AI-Powered Social Media Automation

STEP 1

Meta Cloud API Setup: 4 Parameters & Webhooks

Connect your verified WhatsApp Business Account to enable 24/7 automated messaging.

When you open Connect & API Hub in WhatsApp Business Suite, enter the 4 credentials below from your Meta Developer & Business Manager accounts:

1. Phone Number ID

Meta Developer Portal > WhatsApp > API Setup

What it is: The unique 15-digit identifier assigned by Meta to your official WhatsApp phone number.

Log into developers.facebook.com/apps and open your Business App.
In the left sidebar, click WhatsApp > API Setup.
Under Step 1: Send and receive messages, locate Phone number ID.
Copy the numeric string (e.g. 104829384729102) and paste it into the Phone Number ID box.

2. WhatsApp Business Account ID (WABA ID)

Meta Developer Portal > WhatsApp > API Setup

What it is: The master account ID that manages your WhatsApp templates, verified phone assets, and message billing.

On the same API Setup screen in Meta Developer Portal.
Directly next to Phone number ID, find WhatsApp Business Account ID.
Copy the numeric value (e.g. 109283746192837) and paste it into the WABA ID box.

3. Permanent System User Access Token

Meta Business Settings > Users > System Users

What it is: A permanent secret token that allows your application to send and receive messages 24/7 without expiration.

Open business.facebook.com/settings.
In the left navigation under Users, click System Users.
Click Add (Name: WhatsApp Automation Bot, Role: Admin).
Click Generate New Token and select your WhatsApp App.
Choose Never for Token Expiration (Permanent Token).
Grant these two required permissions: whatsapp_business_messaging whatsapp_business_management
Copy the generated token (begins with EAAG...) and paste it into the Permanent Token input box.

4. Webhook Verify Token & Callback URL

Meta Developer Portal > WhatsApp > Configuration > Webhook

What it is: Enables Meta to deliver incoming customer messages and delivery status updates (Sent, Delivered, Read) back to your system instantly.

In Meta Developer Portal, navigate to WhatsApp > Configuration > Webhook.
Click Edit and paste your system Callback URL:
https://ctrltasq.com/whatsapp-business/webhook
Enter your Verify Token (wa_verify_suite_token) and click Verify and Save.
Click Manage Subscriptions and check messages and message_template_status_update.

Instant Live Test: After saving your credentials, click the Test Connection button. The system will ping Meta's Graph API, fetch your verified business name, and confirm phone number quality in seconds!

CRM

WhatsApp Sales CRM & Kanban Pipeline

Convert raw WhatsApp inquiries into qualified sales deals with drag-and-drop pipeline stages.

Auto-Lead Capture

Every incoming WhatsApp message automatically creates or updates a Lead record with the customer's phone number, profile name, and chat transcript.

Automated Lead Scoring

Leads automatically gain points (+10, +25, +50) as they complete bot flows, answer budget inquiries, or book appointments.

Kanban Pipeline

Easily drag and drop lead cards across stages: New → Contacted → Qualified → Demo / Visit → Won → Lost.

BOTS

1-Click Industry Chatbot Blueprints

Deploy pre-configured conversational bots tailored to your industry in 1 click.

Real Estate

Property Qualifier & Site Visit Bot

Captures buyer configurations (2 BHK, 3 BHK, Villas), inquires about budget brackets, and books free cab pickups for property visits.

Healthcare

Clinic & Doctor Appointment Bot

Collects medical department requirements, shares doctor schedules & clinic Google maps, and issues confirmed patient booking tokens.

Home Services

Technician Dispatch Bot

Lets customers pick AC repair, plumbing, or electrical work, records addresses, and alerts dispatchers in real-time.

E-Commerce

Order Tracker & Returns Bot

Instant shipment lookup via Order ID, return policy walkthroughs, and live human agent handover when requested.

AI FAQ

Tenant AI Knowledge Base & Auto-Replies

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

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.

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.

CONTACTS

Contacts Management & 4 Import Methods

Build and organize your customer contact audience for targeted WhatsApp communication.

Method 1: Export from Phone

Export contacts from Google Contacts (contacts.google.com) or iCloud (icloud.com/contacts) as CSV and upload directly.

Method 2: Inbound Webhook Capture

Whenever a customer sends an inquiry to your WhatsApp number, our live Webhook automatically creates and saves their contact profile.

Method 3: Upload Excel / CSV

Upload a spreadsheet with headers First Name, Last Name, Phone Number, Email, Company to bulk import thousands of customer numbers.

Method 4: Groups & Segments

Create color-coded segment tags (e.g. "VIP Customers", "Real Estate Leads") for highly targeted broadcast campaigns.

TEMPLATES

Template Studio: Meta Sync & Dynamic Variables

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

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.

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, delivery scheduling, and pacing controls.

QR CODES

Click-to-WhatsApp QR Generator & Shortlinks

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

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.

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.

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.

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.

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.

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

Modular Omnichannel Messaging & Isolated Credit Ledgers

Enterprise multi-channel infrastructure: Bulk SMS (DLT), OBD Voice, Bulk WhatsApp (Pool), and Official WhatsApp.

1. Bulk SMS (DLT)

DLT-compliant promotional & transactional dispatch. Mandatory Entity ID, Header/Sender ID, and approved Template ID mapping with dynamic variable substitution.

2. Bulk Voice (OBD)

Outbound dialer with ~28-second pre-recorded audio files. Real-time call pickup monitoring, DTMF capture, retry strategies, and CDR status categorization.

3. Bulk WhatsApp

Multi-number rotating pool delivery (Random, Round-robin, Least-used) with daily quotas, delay intervals, and automatic health isolation to prevent number flagging.

4. Official WhatsApp

Direct Meta Cloud API integration. Green-tick verified templates, high-throughput transactional alerts, two-way interactive flows, and zero-ban assurance.

100% Channel Separation & Auditable Usage Ledgers

Each communication product operates with independent credit meters (sms_credits, voice_credits, bulk_wa_credits, official_wa_credits), separate pricing tiers, provider gateways, and double-entry immutable ledgers.

FAQS

Frequently Asked Questions & Troubleshooting

Quick answers to common setup and operational questions.

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.

Launch WhatsApp Business Suite Hub