Messaging activity
Lead funnel
Contacts by source
Top campaigns
Automation
Inbox
Showing 0 chats
No conversations yet
Select a conversation
Incoming WhatsApp messages appear here.
Send a Template
Sync approved templates from Meta first.
💬 Send Message
📋 Send from Contacts
| Name | Phone | ||
|---|---|---|---|
No contacts yet | |||
Campaigns
Plan one-time broadcasts, ongoing sheet-triggered campaigns, and API-led sends from one place.
Healthy workspace
WhatsApp channel · template quota protected
Create WhatsApp Campaign
Build one-time broadcasts or ongoing sheet-triggered campaigns without crowding the campaign list.
📣 Create Campaign
Campaign Setup
① Filter Contacts
0 selected
| Name | Phone | Tag | |
|---|---|---|---|
Add contacts first | |||
② Message
③ Schedule
Messages will send immediately when you click Launch Campaign.
⚡
Sends at 40 messages/second
Optimized delivery speed. Plans protect campaign size, daily sends, and monthly template quota.
📱 Campaign Preview & Progress
🤖
‹
R
Reachly Preview
Today
Compose a message or select an approved template to preview it here.
📡
Ready to Launch
Filter contacts, compose message, then send
Campaign Log
Logs appear here during send
| Campaign | Channel | Type | Status | Attempted | Sent | Failed | Skipped | Set Live | Actions |
|---|---|---|---|---|---|---|---|---|---|
No campaigns yet | |||||||||
Campaign Insights
Select a campaign above to inspect delivery, audience, and message setup.
Select a campaign to see insights
👥 Contact Manager
Lead Statuses
Define your pipeline stages. Drag-free list — add, rename, recolor, remove.
Bought between
| # | Name | Phone | Tag | Lead Status | Spent | Products | Last buy | Status | Added | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
👥 No contacts yet. Add manually or import CSV. | ||||||||||
0 contacts
Message & OTP logs
Every send/OTP attempt to this number, newest first — with the exact status and error.
Enter a number and search.
0 templates
Request category change
Template:
·
Ask Meta to recategorize this template. Content stays the same; Meta re-reviews and may decline if the copy doesn't fit.
Note: this sends the template back to Meta review, so sending pauses briefly until it's re-approved.
Custom Automations
Auto-reply to specific keywords and button taps
All Automations
| Trigger | Action Type | Action Preview | Conversation Sent | Created/Updated | Actions |
|---|---|---|---|---|---|
No automations yet | |||||
New Automation
Configure an action to preview it here.
Workflows
Trigger journeys from a keyword or button — set status, tag, send, branch, wait.
All Workflows
| Name | Trigger | Steps | Status | Runs | Updated | Actions |
|---|---|---|---|---|---|---|
No workflows yet | ||||||
✨ Generate a workflow with AI
Describe the journey in plain English. AI drafts the trigger and steps right into the builder — then you review, tweak and save.
0/1000
Try one of these
You can edit everything before saving.
✨ AI Agent — orchestration preview
Idle
0🔧 Tool calls
0🔀 Decisions
0📊 Attributes
0ms⚡ Reasoning time
Agent reasoning stream
Simulated agent orchestration — no messages are sent. Live AI plugs into this same graph later.
New Workflow
Steps run top to bottom. A Condition branches into If Yes / If No. Wait pauses the journey.
Blueprints
Package this workspace's templates, workflows, lead stages & campaigns into a reusable pack — then import it into any client to spin up a marketing engine in seconds.
Create blueprint
Snapshots the current workspace. Imported templates land as Draft (re-submit to Meta in the new workspace).
Include
Import blueprint
Importing into the current workspace.
Integrations
Connect payment gateways and other apps. Payment events can trigger workflows.
Import payment history (CSV)
Upload a CSV export from your gateway. We'll backfill contacts, payments, products, revenue analytics and (optionally) lead status. Re-imports are de-duplicated by reference ID.
On success set lead status:
Connect Instamojo
Choose a plan
Appointments
Bookings with automatic WhatsApp reminders before each appointment.
| When | Patient | Phone | Service | Status | Reminder | Actions |
|---|---|---|---|---|---|---|
Loading… | ||||||
New Appointment
Appointment reminders
Tokens:
{{name}} {{service}} {{date}} {{time}} {{clinic}}. Reminders use an approved template (WhatsApp rule) and are sent even to opted-out contacts (transactional).Workshop
Customer vehicles, job cards with transparent costing, and automatic next-service reminders.
| Reg no. | Customer | Car | Status | KMs | Next service | Job total | Actions |
|---|---|---|---|---|---|---|---|
Loading… | |||||||
New Vehicle
Customer & vehicle
Job card
| Part / labour | Qty | Price ₹ | Amount |
|---|
Total: ₹0
Saved to the job card and sent to the customer instantly (works while the chat is active).
A reminder auto-sends before the next-service date (Workshop → Reminders).
Next-service reminders
Tokens:
{{name}} {{car}} {{reg}} {{date}} {{kms}} {{workshop}}. Uses an approved template (WhatsApp rule); sent even to opted-out customers (transactional).Near the estimated due date, we ask "what's your current odometer?". Their numeric reply updates the estimate and fires the reminder once they're within ~500 km.
Invoices
GST-ready invoices · hosted link · Pay Now auto-marks paid.
| Number | Customer | Amount | Status | Issued | Actions |
|---|---|---|---|---|---|
🧾 No invoices yet. Create your first one. | |||||
New invoice
Line items
| Item | Qty | Rate | Tax % | Amount |
|---|
Subtotal₹0
Discount
Total₹0
Business profile
When a customer pays via a connected gateway, generate a PAID invoice from that transaction and (optionally) WhatsApp them the link.
WhatsApps customers with a sent (unpaid) invoice on a schedule, and stops automatically when it's paid or cancelled.
Developer API
API DOC ->
Use our API documentation to understand Reachly capabilities.
Postman Collection ->
Start testing WhatsApp OTP and message APIs from Postman.
Python SDK ->
Use simple code helpers for finance apps, CRMs, and internal tools.
This is your Reachly API key to pass in finance apps, CRMs, and campaign tools.
Use Generate New Key for this workspace.
Quick Test
POST /api/public/otp
x-api-key: YOUR_SECRET_KEY Content-Type: application/json
{
"to": "+919876543210",
"code": "123456",
"ttlMinutes": 10
}
Team Access
Create agency admins or client team members.
Temporary password will be shown once after creation.
No users loaded
📶 WhatsApp Account Status
Loading status…
Edit WhatsApp Business Profile
Square JPG/PNG — auto-resized to 640×640 and pushed to WhatsApp.
⚙️ Meta API Configuration
Manual Cloud API setup: Add the workspace's permanent access token, Phone Number ID, and WABA ID from Meta Business Manager.
Your permanent or temporary Meta access token
Found in Meta Business Manager under WhatsApp → Phone Numbers
Required for creating & syncing templates from Meta
Use this exact token while verifying the callback URL in Meta.
Opt-out & resubscribe
Sent once as a service reply within the open 24-hour window. Keep it a plain confirmation — not marketing.
START / Resume / Subscribe etc. re-opts them in automatically; this message is the welcome-back.
ℹ️ API Info
📡 Endpoint
POST /api/messages
Inbox Webhook
Callback URL:
https://app.getreachly.in/webhook/meta
Subscribe field: messages
https://app.getreachly.in/webhook/meta
Subscribe field: messages
💰 Pricing
Meta charges per conversation, not per message.
~₹0.58 per marketing conversation (India)
Free tier: 1000 conversations/month
~₹0.58 per marketing conversation (India)
Free tier: 1000 conversations/month
⚠️ Rate Limits
80 messages/second max
Add delay between campaign messages
Use 1000ms delay for safety
Add delay between campaign messages
Use 1000ms delay for safety
🔐 Security Note
Your token is saved on the Reachly server for this workspace and is not returned to the browser after saving.