Guides
Step-by-step WhatsApp guides
Each guide walks through one job from start to finish, with the exact steps, the rules Meta applies and the mistakes to avoid.
Guide
How to build a WhatsApp opt-in list legally: QR codes, website, ads and checkout
A step-by-step method to grow a list of customers who agreed to hear from you on WhatsApp, with sample wording for each touchpoint and a consent record that will stand up to questions.
8 min
Guide
How to set up Click-to-WhatsApp ads and route every lead into your inbox
From linking your Facebook Page to the WhatsApp number to an ad-specific chatbot, agent hand-off and conversion events, with the 7-day free window and the opt-in rule explained.
11 min
Guide
How to get the WhatsApp Business API in India: documents, steps and a realistic timeline
Everything an Indian business needs to get WhatsApp Business API access: choosing a provider type, the document and asset checklist, the steps in order, INR billing and what happens in the first two weeks.
11 min
Guide
Meta business verification for WhatsApp in India: documents, steps and why it fails
A practical walkthrough of Meta business verification for Indian businesses on WhatsApp: what it unlocks, which documents work, the Security Center steps, and the mismatches that cause most rejections.
11 min
Guide
How to migrate your WhatsApp number to a new provider in 2026
Switching WhatsApp API providers changed in September 2026: most numbers are now shared with the new partner instead of migrated. What moves, what does not, and a pre-switch checklist.
11 min
Guide
Onboarding your first client on a white-label WhatsApp platform: the complete checklist
The partner-side checklist for taking a new client from signed contract to first campaign on a white-label WhatsApp platform, with the exact Broadchat partner and client panel paths.
9 min
Guide
How to reduce WhatsApp API costs without hurting results
An eight-step cost audit for businesses on the WhatsApp Business Platform, with a worked before-and-after month, the 1 Oct 2026 pricing rules built in, and the spending you should never cut.
10 min
Guide
How to sell WhatsApp API to local businesses: scripts, objections and a 20-minute demo
A field-tested sales process for agencies selling the WhatsApp Business API to clinics, coaching centres, shops and restaurants, with word-for-word scripts in English and Hinglish.
8 min
Guide
How to send bulk WhatsApp messages without getting your number blocked
A practical playbook for large WhatsApp campaigns on the official Cloud API: who you may message, how to plan sends around Meta's limits, and the signals that get numbers restricted.
11 min
Guide
How to send WhatsApp messages from Google Sheets automatically (form rows, daily reminders and batches)
Four ways to turn rows in a Google Sheet into approved WhatsApp template messages, with working Apps Script code, a gym renewal reminder example, phone-number cleaning and the limits of each method.
8 min
Guide
WhatsApp API for developers: send your first template message with curl, Node.js and Python
A hands-on developer tutorial: channel token, template details, a complete request with body variables, image header and URL button in curl, Node.js and Python, error handling, delivery webhooks and the simpler campaign endpoint.
10 min
Guide
WhatsApp automation guide: triggers, workflows and webhooks, with a form-to-template example
How WhatsApp automation fits together (chatbots, workflows, campaigns), then a full build: website form to Custom Webhook, contact and tags in the CRM, a routed utility template, testing and limits.
9 min
Guide
WhatsApp Business API cost per message in India, with monthly bills for 5,000, 50,000 and 5 lakh messages
How to estimate a monthly WhatsApp bill in India: rates by category, the free allowances, volume tiers, provider markup and GST, with three fully worked examples.
10 min
Guide
How to set up the WhatsApp Business API: from portfolio to first campaign
The complete setup in order, with what Meta checks at each step, the decisions that are hard to undo, and how to send your first approved message safely.
8 min
Guide
Quick replies and canned responses on the WhatsApp API: set up a library your agents will use
How canned responses work on the WhatsApp Business API: send-as-is versus edit-before-sending replies, variables, buttons and media, the 24-hour window, and a starter library of 15 replies.
8 min
Guide
WhatsApp chatbot for lead generation: capture, qualify and tag leads in your CRM
From ad click to sales pipeline: wire every lead source to a WhatsApp bot, qualify with buttons, grade leads with tags and fields, move them on a board and follow up with approved templates.
9 min
Guide
WhatsApp CRM guide: contacts, tags, custom fields and segments your team will actually use
How to organise WhatsApp contacts so campaigns and agents can use them: a simple data plan, CSV import, Super Fields, a tag scheme, rule-based segments, opt-outs, boards and syncing.
8 min
Guide
WhatsApp drip campaigns: how to build follow-up sequences that stop when the customer replies
Three practical ways to run timed WhatsApp follow-ups (chatbot waits, workflow delays, retarget campaigns), with a real estate example, stop-on-reply and opt-out logic, and what each message costs.
9 min
Guide
WhatsApp marketing strategy for Indian businesses: a complete 90-day playbook
The whole WhatsApp marketing system in eight steps, from choosing the job WhatsApp should do to measuring results, with a 90-day plan, a content mix and a sample budget.
11 min
Guide
How to set up a WhatsApp shared team inbox: roles, assignment and daily workflow
A practical set-up for a WhatsApp team inbox: team logins, built-in and custom roles, chat visibility, automatic and manual assignment, the 24-hour window and daily routines.
8 min
Guide
Set up a white-label WhatsApp panel on your own domain: DNS, SSL and branding
A hands-on guide to running a white-label WhatsApp panel on your own domain: the DNS record, automatic SSL, branding, email sender and the errors partners hit most often.
8 min
Guide
How to automate WhatsApp order notifications from WooCommerce (confirmation, shipped, delivered)
A step-by-step set-up that sends an approved WhatsApp template when a WooCommerce order is placed and when its status changes, with the exact field mapping, phone-number fixes and the traps to avoid.
8 min
Put WhatsApp to work for your clients
Campaigns, chatbots, a shared inbox and CRM on the official WhatsApp Cloud API, under your own brand.