Whapiz help center
Short, step-by-step guides — from connecting WhatsApp to AI and campaigns.
Getting started
First steps after signing up for Whapiz
What happens after you sign up: open the CRM from the portal, pick a language, find your business details, then connect WhatsApp, queues and your team.
Add team members and set their roles
How an admin adds employees to Whapiz, gives each a profile (Admin, Supervisor or User), assigns their queues, and what each profile can see and do.
The Whapiz apps for iPhone and Android
Install Whapiz CRM on iPhone or Android, sign in with your CRM user and answer customers on the go. Plus: what you can only set up on a computer.
Connect WhatsApp through Meta's official platform
What you need to connect a number to Whapiz through Meta's WhatsApp Business Platform (Cloud API), how the two setup wizards work and what to check after.
The WhatsApp 24-hour window and approved templates
Why WhatsApp won't deliver a free-form message 24 hours after the customer's last one, what Whapiz shows the agent, and how to carry on with a template.
WhatsApp templates: sync and send them from a chat
WhatsApp templates are created and approved at Meta. Here is how to sync them into Whapiz, check their status and send one to a customer from a chat.
Team inbox
Working in the shared inbox
A guide for agents: accept waiting conversations, reply, transfer to an agent or queue, add internal notes, search and filter, and close conversations.
Tags and custom inbox tabs
Create colour tags, tag conversations and filter by them, and build your own inbox tabs that organise the work into stages you move conversations through.
Quick replies: saved answers with /
Save ready-made answers in Quick Responses, insert them in a conversation by typing /, and choose whether they are personal or shared by the whole team.
Internal team chat
Open an internal chat with one or several colleagues, send files and voice notes, and manage participants, without mixing team talk with customer chats.
Bots & AI
Set up the menu bot and queues
Build a menu bot that routes every enquiry to the right queue: queues, options and sub-options, hand-off to an agent, seasonal freezing, linking numbers.
Set up the AI assistant for WhatsApp
Set up an AI assistant that knows your business: the setup wizard, the chat setup assistant, switching it on, hand-off rules and your own OpenAI key.