Table of Contents
Overview
Welcome to Wati support page!
We understand that you may have questions or issues while using our product, and we are here to help.
Introduction
Wati is a robust platform that enables businesses to send and receive messages on WhatsApp, automate customer communication, and build customized integrations. By integrating WhatsApp into your current communication infrastructure with Wati, you can seamlessly use it as a channel for customer support, marketing, and sales.
To get started with WATI, we recommend signing up for our 7-day free trial. During the free trial, you can test out all of the features of Wati and see how it can benefit your business. To sign up for a free trial, click "Sign Up" here. Once you have signed up for a free trial, you can immediately begin using Wati. You can start by connecting your WhatsApp account and setting up your preferences.
Benefits of Wati
Wati is an end-to-end WhatsApp API solution that helps businesses connect with their customers through WhatsApp. It allows businesses to manage and track their interactions with customers on WhatsApp, automate customer communication, and create custom workflows.
With Wati, you can easily connect with your customers, resolve issues, and build relationships through WhatsApp.
- Team Inbox
- No Code Chatbot builder
- Broadcast via template messages
- Automations - Keyword action, Reply material, Routing, Sequence, etc
- Dashboard and Analytics
- Contacts Management
Wati Plans and Pricing
- Wati offers three plans - Growth, Pro & Business
- On each plan, you get a certain number of monthly free chatbot sessions.
- More details about our pricing plans can be found here: Wati Pricing Plans
- Wati charges on a Pay Per Conversation basis
- Your Wati account is a pre-paid model. This means you must top-up credits in your account to send messages. To learn more, check this out: How to top-up WATI credits?
Getting started with WATI
Before setting up your WATI account, you should be aware of some prerequisites, such as limitations with WhatsApp Business APIs. Read more here!
- Account Setup: This is the process of creating an account to use WhatsApp API for businesses. Whereas Facebook Business Verification is required to help ensure that only legitimate and authentic businesses can advertise on the platform. This helps to maintain the integrity of the platform and protect users from scams or fraudulent activity. To learn more, check this out: Why is Facebook Business Verification required
- Display Name: With your WATI Account, you can set the display name for your business account. This is the name that will be shown to other users when they receive messages from your business. It is important to choose a display name that accurately represents your business and helps users identify who they are communicating with. To learn more, check this out: Guidelines to choose your Display Name
- Phone Number: You must have a phone number to create a WATI account. The phone number should not be linked to any other personal Whatsapp account or Whatsapp business app, and must be capable of receiving calls or SMS.
- Meta Commerce Policy: WhatsApp has established specific standards for organizations that use WhatsApp Business API. These standards define the categories of businesses that can utilize the service and the types of content that can be sent via the service. Businesses that participate in unlawful or fraudulent activities, such as spamming or phishing, will be rejected by WhatsApp. It may also prohibit the operation of enterprises that promote violence, discrimination, or hate speech. To learn more, check this out: What kind of business will be rejected by WhatsApp
Wati and its features
- Team Inbox:
WATI offers a "team inbox" feature that allows businesses to manage and respond to customer messages from a single account. This feature allows businesses to assign messages to specific team members or groups, track ongoing conversations, and get performance reports. To learn more, check this out: What features does WATI Team Inbox offer
- No-Code Chatbot builder:
WATI offers a feature called "No Code Chatbot" with its paid plans only that allows businesses to create and send predefined messages in response to customer inquiries. Quick replies can be sent automatically or triggered manually by a customer service representative, and can help businesses save time and improve their customer communication efforts. To learn more, check this out: What is WATI Automation Feature
- Routing:
Routing in WATI is an automation feature used to update ticket information and assign tasks based on keyword matches. It helps to streamline the customer service process by automating certain actions such as sending notifications or assigning chats to specific team members. To learn more, check this out: What is routing and how to setup routing with WATI
- Keyword Action:
Keyword Action is a WATI Automation Feature that enables you to create keyword rules for automatic replies to customers. This feature can help reduce the need for manual customer support and improve response times by providing automated responses when certain keywords are detected. To learn more, check this out: What is Keyword Action
- Default Action:
Default Action is an automation feature of WATI that allows you to set automated replies for non-working hours, slow replies, and 24-hour messaging timeframes. This feature can help ensure that your customers receive a timely and appropriate response even when your team is unavailable. The replies for Default Action Rules are taken from the Reply Material. To learn more, check this out:, please visit What is Default Action and how to use this
- Sequence Feature:
Sequence feature is an automation feature of WATI that allows users to schedule messages in a sequence, either immediately or after a specified period of time. This feature can help automate the process of sending follow-up messages or reminders. To learn more, check this out: How to use the Sequence feature
- Reply Material:
Reply Material is a WATI automation feature that allows you to create fixed reply templates for use in keyword actions or default actions. This feature can help streamline the process of building a chatbot by allowing you to reuse common responses. It's recommended to design the reply material such that some common content can be used in many keywords replies. To learn more, check this out: What is a Reply Material
- Broadcast and Bulk messages:
Wati offers a "broadcast" feature that allows businesses to send messages to large numbers of people at once. Since WhatsApp groups are not allowed in Wati due to WhatsApp API limitation and to overcome this limitation, users can use contact attributes to send broadcasts to specific contacts. This feature can be used to send promotional messages, updates, or other types of information to customers. The broadcast feature is only available to businesses that have been approved by WhatsApp and have a WhatsApp Business Account. To learn more, check this out: How do I add a new Broadcast
- Contact Management:
Businesses can add contacts to their WhatsApp list using WATI. The business must first obtain the phone number of the contact and receive consent from the contact to receive messages from the business. Once the contact has accepted the message, they will be added to the business's list of contacts and the business will be able to communicate with them through the API. To learn more, check this out: How to add a single contact
- User Management:
Businesses can use the WATI platform to manage their messaging and customer service operations. This can help businesses ensure that their customer inquiries are being handled efficiently and effectively by their users. The platform also offers tools for businesses to monitor the performance of their team and get reports on their messaging campaigns. To learn more, check this out: How do I add more users to my account
- Dashboard and Analytics:
WATI Dashboard is a tool for businesses to communicate with their customers via WhatsApp using a web-based interface. It allows businesses to automate message sending, manage conversations and customer interactions, and access analytics and reporting features. To learn more, check this out: Dashboard
- Payment Management:
Managing your WATI subscription payments can typically be done through the platform's billing section or account settings. This can involve updating payment methods, viewing past invoices, and managing your billing information. Additionally, you may be able to set up automatic payments or recurring billing for your subscription.
- Account Personalization:
Personalizing your WATI account can involve customizing settings such as the sender name and message templates, configuring automated messages, and setting up webhooks to integrate the API with other systems. Additionally, you may be able to configure notifications and sound, timezone, language, profile picture, and business details.
Wati Integrations
Integration is the process of connecting your Wati account with other services in order to automate messaging and create a more efficient workflow.
- Wati API: This can provide access to features such as automated messages, delivery and read receipts, and message tracking, allowing businesses to better manage customer interactions on WhatsApp.
- Google Sheet: Wati allows for bi-directional communication between a business's WhatsApp account and a connected Google Sheet, enabling businesses to automate and streamline customer interactions. With this integration, businesses can easily track customer information and communication history, improving overall customer service and support. To learn more about Google Sheet Integration
- Zoho: Wati allows businesses to integrate their WhatsApp account with Zoho CRM and Zoho Flow, enabling them to seamlessly manage and track customer interactions. With this integration, businesses can easily automate customer communication processes, improving the efficiency and effectiveness of their customer service and support. To learn more about Zoho Integration
- Shopify: Wati integration with Shopify allows businesses to provide a direct messaging channel for customer support, and to send automatic order confirmations, shipping updates, and delivery notifications via WhatsApp to customers, which can improve transparency and trust. Additionally, it allows to send abandoned cart reminders, promotional messages and engage with customers with the rich media feature, also can use Shopify's CRM data to provide targeted messaging and personalized customer communication. To learn more about Shopify Integration
- WooCommerce: Wati allows businesses to integrate their WhatsApp account with WooCommerce, enabling them to provide customer support and manage sales directly on the platform. Businesses can also streamline their e-commerce operations, allowing them to efficiently handle customer queries, track orders and manage inventory all through WhatsApp. To learn more about WooCommerce Integration
- Hubspot: Wati allows businesses to integrate their WhatsApp account with HubSpot, enabling them to manage and track customer interactions, sales and support all in one platform. Businesses can also automate their customer communication processes, streamline customer data management and improve the efficiency and effectiveness of their customer service and support. To learn more about Hubspot Integration
- Calendly: Wati allows businesses to integrate their WhatsApp account with Calendly, enabling them to easily schedule and confirm appointments with customers. Businesses can also streamline their scheduling process, reduce no-shows and improve the customer experience by providing a simple and convenient way to schedule appointments through WhatsApp. To learn more about Calendly Integration
- Make.com: Wati allows businesses to integrate their WhatsApp account with Make.com (Formerly known as Integromat) enabling them to automate their workflows and connect with various other apps. Businesses can also transfer and update customer data, automate customer support, and send personalized messages to customers, which will help them to improve the efficiency and effectiveness of their customer service and support. To learn more about Make.com Integration
- LeadSquared: Wati allows businesses to integrate their WhatsApp account with LeadSquared, enabling them to manage and track leads, customer interactions and sales activities in one platform. Businesses can also automate their lead generation, qualification and nurturing processes, which will improve the efficiency and effectiveness of their customer service and support while increasing sales opportunities. To learn more about LeadSquared Integration
- Zapier: Wati allows businesses to integrate their account with Zapier, enabling them to automate workflows and connect with over 2000 apps. Businesses can also transfer and update customer data, automate their customer support, and send personalized messages to customers, which will help them to improve the efficiency and effectiveness of their customer service and support. To learn more about Zapier Integration
- Pabbly Connect: This integration allows automation of a wide range of tasks such as sending messages, creating contacts, and managing group chats. Users can set up the integration by connecting their WATI account, configuring actions and triggers, and adding it to their workflow after creating an account on Pabbly Connect. To learn more about Pabbly Connect Integration
- Klaviyo: Wati allows businesses to integrate their account with Klaviyo, enabling them to send WhatsApp messages from Klaviyo or send WATI chatbot data to Klaviyo. This integration requires active WATI and Klaviyo subscriptions. To learn more about Klaviyo Integration
We hope that these resources will help you get the most out of WATI. If you have any further questions or need additional assistance, don't hesitate to reach out to us.
