Question 1

Webhook Integration

Accepted Answer

Webhook Integration: WhatsApp → CRM and your other systems

||| This article applies only to version 1 (v1) of webhooks, which is now outdated. For the latest information on v2 webhooks, please refer to this article.

Share this article with your developer or use Zapier to integrate your system with WhatsApp

Setup

TimelinesAI allows to notify an external system when a new message is received or sent to any connected WhatsApp account in a workspace. This includes WhatsApp messages sent via WhatsApp Mobile App and/or from within TimelinesAI.

It’s often the case that such integration is used via some intermediary service such as Zapier, where each activation of a webhook counts towards task quota utilization.

To make the usage of tasks quota more efficient, TimelinesAI provides a possibility to aggregate multiple messages sent or received in a specific chat over the selected period of time. The messages are sent via the webhook as a single “bundle”. For your convenience, such “bundle” contains a field with the pre-formatted aggregation of messages (and a link to the section in conversations in TimelinesAI), but you can implement your own formatting using the data provided with the webhook.

Bundle of messages sent via a webhook

To setup the integration using Webhooks:

Navigate to the Integrations sectio

Question 2

TimelinesAI Public API

Accepted Answer

The Public API will allow you to send messages automatically on TimelinesAI, in response to a trigger/action from the systems that you currently use, like CRMs.

Getting Started:

To start working with the Public API, you'd need to access the "Integrations" section on TimelinesAI, which can be found on the left sidebar:

Once there, you'll be able to proceed and generate a token, by clicking on the "Generate New Token" button:

You may click on the generated token and it'll be copied to your clipboard, so you can paste it where you need it

API Token: How to use it

Now that you have generated your API Token, you can use it within your system (CRM, Support and/or Recruitment systems, etc.) to integrate TimelinesAI and send automated messages over WhatsApp.

However, before proceeding, you can always test how it'd work with the help of our testing tool that we have available within the Public API section (by clicking on "Swagger"). This is a playground tool that will allow you to send messages depending on the request format that you select.

How does the Swagger Playground tool work?

Before proceeding with the Swagger Playground tool, we recommend reviewing information about how the Public API works by clicking on the "API Documentation" button, within the Public API section on Timel

Question 3

Statistics Dashboard for your Team's Performance on WhatsApp

Accepted Answer

If you want to track your team's performance, then you'll find our Statistics Dashboard quite useful. We provide you with different indicators and charts that can help you determine your team's performance while using their WhatsApp accounts on TimelinesAI.

In this article, we'll go over the Statistics Dashboard and its different sections:

Overall Performance
Activity Analytics
Performance Analytics
Agent Performance

Overall Performance

You may refine the data that displays within this section, by referring to the options we have at the top.

Date Range: You'll be able to set the timeframe you want to review here. You may choose "Yesterday", "Last 7 or 30 Days"; "This or Last Month", and "Custom Range", which will allow you to select a specific date range.
Agent: Here you'll select a specific team member you want to review or, you may choose "All", if you want to check your entire team's performance.

You'll find within this section, a general view of your workspace(or team member's) statistics, based on the following indicators:

Messages Sent: The messages that your team/member has sent
Messages Read: Number of messages read by recipients, out of all messages sent during the period
Messages Received: Messages received by your team/member
New Received Chats: New chats that have been received by your team/

Question 4

Monday CRM Integration Template: Send an Automated Message

Accepted Answer

In this article, we'll go over the process of how to set up a Monday template that can allow you to send automated WhatsApp messages.

This recipe will send an automated message over WhatsApp, whenever an item's status on Monday gets updated.

| You can also create a custom automation that can send an automated WhatsApp message after a custom trigger that you configure on Monday.

These are the requirements to effectively configure and send WhatsApp messages with this method:

Have an active subscription with TimelinesAI
Have enough mass-sending quota
A connected WhatsApp account in your TimelinesAI workspace
A configured Monday CRM Integration

| Note: Refer to this article to set up your Monday CRM Integration on TimelinesAI

Getting Started

Go to your Monday CRM and proceed to click on "Integrate":

Search for the TimelinesAI app and proceed to select the recipe "When status changes to something send message from whatsapp account to phone". The underlined terms here are variables that you will be able to edit; we'll go over these below.

In orde

Question 5

WhatsApp bans: what to do if my number was banned

Accepted Answer

Understand WhatsApp Terms of Service

WhatsApp has specific policies which prohibit users from:

sending unsolicited messages
sending illegal or impermissible communications
spamming
adding contacts to a group/s without their permission

Recall the activity preceding the ban and compare it to the Acceptable Use of Service to build your case:

What kind of messages have you tried to send?
Whom did you message?
How many messages have you sent?
Have you tried adding contacts to a group?

If everything generally aligns with WhatsApp's Acceptable Use of Service there should not be a problem with getting your account un-banned

Request WhatsApp to unblock your account

Open the WhatsApp application on your phone.
If you see the "Your phone number is banned from using WhatsApp. Contact support for help." message, tap on "Contact support."
In the contact form, describe your case clearly and politely. ||| Don’t mention using any 3rd party services or mass messaging practices. | Do mention that you believe the ban is a mistake. Include any details that support your case. For example, providing evidence of user consent to receive messages from you.
Send the email and wait for a response. This may take a few days, so be patient. Sample request:

Dear WhatsApp Support. I have reviewed your Terms of Service (“Acceptable Use of Our Services” section in particular), and believe my number was banned by mistake. I have messaged a numb

Question 6

Mass Messaging Campaigns

Accepted Answer

TimelinesAI allows you to create Mass Messaging campaigns, which will give you an increased reach and communicate with new and existing contacts that you want to reach on WhatsApp. Whether you want to inform all your contacts about a new product and/or service, or share updates in general, Mass Messaging will enable you to accomplish it.

With Mass Messaging Campaigns, you’ll be able to:

Reach large groups of contacts
Create templates for your campaigns
Export contacts from your CRM to reach out to them on WhatsApp at scale
Upload Excel or CSV files of your contacts to easily set up your campaigns
Preview of contacts from your file with clearly indicated invalid phone numbers
Schedule you mass messaging campaign
Launch mass messaging campaigns on WhatsApp simultaneously from multiple numbers
Review the most recent status of your campaigns via CSV reports

You can access the Mass Messaging menu, by logging in to your workspace and clicking on the Mass Messaging section, within the sidebar that’s on the left, as shown in the image below:

To create a campaign, it is imperative to keep in mind the following details:

You can only create a campaign by uploading an Excel(XLSX) or CSV file (Contacts' File)
We suggest sending campaigns that don't exceed 350-400 contacts, per campaign. But this may vary depending on your needs.
The limit of messages you

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