Kylas Native Whatsapp
How to Create a WhatsApp Campaign in Kylas CRM
How to Create a WhatsApp Campaign in Kylas CRM Kylas CRM’s Campaign Management feature enables businesses to create, manage, and analyze targeted marketing campaigns across channels — including WhatsApp. By connecting your Kylas Native WhatsApp ...
Allow Users to Mark WhatsApp Conversations as Complete in Kylas CRM
Allow Users to Mark WhatsApp Conversations as Complete in Kylas CRM Managing WhatsApp conversations efficiently is crucial for keeping your CRM organized and workflows smooth. In Kylas CRM, you can manually mark WhatsApp conversations as complete ...
How to Create a Rule-Based Chatbot in Kylas Native WhatsApp
How to Create a Rule-Based Chatbot in Kylas Native WhatsApp A Rule-Based Chatbot in Kylas CRM allows businesses to automate structured WhatsApp conversations using pre-defined flows. This chatbot follows a decision-tree logic where each customer ...
How to Create an AI-Powered Chatbot in Kylas Native WhatsApp
How to Create an AI-Powered Chatbot in Kylas Native WhatsApp The AI-Powered Chatbot in Kylas CRM allows businesses to automate conversations on their WhatsApp Business accounts. It helps you engage leads, collect key details, and respond to customer ...
How to send bulk WhatsApp messages to leads/contacts using Kylas native WhatsApp?
Prerequisites: Profile Permissions: WhatsApp Business -> Read All & Update All permissions WhatsApp Template -> Read & Update permissions You Business WhatsApp account should be connected in the Native WhatsApp Business -> Account Details Step 1: ...
How to send automated WhatsApp message using Kylas native WhatsApp?
Prerequisites: WhatsApp Business -> Read All & Update All permissions WhatsApp Template -> Read & Update permissions Automation -> Workflow -> Create, Read All & Update All permissions You Business WhatsApp account should be connected in the Native ...
Managing WhatsApp Business Accounts in Kylas: Setup, Migration, and Deletion
1) Onboarding a New Account with an Embedded Signup Link (Using a Fresh Phone Number) To onboard a new WABA using an embedded signup link, follow these steps: ● Ensure that the embedded signup link provided has our solution ID attached to it. This is ...
How to switch the different conversations happening with different numbers on Leads or contacts?
Prerequisites: Plan Type: Elevate. Add-on - WhatsApp Business. Your WhatsApp Business account should be connected in the Kylas. Profile Permissions: WhatsApp Business > Administrative Permission > "Read All" & "Update All". Step 1: You need to go to ...
How to create leads in kylas using WhatsApp business number?
Prerequisites: Plan Type: Elevate. Add-on - WhatsApp Business. Your WhatsApp Business account should be connected in the Kylas. Profile Permissions: WhatsApp Business > Administrative Permission > "Read All" & "Update All". Step 1: You want to create ...
How to send any custom WhatsApp message to lead or contact?
Prerequisites: Your Business WhatsApp account should be connected in Kylas. Plan Type: Elevate. Add-on - WhatsApp Business. Profile Permissions: WhatsApp Business > Administrative Permissions > "Read All" & "Update All" WhatsApp Template > Basic ...
How to send the Template WhatsApp message to any Lead or Contact?
Prerequisites: Plan: Elevate. Add-on - WhatsApp Business. Your WhatsApp Business account should be connected. Profile Permissions: WhatsApp Business > Administrative Access > "Read All" & "Update All". WhatsApp Template > "Read" & "Read All" ...
How to add variables in WhatsApp template and map the variables with Kylas fields?
Prerequisites: Your WhatsApp Business account should be connected. Plan Type: Elevate. Add-on - WhatsApp Business Profile Permissions: WhatsApp Template -> Basic Access permissions -> "Read" & "Create". Variables is supposed to be a value which will ...
How to create Media Type WhatsApp Template?
Prerequisites: Your WhatsApp Business account should be connected. Plan: Elevate. Add-on - WhatsApp Business. Profile Permissions: WhatsApp Template -> Basic Access permissions -> "Read" & "Create". Step 1: Now to create simple WhatsApp Template, go ...
How to create a simple WhatsApp template?
Prerequisites: Your WhatsApp Business account should be connected. Plan: Elevate. Add-on - WhatsApp Business Profile Permissions: WhatsApp Template -> Basic Access permissions -> "Read" & "Create". Please find below Message Template Guidelines link ...
How to connect to a WhatsApp account?
Prerequisites: Plan Type: To access Native Business WhatsApp, you need to have Elevate Plan with Add-on - WhatsApp Business. Profile Permissions: When I've "Read All" and "Update All" permission on WhatsApp Business in Communication management then ...
Popular Articles
What is Kylas?
Kylas is a saas based CRM which is developed, maintained and owned by K2V2 TECHNOLOGIES PRIVATE LIMITED. A CRM is primarily a centralized database for recording, organizing and processing data related to a company's sales activities. The major ...
What is a Lead?
Lead is an organisation or a person who can be a potential buyer of products and services offered by the selling organisation. For example, you meet a person from a organization in an event and exchange business cards. The person might not have shown ...
How to edit/update account details?
The article covers the steps to be followed for updating the account details in the Kylas CRM. In the context of this article, account refers to the organization using Kylas CRM. Prerequisites Permissions: Any role having access to Control Center, ...
What is a pipeline?
A pipeline is sequential list of stages a lead/deal goes through until they are converted or lost. Each stage in a pipeline has a probability of winning associated with it, which makes it easier for sales professionals to prioritize their prospects ...
What is a team?
Team is an entity in the the CRM under which a set of users are grouped. All the users in a team gets access to the tasks, leads, deals etc. shared with the team. Creation of teams makes it easy for the sales executives to work collaboratively on ...