Using WhatGenius

Authorizing API Access

Overview Some external applications request access to your WhatGenius workspace via an OAuth authorization flow. This screen lets you review exactly what permissions the app is asking for,…

Last updated on April 2, 2026

Using WhatGenius

AI Agents

Overview AI Agents are automated reply bots you can assign to a WhatsApp number. When an incoming message matches an agent’s trigger keywords, the agent sends an automatic…

Last updated on April 4, 2026

Using WhatGenius

Integrations and Connected Apps

Overview The Apps section lets you connect third-party applications to your WhatGenius workspace. Integrations allow external tools to interact with your workspace data — for example, syncing contacts…

Last updated on April 2, 2026

Using WhatGenius

Managing User Permissions

Overview Permissions control which sections and actions each team member can access within your workspace. You can fine-tune permissions per person beyond the default role settings. Before you…

Last updated on April 2, 2026

Using WhatGenius

Inviting and Managing Team Members

Overview You can invite colleagues to your WhatGenius workspace so they can collaborate on campaigns, manage contacts, or monitor the inbox. Each member is assigned a role that…

Last updated on April 2, 2026

Using WhatGenius

Managing Your Media Library

Overview The Assets section (also called the Library) is a central place to upload and store images, videos, and documents. Files stored here can be reused across multiple…

Last updated on April 2, 2026

Using WhatGenius

Using the Inbox

Overview The Inbox (also called Messenger) is where you read and reply to WhatsApp conversations in real time. Each WhatsApp number your workspace has connected gets its own…

Last updated on April 2, 2026

Using WhatGenius

Creating and Launching Campaigns

Overview A campaign lets you send a single approved WhatsApp template to a group of contacts all at once. You use the campaign wizard to pick your sending…

Last updated on April 2, 2026

Using WhatGenius

Creating Message Templates

Overview Message templates are pre-approved message formats required by WhatsApp for sending outbound messages. You design your template in the Template Studio, submit it for WhatsApp review, and…

Last updated on April 2, 2026

Using WhatGenius

Organizing Contacts with Lists

Overview Lists are named groups of contacts. When you launch a campaign, you choose one list as your target audience — so lists are the primary way to…

Last updated on April 2, 2026