Knowledge Base

15 guides · 3 topics

WhatsApp & Conversations

Inbox, templates, broadcasts, and chat integrations.

WhatsApp Templates

4 articles
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  1. Introduction 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.

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  2. Setting Up Utility Templates

    Confirm orders, notify customers about pickups and deliveries, send receipts — automatically, at the right moment.

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  3. Setting Up Marketing Templates

    Reach customers who have gone quiet with promotions, seasonal offers, and service announcements — directly on WhatsApp.

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  4. Setting Up Quick Reply Templates

    Send pre-written messages and booking forms to active customers with a single keystroke — no WhatsApp approval needed.

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Auto Reply Rules

8 articles
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  1. Setting 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.

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  2. WhatsApp 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.

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  3. New Customer Welcome

    Greet first-time customers instantly — send an automatic welcome message the moment someone new messages your business during opening hours.

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  4. New Customer After Hours

    Don't leave new customers waiting — send an automatic after-hours welcome that tells them exactly when you'll be back.

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  5. After Hours Notice

    Let every customer know when you'll be back — send an automatic reply to anyone who messages while you're closed.

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  6. New Order Confirmation

    Confirm every order instantly — send an automatic WhatsApp reply with the customer's name and order number the moment they book.

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  7. Schedule Confirmation

    Confirm every booking instantly — send an automatic WhatsApp reply with the date and time when a customer schedules a pickup or delivery.

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  8. Sign Up Confirmation

    Welcome every new sign-up instantly — send an automatic WhatsApp reply the moment a customer creates their account through your Mini App.

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WhatsApp Integration

3 articles
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  1. WhatsApp Integration Overview

    What WhatsApp integration does and why it matters for your business.

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  2. Connect & 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.

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  3. Managing Conversations Inbox

    How to manage customer chats, assign conversations to your team, and stay on top of who still needs a reply.

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