A
Wa Automation

CRM Pipeline

Drag contacts between stages — stage change auto-sends WhatsApp template

Auto Allotment OFF

New Lead

Add and manage new leads entering your pipeline

No new leads yet

Click "Add Lead" to create your first lead or import from Meta Ads.

Facebook Comment — Auto DM

Auto-reply to Facebook comments with personalized DMs

Jab koi aapke Facebook Page post pe comment karega, toh comment ke reply mein automatically DM bhejega.

Active Rules

Instagram Comment — Auto DM

Auto-reply to Instagram comments with personalized DMs

Jab koi aapke Instagram post pe comment karega, toh automatically DM bhejega.

Active Rules

Meta Ads — Lead Import

Auto-import Meta form leads into CRM & send WhatsApp welcome message

Default Settings

Used when no form rule matches

Variables: {name} {first_name} {email}

Webhook URL

Add in Meta App → Webhooks → Subscribe to leadgen:

https://wanew.wa-automation.com/facebook/webhook

Verify Token: Set in Facebook Setup

Test Lead

No + or spaces

Form-wise Rules

Fetch Forms from Meta

Select which forms you want to track and map to CRM stages

No forms synced yet

Click "Sync Forms" to fetch your Meta lead forms

Imported Leads

0 Total

No leads yet

Leads from Meta forms will appear here automatically

Drip Campaign

Automated WhatsApp message sequences triggered by stage changes

Welcome back, Ravi \ud83d\udc4b

Here's what's happening across your team today

Leave Approvals

0 pending

Monthly Report

Export payroll CSV
0
Total Employees
0
Present Today
0
Absent Today
0
On Leave
0
Pending Approvals

Today's Team Status

View all \u2192

Live snapshot pulled from Team Members \u00b7 Attendance module

Pending Leave Approvals

View all \u2192

Approving sends an automatic WhatsApp notification

Upcoming Holidays

Company holiday calendar

HR Announcements

Recent updates from HR

Contacts

Manage your contacts here

Broadcasts

Send bulk messages to your contacts

Templates

Manage your WhatsApp message templates

Message Logs

View all sent and received messages

AI Chatbot

Configure your AI-powered chatbot

WA Forms

Create WhatsApp forms for lead capture

WhatsApp Carousel Template

Create multi-card carousel templates following Meta guidelines. Cards: 2-10 | Image: 1:1 ratio (max 1024x1024) | Title: max 80 chars

Meta Compliant

Template Details

Required fields marked with *

Internal name for this template

Max 4096 characters

0/4096

Carousel Cards 2 cards (min)

Meta Guidelines for WhatsApp Carousel:

  • Minimum 2 cards, Maximum 10 cards
  • Image ratio: 1:1 (square) recommended, max 1024x1024px
  • Card title: max 80 characters
  • Card description: max 72 characters (recommended for best display)
  • Supported button types: Quick Reply, URL, Phone Number

Template Footer

Max 60 characters

0/60

Action Buttons

Max 3 buttons. Button label: max 25 characters.

Live Preview Real-time
A

Wa Automation Business

online

This is how your carousel will appear on WhatsApp. Swipe cards to preview each one.

Shoot Carousel Campaign

Launch a WhatsApp carousel campaign. Upload card images, customize content, and preview before sending.

0
Cards
0
Avg Chars/Card
0
Images Set
--
Status

Campaign Details

API Send Details

Used for Launch Campaign in this demo. With "All Contacts" a real backend would loop this over your audience list.

0 numbers

Card Photo Manager

Meta Compliance Checklist

-- Cards: 2-10 required
-- All cards have images (1:1 ratio recommended)
-- All card titles under 80 characters
-- Campaign name is set
Campaign Preview Ready
AI

Wa Automation

campaign preview

Preview Controls

Card 1 of 0

Carousel Template System Settings

Configure the API connection used to shoot WhatsApp carousel template messages.

API Connection

This vendor UID and base URL are used for every carousel template message sent from the Shoot Campaign page.

Base URL of the messaging API, without a trailing slash.

Your unique vendor identifier, inserted into the request URL as {vendorUid}.

Optional. Leave blank to let the API use the account's default WhatsApp phone number.

Resolved Endpoint

Carousel template messages will be POSTed to:

https://botflo.in/api/{vendorUid}/contact/send-carousel-template-message

These settings are stored locally in this browser and are shared by every carousel campaign you shoot. The Create Template page still defines the card layout, buttons and header variables — this page only controls where and under which vendor account those template messages get sent.

Connection Status

-- API Base URL set
-- Vendor UID set

Reset to Defaults

Restore the default Botflo API base URL. This does not clear your Vendor UID.

Task Details

Track and manage tasks across your sales pipeline

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Total Tasks
0
Pending
0
In Progress
0
Completed
0
Overdue
Task Category Related Lead Assigned To Due / Reminder Priority Status Actions

Lead Capture Integrations

Connect your favourite Indian lead sources to automatically import leads into your CRM

Products & Inventory

Manage your product catalog, pricing, and stock levels across branches

0
Total Products
0
In Stock
0
Low Stock
0
Out of Stock
Product Mode Branch GST Discount Purchase Price Sale Price Min / Max Stock Actions

Document Settings

Set up your logo, company details, banking information, and numbering used on every quotation, invoice, order, and challan

Company Information

Upload logo

Square logo works best (PNG with transparent background). Shown on every document.

Banking Details

These details appear at the bottom of every document so customers know where to pay.

Document Numbering

Each document type gets its own numbering prefix and sequence

All Documents

Every quotation, invoice, order, and challan you've created — sent or still in draft

0
Total Documents
0
Draft
0
Sent
₹0
Total Value

Auto-Quote via WhatsApp

Automatically ask a few questions and send a quotation when a customer messages you on WhatsApp

Auto-Quote Bot OFF

Trigger Keywords

When an incoming WhatsApp message contains any of these words, the bot starts the quote flow

Question Flow

The bot asks these questions in order, on WhatsApp chat, before generating the quote

B
Business Bot
online

Restaurant Dashboard

Live overview of today's QR ordering activity, scoped to your current vendor/tenant

0
Today's Orders
₹0
Revenue
0
Pending
0
Preparing
0
Ready
0
Completed
0
Cancelled

Table Status

Live

Every table across every branch you manage — customers and tenants outside this vendor never see this data

QR & Table Management

Create unlimited tables per branch — each gets a unique QR that identifies Restaurant, Branch & Table Number

Menu (Meta Catalog Sync)

Uses your existing Product Module & Meta WhatsApp Product Catalog — flag existing products for the restaurant menu, nothing is duplicated

Meta Catalog Connected
Product Branch Price Stock On Restaurant Menu Catalog Status

Kitchen Display (Live KDS)

Drag cards between columns or use the one-click action — customers get an automatic WhatsApp update on every move

Live (Socket.IO)

Restaurant Admin — Orders

Assign waiters, print KOT/Invoice, update payments, cancel orders — using your existing Invoice module

Order Table Items Total Status Payment Waiter Actions

Waiter Requests

Instant alerts when a customer taps a request button inside the WhatsApp ordering flow

Attendance Dashboard

Live snapshot of today's attendance, scoped to your current vendor/tenant's team

0
Present Today
0
Absent Today
0
Late Arrivals
0
On Leave

Today's Team Status

Live

Pulled from your existing Team Members list \u2014 no separate employee table

Mobile Check-In / Check-Out

Simulates the employee mobile app. Location is captured only with the employee's device permission.

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Shift: 09:30 AM \u2013 06:30 PM \u00b7 Late after 09:45 AM \u00b7 Half-day if under 4.5 working hrs

Today's Log

GPS location captured at check-in and check-out

Attendance History

Full check-in / check-out history with working hours and status

Date Employee Check-In Check-Out Working Hours Status

Leave Requests

Approvals trigger an automatic WhatsApp notification to the employee using your existing template messaging

New Leave Request

All Requests

Attendance Calendar

Monthly calendar view per employee

Present Late Half-Day Absent On Leave
Sun
Mon
Tue
Wed
Thu
Fri
Sat

Monthly Attendance Report

Per-employee summary, ready to export for payroll

Employee Present Late Half-Day Absent On Leave Total Hours Attendance %
Success