Documentation

Everything an admin needs to set up and run YVWhatsApp.

Getting started

A quick tour of setup: connect WhatsApp, add your team, and send your first message.

Enter your Meta credentials and use a permanent token so your connection never expires.

Invite agents and control what each person can access.

Create templates, understand the categories, and get them approved by Meta.

Send approved templates to many contacts at once, safely.

Assign conversations, add notes, and reply faster as a team.

Automate common questions and qualify leads, with handoff to a human.

Capture leads from your website, Zapier, Make, or custom code.

Forward new WhatsApp messages to any CRM or tool, in JSON or form format.

Send and automate WhatsApp from Zoho CRM, step by step.

Reach our team and we will get you sorted.