22 guides · 4 topics
WhatsApp & Conversations
Inbox, templates, broadcasts, and chat integrations.
Topics in WhatsApp & Conversations
WhatsApp Templates
7 articlesIntroduction to WhatsApp Message Templates
Everything you need to know before creating your first template — what they are, why you need them, and how they work.
Read articleAutomatic Order Notifications Explained
Order placed, ready for collection, payment reminder — know which messages send themselves and which need a click.
Read articleSetting Up Utility Templates
Confirm orders, notify customers about pickups and deliveries, send receipts — automatically, at the right moment.
Read articleSetting Up Marketing Templates
Reach customers who have gone quiet with promotions, seasonal offers, and service announcements — directly on WhatsApp.
Read articleSetting Up Quick Reply Templates
Send pre-written messages and booking forms to active customers with a single keystroke — no WhatsApp approval needed.
Read articleInteractive Messages
Setting Up Interactive Messages Create engaging interactive messages—such as menus, quick replies, or direct links to Mini Apps—to send to your customers. Wa...
Read articleWhatsApp Broadcasts
How to set up, send, and track a WhatsApp Broadcast campaign.
Read article
Auto Reply Rules
9 articlesSetting Up Auto Reply Rules for Your WhatsApp
Automatically respond to your customers on WhatsApp the moment they message — even when your team is busy or the shop is closed.
Read articleWhatsApp General Settings
Set your business hours and test numbers — two essential settings that control when your auto replies fire and who receives them during testing.
Read articleNew Customer Welcome
Greet first-time customers instantly — send an automatic welcome message the moment someone new messages your business during opening hours.
Read articleNew Customer After Hours
Don't leave new customers waiting — send an automatic after-hours welcome that tells them exactly when you'll be back.
Read articleAfter Hours Notice
Let every customer know when you'll be back — send an automatic reply to anyone who messages while you're closed.
Read articleNew Order Confirmation
Confirm every order instantly — send an automatic WhatsApp reply with the customer's name and order number the moment they book.
Read articleSchedule Confirmation
Confirm every booking instantly — send an automatic WhatsApp reply with the date and time when a customer schedules a pickup or delivery.
Read articleSign Up Confirmation
Welcome every new sign-up instantly — send an automatic WhatsApp reply the moment a customer creates their account through your Mini App.
Read articleChatbot
Your chatbot, now inside WhatsApp This chatbot helps guide customers through common actions — from browsing services to placing orders — using simple, step-b...
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WhatsApp Integration
4 articlesWhatsApp Integration Overview
What WhatsApp integration does and why it matters for your business.
Read articleConnect & Configure WhatsApp
How to connect your WhatsApp Business account to EasyBiz and set up your business profile so customers see your logo, address, and contact details.
Read articleManaging Conversations Inbox
How to manage customer chats, assign conversations to your team, and stay on top of who still needs a reply.
Read articleWhatsApp Links and QR Tracking
Create trackable WhatsApp links and QR codes for your website, flyers, ads, and social media — then see exactly how many leads, orders, and revenue each one brings in.
Read article
Deals & Sales Pipeline
2 articlesDeals track enquiries that have not become orders yet — a customer asking about a repair, a quote you sent, a follow-up you owe. Each deal is a card that moves through your pipeline stages, and WhatsApp templates can move them automatically.