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WaaPY Lite User guide

Meta Official & WhatsApp Cloud API Registration

WaaPY Chat User Guide

WaaPY Outreach User Guide

2. Dashboard

This is the default screen after you login to the platform. You will see a summary of the number of tickets In Service, Waiting and Closed. It will also show a chart of the number of tickets coming in for the day.

3. Connections

This function is to link the web application to one or more WhatsApp accounts. The platform is designed to work with both WhatsApp Web as well as WhatsApp Business APIs. Please contact us should you need more information on the different systems available in t...

4. Tickets

This is the user interface to view and interact with incoming chats. Tickets/chats are grouped into 2 major categories:INBOX – display all new and open tickets. Tickets are subdivided into below categories:WORKING ON – open tickets that already have user atten...

6. Contacts

This is the user interface to manage contacts on the platform. You may add contact by:IMPORT / EXPORT – sync all contacts from the WhatsApp account to this web application or export the contact out. Add – manually add a contact using the user interface.There a...

7. Quick Answer

This feature is useful if you would like to preset some common replies that a member of staff can use when handling a ticket. This can be used to standardize commonly used replies such as asking customer to wait while an appointment is being made, thank you me...

8. Labels

You can add a label or sync the labels in the Labels tab.To sync the labels of the contact, choose the connection that you want to sync the labels.To add a new label, click on the “ADD LABEL” button on the top-right corner.Key-in the name, description and pick...

9. Templates

Sync the templates from the meta side by clicking the “UPDATE TEMPLATES” button.You can open or close the templates at the actions so that it can use or cannot use the templates. Click on the drop arrow to view the details of the templates.

10. Integrations

The integration page is designed for us to connect with third-party services.You can add, edit and delete the integration on it.To add a new integration, just click on the “ADD INTEGRATION” button.Choose the type of integration and insert the name and slug in ...

11. Users

This screen allows Admin users to view, create, edit and delete system users.  Click on the “ADD USER” button on the top right-hand corner to create a new user.Enter the username and key-in a temporary password for the user. Users may change the password after...

12. Queues

Queues are the grouping of chat tickets. You may group your tickets based on service category, department or branches.  To add chat queue, click on the “ADD QUEUE” button on the top-right corner.Key-in the name and pick a color using the color picker and set a...

13. Permissions

Here is the permissions’ user interface. You can click on the “Add New Group Permission” to add a new permission on it.There are several permissions that can be set by the Admin. Below are the permissions:-Drawer Admin Items ViewAllows access to view the conne...

15. a) Reports

Here is the basic user interface of the Reports. You can search the report by inserting the Ticket ID or search by the date. You can download the report to export it out.For more details, you mare refer here:

16. Auto Follow Up

Guide: https://drive.google.com/file/d/16eQE5uCZ0hp47T7UOjVGK4gIJWotNJ2I/view?usp=sharingHere the auto follow up user interface. It can help to auto send message to a specific user or tickets by setting it. You can add a new follow up rules by clicking on the ...

14. API Docs

Here is the Api Docs. We can either use our API documentation to connect to other systems or use their API to integrate with our chatbot. At here, we can create, update the contacts, label those things.

18. Settings

This is admin setting for:you can enable or disable to allow others to create a user accountto set if the browser notification is allowed when a new ticket is received.can enable or disable the group capture, if it disabled, the group message won’t be received...

19. Add to Mobile Home Screen

Android guide: https://youtu.be/hDF0vZolZC0IOS guide: https://youtu.be/QNOzkHdbY2w

20. How to register openapi account

Guide: https://youtu.be/ZonUzMiUJTE (Billing Part jump to 2:00)

Message Not Displayed Correctly in WaaPY

OverviewThis guide explains why some messages in WaaPY appear as:“This message isn't available yet; kindly reestablish your WhatsApp connection again.”It also provides standard steps to troubleshoot and fix the issue.This document is intended for support, oper...

1. Required Business Documents

Meta Official & WhatsApp Cloud API Reg...

SSM Business Certificate or Bank StatementMust mention:Company nameDirector nameBusiness addressDirector IC (For Sdn. Bhd. can skip this part)FrontBackUtility Bill (If possible, provide either "telco phone" or "internet" bill with the latest one)The bill must ...

2. Create a Business Portfolio in Meta Business Suite

Meta Official & WhatsApp Cloud API Reg...

Before you beginYou need a personal Facebook account. This will be used to log in to Meta Business Suite and create a business portfolio.You can create up to two business portfolios. This does not limit how many portfolios you can be added to.Business portfoli...