WAFLO DOCUMENTATION
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Short, practical guides to help you get work done in Waflo.
Waflo brings customer records, WhatsApp setup, and billing into one workspace. Start with the basics, then open the guide for the task you want to complete.
Core guides
BasicsGet started with WafloFrom mobile number verification to your first Waflo dashboard.Read guide →CRMCRM overviewSee your leads, contacts, and recent WhatsApp conversations in one place.Read guide →CRMManage leadsCreate a lead, schedule a follow-up, and review its activity timeline.Read guide →CRMAdd a contactKeep customer details in one place so your team can find them later.Read guide →CRMRecurring customersCreate a reusable service plan and schedule the next service for a customer.Read guide →CRMService remindersSchedule a one-time service reminder and track its status.Read guide →WhatsAppWhatsApp InboxFind a customer conversation and reply from one workspace.Read guide →WhatsAppMessage templatesCreate, review, and preview reusable WhatsApp message templates.Read guide →WhatsAppAuto replies and message textsUse keyword-based replies, pre-built rules, and editable 24-hour texts.Read guide →WhatsAppChatbot flowsView your flows and arrange connected steps in the chatbot builder.Read guide →WhatsAppWhatsApp SettingsCheck connection status and find the next setup tasks.Read guide →BillingBilling overviewFind invoices, quotes, products, services, and payment status from Billing.Read guide →BillingProducts and servicesSave catalog items so they are ready to add to an invoice or quote.Read guide →BillingCreate an invoiceAdd a customer and items, review the total, then save or send an invoice.Read guide →BillingCreate a quotePrepare a quotation, set its validity date, and convert it to an invoice later.Read guide →AppointmentsManage appointmentsBook a visit, filter appointments by date and status, and follow each booking through completion.Read guide →AppointmentsAppointment calendarReview bookings in Day, Week, or Month calendar views.Read guide →AppointmentsAppointment setup and booking linkAdd appointment services, share a booking page, and configure reminder timing.Read guide →MarketingCustomer segmentsBuild a reusable audience from your CRM contacts for a WhatsApp campaign.Read guide →MarketingGenerate marketing copyDraft WhatsApp, Instagram, and email text from a short campaign brief.Read guide →MarketingWhatsApp campaignsChoose a message, audience, and send time for a customer campaign.Read guide →SettingsBilling and plansCheck your subscription, compare available plans, and manage messaging credits.Read guide →SettingsLogin and securityReview the account owner’s sign-in number and change it with OTP verification.Read guide →SettingsConnect a storeConnect a WooCommerce store to sync customers and orders.Read guide →SettingsIntegrationsSend events from your website or app to Waflo, then use rules to create contacts and send the right WhatsApp message.Read guide →SettingsBusiness setup for AIPrepare the business knowledge and rules an AI Agent may use.Read guide →SettingsConversation SafetyTest conversation rules and choose regular automation or AI Agent mode.Read guide →