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How to Create Your Workspace and Invite Team Members in Inaiy
Create your workspace and invite team members in Inaiy: set company details, send invitations with the right role, and group people into teams.
7 min read
Guides
Set up inaiy step by step
27 how-to guides with screenshots, from connecting WhatsApp to running campaigns, automation and commerce.
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Start here
How to Connect WhatsApp Business API, Instagram, and Messenger to Inaiy
Connect WhatsApp Business API, Instagram and Facebook Messenger to Inaiy so every chat lands in one shared inbox, and check each channel is healthy.
7 min read
Start here
How to Set Your WhatsApp Business Profile and Check Channel Health in Inaiy
Update your WhatsApp business profile photo, about text, email and websites from Inaiy, then read number health: quality, limits, webhook and token.
7 min read
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How to Read WhatsApp Dashboard Metrics in Inaiy
Read the WhatsApp dashboard metrics in Inaiy: contacts, unread chats, live channels, approved templates, items that need attention, and delivery rates.
6 min read
Inbox
Inbox
How to Use the WhatsApp Shared Inbox in Inaiy
Use the WhatsApp shared inbox in Inaiy to reply as a team: find chats with filters, take over from the AI, assign to a team or agent, and close when done.
6 min read
Inbox
How to Create WhatsApp Saved Replies in Inaiy
Create WhatsApp saved replies in Inaiy with a title, message, variables, and a /shortcut, share them with your team, and insert them in any chat in seconds.
6 min read
Inbox
How to Set Up WhatsApp Conversation Routing in Inaiy
Set up WhatsApp conversation routing in Inaiy: create a queue, turn on round-robin assignment, add agents, and write rules that send chats to the right queue.
6 min read
Inbox
How to Send a WhatsApp After-Hours Message in Inaiy
Send a WhatsApp after-hours message automatically: set business hours and timezone in Inaiy, then add a chat rule that replies only when your team is offline.
5 min read
Inbox
How to Set a WhatsApp Support SLA in Inaiy
Create a WhatsApp support SLA in Inaiy: set first response, next response, and resolution targets, warn agents before a breach, and escalate late chats.
5 min read
Inbox
How to Read WhatsApp Inbox Analytics in Inaiy
Read WhatsApp inbox analytics in Inaiy: messages sent and failed, conversations, first reply and resolve times, the agent leaderboard, SLA health, and ad leads.
5 min read
Messaging
Messaging
How to Get WhatsApp Template Approval in Inaiy
Get WhatsApp template approval faster: create a template in Inaiy, pick the right category, add variable examples, preview it, and submit it to Meta for review.
5 min read
Messaging
How to Use the WhatsApp Flow Builder in Inaiy
Use the WhatsApp flow builder in Inaiy to create in-chat forms for leads, bookings, and surveys, publish them, send them from chats, and read every response.
6 min read
Messaging
How to Send a WhatsApp Broadcast Campaign in Inaiy
Send a WhatsApp broadcast campaign in Inaiy: pick an approved template, fill its variables, choose contacts or a segment, test it, then send now or schedule it.
5 min read
Messaging
How to Set Up a WhatsApp Drip Campaign in Inaiy
Build a WhatsApp drip campaign in Inaiy: send up to five template messages with delays, enroll a segment automatically, and stop when a customer replies.
6 min read
Messaging
How to Read WhatsApp Campaign Analytics in Inaiy
Read WhatsApp campaign analytics in Inaiy: delivery, read, and failure rates, top campaigns, daily trends, per-recipient status, and exportable reports.
5 min read
CRM
CRM
How to Import WhatsApp Contacts into Inaiy
Import WhatsApp contacts into Inaiy from a CSV or Excel file: map name, phone, email, country, and tags, choose how to handle duplicates, and track the import.
5 min read
CRM
How to Create WhatsApp Contact Segments in Inaiy
Create WhatsApp contact segments in Inaiy: filter by tag, country, source, or ad, keep the audience live with Select all matching, and reuse it in campaigns.
5 min read
Automation
Automation
How to Set Up WhatsApp Workflow Automation in Inaiy
Set up WhatsApp workflow automation in Inaiy: start from a template, set a keyword trigger, connect message and button steps, test with Simulate, then publish.
6 min read
Automation
How to Use the AI WhatsApp Workflow Builder in Inaiy
Use the AI WhatsApp workflow builder in Inaiy: describe your chat flow in plain words, confirm the plan, review the draft, and refine it with the AI assistant.
6 min read
Automation
How to Set Up WhatsApp Chatbot Rules in Inaiy
Set up WhatsApp chatbot rules in Inaiy: reply to keywords like PRICE, assign the chat to a team or agent, add labels, and set priority so the right rule runs.
6 min read
Commerce
Commerce
How to Build a WhatsApp Product Catalog in Inaiy
Build a WhatsApp product catalog in Inaiy: add products with a photo, price, stock, and SKU, check the WhatsApp preview, and publish them to your catalog.
6 min read
Commerce
How to Set Up WhatsApp Order Tracking in Inaiy
Set up WhatsApp order tracking in Inaiy: move orders from packed to shipped, add courier and tracking details, and send customers automatic status updates.
6 min read
Commerce
How to Set Up WhatsApp Checkout in Inaiy
Set up WhatsApp checkout in Inaiy: choose cash on delivery, Razorpay, or WhatsApp Pay, set cart limits, pick a shop style, and follow up on abandoned checkouts.
6 min read
Commerce
How to Connect a Meta Commerce Catalog to WhatsApp in Inaiy
Connect a Meta commerce catalog to your WhatsApp number in Inaiy, run the catalog checks, turn on carts, and publish products in bulk as WhatsApp catalog cards.
6 min read
Admin
Admin
How to Set Up WhatsApp Agent Roles in Inaiy
Set WhatsApp agent roles in Inaiy: compare Owner, Admin, Manager, Agent, and Viewer, create custom roles with exact permissions, and invite teammates safely.
5 min read
Admin
How to Choose and Manage Inaiy Subscription Plans
Understand Inaiy subscription plans: compare Starter, Growth, and Business, check usage and limits, upgrade with Razorpay, save yearly, or cancel at period end.
5 min read
Admin
How to Use the Inaiy API and Webhooks
Connect your systems with the Inaiy API: create an API key, send x-api-key and x-tenant-id headers, pick a channel ID, and receive signed webhook events.
6 min read