# WapNotify

## Docs

- [Billing & plans](https://wapnotify.mintlify.app/admin/billing.md): WapNotify plan tiers, what's included in each, how to upgrade via Razorpay, and how the trial works.
- [Roles & permissions](https://wapnotify.mintlify.app/admin/roles-permissions.md): How to create custom roles, configure module permissions, and set visibility scopes for your team.
- [Settings](https://wapnotify.mintlify.app/admin/settings.md): Workspace settings in WapNotify — company info, WhatsApp configuration, module toggles, and data management.
- [WhatsApp setup](https://wapnotify.mintlify.app/admin/whatsapp-setup.md): Admin guide to connecting a WhatsApp Business number using Manual Setup — required fields, where to find them, and how to configure the Meta webhook.
- [Analytics dashboard](https://wapnotify.mintlify.app/analytics/dashboard.md): What the WapNotify analytics dashboard shows — summary stats, message trends, broadcast performance, and agent stats.
- [Authentication](https://wapnotify.mintlify.app/api-reference/authentication.md): How to obtain a JWT token and use it to authenticate API requests.
- [API overview](https://wapnotify.mintlify.app/api-reference/overview.md): Base URL, authentication, response format, and general conventions for the WapNotify REST API.
- [Webhooks](https://wapnotify.mintlify.app/api-reference/webhooks.md): How WapNotify receives WhatsApp events — webhook verification, inbound message payloads, and signature verification.
- [Create a broadcast](https://wapnotify.mintlify.app/broadcasts/create-broadcast.md): Step-by-step guide to creating and sending a WhatsApp broadcast in WapNotify.
- [Broadcasts overview](https://wapnotify.mintlify.app/broadcasts/overview.md): What broadcasts are, how they work, and how WapNotify tracks delivery and read rates.
- [Custom fields](https://wapnotify.mintlify.app/contacts/custom-fields.md): How Admins create custom contact fields and agents fill them in on contact profiles.
- [Import contacts](https://wapnotify.mintlify.app/contacts/import-contacts.md): How to bulk-import contacts into WapNotify using a CSV file.
- [Contacts overview](https://wapnotify.mintlify.app/contacts/overview.md): How contacts work in WapNotify — available fields, how contacts are created, and how they relate to conversations.
- [Tags and contact lists](https://wapnotify.mintlify.app/contacts/tags-and-lists.md): How to use tags to label contacts and contact lists to group them for broadcasts.
- [Assign conversations](https://wapnotify.mintlify.app/conversations/assigning-conversations.md): How to assign a conversation to a team member and how role visibility controls what agents can see.
- [Internal notes](https://wapnotify.mintlify.app/conversations/notes.md): How to add internal notes to a conversation — private context visible only to your team, not the customer.
- [Conversations overview](https://wapnotify.mintlify.app/conversations/overview.md): How the WapNotify inbox works — conversation statuses, the 24-hour messaging window, unread counts, and assignment.
- [Send messages](https://wapnotify.mintlify.app/conversations/send-messages.md): How to send text, images, documents, audio, and video in a conversation, use quick replies, and edit sent messages.
- [Send templates in conversations](https://wapnotify.mintlify.app/conversations/using-templates.md): How to send approved WhatsApp message templates from within a conversation, fill in variables, and when to use templates.
- [Create a flow](https://wapnotify.mintlify.app/flows/create-flow.md): How to create a keyword-triggered auto-reply flow, publish it, and test it.
- [Flows & automation overview](https://wapnotify.mintlify.app/flows/overview.md): What flows are, the available trigger types, and common use cases for automating WhatsApp responses.
- [Connect WhatsApp](https://wapnotify.mintlify.app/getting-started/connect-whatsapp.md): How to connect a WhatsApp Business number to WapNotify using the Meta Cloud API manual setup.
- [Invite your team](https://wapnotify.mintlify.app/getting-started/invite-team.md): How to invite team members to your WapNotify workspace, assign roles, and manage access.
- [Quickstart](https://wapnotify.mintlify.app/getting-started/quickstart.md): Get WapNotify up and running in four steps: create a workspace, connect WhatsApp, invite your team, and send your first message.
- [Welcome to WapNotify](https://wapnotify.mintlify.app/introduction.md): WapNotify is a WhatsApp Business CRM that helps sales teams manage customer conversations, send broadcasts, track leads, and close deals — all from a single inbox.
- [Manage your pipeline](https://wapnotify.mintlify.app/leads/manage-pipeline.md): How to create leads, move them through stages, reassign owners, and view funnel stats.
- [Leads & pipeline overview](https://wapnotify.mintlify.app/leads/overview.md): How the Leads module works — the Kanban board, stages, lead cards, and funnel stats.
- [Create a quotation](https://wapnotify.mintlify.app/quotations/create-quote.md): Step-by-step guide to building a quote in a conversation, sending it via WhatsApp, and converting it to a sales order.
- [Quotations overview](https://wapnotify.mintlify.app/quotations/overview.md): How the Quotations module works — quote lifecycle, numbering, statuses, and converting to a sales order.
- [Create a template](https://wapnotify.mintlify.app/templates/create-template.md): How to create a WhatsApp message template in WapNotify, add variables and buttons, and submit it for Meta approval.
- [Templates overview](https://wapnotify.mintlify.app/templates/overview.md): What WhatsApp message templates are, why they require Meta approval, and the three template categories.

## Optional

- [Website](https://wapnotify.com)
- [Support](mailto:info@equitysoft.in)