Welcome to WAPTO!
1. Introduction
A Tenant is a business user who utilizes the Wapto platform to manage their WhatsApp communications and marketing automation.
Upon joining the platform, a Tenant operates within the specific boundaries—such as message limits, agent seats, and available tools—defined by the system administrator in the chosen subscription plan.
2. Getting Started
Wapto provides a streamlined onboarding process for both business owners and their team members.
Registration & Login Roles:
When accessing the login page, you must choose the correct workspace type based on your role:
- User Login: For business owners (Tenants) who manage the entire account, subscriptions, and integrations.
- Agent Login: For team members who handle assigned permission.
- 1. Register as a User: During registration, all new accounts are automatically assigned the User role by default. Registration can be completed without an active subscription.
- 2. Trial Period & Access: If enabled by the Admin, tenant may receive a specific trial period to access the dashboard. After the trial expires, tenant must subscribe to a plan to maintain access.
- 3. Subscribe to a Plan: From the Subscription section in your dashboard, you can choose and activate the most convenient plan for your business.
- 4. Create Agents: Once your account is active, you have the permission to create agent accounts for your team members.
- 5. Access Dashboard: Once setup, users and agents can log in via their respective tabs to begin operations.
3. Connect WhatsApp (WABA Setup)
To start using Wapto, you must connect your WhatsApp Business Account (WABA). This connection enables you to send, receive, and automate messages directly from your dashboard.
Wapto provides multiple connection methods to suit both technical and non-technical users. Choose the method that best fits your needs.
🔗 Connection Methods
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Method A: Embedded Signup (Recommended)
Connect your WhatsApp Business account using Meta’s official embedded signup flow. This is the easiest and fastest method with guided steps and automatic configuration. -
Method B: QR Code Connection
Instantly link your WhatsApp by scanning a QR code, similar to WhatsApp Web. Ideal for quick setup without manual configuration. -
Method C: Manual Setup (Cloud API)
Advanced method for developers. Connect your account by entering credentials (such as Phone Number ID, Business ID, and Access Token) from your Meta Developer App.
⚙️ Setup Steps
- 1. Navigate to Integrations → Integrate WABA.
- 2. Select your preferred connection method.
- 3. Add and verify your business phone number.
- 4. Complete the Meta verification process.
- 5. Once connected, your WhatsApp account will be ready to send and receive messages.
After successful connection, you can start using features like chat management, automation flows, templates, and media sharing.
For a detailed step-by-step guide on Meta verification and setup, click here.
4. Initial Setup
Once your WhatsApp account is successfully connected, the next step is to configure the core features of Wapto. These tools help you automate communication, manage leads, and streamline your business operations.
⚙️ Core Features to Configure
- WhatsApp Widget: Add a chat widget to your website to capture visitors and convert them into leads directly in your inbox.
- Link Generator: Create custom "Click-to-Chat" links with pre-filled messages for marketing campaigns and quick customer access.
- Templates: Create and manage WhatsApp message templates for sending notifications, updates, and automated responses.
- Campaigns: Send bulk messages to multiple contacts using approved templates for promotions, updates, or announcements.
- WhatsApp Form: Build custom forms to collect customer information and automatically store responses in your system.
- Automation Builder: Design automated workflows and chatbot flows to handle conversations, capture leads, and guide users.
- WA Chat (Inbox): Manage all your WhatsApp conversations in one place. Reply to customers, assign chats to agents, and track interactions.
- Tags: Organize your contacts using tags such as "New Lead", "VIP", or "Support" for better segmentation and filtering.
- Media Library: Upload and store images, videos, and documents to quickly send them in chats or use in automation flows.
Properly setting up these features ensures a smooth workflow and helps you fully utilize the power of automation and team collaboration within Wapto.
5. Team & Agent Setup
Organize your workforce to handle conversations efficiently:
- 1. Create Teams: Group agents into departments like "Sales" or "Support".
- 2. Assign Permissions: Define what each team can see and do within the platform.
- 3. Create Agents: Add your team members as agents.
- 4. Assign Agents: Link agents to their respective teams for a streamlined workflow.
6. Daily Usage Workflow
Your daily operations will revolve around the following activities:
- Manage Chats: Respond to customers in real-time via the WA Chat inbox.
- Send Media: Quickly attach files from your Media Library to conversations.
- Organize Contacts: Use tags and custom data fields to segment and track your leads.
- Use Tools: Monitor performance from the WhatsApp widget and social chat links.
- Agent Review: Monitor how your agents are handling customer requests based on assigned permissions.
7. Example Workflow
A typical scenario for a business on Wapto:
- Subscription: A real estate business subscribes to the "Pro Plan".
- Connection: They connect their main office WhatsApp number via WABA.
- Structuring: They create a "Sales Team" and a "Customer Success" team.
- Agents: Three agents are added to the "Sales Team" with permissions to manage campaigns.
- Execution: Agents handle incoming property inquiries via the chat inbox and tag them by interest.
8. Best Practices
- Organize Teams: Create teams that mirror your physical business structure.
- Use Tags Effectively: Consistent tagging is the key to successful re-marketing campaigns.
- Optimize Media: Keep media files compressed for faster delivery to customers.
- Granular Permissions: Only assign the permissions an agent truly needs to perform their role.
9. Summary
As a Tenant, your primary goal is to manage day-to-day business communication and marketing automation. By utilizing the features within your plan limits and properly setting up your teams and agents, you can scale your customer engagement on WhatsApp effortlessly.
Explore More
Check out the detailed guides for specific features and integrations.
