DocumentationOverview
AllChat Documentation

AllChat Documentation

Everything you need to manage WhatsApp conversations, templates, campaigns, automation, contacts, reports and integrations from one place.

Messaging

Chat with customers and send approved templates.

Campaigns

Reach audiences and track delivery.

Automation

Build automated WhatsApp journeys.

Dashboard

The AllChat dashboard gives you a quick overview of your WhatsApp account, messaging activity, billing and recent campaigns.

WhatsApp Number

Connection and account status

Billing Overview

Balance, recharge and spending

Templates

Recently created templates

Campaigns

Current campaign activity

Tip

Use the dashboard as your starting point. It provides a quick snapshot before you move into messaging, campaigns or automation.

Getting Started

Follow these steps to start sending WhatsApp messages through AllChat.

1

Connect your WhatsApp number

Open Settings → WhatsApp Numbers and connect your WhatsApp Business Account using Embedded Signup or your supported configuration.
2

Create an approved template

Go to Messaging → Create Templates. Create your message and submit it to Meta for approval.
3

Send a test message

Open Send Test Message, select your approved template, enter the recipient and send the message.
4

Create your first campaign

Open Campaigns → Create Campaign, select your approved template and choose your audience.
5

Track results

Open the campaign report to see delivery, failed, pending, replied and other message-level results.

Recommended setup

Always send a test message before launching a large campaign.

Live Chat

Live Chat lets your team manage incoming WhatsApp conversations from a single interface.

Find conversations

Search customers by name or phone number.

Reply instantly

Open a conversation and continue the chat.

Use templates

Send approved WhatsApp templates when required.

How to use Live Chat

  1. 1. Open Messaging → Live Chat.
  2. 2. Select the WhatsApp number you want to manage.
  3. 3. Search for an existing customer or conversation.
  4. 4. Open the conversation and respond.

Create Template

Templates are pre-approved WhatsApp messages that can be used for outbound communication and campaigns.

1

Open the template builder

Go to Messaging → Create Templates.
2

Enter template information

Provide the template name, category and language.
3

Build your message

Add an optional header, message body, footer and supported buttons.
4

Add variables

Use variables such as {{1}} for dynamic information.
5

Submit to Meta

Review the WhatsApp preview and submit the template for approval.

Template approval

A template must be approved before it can be used for campaign messaging or template-based outbound messages.

View Templates

View and manage all templates synchronized with your WhatsApp Business Account.

  • • Search templates by name.
  • • Filter templates by approval status.
  • • View category and language.
  • • Preview messages.
  • • Sync the latest template status.

Send Test Message

Test an approved WhatsApp template with a single recipient before using it in a campaign.

MESSAGE FLOWTEST
01 Select recipient number
02 Select approved template
03 Fill template variables
04 Send WhatsApp message
05 Check Test Message Report

Test Message Report

Track the status of individual test messages from a centralized report.

Sent

Message accepted for delivery

Delivered

Message reached the recipient

Read

Recipient opened the message

Failed

Message could not be delivered

Create Campaign

Campaigns allow you to send approved WhatsApp templates to a selected audience at scale.

1

Create campaign details

Enter a campaign name and select the approved WhatsApp template.
2

Choose your audience

Load contacts using a tag, upload an Excel/CSV file or manually enter numbers.
3

Review recipients

Check imported contacts and verify the numbers before starting.
4

Launch campaign

Start the campaign to begin processing messages.
5

Monitor delivery

Open the campaign report to monitor delivery and responses.

Audience sources

AllChat supports audience loading through tags, uploaded spreadsheet files and manually entered phone numbers.

Campaigns

The Campaigns section provides a central view of all campaigns created in your account.

Total

—

Delivered

—

Pending

—

Failed

—

Campaign Reports

Campaign Reports provide message-level visibility into delivery, replies and failures.

RepliedReadDeliveredSentPendingFailedInvalidDuplicate

Use the include and exclude filters to narrow the report to the exact message statuses you want to analyze.

Sheet Campaigns

Use synchronized Google Sheets data as an audience source for WhatsApp campaigns.

1

Connect Google Sheets

Go to Settings → Integrations and connect your Google Sheet.
2

Configure the sheet

Configure the data source and required fields.
3

Set the sync timer

Configure the sheet timer to periodically fetch updated data.
4

Create campaign

Use the loaded sheet data as your campaign audience.
5

View report

Open the associated campaign report after sending.

Workflows

Workflows let you automate WhatsApp conversations using triggers, messages, buttons, delays, forms and actions.

Example workflow

TRIGGER

Customer sends “Hi”

MESSAGE

Send welcome message

ACTION

Apply customer tag

Workflow building blocks

Message

Send text or media

URL Button

Open a link

Call Action

Allow customers to call

Delay

Wait before continuing

Inactivity

Wait for customer response

Tag Action

Apply a customer tag

Opt-out

Save an opt-out number

Form Action

Collect customer information

Create Workflow

Build automated customer journeys using the visual workflow editor.

1

Create a workflow

Open Automation → Workflows and select Create Workflow.
2

Add a trigger

Define what starts the workflow.
3

Add actions

Add message, button, form, tag, opt-out and other supported nodes.
4

Connect nodes

Connect each node to define the customer journey.
5

Activate

Save and activate after testing.

Tags

Tags help organize and segment customers based on their behavior, interests or journey stage.

InterestedVIPFollow UpPurchasedLead

Tags can be created in the Tags section and applied automatically through workflow actions.

Opt-out Numbers

Opt-out numbers are stored to help prevent future automated communication to customers who have requested not to receive messages.

Important

Opt-out numbers can be added through the Opt-out node inside a workflow.

You can review stored numbers from the Opt-out section.

Forms

Create conversational forms to collect information from customers directly through WhatsApp workflows.

1

Create a form

Enter a form name and add the fields you want to collect.
2

Configure the fields

Add the required customer information fields.
3

Set completion messaging

Configure the message shown after successful submission.
4

Add the form to a workflow

Use the Form Action node to send the form to customers.
5

Review responses

Open Form Responses to review submitted information.

Form Responses

Form Responses provides access to information submitted by customers through WhatsApp forms.

  • • Review submitted customer information.
  • • Track responses by form.
  • • Use response data for follow-up.
  • • Synchronize relevant data with Google Sheets.

Google Sheets

AllChat can synchronize campaign and response data with Google Sheets for external reporting and analysis.

Google Sheets Integration

Connect, sync and manage reporting data.

Sheet Reports

Campaign reports can be synchronized into Google Sheets, allowing teams to maintain campaign-level and message-level reporting.

1View the campaign report sheet.
2Create or update reporting tabs.
3Export campaign information.
4Use synchronized data for analysis.

Transactions

Transactions provides visibility into your AllChat messaging balance, recharges and message spending.

Balance

Current available balance

Recharge

Amount added to account

Spent

Messaging amount consumed

WhatsApp Numbers

Manage the WhatsApp Business numbers connected to your AllChat account.

Embedded Signup

Connect a WhatsApp Business Account through Meta's embedded signup flow.

Manual Configuration

Enter the required WhatsApp account details manually when supported.

Billing & Balance

Manage your messaging balance and monitor how credits are being used.

Balance

The available balance is used for eligible WhatsApp messaging activity according to your account configuration.

Available

Current usable balance

Recharged

Total amount added

Spent

Total amount consumed

Recharge History

Review previous balance recharges and account credit activity from the billing section.

Integrations

Connect AllChat with external services to extend reporting and data workflows.

Google Sheets

Synchronize campaign and reporting data with Google Sheets.

AllChat Documentation

Everything you need to get the most out of AllChat.

Back to AllChat