Using WhatGenius
WhatGenius — Getting Started Guide
Last updated on April 2, 2026
What is WhatGenius?
WhatGenius is a WhatsApp Business messaging platform that lets you reach your contacts at scale. You can connect your WhatsApp phone number, build a contact database, design approved message templates, and send targeted campaigns — all from one place. You can also reply to incoming conversations in real time, automate responses with AI agents, and collaborate with teammates across a shared workspace.
What you can do in WhatGenius
| Feature | What it does |
|---|---|
| Dashboard | Your home screen — see connection status and launch common actions quickly |
| WhatsApp Numbers | Connect and manage the WhatsApp Business phone numbers your workspace uses |
| Contacts | Store, search, and filter your audience; import from CSV |
| Tags | Label contacts with short keywords for easy filtering |
| Lists | Group contacts into named audiences to target in campaigns |
| Templates | Design and submit message templates for WhatsApp approval |
| Campaigns | Send an approved template to a contact list in bulk |
| Inbox | Read and reply to inbound WhatsApp conversations in real time |
| Assets | Upload and reuse images, videos, and documents across templates |
| Team Members | Invite colleagues and control what each person can see and do |
| Integrations | Connect third-party apps to your WhatGenius workspace |
| AI Agents | Set up automated reply agents for a WhatsApp number |
| API Authorization | Grant external applications access to your workspace via OAuth |
Typical end-to-end journey
Here is how most teams get up and running:
- Create an account — Sign up with your email or Google account and verify your email address.
- Connect a WhatsApp number — Go to WhatsApp Numbers and link your Business number. The number must reach a “Ready” status before you can send.
- Build your contact database — Go to Contacts and create contacts manually or import them from a CSV file.
- Organize your audience — Use Tags to label contacts and Lists to group them into audiences.
- Design a message template — Go to Templates, write your message in the Template Studio, and submit it to WhatsApp for approval. Approval typically takes a few minutes to a few hours.
- Launch a campaign — Once you have an approved template and a contact list, go to Campaigns and follow the step-by-step wizard to send your message.
- Monitor and reply — Check the Inbox to see incoming replies and respond directly.
- Grow your team — Invite teammates under Team Members and assign each one the right role and permissions.
Help articles in this collection
- Creating your account
- Signing in to your account
- Navigating the dashboard
- Connecting your WhatsApp number
- Managing contacts
- Organizing contacts with tags
- Organizing contacts with lists
- Creating message templates
- Creating and launching campaigns
- Using the Inbox
- Managing your media library
- Inviting and managing team members
- Managing user permissions
- Integrations and connected apps
- AI Agents
- Authorizing API access