WhatsApp Business API Suite

AUTOMATION ENGINE

WhatsApp Web Headless Browser Automation, Group Extractor & Bulk Broadcasting Workflow

Comprehensive operating guide for headless Chromium browser sessions, QR pairing, group contact scraping, Excel export, and anti-ban bulk broadcast messaging.

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The WhatsApp Web Automation Engine uses an isolated, headless Chromium browser instance powered by Playwright & FastAPI. It allows you to automate non-API WhatsApp numbers, extract members from communities and groups, sync contact books, and send bulk outreach safely with intelligent anti-ban pacing.

STEP 1

QR Code Pairing

Live cryptographic handshake with WhatsApp Web servers. Pair mobile app via Linked Devices in seconds.

STEP 2

Group Extractor

Extract 100s of active participant phone numbers and admin roles from any joined WhatsApp group.

STEP 3

Excel / CSV Export

1-click export of clean lead lists formatted with phone numbers, push names, and timestamps for CRM import.

STEP 4

Anti-Ban Sender

Spintax template variation with randomized human delays (8–20s) to prevent spam flagging.

Detailed Workflow Breakdown

To link your WhatsApp account to the headless automation runner:

Navigate to WhatsApp Automation ➜ Connect & QR Wizard.
Click Generate New QR Code. The background runner opens a headless Chromium context and retrieves the live session token from WhatsApp servers.
Open WhatsApp on your phone ➜ Tap Settings (or 3-Dots) ➜ Linked Devices ➜ Link a Device.
Scan the QR code on your screen. The system detects authentication and switches the profile status to CONNECTED.

Headless Runner: Ensure the background worker is started locally or configured via your VPS endpoint.

Extracting contacts from relevant community and business groups:

Click Sync from WhatsApp to auto-discover all joined groups, participant counts, and recent message snippets.
Click Extract Members on any group card to open the interactive participant viewer modal.
The system extracts display names, phone numbers, and identifies group administrators.
Click Export Members (Excel) to download a clean .xlsx or .csv spreadsheet for your sales pipeline.

How the system protects your phone number from spam bans during bulk outreach:

Smart Spintax Variations: Use syntax like {Hi|Hello|Dear|Greetings} {name}. Every recipient receives a unique grammatical permutation of the text.
Randomized Inter-Message Delay: Set a randomized pacing window (e.g. 8 to 20 seconds between sends) to simulate real human typing rhythms.
Personalization Tags: Automatically inject {name} and {phone} into each message.
Live Progress Monitor: Watch real-time delivery counts, delay countdowns, and itemized success/failure diagnostics.

The automation engine runs in the whatsapp-automation/ directory:

On Windows (Local / Office PC): Double-click start_service.bat to automatically initialize Python virtual environment, install Playwright Chromium, and launch the daemon on http://127.0.0.1:8000.
On Linux VPS (Ubuntu / Debian): Run pip install -r requirements.txt && playwright install --with-deps chromium, then keep it running via pm2 start "python3 main.py" --name whatsapp-engine.
Connecting to Shared / GoDaddy Hosting: Configure WWEB_SERVICE_URL in your CodeIgniter .env file to point to your VPS or Cloud worker endpoint.

100% Meta Compliant Zero-Dependency (<5KB) Website Embed

Website Chatbot Widget & 1-Click Embed Code

Connect your automated WhatsApp chatbots to your WordPress, Shopify, Webflow, or custom website. Visitors click to chat, triggering your automated bot flows instantly on WhatsApp.

Customize Widget Appearance & Trigger

WHATSAPP BUSINESS NUMBER

Enter phone number in international format without + or spaces (e.g., 919876543210).

DEFAULT TRIGGER KEYWORD / MESSAGE

When the visitor opens WhatsApp, this text is pre-filled. When sent, your matching chatbot triggers immediately.

HEADER TITLE

SUBTITLE / STATUS

WELCOME GREETING MESSAGE

Shown inside the widget popup bubble before visitor taps to open WhatsApp.

PRIMARY BRAND COLOR

WIDGET POSITION

BUTTON CTA TEXT

Live Widget Mockup Preview Real-Time Sync

Chat with our Team

Online • Replies instantly ⚡

👋 Hi there! How can we assist you today? Click below to start chatting with our automated assistant on WhatsApp.

Start Chat on WhatsApp

Paste this single tag before the closing </body> tag of your website. Works instantly across all pages.

Use this direct URL / button in navbar menus, footer links, or banner ads.

How Website Chatbot Integration Works & Meta Compliance Notes

1. Seamless Technical Flow

Website visitor taps the floating chat widget.
WhatsApp opens on their mobile app or Web with trigger keyword (e.g. hi) pre-filled.
When visitor sends the message, Meta forwards the event to your CtrlTask webhook.
CtrlTask bot responds in <1 second with interactive buttons, menus, and flow steps!

2. 100% Ethical & Meta Compliant

Automatic Explicit Opt-In: Because the website visitor explicitly clicks the button and sends the initial WhatsApp message, this qualifies as a User-Initiated Conversation under Meta Business & GDPR policies.

No Cold Spam: Your business never sends unsolicited messages. The entire flow is 100% conversational, ethical, and anti-ban safe.

3. 24-Hour Free Service Window

Every customer message automatically opens a 24-hour Service Conversation Window.

Send unlimited bot replies, service catalogs, and cards.
No Meta template pre-approvals needed during the active window.
Human agents can take over at any time from the 1-to-1 Messenger tab.

Quick Installation Instructions By CMS Platform:

WordPress: Paste embed script into Appearance > Theme File Editor > footer.php (before </body>) or use the free Insert Headers and Footers plugin.

Shopify: Go to Online Store > Themes > Edit Code, open theme.liquid, and paste right above the closing </body> tag.

Webflow / Wix / Squarespace: Navigate to Project Settings > Custom Code > Footer Code and paste the script snippet. Save & publish.

Next.js / React / Custom HTML: Insert the <script> tag in index.html, or use Next.js <Script src="..." strategy="lazyOnload" />.

Open WhatsApp Web Automation

Connect QR Wizard Groups & Chats Bulk Broadcaster

PLAN GUIDE

Platform Architecture, Subscriptions & What Each Purchase Provides

A complete overview of system modules, subscription tiers, credit wallets, and how all features connect together.

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CtrlTask is a modular enterprise communication & CRM automation platform. Depending on your business model, you can choose subscription plans and add-on credit wallets to scale your outreach:

STARTER TIER

Solo & Small Business

Best for single-agent businesses needing official WhatsApp broadcast & basic lead capture.

Official Meta Cloud API: 1,000 free service chats/mo.
Single Pipeline CRM: Track inquiries to closure.
1-Click Industry Bot: Real Estate or Service bot.
Smart QR Codes: Click-to-Chat shortlinks.

Scaling Sales Teams

For businesses generating high-volume inbound leads needing automated routing & SIM rotation.

Multi-Pipeline CRM: Real Estate, Healthcare, SaaS, Home Services.
Visual Automations Engine: Multi-action event triggers.
Rotating SIM Pool: Up to 5 connected WhatsApp SIMs.
AI Knowledge Assistant: Auto-reply to customer FAQs.
Follow-up Calendar: Task tracking & agent alerts.

AGENCY PRO

Agencies & Resellers

Complete 100% White-Label rights to rebrand and resell CtrlTask under your own custom domain.

Custom CNAME Domain: crm.youragency.com
Full Brand Customization: Logo, favicon, colors, wallpaper.
Unlimited Multi-Pipeline CRM & SIM Pool: Max rotation capacity.
Branded Email Alerts: Notifications sent from your agency email.

Channels, Wallets & Cost Breakdown

Channel / Feature	How It Works	Cost & Billing	Best Used For
Official Meta Cloud API	Direct API connection to Meta Graph API. Verified green badge eligible, official template delivery reports.	1,000 Free Service Chats/mo. Marketing broadcasts billed directly by Meta per conversation tier.	High-trust customer support, OTP delivery, official broadcast marketing to opt-in subscribers.
WhatsApp Multi-Sender SIM Pool	Outbound rotator that spreads messages across your connected SIM cards using `RANDOM`, `ROUND_ROBIN`, or `LEAST_USED` algorithms.	₹0 Meta conversation charges. Free unlimited dispatches within SIM daily safety limits (500-1000/day).	Instant sales follow-ups, cold lead outreach, classifieds lead responses without paying Meta per-chat fees.
AI Telecalling Hub	Automated voice dialer and conversational AI voice bot for telephone calls.	Deducted per voice minute from your Voice Credit Balance.	Cold lead pre-qualification, appointment confirmation phone calls, payment reminders.
Omnichannel Hub	Multi-channel router covering Bulk SMS, WhatsApp, and Voice OTP gateways.	Metered through independent credit balances (`sms_credits`, `voice_credits`).	Fallback SMS alerts when WhatsApp is unread, urgent transaction OTPs.

LEAD GEN

Lead Generation, Advertising & Inbound Customer Capture

Master strategies to drive massive high-intent leads into your CRM and automate instant WhatsApp conversions.

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To grow your revenue, CtrlTask offers 4 powerful inbound and outbound lead acquisition engines that connect straight into your automated CRM sales pipeline:

1. Click-to-WhatsApp (CTWA) Ads

Meta Ads Manager

Run targeted sponsored ads on Facebook and Instagram with a "Send WhatsApp Message" call-to-action button.

How It Converts:

User taps ad on Instagram/Facebook WhatsApp chat opens instantly.
Pre-filled text is submitted (e.g. "I'm interested in 3BHK Villa").
CtrlTask Chatbot captures budget, creates a Lead in Real Estate Pipeline, and triggers instant WhatsApp brochure delivery!

2. Smart QR Codes & Click-to-Chat Shortlinks

Print, Packaging & Offline

Generate high-resolution QR codes with custom greeting messages embedded for physical marketing assets.

Deployment Ideas:

Product Boxes & Menus: Scan to book service or reorder.
Business Cards & Billboards: Scan to chat with sales agent.
Social Media Bio Links: Direct shortlink wa.me/...?text=... for Instagram bio.

3. Newspaper Classifieds OCR Lead Extractor

AI Computer Vision

Snap a photo of daily newspaper classified columns (Real estate, Job hirings, Services, Tenders) and let AI extract contact leads.

Workflow:

Upload clipping image under Classifieds OCR Extractor.
AI OCR extracts advertiser phone numbers, names, and requirements.
Click Import to CRM → Rotating Pool dispatches introductory WhatsApp messages!

4. Visual Landing Page Builder & Forms

In-Place Visual Web Builder

Build high-converting landing pages with responsive lead capture forms in minutes without writing code.

Conversion Flow:

Visitor fills name, phone, and requirement on landing page form.
Form submission instantly creates Lead in your CRM Pipeline.
Triggers instant automated WhatsApp message to the customer's phone!

OFFICIAL META CLOUD API

Official WhatsApp Business API Connection & Setup Flow

Connect your verified WhatsApp Business Account in seconds with 1-Click Meta Login (Embedded Signup) or In-App Token & Phone ID Registration.

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Connecting your WhatsApp Business number to Ctrl TASQ is fast, automated, and requires zero technical experience. Follow the streamlined steps below:

Method A: 1-Click Quick Connect (Recommended)

100% Automated

WhatsApp Business Suite > Connect & API Hub > "Connect with Facebook"

How it works: The official Meta Embedded Signup pop-up links your WhatsApp Business number directly to Ctrl TASQ in under 30 seconds.

In WhatsApp Business Suite, click API Settings (or go to Tab 11: Connect & API Hub).
Click the blue Connect WhatsApp with Facebook button.
In the official Meta pop-up, log in with your Facebook account and select your WhatsApp Business Profile and Phone Number.
Review permissions and click Finish.
Ctrl TASQ automatically configures your credentials, registers your webhooks, and connects your account instantly!

Method B: Direct In-App Phone Number Setup

Master Token Powered

WhatsApp Business Suite > Connect & API Hub > Direct Entry Form

How it works: If your organization has already configured the platform API credentials, you simply enter or choose your active Phone Number ID.

In Connect & API Hub, enter your Phone Number ID.
Click Save & Verify API Connection.
Ctrl TASQ verifies live connectivity with Meta and connects your suite.

2-Step Phone Number Activation (6-Digit PIN)

Required Once

Ctrl TASQ Hub > Account Health / Connect Tab > "Register / Activate Phone"

Why this is needed: Meta keeps newly linked numbers in a temporary Pending status until a 6-digit PIN is registered to protect your sender identity.

In your WhatsApp Business Suite, look at the Account Health card on the right (or under Tab 11).
Click Register / Activate Phone (PIN).
Enter a 6-digit numeric PIN (e.g. 123456) and click Confirm.
Meta immediately activates the number and switches status to CONNECTED. Your number is now live and ready to send & receive broadcasts!

Conversation Pricing & In-App Recharge

Official Meta Rates

Meta Cloud API Policy & Ctrl TASQ In-App Billing Hub

How WhatsApp Charges for Conversations:

Utility & Service (~₹0.15)

Transactional updates, order tracking, appointment confirmations & customer replies within the 24-hour window.

Marketing (~₹0.90)

Promotional offers, festive campaigns & broadcasts. Requires positive messaging credits or active billing.

Authentication (~₹0.15)

One-time security passwords (OTP) and login verification codes with top-tier priority routing.

Direct Meta Cloud API Billing Active:

Your WhatsApp messages are billed directly to your payment method attached in Meta Business Manager. Zero platform recharge or wallet top-up needed.

Meta Payment Settings

Instant Live Verification: Once connected and activated with your 6-digit PIN, click Test Connection or head over to Tab 1 (Overview) / Tab 9 (Quick Chat) to send a test template (like hello_world) directly to your mobile phone!

CRM PIPELINE

Multi-Pipeline Sales CRM & Automated Lead Scoring

Convert raw WhatsApp inquiries into closed deals with industry-specific Kanban stages.

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The Multi-Pipeline CRM lets you manage deals across multiple business divisions or client industries. Each pipeline features color-coded drag-and-drop columns, automated stage transitions, and lead scoring:

Preset 1: Real Estate Sales

Real Estate Pipeline

Stages: New Inquiry → Site Visit Scheduled → Site Visit Completed → Negotiation / Booking → Deal Won / Lost.

Captures property type, 2BHK/3BHK requirement, budget range, and preferred visit date.

Preset 2: Healthcare & Clinic

Healthcare Pipeline

Stages: Appointment Request → Doctor Assigned → Consultation Done → Follow-up / Rx → Discharged.

Tracks patient symptoms, doctor specialization, appointment slot, and consultation status.

Preset 3: Home & Local Services

Home Services Pipeline

Stages: Service Request → Quote Provided → Technician Dispatched → Work Completed → Paid.

Logs service category (AC Repair, Plumbing, Electrical), address, technician assignment, and invoice status.

Preset 4: B2B SaaS & Consulting

B2B Sales Pipeline

Stages: MQL → Discovery Call → Product Demo → Contract Sent → Closed Won.

Tracks company size, deal value in ₹, decision maker, and contract timeline.

Key Pipeline Features & Actions

Drag & Drop Movement

Drag lead cards between stages. Stage change events automatically trigger your configured automations (e.g. sending WhatsApp confirmation or creating a sales task).

1-Click WhatsApp Quick Chat

Click the WhatsApp icon on any card to immediately open a pre-filled direct WhatsApp chat with the customer in a new tab.

Full Activity Timeline

Click any card to open the Lead Modal showing complete audit timeline: WhatsApp messages exchanged, task history, and stage movements.

AUTOMATIONS & ROTATOR

Visual Workflow Automations & WhatsApp Multi-Sender Pool

Automate WhatsApp follow-ups, agent task creation, and rotate dispatches across multiple SIM numbers.

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The Automation Engine removes manual repetitive work by executing multi-action sequences whenever leads take action or advance through your sales pipeline:

1. Configuring Workflow Automations

Workflows consist of Triggers → Target Pipelines → Multi-Actions:

Event Triggers:
- STAGE_CHANGED: Fires when a lead is moved to a specific stage (e.g. "Site Visit Scheduled").
- LEAD_CREATED: Fires the second an inquiry arrives from WhatsApp, Web Forms, or Ads.
- TAG_ADDED: Fires when a budget or service tag is applied to a lead.
Actions Executed:
- Action 1: Dispatch WhatsApp Message (Supports dynamic tags: {name}, {phone}).
- Action 2: Create Sales Follow-up Task (Automatically assigns task with 2h, 24h, or 48h deadline).

2. WhatsApp Multi-Sender SIM Rotating Pool

Connect multiple sender SIM cards to balance outbound traffic, bypass single-number daily limits, and eliminate Meta per-chat costs.

Rotation Algorithms:

RANDOM: Distributes outbound messages randomly and evenly across all healthy numbers.
ROUND_ROBIN: Dispatches sequentially (Number A → Number B → Number C).
LEAST_USED: Always chooses the number with the lowest sent count today to balance quotas.

Anti-Ban Safety Shield: Each number has a daily limit (e.g. 500/day) and live health score monitor. If a number encounters errors, the engine pauses it automatically.

TASKS & CALENDAR

CRM Tasks, Follow-ups & Interactive Calendar

Ensure zero leads slip through the cracks with scheduled follow-ups, agent reminders, and calendar views.

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Task Prioritization

Assign follow-up tasks linked to specific CRM leads with clear priority badges (High, Medium, Low) and deadline timestamps.

Interactive FullCalendar

Switch seamlessly between Month, Week, and Day views. All scheduled calls, meetings, and qualification deadlines are rendered visually on the calendar.

Overdue & Pending Counters

Real-time counter badges show Total, Pending, Completed, and Overdue tasks so managers and agents stay on top of daily follow-up commitments.

WHITE-LABEL

Agency White-Label Branding & Custom Domain Setup

Rebrand CtrlTask with your agency identity, custom logo, theme colors, and custom CNAME domain.

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The White-Label & Reseller suite allows agencies and enterprise partners to completely rebrand the platform under their own agency brand, custom domain, and payment gateways.

Step 1 Submit Application for Admin Approval

To protect platform security and domain reputation, white-label customization is unlocked via admin approval:

Click White-Label Branding in the sidebar menu or visit /whitelabel.
Enter your Desired Brand Name (replaces "CtrlTask" everywhere).
Enter your Requested Custom Domain (e.g. crm.youragency.com).
Provide your registered company name, contact email, phone, and estimated client volume.
Click Submit Application for Admin Approval. You and the admin team will receive instant confirmation emails.

Review turnaround is typically 24 to 48 business hours. You can track status live on /whitelabel.

Step 2 Studio Unlocked: Brand Identity

Once approved by Admin, the full customization workspace unlocks automatically:

Visual Identity: Upload your transparent PNG/SVG Logo, browser Favicon, and custom Login Screen Wallpaper.
Color Themes: Choose your Primary Brand Color, Secondary Accent Color, and Highlight Color with the live color picker.
Support & Legal: Enter your agency's support helpline, official email, GSTIN, and custom footer copyright notice.
Live Portal Simulation: Preview both your Client Dashboard and Branded Sign-In screen in real-time on the right column.

Step 3 Custom Domain (DNS CNAME) Setup

Host your branded CRM software on your own custom subdomain (e.g. crm.youragency.com):

Log into your domain DNS provider (Cloudflare, GoDaddy, Namecheap, Route53, Hostinger).
Add a new CNAME Record:
Type: CNAME
Name: crm (or portal)
Target / Value: app.ctrltasq.com
Proxy: DNS Only (or Proxied if Cloudflare)
In CtrlTask White-Label Studio, enter crm.youragency.com and click Verify DNS CNAME.

Step 4 Direct Client Billing & Profit Margins

Turn your white-label portal into an automated revenue-generating SaaS agency:

Razorpay Payment Gateway: Add your own Key ID & Secret so client recharges and custom plan payments deposit directly into your bank.
Custom SMTP: Send client onboarding, OTPs, and alerts from noreply@youragency.com using your mail server.
Retail Margin Governance: Set custom retail prices for SMS (₹/SMS), Voice (₹/Call), WhatsApp (₹/Msg), and AI Agents. You pocket 100% of the difference!

Open White-Label Studio

Admin Guide: White-Label Applications & Tenant Governance

Master controls for platform owners and super administrators

1. Reviewing Applications

When a user applies from /whitelabel, their request appears in Admin → Agency White-Label Governance (admin/whitelabel) under the Partner Applications & Requests tab.

Inspect proposed Brand Name & registered company legal entity.
Verify the requested subdomain or custom domain.
Review applicant client volume and stated business use case.

2. 1-Click Approval

Clicking Approve performs all automated workflows in a single action:

Sets request status to APPROVED and creates active tenant record.
Enables whitelabel module permission for the user in user_module_permissions.
Dispatches celebration email to the user with direct setup links.
Logs the approval event in platform audit activities.

3. Rejection & Feedback

If an application lacks proper verification or requests an unauthorized domain:

Click Reject and provide specific feedback in the modal.
The platform sends an automated email containing your feedback.
The user's portal displays your notes with a 1-click option to update and re-apply.

4. Instant Tenant Access Toggle (Allowed / Disallowed)

Under the Configured Reseller Tenants tab, click the status button on any tenant to toggle between ALLOWED (ACTIVE) and DISALLOWED (INACTIVE). When set to Disallowed, the user's white-label permissions are immediately revoked in real time, preventing unauthorized branding or billing.

5. Custom Domain CNAME Verification

Admins can click Verify DNS on any configured tenant to verify or manually force-approve DNS CNAME routing for custom domains, instantly enabling SSL certificate issuance on the live server.

Go to Admin White-Label Management

CHATBOTS & FLOWS

1-Click Industry Chatbots & Conversational Automation Engine

Build, launch, and test 24/7 intelligent WhatsApp auto-reply chatbots that capture leads, answer questions, and route customer conversations automatically.

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What is a WhatsApp Chatbot & How Does It Work?

A WhatsApp Chatbot is your 24/7 virtual sales executive. When a customer sends a message to your official business WhatsApp number, Ctrl TASQ's intelligent webhook engine checks the message against your Trigger Keywords (e.g. "price", "brochure", "book appointment", "hi"). It instantly replies with interactive menus, buttons, prices, or answers in under 0.5 seconds — even while you are asleep!

Instant 0.5s Replies Auto-Captures Leads Live Chat Takeover Zero Coding Needed

To Which Phone Number Does the Bot Connect?

The chatbot connects directly to your Official WhatsApp Business Number configured in Connect & API Hub (or via 1-Click Quick Connect).

Single Number Hub: Any customer who chats on your Meta WABA phone number will interact with your active bots.
Sandbox or Live: Works seamlessly with Meta Sandbox Test Numbers during setup and your Live Business SIM number after verification.
No Phone Battery Drain: Runs entirely in Meta Cloud API servers — no need to keep your mobile internet or phone switched ON.

Where Can You See & Access Messages?

You never miss a message! All incoming customer chats and bot replies are accessible in 3 convenient places:

1. Live 1-to-1 Messenger (Tab 4): Open real-time chat threads with customers. Support agents can read what the bot said and jump in to reply manually anytime!

2. Activity Log (Tab 1 Overview): Live audit log of all inbound customer questions, outbound bot triggers, timestamps, and delivery statuses.

3. CRM Sales Pipelines: Every customer talking to your bot is automatically saved as a CRM Contact and added as a Lead card in your sales pipeline!

What Can You Do With Your Bot After Creating It?

1. 24/7 Night Auto-Pilot

When customers message at midnight, the bot answers instantly with pricing, brochures, and answers instead of keeping them waiting till morning.

2. Lead Qualification

Asks 2-3 qualifying questions (e.g. Budget, Location, BHK, Service Type) and organizes high-ticket buyers for your sales executives.

3. Booking Consultations

Shares available appointment slots, captures patient/client phone numbers, and books consultation appointments automatically.

4. Instant Brochure Delivery

When someone types "brochure" or "catalog", the bot sends a direct PDF link or Google Drive file immediately in the chat.

5. Department Routing Menu

Provides interactive buttons: [1. Sales Inquiries], [2. Support Ticket], [3. Office Location] to route clients quickly.

6. Broadcast Campaign Hook

Link your bulk marketing templates to chatbot keywords so when recipients reply "INTERESTED", the bot takes over the sale instantly!

Complete Step-by-Step Operations (Create, View/Test, Edit, Delete):

Method A: 1-Click Industry Blueprint (Recommended)

Open the WhatsApp Suite Hub → Click Chatbots & Flows tab.
Under "Pre-built Industry Blueprints", select your niche (Real Estate, Healthcare, Coaching, Restaurant, E-Commerce, Agency).
Click Deploy Blueprint. The bot is immediately pre-populated with optimal keywords, trigger phrases, and professional replies!

Method B: Custom Bot from Scratch

Click the green + Create Custom Bot button.
Bot Name: Give a friendly label (e.g. "Pricing & Catalog Bot").
Trigger Keywords: Enter comma-separated words (e.g. price, cost, rate, plans, quotation).
Response Message: Type your message body. Supports emojis and WhatsApp formatting (*bold*, _italic_).
Interactive Buttons (Optional): Add up to 3 quick-reply buttons (e.g. "Talk to Sales", "Download PDF").
Click Save & Activate.

1. Built-in Bot Simulator: On the Chatbots tab, locate the "Live Bot Simulator" preview phone on the right. Type any keyword (e.g. "price") and hit Send to see the exact green WhatsApp reply bubble appear instantly without spending message credits.
2. Real Mobile Phone Test: Pick up your personal smartphone, open WhatsApp, and send a message with your trigger keyword to your connected Business Number. You will see the bot reply live on your phone within 1 second!
3. View Connected Bots Table: All active bots are listed in the table showing their trigger keywords, total replies sent, last triggered timestamp, and active status toggle.

In the Chatbots & Flows tab, find the bot you want to edit.
Click the blue Edit (Pencil) icon on the bot row.
Update any field: Add new seasonal keywords (e.g. diwali discount, new year offer), change prices, attach a new brochure link, or update working hours.
Click Update Bot. The changes go live on WhatsApp instantly — no server restarts or re-approvals required!

Temporary Pause: Click the green Active / Inactive toggle switch. When switched to Inactive, the bot will stop responding without losing any of your configured keywords or messages.
Permanent Removal: Click the red Delete (Trash) icon and confirm the prompt to permanently delete the bot configuration.

1-Click Ready Industry Blueprints Included:

Real Estate Blueprint

Property Qualifier & Site Visit Bot

Triggers on: flat, villa, 2bhk, 3bhk, property, site visit, price

Captures buyer requirements (Budget, Location, Timeline), sends high-res project floorplans, and schedules free cab pickups for site visits.

Healthcare & Clinics

Clinic & Doctor Appointment Bot

Triggers on: appointment, doctor, clinic, timing, fee, consult

Collects patient symptoms, shares doctor consultation slots, sends clinic Google Maps directions, and confirms appointment tokens.

Home Services

Technician Dispatch & Repair Bot

Triggers on: repair, service, ac repair, plumber, electrician, quote

Presents a service menu, captures customer address & preferred time slot, and alerts field technicians with customer details.

E-Commerce & Retail

Order Tracking & Catalog Bot

Triggers on: track, order status, return, catalog, buy, help

Provides live shipment tracking via Order ID, sends PDF catalogs, explains return policies, and transfers to a live agent upon request.

Why Every Business Needs This (Concrete ROI):

100%

Zero Missed Inquiries

4+ Hrs

Daily Time Saved

391%

Higher Sales Conversion

₹0 Cost

Included in Ctrl TASQ

WEBSITE EMBED

Website Chatbot Widget & 1-Click Embed Integration

Connect your automated WhatsApp chatbots with your external websites (WordPress, Shopify, Webflow, React, HTML). Convert site visitors into active WhatsApp conversations with zero server load.

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How External Website Chatbot Integration Works

With Ctrl TASQ's Zero-Dependency Website Widget (<5KB), you can embed a floating WhatsApp chat button directly on any website with a single line of JavaScript. When a visitor taps the bubble, WhatsApp opens on their mobile app or WhatsApp Web with your configured trigger keyword (e.g. hi, demo, booking). The moment they hit Send, Ctrl TASQ's webhook engine takes over immediately, running your automated bot flow, booking forms, or AI responses!

Lightweight <5KB 100% Meta Compliant 24-Hr Free Care Window All CMS Supported

1. The Interaction Flow

Visitor Views Site: Widget displays floating bubble and customizable teaser greeting.
Visitor Clicks CTA: Opens WhatsApp with pre-filled trigger text (e.g., "hi").
Visitor Sends Message: Meta Cloud API forwards the message payload to Ctrl TASQ.
Bot Engine Executes: Automated menu or conversational blueprint replies in <0.5s.

2. Meta Compliance & Opt-In

Is embedding a WhatsApp bot on other websites compliant with Meta Policies?

100% User-Initiated: Because the user actively clicks the link and sends the first text, explicit user consent is established automatically under Meta & GDPR regulations.
Zero Spam Risk: Your business never initiates unprompted outreach. Conversations are purely reactive and transactional.

3. Free 24-Hr Service Window

Meta's 24-hour customer service window unlocks massive commercial advantages:

No Template Approval Delays: Send unlimited interactive buttons, lists, catalogs, and dynamic text without Meta template review.
Zero Conversation Surcharges: Customer-initiated service conversations qualify for free tier allocations.

How to Install on Any CMS in 2 Minutes

WordPress & WooCommerce

In WP Admin, install the free plugin WPCode (Insert Headers and Footers) or open Appearance > Theme File Editor > footer.php.
Paste your 1-line Ctrl TASQ <script> tag immediately before the closing </body> tag.
Click Save Changes. The floating WhatsApp widget is now live on all pages!

Shopify Stores

In Shopify Admin, navigate to Online Store > Themes.
Click ... (Actions) > Edit Code and open Layout/theme.liquid.
Scroll to the bottom and paste the script snippet directly above </body>.
Click Save. Instant WhatsApp customer support is now enabled for all shoppers!

Webflow / Wix / Squarespace

Go to Project / Site Settings > Custom Code > Footer Code.
Paste the script snippet into the footer block.
Publish your website to staging or production.

Custom HTML / Next.js / Vue / Angular

For static HTML: Add the <script> tag into index.html right before </body>.
For Next.js App Router: Use <Script src="..." strategy="lazyOnload" ... /> in app/layout.js.
Works with strict Content Security Policies (CSP) — zero external runtime dependencies.

Supported HTML Data Attributes Reference

Attribute	Type	Default	Description
`data-phone`	Required	`-`	Your Meta WhatsApp Business phone number in international format without + or spaces (e.g. `919876543210`).
`data-trigger`	Optional	`hi`	The keyword sent by the visitor that triggers your specific Ctrl TASQ bot blueprint or automated flow.
`data-title`	Optional	`Chat with our Team`	Header title displayed at the top of the popup chat card.
`data-subtitle`	Optional	`Online • Replies instantly ⚡`	Online status / agent availability subtext.
`data-greeting`	Optional	`👋 Hi there! How can we assist you today? ...`	Teaser message displayed inside the popup before the user taps the action CTA.
`data-color`	Optional	`#25D366`	Hex color code matching your company branding (e.g. `#2563eb`, `#7c3aed`).
`data-position`	Optional	`right`	Position on screen: `right` (Bottom Right) or `left` (Bottom Left).
`data-btn-text`	Optional	`Start Chat on WhatsApp`	Action button label text.

AI FAQ

Tenant AI Knowledge Base & Auto-Replies

Empower your WhatsApp number to resolve customer FAQs instantly with isolated tenant knowledge.

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Adding an Automated FAQ Knowledge Entry:

Click the AI Knowledge tab in the WhatsApp Business Suite menu.
Click the green + Add Knowledge Entry button.
Category: Assign a category tag (e.g. Timings, Pricing, Location, Returns).
Question / Topic: The customer question (e.g. "What are your store hours?").
Answer Body: The accurate reply to deliver (e.g. "📍 Mon-Sat: 9:00 AM - 9:00 PM | Sun: 10:00 AM - 2:00 PM").
Trigger Keywords: Comma-separated search words (e.g. hours, timing, open, close, sunday).
Click Save Entry and verify responses immediately inside the Live AI Response Simulator!

BOOKINGS

Services Catalog & Appointment Scheduling

Publish services, prices, and available booking slots directly through WhatsApp interactions.

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Service Price Catalogs

Showcase consultation packages, diagnostic tests, or repair tiers with clear pricing and duration times. Toggle services active/inactive anytime.

Appointment Dispatch

Track booking lifecycles (Scheduled → Confirmed → Completed → Cancelled) with automated WhatsApp booking reminders.

E-COMMERCE

Meta Product Catalog & WhatsApp In-Chat Storefront

Manage Facebook/Meta product inventory from CtrlTasq and turn on WhatsApp in-chat shopping, carts, and interactive catalog browsing.

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The Meta Product Catalog module allows you to sync your inventory directly with Meta Business Commerce Manager. Your customers can browse products, view details and prices, add items to their in-chat cart, and submit orders directly within WhatsApp without leaving the conversation.

1-Click Catalog & Product Sync

Meta Catalog Connection: Link your Meta Commerce Catalog ID with 1-click token validation.
Inventory Management: Create, edit, and categorize products with SKU, price, sale price, image URLs, and stock status.
Variants & Options: Support for product variants (colors, sizes, weights) with individualized pricing.

In-Chat Shopping & Cart Orders

Interactive Catalog Messages: Send Single-Product and Multi-Product message cards with "View Items" button.
Cart Checkout: Customer builds cart and clicks "Send Cart as Message" — triggering automatic order creation in CtrlTasq CRM.
Omnichannel Payment Link: Automatically send Razorpay / UPI payment links when an order cart is received.

CONTACTS

Contacts Management & 4 Import Methods

Easily organize leads, segment audiences by tags, and import customer phone lists via CSV, API, or Manual Entry.

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Build and maintain your customer lists with automatic E.164 country code formatting, custom dynamic variables (e.g. name, company, due_amount), and granular contact tags for segmented broadcasts.

1. CSV / Excel Import

Upload spreadsheets with drag-and-drop column mapping.

2. Single Contact

Add leads manually with quick tags and custom fields.

3. REST API / Webhooks

Push contacts automatically from landing pages, Zapier, or CRMs.

4. Group Extractor

Extract and sync contacts from WhatsApp Web community groups.

COMPLIANCE

Template Approval & Quality Compliance Center

Master guidelines, pre-flight safety checklists, category alignment, and variable rules to achieve 99%+ Meta template approval rate.

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Create WhatsApp Templates That Are Clear, Useful & Policy-Aware

WhatsApp template approval is not determined by a single simplistic list of "banned words." Templates should accurately represent their business purpose, provide genuine value to the recipient, avoid misleading claims, and comply with Meta's Business Messaging Policies.

Truthful & Verifiable Claims Accurate Category Alignment Meaningful Variable Context Zero Deceptive Urgency

Recommended 6-Step Template Creation Workflow

1. Write Draft

Clear & relevant text

2. Pick Category

Marketing / Utility

3. Check Content

Verify claims & urgency

4. Format Variables

{{1}} in context

5. Pre-Check

Run Quality Validator

6. Submit to Meta

Monitor live status

Risky Language Patterns (Categorized by Risk Type)

Meta does not maintain a static "banned words list". Instead, templates are evaluated based on context, transparency, user expectations, and intent. Here are patterns that increase rejection probability:

Category A — Misleading Claims

Phrases implying guaranteed outcomes that cannot be objectively substantiated:

"Guaranteed profit" • "100% guaranteed results" • "Instant approval" • "Risk-free income" • "Guaranteed leads"

Recommendation: Use factual, verifiable wording such as "Explore our latest service terms" or "Review your eligibility criteria."

Category B — Deceptive Urgency

Artificial scare tactics that create high-pressure panic:

"Act immediately or lose everything" • "Final warning" • "Your account will be deleted today"

Recommendation: Urgency should only be used when genuine and verifiable (e.g. "Your subscription renews on 15th Oct. Update billing details to avoid service pause.").

Category C — Spam-Like Promotional Formatting

Excessive promotional styling that triggers negative recipient feedback:

"BUY NOW NOW NOW!!!" • "FREE FREE FREE!!!" • "BEST DEAL EVER IN HISTORY!!!"

Recommendation: Use professional, standard capitalization and punctuation. Avoid excessive emojis.

Category D — Impersonation & False Authority

Falsely implying official affiliation with Meta, WhatsApp, banks, or governments:

"Official WhatsApp Security Team" • "Meta Verification Department"

Recommendation: Always represent your verified business brand identity accurately.

Category E — Sensitive & Restricted Commerce Areas

Meta strictly prohibits or heavily restricts WhatsApp templates related to:

• Regulated pharmaceutical drugs

• Gambling & online lotteries

• Adult content & services

• Weapons & explosive materials

• Counterfeit goods

• Deceptive financial schemes

• Multi-level marketing (MLM)

• Unregistered crypto exchanges

Wording Best Practices: "Use This Instead"

Improve template quality and recipient satisfaction by replacing high-pressure phrasing with transparent, factual wording:

Problematic Phrasing	Recommended Factual Alternative	Why
"Congratulations! You have won a guaranteed ₹1,00,000 cash reward!"	"Hi {{1}}, you are eligible to review our seasonal loyalty discount terms."	Unverified Prize
"URGENT!!! Your account will be deleted in 10 minutes unless you pay now!"	"Hi {{1}}, your invoice #{{2}} is due for payment. View details to maintain uninterrupted service."	False Urgency
"Get 100% guaranteed leads and double your revenue with zero effort!"	"Hi {{1}}, discover how our sales CRM tools help streamline customer follow-ups."	Misleading ROI
"Hello {{1}}, {{2}}, {{3}}, click here: {{4}}"	"Hi {{1}}, your appointment with Dr. {{2}} is confirmed for {{3}}. See location: {{4}}"	Lonely Variables

Official WhatsApp Template Categories

Selecting the wrong category is the #1 reason Meta rejects templates. Understand the official rules:

MARKETING

Includes promotions, offers, product announcements, discount codes, and relationship building.

When to Use:

Seasonal discounts & sales offers
Product recommendations & brochures
Re-engagement & cart abandonment reminders

Mistake: Submitting promotional offers as "UTILITY" causes instant rejection.

UTILITY

Triggered by a specific user transaction, order, appointment, or existing account activity.

When to Use:

Order confirmations & shipping tracking
Appointment reminders & booking receipts
Monthly billing statements & payment receipts

Mistake: Adding upsell offers (e.g. "Also buy this shoe!") turns a utility template into marketing.

AUTHENTICATION

Enables businesses to authenticate users with one-time passcodes (OTPs).

When to Use:

Login OTP verification codes
Password reset verification codes
Two-factor authentication (2FA)

Requirement: Must use Meta's standardized OTP button and expiry format.

Variables & Placeholder Best Practices

Meta checks dynamic variables strictly. Follow these rules to avoid automated syntax rejections:

Correct Variable Rules

Sequential Numbering: Variables must start at {{1}}, followed by {{2}}, {{3}}. Never skip numbers (e.g. {{1}} then {{3}}).
Double Curly Braces: Always use double curly braces {{1}}. Single braces {1} will fail.
Contextual Placement: Place variables inside full sentences (e.g. "Hello {{1}}, your order {{2}} has shipped.").

Prohibited Variable Pitfalls

Named Variables: Do not use {{name}}, {{phone}} in Meta templates. Only numbered tags {{1}} are supported.
Consecutive Variables: Avoid {{1}} {{2}} back-to-back without intervening text.
Entire Message as Variable: A template that consists solely of {{1}} will be rejected for lack of static content.

Educational Approved Template Library

Reference compliant templates categorized by legitimate business use case:

UTILITY: Order Confirmation

"Hi {{1}}, your order #{{2}} has been confirmed and is scheduled for dispatch. View your order tracking details here: {{3}}"

UTILITY: Appointment Reminder

"Hi {{1}}, this is a reminder for your upcoming appointment on {{2}} at {{3}}. Please reply YES to confirm or RESCHEDULE to pick a new slot."

MARKETING: Lead Follow-up

"Hi {{1}}, thank you for your inquiry regarding {{2}}. Our specialist has prepared your personalized catalog. Would you like us to share it?"

UTILITY: Support Ticket Update

"Hi {{1}}, your support ticket #{{2}} has been resolved by our technical team. If you require further assistance, please reply to this message."

Official Meta & WhatsApp Policy Resources

Always consult current official documentation for real-time compliance criteria.

Meta Template Guidelines WhatsApp Business Policy

TEMPLATES

Template Studio: Meta Sync & Dynamic Variables

Design pre-approved templates for outbound marketing, order confirmations, and notifications.

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1-Click Meta Sync

Click Sync from Meta to automatically download all approved templates, media headers, variable placeholders, and quick-reply buttons into your workspace.

Live Smartphone Mockup

Test dynamic variables like Hello {{1}}, your order #{{2}} is confirmed! in real-time with an interactive smartphone preview before launching campaigns.

SEND

1-to-1 Live Messenger & Bulk Broadcast Campaigns

Reach individual customers or broadcast to thousands with personalized delivery throttling, template mapping, and error diagnostics.

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1-to-1 Live Messenger

Chat directly with customers in a web interface featuring delivery receipts (Sent, Delivered, Read), media attachments, voice notes, and quick template pickers.

Bulk Broadcast Campaigns

Launch high-converting marketing broadcasts to segmented groups with custom parameter mapping, individual contact selection, delivery scheduling, and pacing controls.

How to Launch a Broadcast Campaign

High Engagement

WhatsApp Business Suite > Broadcast Campaigns > "Launch Campaign"

Follow these 3 easy steps to broadcast personalized messages without getting rejected by Meta:

Select Target Audience: Choose a group (e.g. Customers, Leads, VIP) or individually toggle specific contacts using checkboxes.
Choose an Approved Template: Pick an active template with status APPROVED. The live preview will automatically simulate your variables.
Review & Launch: Ctrl TASQ automatically parses template parameters ({{1}}, {{2}}, etc.) and dispatches with rate throttling to keep your Meta account healthy.

Meta WhatsApp Cloud API Delivery Troubleshooting & Failure Reasons

Why messages fail (e.g. "0 sent • 1 failed") and how to ensure 100% delivery success

Critical Meta Rules

Template Variable / Parameter Mismatch (Most Common)

Meta Cloud API strictly validates dynamic template parameters against the template approved on Meta. If there is any discrepancy in the variable count, Meta immediately rejects the message.

Variable Count Must Match: If a template (e.g. site_visit_confirm_v2) contains 3 placeholder variables ({{1}}, {{2}}, {{3}}), the API payload must provide exactly 3 parameters in components[type=body]. Sending only 1 parameter causes immediate Meta delivery rejection.
Templates with 0 Variables: If an approved template contains zero placeholders, Meta requires completely omitting the parameters block. Sending empty or extra parameter tags on zero-variable templates causes an error.
Auto-Protection in Ctrl TASQ: Our dynamic parameter engine automatically scans your template body & header, counts exact variables, and auto-fills default fallbacks (Name, Date, Placeholders) to prevent parameter mismatch errors.

Unverified / Unregistered Recipient (In Meta Development / Test Mode)

If your WhatsApp Cloud API App in the Meta for Developers Portal is in Development Mode or using a Meta Test Phone Number:

You can only send messages to pre-registered test phone numbers listed under WhatsApp > API Setup > "To" phone numbers in the Meta Developer Console.
Attempting to broadcast to any unregistered number in Dev mode will immediately fail with Meta error: Recipient phone number not in allowed list.
Resolution: Switch your Meta App to Live Mode and attach an official WhatsApp Business phone number to message real customers.

Phone Number Formatting (E.164 Standard)

Meta Cloud API requires all recipient phone numbers in standard international E.164 format:

Correct Format: Country code + 10-digit mobile without symbols (e.g. 919876543210 for India, 14155552671 for US).
Incorrect Formats: +91 98765 43210 (has + and spaces), 09876543210 (leading zero), or 9876543210 (missing country code).
Ctrl TASQ automatically cleans and standardizes phone numbers during contact import and broadcast dispatch.

WABA Payment Method & 24-Hour Customer Care Window

Meta classifies conversations into Service (Customer Care) and Outbound (Marketing / Utility / Authentication):

24-Hour Service Window: When a customer initiates a message to your number, you have 24 hours of free-form replies (1,000 free conversations/month).
Outbound Broadcasts Outside 24h: Must use an Approved Template and requires an active Payment Method (Credit/Debit Card) linked to your Meta WhatsApp Business Account (WABA) in Meta Business Manager.
If no payment method is linked or billing limit is exceeded, outbound templates will return error: Payment method required for template messaging.

Meta Marketing Frequency Capping & Experiments (Errors #131049 & #130472)

Meta Cloud API enforces intelligent recipient protections to maintain a healthy messaging ecosystem:

Error #131049 (Healthy Ecosystem Engagement): Meta automatically protects WhatsApp users from receiving too many marketing templates across all businesses in a short timeframe. If a recipient recently received marketing messages from other brands or hasn't engaged with previous broadcasts, Meta temporarily pauses further marketing templates.
Error #130472 (User Part of an Experiment): Meta periodically runs automated delivery experiments and holdouts on specific numbers. When a number is in a holdout group, business-initiated marketing templates are temporarily withheld.
Zero-Charge Protection: Meta never charges your account or wallet for messages blocked under #131049 or #130472.
Why "Resend" Works Later: These fatigue-capping and experiment windows are strictly temporary (lasting 1 to 3 hours). Once the cooldown window passes, clicking 🔄 Resend allows the message to deliver successfully as Sent.
How to Avoid: Use the "UTILITY" Category: Meta never frequency-caps templates classified under Utility or Authentication. If your template is an appointment, booking, site visit confirmation, or order update (e.g. site_visit_confirm_v2), always select the Utility category when creating the template in Meta Business Manager.

How to Inspect Exact Meta Errors & Retry in 1-Click

If a campaign shows delivery failures (e.g. 0 sent • 1 failed), you no longer have to guess:

1. View Error Report Click the 📊 Report button or click directly on the 1 failed badge to open the diagnostic modal showing Meta's exact error message.

2. 1-Click Retry Failed Click the 🔄 Retry Failed button to instantly re-dispatch messages only to contacts who failed without re-sending to those who already received it.

Complete Meta Cloud API Master Error Directory

Comprehensive catalog of all official Meta WhatsApp error codes, causes, and instant 1-click fixes.

18 Meta Error Codes Covered

Error Code	Category	What It Means (Meta Message)	Root Cause	Resolution & Action
#131049	Ecosystem	Healthy Ecosystem Engagement Message delivery suppressed to maintain ecosystem quality.	Meta’s automated marketing frequency cap. Recipient recently got marketing templates from other businesses or hasn't opened previous ads.	Zero charge incurred Wait 1-2 hours & click Resend, or switch template category to Utility in Meta.
#130472	Ecosystem	User Part of an Experiment Failed to send because recipient number is in an experiment.	Meta runs automated delivery A/B test holdouts on specific numbers. Marketing messages are temporarily withheld.	Strictly temporary holdout. Wait 1-3 hours and click 🔄 Resend.
#131021	Recipient	Recipient Not on WhatsApp User's phone number is not a valid WhatsApp user.	Recipient uninstalled WhatsApp, account was deactivated, or the phone number is a landline/toll-free number.	Verify mobile number and ensure WhatsApp is installed on the user's phone.
#131026	Delivery	Message Undeliverable Message failed to be delivered to recipient handset.	Recipient's phone has been powered off for days, out of coverage, SIM suspended, or network routing failed.	Click 🔄 Retry Failed later. Meta will attempt redelivery once handset reconnects.
#131042	Billing	Payment Method Required Business eligibility / payment method not configured.	No active credit/debit card is linked to your WhatsApp Business Account (WABA) in Meta Business Manager.	Add Card in Meta
#131047	Window	Re-engagement Window Expired More than 24 hours elapsed since customer's last message.	Attempted to send free-form custom text outside the 24-hour customer service window.	Select an Approved Template Message to restart the conversation.
#131051	Device	Unsupported Message Type Recipient client cannot display this format.	Recipient is using an outdated version of WhatsApp that does not support buttons, carousels, or catalog format.	Send a plain text template or ask customer to update WhatsApp app on Google Play/App Store.
#131052	Media	Media Download Failure Meta servers failed to fetch media file from header URL.	Media header URL is broken (HTTP 404/403), CDN is blocking Meta's IP crawlers, or the URL is HTTP instead of HTTPS.	Ensure media is hosted on a public HTTPS URL and accessible without login authentication.
#131053	Media	Media File Size Exceeded Media file exceeds Meta allowable size limit.	File exceeds Meta Cloud API limits: Images > 5MB, Audio/Video > 16MB, Documents > 100MB.	Compress file before uploading (Images ≤ 5MB, Videos ≤ 16MB, PDF ≤ 100MB).
#131056	Opt-Out	Recipient Opted Out / Blocked User has blocked your business or opted out of messages.	Recipient tapped "Block" or replied with opt-out keywords. Meta blocks delivery to honor user privacy.	Remove contact from marketing broadcast groups. Do not attempt redelivery.
#131048	Quality	Spam Rate Limit Hit Message send rate throttled due to high spam report rate.	Phone number quality dropped to RED or FLAGGED because multiple recipients reported broadcasts as spam.	Pause broadcasts for 24-48 hours. Only send relevant, opted-in content. Check Phone Quality
#131031	Account	Account Restricted / Disabled WhatsApp Business Account suspended by Meta policy.	WABA suspended due to Commerce Policy violation, unpaid Meta invoice, or unverified business entity.	Open Account Quality
#131030	Sandbox	Recipient Not in Allowed List App is in Development mode; number is not whitelisted.	Meta App is in Sandbox / Development mode. Messages can only go to whitelisted test numbers.	Add recipient number in Meta Developer Console > API Setup > "To" list, or switch app to Live Mode.
#132000	Template	Template Does Not Exist / Language Mismatch Template name or language code not found on WABA.	Template name misspelled or wrong language code requested (e.g. `en` instead of `en_US`).	Click Sync Templates from Meta in Template Studio to auto-refresh approved templates and codes.
#132005	Template	Parameter Count Mismatch Variables provided do not match template placeholders.	Template has 3 placeholders (`{{1}}`, `{{2}}`, `{{3}}`) but payload sent 1 or 4 variables.	Ctrl TASQ automatically maps placeholders. Ensure all variable fields are filled in the composer.
#190 / #131000	Auth	Invalid / Expired Access Token OAuth session expired or permissions revoked.	Using a temporary 24-hour test token, or Facebook account password change invalidated the existing token.	Generate Permanent System Token
#131016	Rate Limit	Service Unavailable / Rate Limit 429 Meta Cloud API servers busy or rate limit reached.	Exceeded phone number throughput limit (e.g. 80 msg/sec) or transient Meta Cloud API platform glitch.	Ctrl TASQ automatically throttles broadcasts with pacing delays. Wait 30 seconds and retry.
#131009	Payload	Parameter Value Invalid Text length exceeded or parameter contains illegal chars.	Header text exceeds 60 characters, body variable exceeds 1,024 characters, or variable contains invalid newline formatting.	Shorten variable values to fit Meta constraints (≤ 60 chars header, ≤ 1,024 chars body).

QR CODES

Click-to-WhatsApp QR Generator & Shortlinks

Connect offline print materials (brochures, packaging, invoices) directly to WhatsApp conversations.

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Generate wa.me Links with Pre-Filled Messages

Create branded QR codes and shortlinks (e.g. https://wa.me/919999999999?text=Hi%20I%20want%20details). Scanning the QR code opens WhatsApp on the customer's phone with your pre-written inquiry ready to send!

STEP 10

Newspaper Classifieds & Image Lead Extractor (OCR & 1-Click Sync)

Transform printed newspaper clippings, real estate ads, and service listings into verified WhatsApp contacts.

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The Classifieds Lead Extractor automatically scans multi-column newspaper pages, segments individual advertisements, extracts and repairs phone numbers, and syncs leads directly into WhatsApp Contacts and Sales CRM.

1. Upload & OCR Preprocessing

Module > Classifieds Lead Extractor > Upload Clipping

Upload newspaper page clippings (PNG, JPG, JPEG, WEBP up to 20MB). The engine executes:

Binarization & Contrast Enhancement: Cleans up newsprint grain, paper shadows, and page yellowing.
Upscaling & Deskewing: Sharpens low-resolution text for optimal optical character recognition.
Column Segmentation: Intelligently segments multi-column newspaper layouts into individual ad blocks.

2. Intelligent Lead Parsing

Automated Extraction Engine

Specialized pattern matching algorithms parse unstructured ad text into structured contacts:

Phone Extraction & Repair: Detects Indian mobile numbers (+91, 9/8/7/6) and STD landlines while fixing OCR noise (e.g. 'O' → '0', 'l' → '1').
Entity & Category Tagging: Categorizes ads into Real Estate, Jobs, Matrimonial, Business, Services, etc.
Deduplication: Prevents duplicate phone entries per tenant while tracking primary and secondary numbers.

1-Click WhatsApp CRM Sync

Sync all verified leads straight into your active WhatsApp ecosystem with zero manual copy-pasting:

WhatsApp Contacts (wa_contacts): Added under group tag Classified Lead for instant chat or broadcast campaigns.
Sales CRM Leads (wa_leads): Placed into the Kanban pipeline with an initial lead score and category tag.
Direct Chat Initiation: Click "Chat on WhatsApp" on any extracted card to open a pre-filled conversation with the advertiser.

Open Classifieds Extractor

Excel / CSV Export & Re-import

Export extracted batches into clean, formatted spreadsheets compatible with WhatsApp Business and third-party CRMs:

Standard Format: Export includes First Name, Category, Primary Phone, Secondary Phone, Email, Address, and Ad Content Snippet.
WhatsApp Business Import: Downloaded CSVs follow standard contact import schemas for instant phone or desktop re-import.
Quality Review: Flagged ads without detected phone numbers are sent to a dedicated Review screen for quick manual completion.

Super Admin Governance: Super Admins can monitor global extraction statistics, review active OCR batches across all users, inspect raw image uploads, and purge old jobs from Super Admin > Classifieds Extractor.

STEP 11

Sandbox Test Numbers vs Going Live with a Real Number

Understand the transition from Meta Developer sandbox testing to full public production broadcasting.

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Development / Sandbox Mode

Meta Free Test Phone Number

Meta gives every new app a free sandbox test phone number (e.g. +1 555-0123). It requires one security step:

Recipient Whitelist Required: You can only message phone numbers that you have explicitly verified in Meta Developers > WhatsApp > API Setup > "To" dropdown > Manage phone number list (Up to 5 test numbers).

Production / Live Mode

Your Own Real Business Number

To message thousands of customers without adding them to any test whitelist:

Zero Restrictions: Broadcast and reply to any valid WhatsApp phone number worldwide!

How to Add Your Real Business Phone Number to Meta (3 Steps):

Get a Clean Number: Use a phone number that is not currently registered on the regular WhatsApp / WhatsApp Business mobile app (or delete the WhatsApp account from that phone first).
Add in Meta Developer Portal: Go to WhatsApp > API Setup → Click Add Phone Number → Enter your Business Display Name, Category, and Phone Number → Verify via SMS/Voice OTP.
Copy New Phone Number ID: Meta will generate a new Phone Number ID for your real number. Paste it into WhatsApp Suite > Connect & API Hub > Save Credentials!

STEP 12

Meta Official Pricing, 1,000 Free Chats & Scaling Limits

Official Meta conversation billing rules, free tier benefits, and messaging tier progression.

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1,000 Free Service Conversations Every Month

Official Meta Benefit

Meta provides every WhatsApp Business Account with 1,000 Free Service (Inbound Customer Care) conversations every single calendar month. You only pay standard Meta API rates when initiating outbound marketing broadcast campaigns beyond your free quota.

Tier Level	Daily Messaging Limit	How to Unlock
Tier 1 (Default)	1,000 Unique Recipients / 24h	Automatic upon verified phone number setup
Tier 2	10,000 Unique Recipients / 24h	Send 1,000+ messages with HIGH quality rating within 7 days
Tier 3	100,000 Unique Recipients / 24h	Send 20,000+ messages with HIGH quality rating within 7 days
Tier 4	Unlimited Recipients	Enterprise verification & high broadcast volume

4 Golden Rules to Keep Quality Rating HIGH & Prevent Number Bans:

Opt-in Permission: Only broadcast to customers who consented or previously interacted with your business.

Clear Opt-out Option: Include quick unsubscribe keywords like "Reply STOP to opt-out" in marketing templates.

Paced Broadcasting: Avoid blasting 50,000 numbers in 1 second; use targeted group batches with personalized parameters.

Relevant Content: Never send deceptive or prohibited spam; adhere to Meta's WhatsApp Commerce Policies.

MODULE 13

Telecalling & AI Voice Calling Platform (Unified Lead Center)

Autonomous AI voice dialing engine aggregating leads from WhatsApp, Classifieds OCR, and CRM pipelines with multi-turn sales qualification dialogues.

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1. Unified Calling & Lead Aggregation

Route: /telecalling/leads

Eliminates lead siloing by pulling contacts from WhatsApp CRM, Newspaper Classifieds OCR, and Web forms into ONE actionable calling list.

Source Badging: Instantly see if a contact arrived via WhatsApp, OCR clipping, or inbound website form.
Call History Tracking: View attempt counts, connected durations, last disposition, and scheduled callbacks.
1-Click AI Calling: Instantly trigger autonomous AI voice agent to dial the prospect with full compliance verification.

2. AI Voice Personas & Script Studio

Route: /telecalling/agents & /telecalling/scripts

Configure human-like conversational voice personas with custom accents, pitch, mandatory compliance disclosures, and ordered qualification questions.

Multi-Language Models: English (India), Hindi, Telugu, and international voice models.
Intent Extraction: AI extracts buyer budget, timeline, project scope, and qualification rating (HOT / WARM / COLD).
Turn-by-Turn Inspector: Listen to simulated calls and inspect chronological speaker transcripts with sentiment analysis.

How to Launch an Outbound Calling Campaign

Navigate to Telecalling > Campaigns and click Create Campaign.
Select an AI Voice Persona (e.g. Priya or Rahul) and assign a Call Script.
Define the daily calling window (e.g. 09:00 - 19:00) and maximum daily volume.
The automated worker processes the dispatch queue during allowed business hours, respecting the Do-Not-Call (DNC) Registry.

MODULE 14

Self-Service Visual Landing Page Builder & Automation Forms

Create customized, in-place editable lead capture pages with direct WhatsApp welcome dispatch and Telecalling AI voice triggers.

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The Visual Landing Page Builder lets you create standalone, ultra-high-converting landing pages (similar to MRKM Associates and RK Life Cover) without writing code. Every block and section is editable in-place directly on the canvas.

In-Place Canvas Editing

Direct Text Editing: Click any headline, badge, or bullet text to type and format in real-time.
1-Click Image Swapper: Click on hero graphics or profile badges to paste your own image URL or pick from industry presets.
Section Controls: Floating action bar on every block with Move Up (↑), Move Down (↓), Duplicate (⧉), and Delete (🗑).
Multi-Device Toggles: Test your layout on Desktop, Tablet, and Mobile viewport modes before publishing.

GrowthCRM Automation Forms

Dynamic Custom Fields: Add and reorder text, phone, email, and inquiry fields with required flags.
Instant WhatsApp Welcome: Automatically dispatch a personalized WhatsApp confirmation to the lead on submission.
Telecalling AI Trigger: Automatically queue an outbound AI voice agent call to qualify the lead within minutes.
Unified CRM Ingestion: Captured leads instantly populate your Unified Lead Center and CRM pipelines.

Publishing Your Public Page

Go to Landing Pages > Visual Page Builder and click Create Landing Page.
Pick an industry preset (e.g. Healthcare, Insurance, Real Estate, or Corporate Legal).
Customize your brand colors, contact numbers, and in-place bullet cards.
Click Save & Publish to activate your unique live URL at /p/{your-slug}.

MODULE 15

Omnichannel Multi-Product Suite, Unified Top-Up & Admin Allocation

Master operating guide for Bulk SMS (DLT), OBD Voice, Rotating WhatsApp Pool, Official Meta Cloud API, Unified Cart Top-Ups, and Admin Credit Allocations.

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1. Which Channel to Choose & What Happens For Each Option?

Option 1: Bulk SMS (DLT-Compliant)

High-reliability text alerts across India

Best For: Critical OTPs, transactional order alerts, DND-compliant mass promotional dispatches.
Telecom Requirement: Principal Entity (PE) ID and registered 6-character Header (e.g. TSKMSG) + approved DLT Template ID.
Credit Meter: 1 Unit = 1.0 SMS Credit (160 GSM chars per SMS part). Deducted strictly upon gateway submission.

Option 2: Bulk Voice OBD Calls

Automated outbound pre-recorded phone broadcast

Best For: Event reminders, political campaigns, fee reminders, urgent broadcasts to non-smartphone users.
Mechanism: Upload a ~28-second MP3/WAV audio clip. The SIP trunk auto-dials contacts simultaneously.
Credit Meter: 1 Unit = 2.0 Voice Credits (~28s pulse). Unanswered or busy calls are automatically retried.

Option 3: Rotating Pool WhatsApp

Hardware multi-SIM warm pool dispatch

Best For: High-volume lead broadcasting, instant promotional messages without waiting for Meta template approvals.
Anti-Ban Engine: Rotates across active SIM numbers (Round-Robin / Least Used / Random) with 3-7s pacing delays and daily caps.
Credit Meter: 1 Unit = 1.0 Credit. Quotas auto-deducted per message sent.

Option 4: Official Meta Cloud WhatsApp API

Direct Meta verified WhatsApp Business Account (WABA)

Best For: Enterprise customer support, green-tick verified branding, interactive chatbot flows, official catalogue checkout.
Features: 100% Zero-Ban assurance, interactive quick reply buttons, list pickers, high-speed throughput (80-250 msg/sec).
Credit Meter: 1 Unit = 3.0 Credits. Billed per conversation tier according to Meta category.

2. How Unified Multi-Channel Top-Up Works?

Step 1: Multi-Select Builder

Select Any Combination

Navigate to /omnichannel/billing. Check any 1, 2, 3, or all 4 channels in the Unified Builder. Pick preset unit chips (1k, 5k, 10k, 25k, 50k) or enter custom quantities.

Step 2: Live Cart Calculation

Real-Time Aggregate Pricing

The dynamic dock calculates exact credits added, line-item subtotals in ₹ INR, and the grand combined total payable in real time.

Step 3: Choose Payment Flow

Instant Pay or Admin PO

Choose Instant Gateway (Razorpay/UPI/Cards) for instant automated activation, or Admin Credit Allocation / Corporate PO for invoice submission.

3. What Happens When a User Selects a Payment / Allocation Option?

Selected Option	User Side Experience	Admin Side / Backend Action
1. Instant Online Gateway (UPI, Cards, NetBanking, GPay)	User is redirected to a 256-bit SSL encrypted checkout with an itemized bill of all selected channels. Completes payment via Razorpay.	Webhook verifies payment signature → credits are automatically and instantly added to the user's SMS, Voice, Bulk WA, and Official WA quotas without manual admin intervention → Tax invoice is generated.
2. Admin Allocation / Corporate PO (Invoice & Purchase Order)	Submits the multi-channel package request without immediate credit card swipe. Displays confirmation message that request has been sent for invoice generation.	The request appears under Recent User Topup & Offline Requests at [`/admin/omnichannel`](http://localhost:82/automation/admin/omnichannel). Super Admin reviews offline payment and clicks "Approve & Credit" to instantly fund the tenant quotas.
3. Request Setup & DLT Assistance (Enterprise Verification)	User fills in company details, requested 6-character Sender ID (e.g. `TSKMSG`), Green Tick verification requirements, or hardware SIM pool trunking.	Enterprise request logs directly to database activity stream. Telecom engineers handle DLT documentation, template approvals, and connect the custom sender IDs.

4. How Admin Allocates Credits & Manages Pricing

Access Admin Portal: Log in as Super Admin and navigate to WhatsApp & Messaging → Omnichannel & Billing (URL: /admin/omnichannel).
Direct Multi-Channel Allocation: Click **"Allocate Tenant Credits"** → Select any Tenant User from the dropdown → Enter credit quantities for Bulk SMS, Bulk Voice, Bulk WhatsApp, or Official Meta WhatsApp → Add an admin note → Click **"Allocate Credits Now"**. All channel balances update immediately!
1-Click Approval of User Requests: In the **Recent User Topup Requests** table, review pending corporate PO orders and click **"Approve & Credit"** to immediately deposit credits into the tenant's account.
Live Pricing & Margin Editor: Click **"Edit"** on any channel plan to adjust per-unit Client Price, Reseller Rate, Provider Cost, and Credit Multiplier ratios.

HELPDESK

Next-Gen 2-Tier Support Desk, WhatsApp Ingestion & SLA Operations

Unified enterprise support architecture: Platform Support Desk (Tier 1) for account holders & End-Customer Helpdesk (Tier 2) with 1-Click WhatsApp Ingestion and SLA aging timers.

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Tier 1: Platform Support Desk

Ctrl TASQ User ↔ Super Admin Engineering Support.

Self-Service Portal: Accessible at /ticket and /support.
Category Routing: Technical Issues, WhatsApp API Approval, Billing/Invoicing, Feature Requests, or Account Enquiries.
Voice Memos: Built-in microphone recorder saves audio files directly to the ticket thread.
Real-Time Tracking: Dynamic badges for Open, In Progress, Awaiting User Reply, Resolved, and Closed.

Tier 2: End-Customer Helpdesk

Ctrl TASQ Business User ↔ End WhatsApp Customers.

1-Click Message-to-Ticket: Turn any WhatsApp chat bubble into a tracked ticket with customer name, phone, and context.
Emoji Reaction Spawn: Reacting with 🎫 emoji instantly creates a linked support ticket.
Automated Keyword Triage: Messages containing complaint, refund, urgent, broken, or not working auto-spawn high-priority tickets.
Two-Way WhatsApp Sync: Customer replies to ticket alerts automatically append to the active conversation thread.

1. In-Browser Voice Memo Recording & Attachments

Users and staff can record voice memos directly within the browser without external recording apps:

Click to Record

Tap "Record Voice Memo" to start recording. Live timer tracks audio length.

Instant Audio Preview

Built-in audio player allows you to listen to your voice note before sending, or discard & re-record.

Secure Media Upload

Audio is saved securely to /uploads/tickets/voice/ and playable directly inside Super Admin ticket details.

2. Dual-Mode Reply Bar: Public vs. Internal Staff Notes

Inside the Super Admin Ticket View (/admin/ticket/view/{id}), agents have full control over message visibility:

Reply Mode	Who Can See It	System Action & Dispatch
Public Reply	Customer, Account Owner, Staff & Super Admin	Appends to public timeline, sends transactional email confirmation to user, and dispatches automated WhatsApp update template to end customer.
Internal Staff Note	Super Admin & Assigned Agents ONLY (Hidden from Customer)	Appears highlighted in yellow/amber. Strictly invisible to customers. Supports `@AgentName` mentions for private team collaboration.

3. Ticket Aging & SLA Timers

Every ticket tracks resolution velocity from creation to resolution with real-time color-coded badges:

< 4 Hours: Healthy (Within SLA) 4 – 24 Hours: Approaching Breach (Amber) > 24 Hours: Escalated Breach (Red Alert)

Computes First Response Time (FRT) and Average Resolution Time (ART) to maintain enterprise-grade customer satisfaction benchmarked against Freshdesk and Wati.

4. Super Admin Direct Email Dispatcher

From the Super Admin ticket view, administrators can click "Send Email" in the top action bar to compose and dispatch official branded emails to the customer directly via system SMTP. Every dispatched email is automatically logged to the ticket activity audit trail.

PRICING

Modular Pricing Architecture, Add-Ons & ROI Calculator

Configure flexible subscription plans, granular quotas (agent seats, connected WhatsApp lines, AI calling minutes), modular add-on packs, and one-time subscription locks from the Super Admin Panel.

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1. Interactive Pricing & ROI Calculator

On the public /pricing page, customers can calculate their exact monthly or yearly investment using interactive sliders:

Team Agents

1 to 20+ Seats

Calculates required user seats and automatically adds standalone seats when exceeding plan limits.

Connected Numbers

1 to 5+ Lines

Computes multi-device or multi-WABA line requirements with real-time add-on line pricing.

Monthly Volume

1,000 to 50,000+

Calculates combined broadcast message volumes and AI calling minutes with recommended plan packages.

2. Granular Plan Quota Management (`/admin/plans`)

Super Admin can edit any plan to set precise operational boundaries:

Quota Parameter	Database Column	Description & Purpose
Included Agent Seats	`included_agent_seats`	Number of team members / agents who can log in simultaneously without purchasing seat add-ons.
Connected WhatsApp Numbers	`included_whatsapp_numbers`	Number of active phone lines (WABA or Web QR) allowed on the subscription.
Official Meta Conversation Credits	`included_meta_credits`	Included wallet balance for Meta Graph API conversations before requiring top-up.
AI Telecalling Minutes	`included_ai_calling_minutes`	Included outbound AI telephony talk time before booster packs are needed.
One-Time Plan Lock	`is_one_time_only`	Locks Free Trial or Starter plans once claimed, enforcing upgrade progression on subsequent renewals.

3. Modular Add-On Configurator (`/admin/addons`)

Super Admin can create, modify, and activate standalone modular add-on packs:

Extra Agent Seat

e.g. ₹499 / user / month

Recurring Monthly

Extra WhatsApp Line

e.g. ₹999 / line / month

Recurring Monthly

AI Minutes Booster

500 Mins for ₹999

One-Time Pack

Meta API Credit Pack

5,000 Credits for ₹1,499

One-Time Pack

SOCIAL

Social Media Multi-Platform Publishing & Scheduling Suite

Publish and schedule content simultaneously across Facebook, Instagram, LinkedIn, Twitter/X, YouTube, Pinterest, and Google Business Profile.

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1. Connecting Social Accounts (`/admin/social` & `/social`)

Connect all your brand channels with 1-Click OAuth 2.0 authorization:

Facebook Pages Instagram Business LinkedIn Company Twitter / X YouTube Pinterest Google Business

Tokens are securely stored and automatically refreshed. The master OAuth callback URL is https://ctrltasq.com/social/callback.

2. Composing & Scheduling Posts (`/social/createPost`)

Write your copy once, attach media, select multiple channels with checkboxes, and choose either "Post Now" or "Schedule for Later". Review your calendar queue anytime under /admin/schdulledPost.

INTEGRATIONS

API Keys, Telephony & Webhook Master Integration

Configure platform API credentials, telephony carriers (Twilio, Exotel, Tata), AI engine keys (OpenAI, Gemini), and secure webhook callback receivers.

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1. Platform Credentials Manager (`/admin/platform-api`)

Super Admin manages API tokens for all microservices in a single encrypted vault:

AI Engine Keys

OpenAI API Key (GPT-4o), Google Gemini API Key, and Anthropic Claude credentials.

Telephony Gateways

Twilio Account SID & Auth Token, Exotel API Key, and SIP trunking credentials.

2. Webhook Listeners & Security

Ctrl TASQ provides high-throughput webhook listeners for real-time message ingestion:

WhatsApp Ingress: https://ctrltasq.com/whatsapp/webhook (Verify Token configured in General Settings).
Social OAuth Callback: https://ctrltasq.com/social/callback.
Signature Verification: Uses SHA-256 HMAC headers to validate that payloads originate from Meta servers.

ANALYTICS

Platform Analytics, System Health & Audit Activity Logs

Audit user activities, monitor platform events in real time, review system notifications, and perform routine database housekeeping.

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1. All Users Activity Log (`/admin/activity`)

Super Admin has 360-degree visibility into every platform action:

Billing

Credit top-ups, wallet recharges, plan purchases.

Broadcast dispatches, QR code connections, WABA links.

Support

Tickets created, replies posted, status & priority changes.

Auth

User logins, logouts, password changes, deactivations.

2. Real-Time Notifications & System Housekeeping

Keep your database optimized and response times sub-second:

Notifications Center (/admin/notifications): Review custom plan requests, unread ticket alerts, and mark all as read with 1-click.
System Housekeeping Modal: Prunes raw webhook logs older than retention days, clears expired session tokens, and removes temporary OCR scrape files.

FAQS

Frequently Asked Questions & Troubleshooting

Quick answers to common setup and operational questions.

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This is Meta's sandbox security for test numbers. During Development mode, add your personal number under Meta Developers > WhatsApp > API Setup > "To" dropdown > Manage phone number list. Once you add a live business number, you can send to any phone number without restrictions.

When a customer messages your WhatsApp number, a 24-hour service window opens. During this window, you can reply with free-form text messages without needing an approved template. If 24 hours pass without customer reply, you must reach out using an approved Template Message.

The temporary token generated in Meta's API Setup screen expires every 24 hours, causing disconnections. Generating a token from System Users under Meta Business Settings provides a permanent token that never expires.

Both are Meta Cloud API delivery protections on the recipient's phone number. #131049 occurs when Meta's marketing fatigue frequency cap pauses marketing messages because the user recently received marketing from multiple brands. #130472 occurs when the number is temporarily part of a Meta delivery holdout test. Meta never charges your wallet for these suppressed messages. Because the holdout is temporary (1 to 3 hours), you can simply wait and click 🔄 Resend. To avoid this completely, submit transactional templates under the Utility category in Meta.

Error #131021: The phone number is not registered on WhatsApp, was deactivated, or is a landline/toll-free number. Always ensure the phone number includes the correct country code without plus signs or spaces (e.g. 919876543210).
Error #131026: The user's phone has been turned off for an extended period, has no active data connection, or Meta's cellular routing to that handset timed out.

Error #131052 (Media Download Failure): Meta's servers tried to fetch the image, video, or PDF from your media URL but got an HTTP 404, 403 Forbidden, or SSL error. Media links must be public, direct HTTPS URLs.
Error #131053 (Size Limit Exceeded): The attached file exceeds Meta's Cloud API limits: Images max 5MB, Audio/Video max 16MB, Documents (PDF) max 100MB. Compress your file before attaching.

When several recipients tap "Report Spam" or "Block" within a short period, Meta drops your phone number Quality Rating (from GREEN to YELLOW or RED) and triggers Error #131048. To recover, pause cold broadcasts for 24 to 48 hours, only broadcast to verified opt-in contacts, and include an unsubscribe/opt-out button (e.g. "Reply STOP to unsubscribe") in your marketing messages.

Share Guide

WhatsApp Web Headless Browser Automation, Group Extractor & Bulk Broadcasting Workflow

QR Code Pairing

Group Extractor

Excel / CSV Export

Anti-Ban Sender

Detailed Workflow Breakdown

1. Connecting Your Account (QR Handshake Protocol)

2. Group Extraction & Member Inspector

3. Anti-Ban Broadcast Engine & Spintax Variations

4. Python Microservice Deployment (Local PC / VPS)

Website Chatbot Widget & 1-Click Embed Code

Customize Widget Appearance & Trigger

How Website Chatbot Integration Works & Meta Compliance Notes

Platform Architecture, Subscriptions & What Each Purchase Provides

Solo & Small Business

Scaling Sales Teams

Agencies & Resellers

Channels, Wallets & Cost Breakdown

Lead Generation, Advertising & Inbound Customer Capture

1. Click-to-WhatsApp (CTWA) Ads

How It Converts:

2. Smart QR Codes & Click-to-Chat Shortlinks

Deployment Ideas:

3. Newspaper Classifieds OCR Lead Extractor

Workflow:

4. Visual Landing Page Builder & Forms

Conversion Flow:

Official WhatsApp Business API Connection & Setup Flow

Method A: 1-Click Quick Connect (Recommended)

Method B: Direct In-App Phone Number Setup

2-Step Phone Number Activation (6-Digit PIN)

Conversation Pricing & In-App Recharge

Multi-Pipeline Sales CRM & Automated Lead Scoring

Real Estate Pipeline

Healthcare Pipeline

Home Services Pipeline

B2B Sales Pipeline

Key Pipeline Features & Actions

Drag & Drop Movement

1-Click WhatsApp Quick Chat

Full Activity Timeline

Visual Workflow Automations & WhatsApp Multi-Sender Pool

1. Configuring Workflow Automations

2. WhatsApp Multi-Sender SIM Rotating Pool

Rotation Algorithms:

CRM Tasks, Follow-ups & Interactive Calendar

Task Prioritization

Interactive FullCalendar

Overdue & Pending Counters

Agency White-Label Branding & Custom Domain Setup

Step 1 Submit Application for Admin Approval

Step 2 Studio Unlocked: Brand Identity

Step 3 Custom Domain (DNS CNAME) Setup

Step 4 Direct Client Billing & Profit Margins

Admin Guide: White-Label Applications & Tenant Governance

1. Reviewing Applications

2. 1-Click Approval

3. Rejection & Feedback

4. Instant Tenant Access Toggle (Allowed / Disallowed)

5. Custom Domain CNAME Verification

1-Click Industry Chatbots & Conversational Automation Engine

What is a WhatsApp Chatbot & How Does It Work?

To Which Phone Number Does the Bot Connect?

Where Can You See & Access Messages?

What Can You Do With Your Bot After Creating It?

1. 24/7 Night Auto-Pilot

2. Lead Qualification

3. Booking Consultations

4. Instant Brochure Delivery

5. Department Routing Menu

6. Broadcast Campaign Hook

Complete Step-by-Step Operations (Create, View/Test, Edit, Delete):

CREATE How to Create a New Chatbot (2 Fast Methods)

Method A: 1-Click Industry Blueprint (Recommended)

Method B: Custom Bot from Scratch

VIEW & TEST How to Test & Preview Your Bot in Real-Time

EDIT How to Modify Keywords, Prices, or Reply Messages

DELETE / PAUSE How to Pause or Delete a Chatbot