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KnowledgeBase
WhatsApp Marketing
Set up WhatsApp, create message templates, send campaigns, and manage your inbox.
WhatsApp Forms: Collect Leads via Conversational Forms
How to create, submit for approval, and send WhatsApp Forms — interactive multi-field questionnaires delivered natively inside WhatsApp to collect leads, bookings, and survey responses.
How to Add a WhatsApp Form to a WhatsApp Template
Add an Open Form button to a WhatsApp message template so customers can open your form inside the chat — with every step and screenshot explained.
WhatsApp Form Submissions & Reports
Read your WhatsApp form report: delivery, open and submission rates, per-recipient activity, individual answers and CSV export — every screen explained.
WhatsApp Template Reporting & Delivery Metrics
See exactly how a WhatsApp template performs across every channel it's sent through — sent, delivered, read, clicked and failed, with rate cards, failure breakdowns and a searchable recipient activity log.
Send WhatsApp via API: Personal Access Token & API Logs
Send approved WhatsApp templates from your own systems using a Personal Access Token, copy ready-made request examples from the built-in API reference, and audit every API send in the API Logs tab.
WhatsApp Credits: Purchase and Manage Your Messaging Balance
How to buy WhatsApp Credits in AI Engage CRM, set up Auto-Recharge, understand conversation-based pricing by message category, and monitor your balance and usage history.
