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26 guides · 5 topics

WhatsApp & Conversations

Inbox, templates, broadcasts, and chat integrations.

Topics in WhatsApp & Conversations

Auto Reply Rules9Deals & Sales Pipeline2WhatsApp Integration4WhatsApp Templates7AI Agents4

Auto Reply Rules

9 articles
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  1. Setting Up Auto Reply Rules for Your WhatsApp

    Automatically respond to your customers on WhatsApp the moment they message — even when your team is busy or the shop is closed.

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  2. WhatsApp General Settings

    Set your business hours and test numbers — two essential settings that control when your auto replies fire and who receives them during testing.

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  3. New Customer Welcome

    Greet first-time customers instantly — send an automatic welcome message the moment someone new messages your business during opening hours.

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  4. New Customer After Hours

    Don't leave new customers waiting — send an automatic after-hours welcome that tells them exactly when you'll be back.

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  5. After Hours Notice

    Let every customer know when you'll be back — send an automatic reply to anyone who messages while you're closed.

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  6. New Order Confirmation

    Confirm every order instantly — send an automatic WhatsApp reply with the customer's name and order number the moment they book.

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  7. Schedule Confirmation

    Confirm every booking instantly — send an automatic WhatsApp reply with the date and time when a customer schedules a pickup or delivery.

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  8. Sign Up Confirmation

    Welcome every new sign-up instantly — send an automatic WhatsApp reply the moment a customer creates their account through your Mini App.

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  9. Chatbot

    Your chatbot, now inside WhatsApp This chatbot helps guide customers through common actions — from browsing services to placing orders — using simple, step-b...

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Deals & Sales Pipeline

2 articles

Deals track enquiries that have not become orders yet — a customer asking about a repair, a quote you sent, a follow-up you owe. Each deal is a card that moves through your pipeline stages, and WhatsApp templates can move them automatically.

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  1. Introduction to Deals

    Track every potential customer from the first conversation to the final outcome — all in one place.

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  2. Managing Your Deals

    Everything you need to manage your deals effectively on a daily basis.

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WhatsApp Integration

4 articles
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  1. WhatsApp Integration Overview

    What WhatsApp integration does and why it matters for your business.

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  2. Connect & Configure WhatsApp

    How to connect your WhatsApp Business account to EasyBiz and set up your business profile so customers see your logo, address, and contact details.

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  3. Managing Conversations Inbox

    How to manage customer chats, assign conversations to your team, and stay on top of who still needs a reply.

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  4. WhatsApp Links and QR Tracking

    Create trackable WhatsApp links and QR codes for your website, flyers, ads, and social media — then see exactly how many leads, orders, and revenue each one brings in.

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WhatsApp Templates

7 articles
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  1. Introduction to WhatsApp Message Templates

    Everything you need to know before creating your first template — what they are, why you need them, and how they work.

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  2. Automatic Order Notifications Explained

    Order placed, ready for collection, payment reminder — know which messages send themselves and which need a click.

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  3. Setting Up Utility Templates

    Confirm orders, notify customers about pickups and deliveries, send receipts — automatically, at the right moment.

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  4. Setting Up Marketing Templates

    Reach customers who have gone quiet with promotions, seasonal offers, and service announcements — directly on WhatsApp.

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  5. Setting Up Quick Reply Templates

    Send pre-written messages and booking forms to active customers with a single keystroke — no WhatsApp approval needed.

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  6. Interactive Messages

    Setting Up Interactive Messages Create engaging interactive messages—such as menus, quick replies, or direct links to Mini Apps—to send to your customers. Wa...

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  7. WhatsApp Broadcasts

    How to set up, send, and track a WhatsApp Broadcast campaign.

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AI Agents

4 articles

AI Agents are helpers built into EasyBiz that draft replies to your WhatsApp customers using your own prices, hours and shop rules. You teach them once in Business Knowledge, choose how they sound in the Customer Service Agent, and switch them on for a WhatsApp number. Your staff see every draft first and choose whether to send it. The articles below take you through it step by step.

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  1. Introduction to AI Agents

    If your staff type the same answers about prices, pickups and opening hours every day, AI Agents can draft those WhatsApp replies from your own business details. Your team checks, adjusts and sends.

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  2. Setting Up Business Knowledge for AI Agents

    What does the AI already know about your business, and what do you still need to tell it? This guide covers each field, with laundry, dry cleaning and bag repair examples to adapt.

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  3. Setting Up the Customer Service AI Agent

    Want AI drafts that sound like your business, that leave complaints and special cases to your team, and that you can check before any customer sees them? This page is where you set that up.

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  4. Using AI Suggested Replies in WhatsApp

    Once your agent is set up, a grey draft reply appears in the reply box whenever a customer is waiting. Your staff press Tab, check it and send.

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