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Step-by-step guides for Vatli — the WhatsApp Business API and CRM by Ixoric. 93 guides, from connecting your number to the API.

Getting Started What Vatli is, creating your workspace, your trial, and finding your way around. 5 guides Connect Your WhatsApp Number Link a WhatsApp Business number through Meta — one-click signup or manual API credentials — and verify it works. 7 guides Team Inbox Reply to customers as a team: assignment, statuses, notes, quick replies, media and the 24-hour window. 10 guides Contacts & Segments Add, import, tag and organise contacts, custom fields, consent and Google Sheets sync. 8 guides Pipelines & Deals Track sales on a Kanban board — pipelines, stages, deals, values and currency. 4 guides Message Templates Create WhatsApp templates, get them approved by Meta, and use variables, media and buttons. 7 guides Broadcasts Send template campaigns to many contacts — audiences, personalisation, scheduling and delivery reports. 6 guides Automations & Sequences No-code rules that react to WhatsApp events, follow-up sequences and HubSpot meeting reminders. 7 guides Chatbot Flows Build button-driven WhatsApp chatbots — menus, FAQs, lead capture and handoff to an agent. 3 guides AI Agents & Website Widget Set up the AI assistant, its knowledge base, auto-replies, testing, and the website chat widget. 6 guides Click-to-WhatsApp Ads Track which Meta ad brought each lead and send conversions back to Meta. 3 guides Dashboard & Reports Read your dashboard, delivery funnels, response times, template health and usage. 1 guide Integrations Connect HubSpot and Google Sheets and trigger WhatsApp messages from them. 3 guides API, Webhooks & MCP Public REST API, signed webhooks and the MCP server for Claude, ChatGPT and other AI assistants. 10 guides Team & Permissions Invite teammates, roles, custom permissions, contact visibility and your own profile. 4 guides Plans & Billing Trial, plans and limits, upgrading, invoices and what happens when a plan lapses. 2 guides WhatsApp Rules & Limits Meta rules every sender must follow: the 24-hour window, opt-outs, messaging limits, quality and pricing. 4 guides Troubleshooting Fix common problems: connection errors, failed messages, rejected templates and Meta error codes. 3 guides