Dashboard
WhatsApp marketing performance and team activity.
Marketing & Support Overview
Performance for the selected reporting period.
Messaging Trend
Sent, delivered, read, replies and tracked clicks by day.
Engagement Funnel
See where users drop off.
Recent Campaigns
Open any campaign for recipient-level reporting.
Open Conversations
Customers waiting for response
Create Campaign
Use an approved Fast2SMS WhatsApp template.
Saved & Sent Campaigns
Reuse campaigns, update economics, or open a recipient-level performance report.
Message Library
Reuse previously sent campaign setups or start a new campaign from any approved WABA template.
Saved Campaign Presets
Template + variables + media + audience + tracking settings.
Approved WhatsApp Templates
Synced from Fast2SMS / WABA.
Add Contact
Create or update a WhatsApp contact.
Import CSV / XLSX
Accepted: name, phone, ep_id, city, state, source, tags.
demat,active,csp.Contacts
Create Segment
Save reusable contact filters.
Saved Segments
Dynamic audience counts
Fast2SMS Templates
Sync WABA templates and Message IDs from Fast2SMS.
Create Automation
Automatically re-engage inactive or tagged contacts.
Automations
Enabled rules run periodically.
AI WhatsApp Bot
Choose Gemini, Groq or OpenAI. Replies are still sent through Fast2SMS.
How AI handoff works
Provider can change without changing your WhatsApp flow.
Save settings, then click Test AI.
Recent AI Activity
Provider/model status, token usage and latency.
Bot Rules
Keyword-based replies and human escalation.
Add Team Member
Managers and agents can handle conversations.
Fast2SMS Connection
API credentials are stored in server-side config.php.
Webhook
Register this CRM for incoming messages and delivery events.