User Documentation
Click Chat - Your Trusted IT Partner - User Documentation
Ask or Search
đź‘‹ Welcome
WhatsApp Channel
Getting Started With WhatsApp API
Register a New Number
How Can Register a New Number ?
Migrate an Existing Number
Migration Stuck in Between Or Getting Permissions Error
Change WhatsApp Display Name ?
How To Apply For Facebook Business Verification ?
Managing your WhatsApp API
How To Update Business Profile And Display Picture Of Your WhatsApp API Number ?
How To Create WhatsApp Templates ?
How to Send Messages Via API For your Official WhatsApp Number ( Postman ) ?
How to Set Webhook Url to Receive Delivery Reports / Message Statues From Meta For Your WhatsApp API
How To Create Qr Code For Your WhatsApp API Number ?
How To Set 2fa For Your WhatsApp Channel ?
How to Send Test Messages And find out why messages are not delivering for WhatsApp API Channel ?
How To Create Commands On WhatsApp Or Predefined Menu Or Quick Access Menu ?
How To Request Increase For WhatsApp Phone Number Limit For Meta Business Manager ?
How To Apply For Green Tick In WhatsApp ?
How to Bulk Clone WhatsApp Templates Between Different WhatsApp API Numbers ?
Account Quality
Messaging Limits
How to Create Ice Breakers For WhatsApp API ?
How to Send Welcome Message to Users On First Time Opening your WhatsApp Number ?
How To Create Commands Or Menu For End Users For WhatsApp API?
Facebook Page
Connect a Facebook Page
How to Create Chat Bot for your Facebook Page ?
How to Create a Facebook Page Comment Bot Or Automation ?
Inbox / Live Chat
How To Create Role And Permissions For Team Members ?
How To Create Team Members Or Chat Operators ?
How To See Incoming Messages And Reply To User ?
How To Trigger Chatbot From Inbox ?
How to create Canned Replies and send them via Inbox
How To Add Chat Notes In Live Chat?
CRM
Custom Fields
How to create a Custom Field?
How to Create Super Fields In CRM ?
Contacts
How To Import Contacts And Send Bulk Messages To Users ?
How To Export Contacts From CRM With Custom Fields ?
Difference Between Conditions: “is”, “is not “, “exists” and “does not exist”
How to Update Custom Fields in Bulk ?
Segments
Campaigns
How To Send Bulk Campaigns From Excel / Gsheet Without Importing Contacts ?
How To Check Why Messages Are Getting Failed In Broadcasts / Campaigns ?
How To Send Bulk Messages To Users?
How to hide bulk campaign / broadcasts msgs from Inbox ?
How to Send Multi Product Message In Bulk On WhatsApp ?
How to Send Carousel Template Messages In Bulk on WhatsApp ?
How to send Bulk Messages Of LTO (limited time offer) Coupon Code Template ?
How to Send Bulk Messages Of a Catalogue Template ?
How to Opt-out Users / Stop Users from receiving Bulk msgs?
How to Send Bulk WhatsApp Campaigns To Millions Of Contacts From 100s of WhatsApp Numbers ?
How To Use API Campaigns To Track Status Of Messages Sent Via API ( Delivered / Read / Failed ) ?
Crm Triggers
Bot Builder
Different Types Of Triggers ?
How to Create a WhatsApp ChatBot ?
How to Create a Facebook Page / Messenger Bot ?
How To Collect Multiple Answers for 1 Question in a Bot ?
How To Check Errors With The Bot Flow ?
How To Collect Data Via Bots Or How To Create Data Collection Bots ?
How To Share A Bot Flow To Different User Account or Clone A Bot Flow In Same Account ?
If Deleted by Mistake How To Connect A String Again ?
How To Search Data From Google Sheet And Respond To User In Bot ?
How To Fetch Data From Google Sheet And Make Dynamic Buttons / Lists In WhatsApp ?
How To Make An External API Request From Bot Builder And Send Response From API In Message To User ?
How to send the custom field data to an external WhatsApp number
How to Trigger Different WhatsApp Bots For Different Meta CTWA (Ads) ?
How To Create WhatsApp Native Flows From WA Manager And Send Them To Users ?
How To Store Hidden Values With Buttons And Use Them For Bots - Button Payloads ?
How to Send Carousel Message Templates In WhatsApp Bot ?
How to Ask Questions via Bot and send to Google Sheet in Real Time ?
How to send a user from 1 bot to another using go to or to another step using go to function?
How to Send Data From Bot Builder to Automation Builder to trigger an Automations Between the Bot ?
Where to find Botflow templates for various industries?
How to sell Tickets via Bot With WhatsApp Payments ?
How to Trigger a Bot Flow Via Inbound Webhook ?
How to Lock or Unlock Botflow and Automations?
Automations Builder
How To Trigger Workflow Via Inbound Workflow Or Send WhatsApp Messages Via Inbound Webhook Trigger ?
How To Create Drip Campaigns ?
How To Trigger Automations Flow Or Send WhatsApp Messages From Google Sheet Particular Column Change
How To Trigger Automations Flow Or WhatsApp Messages For All Or Selected Rows in Google Sheet ?
How to Send WhatsApp Message To Customer when New Order is Received in Shopify ?
How To Send Tracking link To Customers In WhatsApp And Collect Feedback For Shopify Orders ?
How to Recover Abandoned Carts In Shopify By Sending WhatsApp Follow up Message ?
Datastore
Creating Database in Mongo DB and Creating Datastore in Dashboard
Add New Record In Data Store
Find Record with Record ID
Get Record with Record ID
Search Records with Record ID
Update Record with Record ID
How to Send WhatsApp Message When Someone Submits A Google Form?
How To Trigger Missed Call Webhook In Automations Builder ?
How to take payment via Stripe in Automation flow ?
How To Send WhatsApp Messages For New Leads / Inquiry On Trade India
How to Send Payment Reminders Or Invoice Due Date Alerts Via WhatsApp ?
How to Send Birthday And Anniversary Greetings Via WhatsApp?
Chat Widget
How to Create A Chat Widget / Icon For Your WhatsApp Number ?
How To Add WhatsApp Widget Or Whats App Chat Icon To Your Wordpress / WooCommerce Website ?
How To Add WhatsApp Click To Action Buttons / Lead Grabber On Wordpress Website ?
How to View / Export Leads Data Received Via the Pre Chat Form ?
How To Send Pre Chat Form Data To A Webhook Url Or To Automations Builder ?
AI
How to Create An AI Chat Bot ?
How To Use AI Routers For Intent Detection ?
Virtual Number
How To Register A Indian Virtual Number For WhatsApp API ?
How to Set Destination Number Or Forwarding Number for your Virtual Number ?
Integrations
Deskera CRM
ChatGPT / OpenAI
Zapier
How to Send WhatsApp Messages Via Zapier Automations ?
Make
How to send data to Make when a contact is created / custom field is updated ?
Pabbly Connect
How to Send WhatsApp Messages Via Pabbly Connect ?
How to Send WhatsApp Messages With Image / Document / Video Via Pabbly Connect ?
Shopify
How to Recover Abandoned Carts In Shopify By Sending WhatsApp Follow up Message ?
How To Send Tracking link To Customers In WhatsApp And Collect Feedback For Shopify Orders ?
How to Automatically Send Shipment Tracking Details To Customers From Shopify ?
How to Send WhatsApp Message To Customer when New Order is Received in Shopify ?
Woocommerce
How to Send Discount Coupon Code via WhatsApp to Recover Abandoned Carts In Woocommerce ?
How To Send Recovery WhatsApp Messages For Abandoned Cart Orders In Woo Commerce?
How to send New Order Notifications and Status Update Notifications For WooCommerce Via WhatsApp ?
Trade India
How To Send WhatsApp Messages For New Leads / Inquiry On Trade India
India Mart
How To Send WhatsApp Messages For New Leads Received On India Mart
Reward Points And Wallet
How to Create a New Store ?
How to Create A Customer And Explanation About Customer Fields
How to Add Reward Points Manually / Via Bots and Automations?
How to Send / Receive Updates By WhatsApp When A Customer is Created Or Transaction Is Updated ?
File Upload API
File Upload API
Custom Objects QR Code
How to Generate Unique QR Codes And Send Them To User ?
How to Download the QR scanner app and validate the QR Code ?
How to Create Dynamic Tickets And Send It To User Via WhatsApp Bot ?
How to Generate Event / Unique QRs in Bulk and Send To Receivers Via Bulk Campaigns ?
How to Generate Event Ticket / Unique QRs in Bulk and Send To Receivers Via Automations Builder ?
How to Generate Event Ticket / Unique QRs in Bulk and Send To Receivers Via Automations Builder ?
How to sell Tickets via Bot With WhatsApp Payments ?
Automation Apps / Blocks
Workflow Counter
How to use Splitter Block in Bot Builder ?
How To Use Slice And Parse Function Together?
Find Text Block
Replace Text Block
Remove Text block
Slice Function
Modify Current Date Block
Parse Number Function
How to generate random otp / number using Random Number Generator Block ?
Split Text Block
Calculator Block
Time Delay Block
Ecommerce
Getting Started With WhatsApp Commerce
Sync System Fields
How To Enable / Disable Catalog Icon For WhatsApp API Number ?
How To Enable / Disable Cart Functionality For WhatsApp API Number ?
How To Create A Meta Catalog And Link With WhatsApp API Number ?
How To Link Meta Catalog or WhatsApp Catalog As A Store Front In Ecommerce Section ?
How To Connect Meta Catalog With Ecommerce Platform ?
How To Enable APIs For Ecommerce ?
How To Create Product Categories ?
How To Sync Products And Orders System Fields And Edit them ?
How To Disable Mandatory Requirement For External Product Link ?
How To Add New Product ?
How To Push Products To Meta Catalog ?
Only For Indian Users - How To Update Business Compliance Information To Sell Via WhatsApp Commerce
How To Send Products To Your Customers ?
How To Import Products In Bulk Via Google Sheet ?
How To Collect Payment Via Razorpay ( INDIAN GATEWAY ) For WhatsApp Native Commerce ?
How To Collect Address, Payment and Other Details From User After You Receive An Order ?
Connecting with Shopify
How To Connect Your Shopify Store To Ecom Section ?
How to do Base Sync settings of the Shopify Store ?
How to Pull Existing Products from Shopify ?
How to Push Existing Products of Shopify to Meta Catalog ?
Define Default Field Values For Product Fields, Important For Indian Users Before Pulling Products.
WhatsApp Mini Apps
How To Create WhatsApp Mini Apps / Native Flows And Send Via Bot Builder ?
How to Send WhatsApp Native Flows / Mini App Via Bot And Save Response In Custom Fields in Crm ?
How To Create WhatsApp Template With Mini Apps / Native Flows ?
Calendar Bookings
How to Create A Calendar Event and Edit Fields / Labels ?
How to Create Availability Slots and Assign It To Calendar Event ?
How to Create An Appointment Booking WhatsApp Chatbot ?
How to Set Webhook for Calendar Event And Send Reminder Messages to User Via WhatsApp ?
Common Error / Issues
Troubleshooting: WhatsApp API Errors
Business has been locked
#131026 Receiver is incapable of receiving this message
Template name does not exist in the translation
WhatsApp Number Status Shows NA
Your WhatsApp Business Account is restricted from creating a new template
Bot Not Triggering : Not Replying : Not Starting At All , How To Solve ?
WhatsApp Number Is In Pending Stage
How To Check Why Messages Are Getting Failed In Broadcasts / Campaigns ?
Payments Ecosystem
How To Create A Order Details Template For WhatsApp API ?
How to Connect Razorpay Payment Gateway With WhatsApp Native Pay For Payments Ecosystem ?
How to Connect PhonePe Payment Gateway With Payments Ecosystem ?
How to Send Payment Request Campaigns On WhatsApp ?
How to Send Payment Request Message In A WhatsApp Bot ?
How to Send Message Or Run Bot Flow Once A Payment is Successful ?
How to Send Message To User Once the Payment is Failed
Dynamic Experiences
How to Generate Image Dynamically From Webhook and Send to User Via WhatsApp ?
How to Create a Dynamic Image Experience ?
How to Send Dynamic Images in Bulk Via Campaigns ?
How to Send Dynamic Image In A Bot Flow ?
How to Create Dynamic Tickets And Send It To User Via WhatsApp Bot ?
Troubleshooting: WhatsApp API Errors
Business has been locked
#131026 Receiver is incapable of receiving this message
Template name does not exist in the translation
WhatsApp Number Status Shows NA
Your WhatsApp Business Account is restricted from creating a new template
Previous:
Getting Started With WhatsApp API
Next:
Virtual Number