1.0 Introduction

Whatsnify is an innovative platform designed to simplify bulk messaging via WhatsApp. This tool helps businesses communicate efficiently by sending multiple messages simultaneously, automating replies, and managing contacts. Whether you're sending notifications, updates, or marketing campaigns, Whatsnify ensures seamless communication at scale.

1.1 Purpose of This Guide

This guide will walk you through every step of using Whatsnify, from logging in to sending bulk messages, and managing your contacts. It is designed to help users navigate the platform efficiently and make the most out of its features.

 

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2.0 Getting Started

2.1 Login and Registration

1. Access the Platform
Visit the Whatsnify website https://whatsnify.com/login and click on the login button. If you are a new user, click on Sign Up to create an account.

2. Login Screen
Enter your registered email and password to log into the dashboard. Once logged in, you’ll be directed to the main dashboard where you can begin managing your messages, devices, and contacts.

 

2.2 Dashboard Overview

Once logged in, you’ll see the main dashboard. The dashboard provides an overview of the critical functionalities available for message management:

• Total Devices: Shows the number of devices connected to the platform.
• Total Messages: Displays the total number of messages sent.
• Pending Schedules: Displays any scheduled messages that are pending.
• Total Contacts: Shows the number of contacts you have saved.

Additionally, users can send a message directly from the dashboard by clicking on Send Message in the top right corner.

 

2.3 Managing Devices 

1. Navigating to ‘My Device’ Section
Click on My Devices in the left sidebar to manage the devices linked to Whatsnify.

2. Overview of Connected Devices
In this section, you will see the total number of devices connected, categorized into Active Devices and Inactive Devices. Each device shows relevant details like:

• Phone Number: The number linked to the device.
• Total Messages: The number of messages sent from this device.
• Status: Indicates whether the device is active or inactive.

3. Managing Device Settings
By clicking the three dots (...) next to any device, you can access additional device settings, allowing you to configure or remove the device.

4. Adding New Devices

• To add a new device, click the ‘Create Device’ button located at the top-right corner of the screen.
• You will be directed to a form where you need to fill in:

• Device Name: Enter a name for the device (e.g., "My iPhone 13 Pro").
• Webhook URL: Input the URL where Whatsnify will send POST requests. This is crucial for receiving webhook data.

 

2.4 Sending Single Messages 

1. Navigating to ‘Single Send’

On the left-hand side panel, click on Single Send. This feature allows you to send individual messages to any contact saved in your contact book.

2. Sending Plain Text 

• Select Device: Choose which device you want to send the message from.
• Message To (Receiver): Enter the phone number of the recipient, including the country code.
• Message: Compose your message. You can format the text using options like Bold, Italic, Monospace, Strike, or add emojis.
• Send Message: Click the Send Message button at the bottom to send the message instantly.

 

3. Sending Text With Media
If you want to send a message with attachments, follow these steps:

• Select Text With Media from the left panel.
• Select File: Choose the file you want to send (supported file types: jpg, pdf, docx, xlsx, etc.).
• Compose your message and send it.

4. Sending Location 
You can also share a location with your contact by:

• Selecting Send Location from the left panel.
• Entering the latitude and longitude of the location.
• Clicking Send Message to share it with the recipient.

2.5 Chatbot (Auto Reply) 

1. Navigate to ‘Chatbot (Auto Reply)’
The Chatbot feature allows you to create automated replies based on keywords.

2. Creating Auto-Replies

• Click Create Reply to set up a new automated response.
• Define the keyword that will trigger the response and the reply type (e.g., text or template).
• Set the device on which the chatbot will be active.

2.6 Managing Apps 

1. Navigating to ‘My Apps’
Click on My Apps to view and manage applications that you have integrated with Whatsnify.

2. Connecting External Apps
You can integrate external apps with Whatsnify by clicking Integration next to the app. This allows you to automate workflows and enhance communication between Whatsnify and other systems.

2.7 Managing Contacts

1. Navigating to ‘Contact Book’
Click on the Contact Book in the left panel to view and manage your contacts.

2. Creating and Importing Contacts

• To add a new contact, click Create Contact.
• You can also import contacts in bulk using a CSV file by clicking Import Contacts.
• Use the Contact Groups feature to organize your contacts into different categories.

2.8 Creating and Managing Templates 

1. Navigating to ‘My Templates’
Click on the ‘My Templates’ section in the left-hand panel to manage and create message templates.

2. Creating a Template

• Click the Create Template button in the top-right corner to start a new message template.

3. You will have the option to create different types of templates such as:

• Plain Text: A basic text message template.
• Text With Media: Add media files like images or documents to the template.
• List Message: Create a template with a structured list format.
• Send Location: Create a template for sending a location message.

4. Managing Templates

• View all active and inactive templates from the dashboard.
• Use the Action button next to each template to edit, delete or view template ID.

2.9 Sending Bulk Messages

1.Navigating to ‘Send Bulk Message’
From the left-hand panel, click Send Bulk Message to open the message-sending interface.

2.Sending Bulk Messages
- Choose from the options in the top-right corner:

• Send Bulk Message: Send messages in bulk to your selected contacts.
• Send Bulk Message With Template: Use a pre-created template for bulk messaging.

- Enter the required details such as the recipient list and message content, or select from saved templates.
- After finalizing the message, click Send to initiate the bulk messaging proces.

 

2.10 Scheduling Messages 

1.Navigating to ‘Scheduled Messages’

• Click on Scheduled Messages from the left panel to view, create, or manage scheduled message deliveries.

2. Creating and Managing Schedules

• Click Create Schedule to set up a new message schedule.
• Select the message type (e.g., Plain Text) and the time for it to be sent.
• Fill in the details such as the scheduled name, phone number, delivery date and time, recipient group, and the message content.

• You can view all previously created schedules with the following categories:
  • Total Schedules: Displays all the scheduled messages created.
  • Pending Schedules: Shows the messages that are yet to be sent.
  • Schedules Executed: Lists messages that have been successfully delivered.
  • Failed Schedules: Displays any messages that failed to be delivered.
• Use the Action button next to each scheduled message to view the logs for that particular schedule.

2.11 Viewing Message Logs 

1. Navigating to ‘Message Log’
Click Message Log from the left-hand panel to see detailed reports of all messages sent through the system.

2. Understanding Message Logs

• View logs for every message, including:
  • Message From: Sender’s device
  • Message To: Recipient’s number
  • Message Type: Type of message (e.g., Plain Text, API Request)
  • Request Type: Source of the message (e.g., from API)
  • Requested At: Timestamp of when the message was initiated.
• Filter the logs based on different time periods (e.g., last 30 days, today).

2.12 Managing Webhooks 

1.Navigating to ‘Webhook Logs’
From the left-hand panel, click Webhook Logs to access reports related to webhook payloads.

2. Webhook Management

• View logs of webhook transactions such as:
  • Total Payloads : The total number of webhook messages sent.
  • Sent Hooks : Successfully delivered webhook messages.
  • Failed Hooks : Webhook messages that failed to be delivered.
• Monitor the status of webhook requests and troubleshoot issues using the available logs.

3.0 SETTINGS

3.1 Subscription Management 

1. Navigating to ‘Subscription Plans’

• In the left-hand panel, click on ‘Subscription’ to access and manage your plan.
  Viewing and Choosing Plans:
• The screen displays different subscription tiers such as Starter, Basic, and Enterprise, with their respective prices and features.
• Features include message limits, device limits, chatbot availability, and more.
• To subscribe or manage your plan, click on the ‘Subscribe’ button beneath the chosen plan.
• Users can see the current activated plan, as shown with a check mark next to the “Activated” button.

 

3.2 Help & Support 

1. Navigating to ‘Help & Support’

• Click on ‘Help & Support’ in the left-hand panel to access support tickets or create new ones.

2. Creating Support Requests:

• To create a support request, click on the ‘Create Support Request’ button located at the top-right corner. 

3. Viewing Support Tickets:

• You can view any previous tickets submitted, along with their status, such as Pending or Resolved.
• Use the ‘View Ticket’ button to see detailed conversations and progress.

3.3 Profile Settings

1. Navigating to ‘Profile Settings’

• On the left-hand panel, under the ‘Settings’ section, click on Profile Settings.
• This will open the profile page, where you can edit your personal information.

2. Editing Profile Information

• You can update the following details:
  • Name
  • Email
  • Phone number
  • Address (used for invoicing purposes)
  • Avatar (profile picture)
• To update your profile picture, click Choose File, select a new image from your device, and click Update Settings.
• To modify other fields, simply enter the updated information in the appropriate fields and click Update Settings to save changes.

3. Password Management

• To change your password, scroll to the Password section located at the bottom of the Profile Settings page.
• Enter your Old Password, followed by the New Password and click Update Password.

3.4 Managing Auth Key 

1. Navigating to ‘Auth Key’

• From the left-hand panel, click on ‘Auth Key’ to manage your API key. Generating or Regenerating API Key:
• Your current API key is displayed here, which is required for authentication in API requests.
• If needed, you can click ‘Regenerate Auth Key’ to create a new key for security purposes.

 

3.4 Logging Out

• To log out, simply click the ‘Log Out’ button located at the bottom of the left-hand panel.
• This will safely log you out of your account and return you to the login page.

 

4.0 FAQ

1. How is my data protected?

The platform uses advanced encryption methods to protect your sensitive data, including contact lists and message histories. All API requests are authenticated using secure tokens to ensure data security.

2. What happens if a message fails to send?

If a message fails to send, it will be logged in the Message Log. Failed messages won’t automatically retry, so you’ll need to manually review the error and resend the message.

3. Can I send messages to international contacts?

Yes, the platform supports international messaging. Ensure that you format the numbers correctly with country codes. Delivery times may vary depending on the region and carrier.

4. Can my account be suspended for spamming?

Yes, excessive spamming or violating the platform’s terms of service can result in account suspension. Always follow best practices and obtain consent from recipients before sending bulk messages.

5. How can I maintain an accurate contact list?

It’s essential to regularly update and validate your contact list. Incorrect or outdated numbers may lead to message delivery failures, which could be avoided by keeping your list current.

6. What happens if the platform is down for maintenance?

Scheduled maintenance will usually be announced ahead of time, and during these periods, services might be temporarily unavailable. You will be notified of unscheduled downtime and updates via email or in-platform alerts.

7. Are there additional costs for SMS?

Depending on your region and carrier, additional costs may apply, particularly for international messages or high-volume campaigns. Carrier filtering or blocking may also affect message delivery.

8. Can I cancel my subscription mid-term?

Yes, but the cancellation will take effect at the end of your current billing cycle. You’ll retain access to the platform until that time.

9. Are there size limits for media attachments?

Yes, the platform imposes limits on the size of media files attached to messages. If your file exceeds the allowed limit, you will need to reduce the file size before sending.

10. Can I send messages in multiple languages?

Yes, you can send messages in multiple languages as long as the recipient’s device supports the required characters. The interface currently supports English.

11. How long does it take for support to respond to tickets?

Response times may vary, but the support team aims to address inquiries within 24-48 hours. Marking a ticket as high priority can expedite resolution for urgent issues.

12. What happens if I upgrade my plan mid-cycle?

When you upgrade your plan, it takes effect immediately, and you may be billed a pro-rated amount for the remainder of the current billing cycle.

13. How will I be notified about system maintenance?

Notifications are sent via email or in-platform alerts ahead of scheduled maintenance or unexpected downtime. Make sure to check your email regularly for these updates.

14. Can I personalize messages in bulk?

Yes, you can use shortcodes to personalize bulk messages by inserting fields like recipient names or other dynamic information, enhancing the engagement of your campaigns.

15. Does the platform integrate with other apps?

Yes, through API access, the platform can integrate with CRMs, automation tools, and other third-party applications to streamline your workflow.

16. How does the platform handle opt-outs?

Once a recipient opts out of receiving messages, their status is updated in your contact list to ensure they no longer receive communications from you.