30 guides · 5 topics
WhatsApp & Conversations
Inbox, templates, broadcasts, and chat integrations.
Topics in WhatsApp & Conversations
WhatsApp Setup
5 articlesConnect your WhatsApp Business number, set up your profile, add more numbers and share WhatsApp links and QR codes, so customers can reach your shop.
Connect Your WhatsApp Business Number
Customer questions stuck on one shop phone while your staff work elsewhere? Connect your WhatsApp Business number to EasyBiz once, and every chat lands where your whole team can reply.
Read articleWhatsApp Integration Overview
Customer messages scattered across staff phones? Connect WhatsApp once, and every chat lands in one Inbox your whole team can answer.
Read articleConnect Multiple WhatsApp Numbers
Opening a Malaysia outlet but don't want those customers chatting with your Singapore number? Add a second WhatsApp number to EasyBiz and answer both from one Inbox, while each country's order messages go out from its own number.
Read articleSet Up Your WhatsApp Business Profile
Do customers ask where your shop is, or wonder if your number is really you? Fill in your WhatsApp business profile once and they see your logo, address and website in every chat.
Read articleLead Sources: WhatsApp Links and QR Codes
Not sure if your counter QR or your website brings in more customers? Give each its own WhatsApp link and QR code, and your Deals report shows the winner.
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Inbox
5 articlesFind your Inbox, reply to customer chats, start new chats with templates, close and reopen chats, and call customers on WhatsApp.
Find Your Way Around the Inbox
Customers writing on WhatsApp, your Online Store and email, and no idea who answered whom? The Inbox puts every chat in one list, sorted into new, yours and waiting.
Read articleStart a New Chat and the 24-Hour Rule
Your customer's duvet is ready, but her last message was 3 days ago and the chat won't let you type. Send an approved template in a few clicks, and the chat opens again the moment she replies.
Read articleClose and Reopen a Chat
Inbox cluttered with chats that were sorted days ago? Close them in two clicks, and they come back by themselves when the customer writes again.
Read articleCall Customers on WhatsApp from the Inbox
Customer sent photos of a broken bag handle and a long list of questions? Call them on WhatsApp straight from their chat, and keep the call in the chat for your whole team.
Read articlePick Up and Reply to Customer Chats
A customer asks how much to pay, three staff see the message, and nobody answers? Pick up the chat in one click and send the order's PayNow QR from the same screen.
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WhatsApp Templates
7 articlesWhatsApp templates are the ready-written messages Meta approves for you to send, such as order updates, promotions and sign-in codes, plus quick replies your staff insert in a chat. These articles show how to write each kind, get it approved and send it by hand, from a campaign or automatically with Customer Notifications.
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.
Read articleAutomatic Order Notifications Explained
Order placed, pickup done, payment failed, 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
Build Quick Reply messages with buttons, a list menu, a website link or a Mini App, and send them from the Inbox.
Read articleWhatsApp Broadcasts
How to set up, send, and track a WhatsApp Broadcast campaign.
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Auto Reply Rules
9 articlesLet WhatsApp answer common messages for you: a welcome for new customers, an after-hours notice, or a confirmation when a booking form is sent. These guides cover your business hours and test numbers, each ready-made rule, and how rules and Mini Apps work together as a simple chatbot.
Setting Up Auto Reply Rules for Your WhatsApp
Customers who message at 11 pm on a Sunday still want an answer. Set up auto replies once, and your WhatsApp answers on its own with a welcome, a closing notice or a booking confirmation.
Read articleWhatsApp General Settings
Your auto replies know when your shop is open, your team can test each reply on their own phones first, and each market's messages come from the right number.
Read articleNew Customer Welcome
A new customer messages you while your staff are busy at the counter. Set up New Customer Welcome so they get a friendly hello within seconds, every time.
Read articleNew Customer After Hours
Want new customers who message at 11 pm to know you will reply at 9 am? This reply welcomes them and tells them when you open next, while your shop is closed.
Read articleAfter Hours Notice
Want a regular customer who asks "Is my order ready?" at 11 pm to know you will reply at 9 am? This reply tells everyone who messages while you are closed when you will be back.
Read articleNew Order Confirmation
A customer books a pickup in your WhatsApp Mini App and wonders if it went through. Set up New Order Confirmation so they get their order number within seconds, every time.
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
A new customer fills in your sign-up form on WhatsApp and nothing happens in the chat. Set up Sign Up Confirmation so they get a welcome with their name within seconds.
Read articleBuild a WhatsApp Chatbot with Auto Replies and Mini Apps
The same “How much?” and “Can you collect today?” messages arrive all day. Combine your auto replies with a booking Mini App so customers get answers and can book on the spot, while your team handles the rest.
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Deals & Sales Pipeline
4 articlesDeals track enquiries that have not become orders yet, such as a customer asking about a repair, a quote you sent or a follow-up you owe. Each deal is a card that moves through your pipeline stages, by hand or automatically as orders and payments progress.
Get started with deals
Keep customer enquiries in view, from the first message to the next follow-up.
Read articleSet up your sales pipeline
Give your team a clear path for handling customer enquiries.
Read articleKeep track of your deals
Know which enquiries need attention and who is handling them.
Read articleClose a deal as won or lost
Know how to finish each enquiry with the right outcome.
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