WhatsApp Connected
Total Contacts

0

Active CRM contacts database

Active Chats (7d)

0

Messages within last week

Broadcast Success

0%

Delivery completion rate

Pending Tasks

0

Actionable items due soon

Lead Stage Distribution

Overview of CRM contacts split across stages

Today's Reminders

Upcoming scheduled follow-ups

All tasks completed! 👍

Recent Campaigns

Broadcast outcomes and message volumes

Campaign Name Template Status Sent Read Rate Failed Executed At
good friday offers welcome_general completed 8
100%
0 Aug 31, 13:03
Hi Test welcome_general completed 8
88%
0 Aug 23, 15:46
June Product Launch june_promo completed 120
82%
5 Aug 05, 14:25
No active conversations found.

No Chat Selected

Select a contact from the sidebar to view chat history and start messaging

Tags
No tags assigned
Attributes
No custom fields set
Contact Notes

Name WhatsApp Phone Email Lead Status Tags Actions
Showing to of contacts
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New Broadcast Campaign

Send pre-approved WhatsApp templates to custom targets

WhatsApp Approved Templates

Outstanding Tasks

No tasks registered. Click "Add Task" to start.

Add Task Follow-up

Simulate Inbound WhatsApp Message

Import Contacts from CSV

File should contain Name, Phone, and optionally Email, Status, Tags, Notes columns

Or import existing file on server (public/customers.csv):

Expected CSV Structure

Download Sample CSV

Your CSV should have a header row with these column names:
name, phone, email, status, tags (comma-separated), notes

Create WhatsApp Message Template

Lowercase alphanumeric and underscores only (Meta specification).

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