Documentation
Everything Customer Pro does, explained plainly.
55 pages covering every screen in the product — what each one is for, when you would reach for it, how to set it up, and what the fields mean. Written for the person doing the work, not the person who built it.
Three ways in
Getting started
Create your workspace, connect a WhatsApp number, and send your first message.
- What is Customer Pro A shared WhatsApp inbox, broadcast campaigns, an AI agent and a product catalog, running on the official WhatsApp Business Cloud API.
- Create your account Sign up, verify your email and land in a workspace of your own.
- Connect a WhatsApp number Paste your Meta Cloud API credentials and point Meta's webhook at your workspace.
- Send your first message The 24-hour window, why the first message must be a template, and how to test end to end.
Inbox & conversations
The shared thread list your team works out of, and everything you can do inside a conversation.
- Inbox Every conversation in one list, with search, stage filters, owners and an archive.
- Working a conversation Reply, send media and interactive messages, set a stage and an owner, and take a thread off the bot.
- Voice calls Inbound WhatsApp voice calls, who answered them, and their recordings.
- Phone call recording Record your team's ordinary phone calls from the Android app, with transcripts, AI analysis and suggested next steps.
Audience
The people you can reach: contacts, imports, lists, and the stage and owner each one has.
- Contacts The people you reach — searchable, staged, owned, blockable and opt-out aware.
- Importing contacts Upload a CSV or Excel file, map its columns to contact fields, and preview before anything is saved.
- Contact lists Named segments of contacts you can point a campaign at.
- Stages One list of stages for where each person stands, set the same way from Contacts, the inbox and a lead.
Campaigns
Broadcast an approved template to a list and watch delivery land in real time.
Templates
The pre-approved messages you are allowed to send first, plus image layouts you render yourself.
Commerce
A product catalog customers can browse inside WhatsApp, the carts they send back, and the payments they make.
- Product catalog Products with SKU, price and image, synced to your Meta commerce catalog.
- Collections Groups of products that become the sections of a WhatsApp product list message.
- Orders Carts customers submitted from your catalog, and the status pipeline you move them through.
- Customer payments Every payment your customers made to you, and how to rescue a stuck one. The Customer payments tab under Commerce.
- Razorpay account Connect your own Razorpay account so customer payments land in your bank, not ours. Found under Integrations → Payments.
CRM add-on
Deals on a pipeline, companies, tasks, a private notebook and sales reports, for workspaces that install them.
- Installing apps Switch the CRM and Notes on for your workspace, or hide them from your own menu.
- Pipeline & deals A board of deals by stage: drag to move, mark won or lost, and see how the Stage column follows each contact's deal.
- Companies The businesses your contacts work for, with their people, deals and history on one page.
- Tasks & reminders Follow-ups with a due date and an owner, reminders that reach you on time, and a calendar of tasks and meetings.
- Notes A private notebook for each person, with quick capture from any page and links to contacts, deals and companies.
- Sales reports Funnel, win rate, forecast, time in stage and a leaderboard, from the deals on your pipelines.
- CRM automation Start a flow when a deal reaches a stage, add tasks from a flow, and send deal and task events to your own systems.
- CRM on the mobile app Your pipeline, tasks and each contact's history on your phone once the CRM is installed.
AI agents
Assistants that read and answer WhatsApp messages, with tools, knowledge and a full audit trail.
- AI agents overview What an agent is, when it replies, and how a human takes the thread back.
- Agent builder Persona, model, temperature, tools and the WhatsApp numbers an agent answers on.
- Playground Test an agent against real prompts before a customer ever reaches it.
- Providers & models The model providers and API keys your agents run inference against.
- Custom tools REST and database calls an agent can make mid-conversation to fetch or change real data.
- Custom responses Structured output schemas that force an agent to answer in a predictable shape.
- Knowledge bases Documents an agent searches before it answers, so replies come from your material.
- Tool servers Connect Model Context Protocol (MCP) servers to hand an agent a whole external toolset at once.
- Audit logs Every inference an agent made, with status, tokens, latency and the tools it called.
Team & access
Who is in your workspace and exactly what each of them can do.
Billing
Your plan, what it limits, and the invoices for it.
Integrations
The numbers and accounts you connect, and where each is managed.
- WhatsApp accounts Every connected number, its token health, its webhook, and which one is the default sender.
- Meta (Facebook & Instagram) Connect once; each Page appears once with Lead Ads, Instagram DMs and posting switched on per Page.
- App directory Third-party apps you have connected to your account, and how to disconnect one.
Settings
How your workspace looks to customers, and the files you reuse.
Developer
Drive the platform from your own code: REST endpoints, API keys and signed webhooks.
- Developer hub The starting point for building on the platform.
- API keys Scoped credentials for the REST API. The secret is shown once, at creation.
- Outbound webhooks Signed event POSTs to your endpoint whenever something happens in your workspace.
- Connect button Let your own customers connect their Customer Pro account to your app in one click.
- REST API reference Send messages and templates, read history and upload media from your own code.
Something missing?
These pages describe the product as it ships today. If a screen behaves differently from what you read here, the product is right and the page is stale — tell us and we will fix it.