm or RESCHEDULE to change.
Sent 876 times · 75% open
Follow-up Offer
Marketing · Promotional
Pending
Hey {{1}}, we miss you! 💌 It's been a while since your last purchase. Here's an exclusive 15% off on your next order: *{{2}}*. Valid till {{3}}.
Not sent yet
Delivery Update
Transactional · Utility
Approved
Great news, {{1}}! 🚚 Your order #{{2}} is out for delivery today. Expected arrival: {{3}}. Track here: {{4}}
Sent 2,100 times · 91% open
Payment Receipt
Transactional · Finance
Approved
Hi {{1}}, we've received your payment of ₹{{2}} for invoice #{{3}}. 🧾 Thank you! Your receipt has been emailed to {{4}}.
Sent 564 times · 69% open
Welcome Message
Onboarding · Marketing
Rejected
Welcome to {{1}}, {{2}}! 🎊 We're thrilled to have you. Explore our offerings and reach out anytime for help. Your first order gets 10% off!
Rejected — needs revision
Contacts
1,234 total contacts
Name Phone Tag Last Message Status Actions
AK
Amit Kumar
amit@email.com
+91 98765 43210 VIP Customer 2 min ago ● Active Message · View
PS
Priya Singh
priya@mail.com
+91 99887 76655 Customer 15 min ago ● Active Message · View
RM
Ravi Mehta
ravi@business.in
+91 90123 45678 Lead 42 min ago ● Pending Message · View
SJ
Sara Jain
sara@gmail.com
+91 87654 32109 Customer 1 hr ago ● Active Message · View
NP
Neha Patel
neha@shop.com
+91 78901 23456 VIP 2 hrs ago ● Active Message · View
DR
Deepak Rao
deepak@corp.io
+91 70012 34567 Lead 3 hrs ago ● Inactive Message · View
Showing 1–6 of 1,234 contacts
0 contacts selected
Group Management
Organise contacts into targeted groups for broadcasts & campaigns
8
Total Groups
1,234
Total Members
24
Broadcasts Sent
68%
Avg. Open Rate
Filter:
💎
VIP Customers
High-value clients with repeat purchases
VIP
AK
NP
SJ
+
325 members
72% open rate
🔥
New Leads
Prospects added in the last 30 days
Lead
RM
DR
+
187 members
58% open rate
🛍️
Active Customers
Customers with a purchase in last 90 days
Customer
PS
SJ
NP
+
512 members
74% open rate
🎉
Diwali Campaign
Seasonal festive offers & promotions
Campaign
AK
RM
+
248 members
81% open rate
❄️
Cold Leads
Inactive prospects — re-engagement targets
Lead
DR
+
93 members
31% open rate
📧
Newsletter Subscribers
Opted-in for weekly updates & news
Customer
PS
AK
+
156 members
65% open rate
🏭
Wholesale Buyers
Bulk order clients & B2B partners
VIP
AK
RM
44 members
88% open rate
☀️
Summer Sale 2026
Seasonal discounts campaign — June 2026
Campaign
NP
SJ
PS
+
310 members
76% open rate
💎
VIP Customers
325 members · Created Mar 2026
Members
AK
Amit Kumar
+91 98765 43210
VIP Remove
NP
Neha Patel
+91 78901 23456
VIP Remove
SJ
Sara Jain
+91 87654 32109
Customer Remove
PS
Priya Singh
+91 99887 76655
Customer Remove
Add Members
Group Settings
Auto-add new contacts matching tag
Send welcome message on join
Create New Group
AI Chatbot
Manage auto-replies, intent rules, and bot settings
Enable Bot
Intents & Keywords
Conversation Flow Builder
Automated Rules & Intents

Set up predefined answers based on user intent keywords.

Default Fallback

The message sent when the bot does not understand the query.

Interactive Flowchart
Trigger: Patient Keywords
Matches keywords: hi, hello, book, appointment, doctor, hospital, start
Step 1: Main Welcome Menu
Supports Quick Option Buttons & Manual Number Reply (1-5):
1. Book Appointment 📅 Button / Type "1"
2. OPD Roster 🩺 Button / Type "2"
3. Lab Tests 🧪 Button / Type "3"
4. Track Token Status 📋 Button / Type "4"
5. Emergency Hotline 🚑 Button / Type "5"
Step 2: Specialty / Custom Doctor Entry
Option A: Quick Specialty Buttons (Cardiology, Orthopedics, General, Pediatrics)
Option B: Manual Text Entry (Type any doctor name e.g. "Dr. Gupta" or "Neurology")
Step 3: Patient Name & Details Entry
Option A: Click "Use Saved Name (Rahul Sharma)"
Option B: Type Custom Patient Name & Age manually e.g. "Amit Verma, 34 Male"
Step 4: Slot Selection & Instant WhatsApp Pass
• Click Quick Slot Button OR Type Custom Time (e.g. "Tomorrow 11 AM")
• Auto-generates WhatsApp Pass with Token ID `#HOSP-XXXX` & Patient Name
🏥
Hospital Care Bot Simulator
● Bot Active
Welcome to City Care Multi-Specialty Hospital 🏥. How can we assist you today? Please reply with an option number or click below:
10:00 AM
Say Hi 👋 1. Book Appointment 📅 2. OPD Roster 🩺 3. Lab Tests 🧪 4. Check Status 📋 5. Emergency 🚑
Form Builder
Create lead capture & feedback forms
Field types
Short Text
Long Text
Email
Phone Number
Dropdown
Multiple Choice
Checkbox
Date Picker
File Upload
Your forms
Lead Capture Form
Feedback Survey
Appointment Booking

Customer Lead Form

Fill in your details and we'll get back to you on WhatsApp within 24 hours.

Full Name *
WhatsApp Number *
Email Address
How did you hear about us? *
Form Settings
Share
https://wacrm.app/f/lead-2024
Settings
Manage your workspace, integrations, and preferences
Workspace
Business Info
WhatsApp API
Team Members
Messaging
Automation
Business Hours
Notifications
Account
Billing & Plan
Security
Danger Zone
Business Info
This information appears in your WhatsApp Business profile.
Business Profile
How customers see you on WhatsApp
RS
JPG or PNG, max 5MB
Address
Optional — shown on your WhatsApp Business profile
WhatsApp API
Connect and manage your WhatsApp Business API credentials.
API Connection
Your WhatsApp Business API details
Connected — WhatsApp Business API is active
Set this URL in your Meta developer dashboard
Rate Limits
Current usage this month
48,210
Messages sent
48% of 100k limit
1,234
Unique recipients
24% of 5k limit
99.8%
Delivery rate
Excellent
Team Members
Invite agents and assign roles to manage conversations.
Team (4 members)
Member Role Status Action
RS
Riya Shah
riya@riyashah.co
Owner ● Active You
MK
Meera Kapoor
meera@riyashah.co
Admin ● Active Remove
VT
Varun Thakkar
varun@riyashah.co
Agent ● Active Remove
PN
Pooja Nair
pooja@riyashah.co
Agent ● Away Remove
Automation
Configure auto-replies, bots, and workflow triggers.
Auto-Reply Rules
Automatically respond to common messages
Greeting message
Sent when a new contact messages for the first time
Out-of-hours auto-reply
Reply when team is outside business hours
Away message
When all agents are set to Away
Keyword triggers
Reply to specific keywords like "price" or "refund"
Follow-up bot
Auto follow-up if no response after 24 hours
Greeting Message
Sent to new contacts who message your number
Business Hours
Set when your team is available. Auto-reply activates outside these hours.
Operating Hours
Timezone: IST (UTC+5:30)
${['Monday','Tuesday','Wednesday','Thursday','Friday','Saturday','Sunday'].map((d,i)=>`
${d}
to
`).join('')}
Notifications
Control how and when you receive alerts.
In-App Notifications
New message received
Notify when a contact sends a new message
Conversation assigned to me
Alert when a chat is assigned to your account
Template approved / rejected
WhatsApp review status updates
Broadcast completed
Summary when a broadcast finishes sending
Email Notifications
Weekly summary report
Sent every Monday at 9 AM
Billing alerts
Renewals, failed payments, usage limits
New team member joined
When someone accepts your invitation
Billing & Plan
Manage your subscription and payment details.
Pro Plan
Renews on July 16, 2026
₹2,499/mo
Active
100k
Messages/month
10
Team members
Unlimited
Contacts
Payment Method
Used for automatic renewals
VISA
•••• •••• •••• 4242
Expires 08/27
Security
Protect your account with strong authentication settings.
Two-Factor Authentication
Add an extra layer of security to your login
Authenticator app (TOTP)
Use Google Authenticator or Authy
SMS backup code
Receive OTP via +91 98765 00001
Password
Last changed 45 days ago
Active Sessions
Devices currently logged into your account
Chrome · MacBook Pro
Ahmedabad, IN · Current session
Active now
Safari · iPhone 15
Ahmedabad, IN · 2 hours ago
Revoke
Danger Zone
These actions are permanent and cannot be undone.
Export all data
Download a full export of all contacts, conversations, and templates.
Delete all contacts
Permanently delete all 1,234 contacts and their conversation history.
Delete workspace
Permanently delete your entire workspace including all data, templates, and integrations. This cannot be reversed.
My Profile
Manage your personal account details and preferences
RS
Riya Shah
Workspace Owner · Riya Shah & Co.
Owner Pro Plan Verified
2,847
Messages today
1,234
Contacts
24
Templates
4
Team members
Online
Personal Info
Preferences
Activity
Basic Details
Your name and contact info visible to your team
Role & Department
Your position within the workspace
Account Status
Member sinceFeb 2024
PlanPro
Conversations6,412
Avg response4.2 min
2FAEnabled
Quick Actions
Notification Summary
Today
New messages12
Assigned to you4
Unread chats7