ChatSync Setup Blueprint

The Purpose

To access the official WhatsApp Business API, Meta requires an active connection authorization. The Embedded Signup pop-up wizard simplifies this. It completely automates backend registration, exchanges permanent access tokens, and registers your phone line in under 5 minutes without writing any code.

Step-by-Step Configuration Tutorial

1. Access Onboarding Panel: Log into the ChatSync console. Go to Workspace Settings > Channels and click the blue "Connect WhatsApp Number" button.
2. Initiate Embedded Pop-up: A secure Meta popup window will appear. Log into the personal Facebook account that manages your company's Facebook Page.
3. Select Business Profile: You will be prompted to select your Meta Business Portfolio. Choose your existing corporate profile, or choose "Create a Business Portfolio" inside the wizard to establish a new one.
4. Define WhatsApp Details: Create or select your WhatsApp Business Account. Input your WhatsApp Business Display Name (must match your brand name or website domain), choose your operational timezone (e.g. Asia/Karachi), and select your business category.
5. Register Your Phone Number: Input your phone number (including country code +92). Select your verification channel: Text Message (SMS) or Voice Call. Click Next.
6. Verify via OTP: Input the 6-digit verification code sent to your phone number.
7. Confirm Setup: Click Finish. The popup will close and ChatSync will silently establish encrypted API handshakes, linking your WhatsApp Phone ID and Business Account ID into our system.

The Purpose

Avoid having your staff pass a single physical phone around to respond to clients. A shared inbox aggregates all incoming conversations into a single centralized dashboard. Business owners can add employees, set fine-grained permissions, tag critical issues, and track speed analytics in real-time.

How to Configure Your Team & Inbox Steps:

1. Invite Team Members: Navigate to Dashboard > Settings > Team and click "Invite Member" at the top right.
2. Configure Roles & Gated Settings: Type the user's email and select their role:
   • Workspace Owner / Admin: Unrestricted access. Can edit subscription payments, connect new channels, add/delete staff, and customize chatbot parameters.
   • Team Manager: Access to all live chat timelines. Can assign active threads to agents, review staff response timers, and manage custom CRM tags.
   • Support Agent: Strictly restricted. Agents only see threads assigned specifically to them in their "My Chats" queue. They cannot view billing, template editing, or settings.
3. Assign Incoming Chats: When a customer messages your number, it drops into the "Unassigned" inbox tab. To route it, a Manager or Admin must click the thread, select the "Assignee" dropdown at the top right of the screen, and select the agent's name.
4. Utilize Private Internal Notes: To collaborate on complex questions, click the yellow "Note" icon below the input box. Type your private note (e.g. "Checked CRM, this user is waiting for size L replacement") and click Add. These are highlighted in yellow and are strictly invisible to the client.
5. Apply CRM Tag Labels: In the right sidebar card of an active chat, scroll to Tags, click the "+" icon, and assign tags (e.g. "Urgent Request", "VIP Seller", "Shopify Unpaid"). This allows you to filter segments for targeted marketing campaigns later.
6. Resolve Conversations: Once a customer inquiry is answered, click the green "Resolve" checkmark button at the top header of the chat. This archives the thread out of your workspace view, keeping your team focused on active customer tickets.

The Purpose

Handle customer queries round-the-clock without increasing human payroll. Our visual drag-and-drop studio allows you to design automated button menus, while our advanced RAG model trains the AI on your NTN/Pricing files to generate human-like auto-replies instantly.

Visual Flow Builder Setup Blueprint

1. Create a Flow: Go to the Chatbot Studio and click "+ Create New Flow". Name your bot flow and click create.
2. Establish Trigger Words: Click the starting "Trigger Node". In the sidebar configuration panel, input keywords that will trigger this bot sequence (e.g. "hello", "price", "menu", "hi").
3. Drag and Connect Message Nodes: Right-click on the canvas or drag nodes from the sidebar:
   • Send Message Block: Double-click to open its properties. Type your core text. Click "Add Image" to open our built-in Cloudinary uploader. Choose a JPG/PNG. Once uploaded, a visual crop thumbnail of the image appears on the visual canvas node.
   • Interactive Quick Replies: Double-click a button block, define up to 3 interactive reply buttons (e.g., "Track Order", "Talk to Support", "Product Catalogue").
   • Scrollable List Card: Configure scrollable lists (up to 10 choices), naming options like product categories (e.g., "Footwear", "Accessories").
4. Link Conversations: Click the output port (right bullet) of a trigger or button node, and drag a line to the input port (left bullet) of your target message node to map the path.
5. Train the AI Knowledge Base: Navigate to AI Settings > Knowledge Base. Click "Upload Document" and select your company pricing PDFs, support FAQs, or return policy text files. Our platform automatically segments, vectorizes, and saves the facts.
6. Configure Human Handoff (Escalation): To guarantee clients never get stuck in a "bot loop", drag an "Escalation Action Node" to the canvas. Link this node to button options like "Talk to Representative", or set it as a fallback. When triggered, the AI bot immediately pauses and raises desktop sound notifications for your human support team.

The Purpose

Automatically recover lost revenue and verify cash payments. ChatSync connects directly to your Shopify or WooCommerce store using secure, lightning-fast webhooks. When an order event or cart abandonment happens, our platform detects it and triggers targeted WhatsApp templates.

Step-by-Step Store Webhook Configuration

1. Retrieve Your API Webhook URL: In the ChatSync console, navigate to Integrations > E-commerce. Select your store platform (Shopify or WooCommerce). Copy the unique, secure webhook URL provided (e.g. https://api.chatsync.pk/webhooks/shopify/...).
2. Connect Shopify Store Settings:
   • Log in to your Shopify Admin Dashboard. Go to the bottom left "Settings" icon, and click "Notifications".
   • Scroll to the bottom to locate "Webhooks" and click "Create Webhook".
   • Configure the first webhook: Select "Checkout Creation" as the event, format as "JSON", paste the copied ChatSync Webhook URL in the destination path, select API version: Latest (Stable), and click Save.
   • Repeat this step to create webhooks for "Checkout Update" (for real-time cart recovery) and "Order Creation" (for COD verification).
3. Connect WooCommerce Store Settings:
   • Log into your WordPress WP-Admin Dashboard. Navigate to WooCommerce > Settings > Advanced and select the "Webhooks" tab.
   • Click "Add Webhook". Name it "ChatSync Order Hook", change status to "Active", set topic to "Order Created", paste your ChatSync Webhook URL in the "Delivery URL", and click Save Webhook.
4. Customize Abandoned Cart Rules: In the ChatSync dashboard under E-commerce Settings, toggle "Abandoned Cart Recovery" to enabled. Select your target template, specify delay variables (e.g. 30 minutes), and add dynamic coupon codes if desired.
5. Customize Cash on Delivery (COD) Flows: Toggle "COD Verification" to active. Choose a template containing interactive quick-replies (e.g., "Confirm Order", "Cancel Order"). When tapped, the system automatically registers the change and tags the checkout inside your Shopify panel as verified.

The Purpose

Deliver targeted campaigns to thousands of verified phone contacts simultaneously. ChatSync enables marketing operators to submit design templates, segment clients by CRM tags, schedule deliveries, and track real-time read analytics without any message limits.

Step-by-Step Campaign Launch Blueprint

1. Create and Submit a Message Template: Navigate to Campaigns > Templates and click "+ Create Template".
   • Name your template (use lowercase and underscores, e.g. summer_sale_campaign), select category as "Marketing", and choose your language.
   • Write the text copy in the editor. To add personalized dynamics, click "Add Variable" to insert parameters like {{1}}.
   • Optional: Add a Media Header. Upload a default image or PDF catalog that will be dispatched as the message header.
   • Add quick replies (e.g. "Shop Now", "Stop / Unsubscribe").
   • Click Submit. Meta's AI algorithms automatically review and approve standard templates within 1 to 2 minutes.
2. Filter Your Audience Segment: In your Contacts CRM, filter user profiles based on tags (e.g. customer tag matches "VIP Customer"), or click "Import Contacts" to upload a CSV sheet containing columns like phone, first_name, and city.
3. Establish a Campaign: Go to Campaigns and click "New Campaign".
4. Select Template & Map Parameters: Select your approved marketing template. In the parameter mapping boxes, map the dynamic variable fields: Map {{1}} to the CRM column first_name so the recipient gets a customized name greeting.
5. Select Recipients: Choose your previously saved CRM segments, or select the uploaded CSV list.
6. Schedule and Launch: Set the campaign parameters. Choose "Send Immediately", or select "Schedule for Later" and configure your target date and time (e.g. 8:00 PM when mobile read volumes spike). Click Submit Campaign.

The Purpose

ChatSync operates on a clear monthly subscription model with a localized Pakistani billing framework. All Meta-initiated conversation messaging credits are handled via a Pass-Through Architecture (meaning you pay Meta directly at cost for their cloud consumption while paying ChatSync strictly for our advanced software workspace features).

Subscription Tiers & Feature Matrix

Localized Payment Gateway Setup

To simplify checkout inside Pakistan, we integrate direct credit/debit networks alongside popular mobile wallet APIs:

1. SadaBiz & Local Bank Transfer: Go to Billing > Subscriptions, select your target plan, and choose "Pay via SadaBiz". You can input direct debit/credit cards or execute a secure instant bank transfer to our corporate account.
2. Easypaisa & JazzCash Business Wallet API: Select "Mobile Wallet Gateway", input your active personal or business wallet mobile number, and click Initiate Payment. A secure authentication notification prompt will instantly display on your mobile phone screen. Tap to enter your PIN code and authorize the monthly billing cycle in under 10 seconds.

The Purpose

Operating as a multi-tenant cloud service means we host hundreds of businesses concurrently on our server infrastructure. We enforce rigid data boundaries to ensure a local clothing store, a home bakery, and a major multi-national brand share the exact same software database with 100% absolute privacy, security, and isolated performance.

How Your Data is Isolated Under the Hood

1. Strict Organizational Isolation: Upon tenant signup, our system generates a unique, cryptographically secure Organization ID (e.g. org_9f82d1c...). Absolutely every customer contact, chatbot flow node, and message record created by your workspace is permanently stamped with this ID in the database.
2. The Invisible Query Barrier: The ChatSync core backend applies automatic global query filters. When you access your shared inbox or dispatch a campaign, the server identifies your authenticated login session, extracts your verified Organization ID, and locks it into the database request query. It is mathematically impossible for another business owner to view your CRM database because our servers reject any query that does not perfectly match the organization keys.
3. Central Tech Provider Webhook Routing: Because ChatSync acts as an official centralized Tech Provider, Meta registers our single corporate webhook address to receive all incoming messages. When customer texts arrive:
   • Our high-speed webhook sorting engine instantly unpacks the Meta API payload.
   • The engine extracts the receiving WhatsApp Phone Number ID and checks our Master Tenant Registry.
   • It matches the Phone ID to the correct encrypted Organization ID.
   • The backend instantly channels the live text event down to the specific tenant's workspace screen over secure, real-time WebSocket sessions, preserving absolute isolation.