Platform Architecture & Role Hierarchy
Complete breakdown of platform roles (Super Admin, Admin, Manager, Agent) and system flow
What is Whatodo (WA Growth Platform)?
Whatodo ek Enterprise-Grade WhatsApp Automation & CRM Platform hai jo Meta WhatsApp Cloud API (v24.0) par chalta hai. Ye Dual-Mode Onboarding (Embedded Signup + BYOA Direct Token Mode), Hydra Multi-Number Cluster Sender, Smart Link Cloaker, Live Team Inbox aur 6-Stage Visual Kanban CRM support karta hai.
Role Hierarchy & Access Matrix (भूमिका और अनुमतियाँ)
Platform alag-alag level ke roles provide karta hai taaki har team member sirf apni jarurat ke features use kare:
1. Tenant Workspace Admin
Business Owner / Client Admin
• URL: /dashboard, /settings
• Apne WhatsApp numbers connect karna (Embedded Signup ya BYOA Mode).
• Hydra Multi-Number Clusters create karna aur rotators configure karna.
• Team members (Managers & Agents) ko invite karna aur seats manage karna.
• Prepaid wallet recharge, billing history aur API webhooks setup karna.
2. Campaign & Audience Manager
Marketing & Operations Lead
• URL: /campaigns, /templates, /automation
• WhatsApp Message Templates create aur Meta approval ke liye submit karna.
• Broadcast campaigns plan, schedule aur safe MPS pacing ke saath send karna.
• Smart Cloaker links create karna taaki promotional links Meta dwara block na hon.
• Chatbot automations (welcome messages, keyword replies, opt-out compliance) build karna.
3. Live Agent / Sales Executive
Frontline Customer Support & Closers
• URL: /inbox, /contacts/kanban
• Real-time Team Inbox me customers ke saath live chat karna.
• Topbar me Available / Away status toggle karna taaki new chats auto-assign hon.
• Kanban CRM me leads ko drag-and-drop karke Deal Won / Lost stage tak pahuchana.
• Canned quick-replies aur rich media (images, PDFs, audio) send karna.
Quickstart: 5 Steps to Launch Your First WhatsApp Campaign
Zero to live broadcast in under 10 minutes (स्टेप-बाय-स्टेप ट्यूटोरियल)
Agar aap naye user hain aur pehli baar setup kar rahe hain, toh niche diye gaye 5 steps follow karein:
Workspace Create / Login karein
/login page par apna account register ya sign-in karein. Super Admin credentials automatically admin rights assign karte hain, jabki naye registration par aapko 14-day free trial workspace milta hai.
WhatsApp Number Connect karein
Left sidebar me Settings → WhatsApp Numbers par jaayein. Wahan Connect with Facebook par click karke Meta Embedded Signup se apna WhatsApp Business number link karein. Development ya instant testing ke liye aap Connect (Simulated) button se 1-click test number connect kar sakte hain.
WhatsApp Template Banayein
Sidebar me Engage → Templates par click karein aur Create Template select karein. Template Category (Marketing ya Utility), text body, dynamic parameters jaise {{1}} (Customer Name) aur Call-To-Action buttons add karein. Meta review 1 se 15 minute me approve kar deta hai.
Contacts Upload ya Audience Select karein
Workspace → Contacts par jakar apni CSV/Excel file upload karein. Phone number international format me hona chahiye (jaise +919876543210). Aap tags laga kar audience segment bhi kar sakte hain.
Broadcast Campaign Launch karein
Engage → Campaigns me New Broadcast par click karein. Apna approved template chunein, CSV columns map karein, send throughput (MPS) select karein aur Launch Broadcast dabayein!
WhatsApp Numbers, Dual-Mode & Hydra Clusters
Embedded Signup, BYOA Direct Token Mode, and Multi-Number Parallel Sending
Dual-Mode WABA Onboarding
Whatodo supports two onboarding modes depending on whether your client wants a shared Tech Partner app or their own isolated Meta App:
Standard WhatsApp onboarding flow. User Facebook Login dialog me login karta hai aur apne Meta Business Account ke through phone number verify karta hai. Token automatically encrypt hokar DB me store ho jata hai.
// Setup in Settings > WhatsApp Numbers:
Click "Connect with Facebook" button
// Instant simulation for tests:
Click "Connect (Simulated)"
Bring Your Own App (BYOA) mode high-volume ya custom enterprise clients ke liye hota hai jinko apna dedicated Meta App, App Secret aur Permanent System User Token isolate rakhna hota hai.
// Input in BYOA Dialog:
WABA ID + Phone Number ID
System User Token (EAAQ...)
Hydra Multi-Number Cluster Rotator
Jab aap lakho broadcast messages bhejte hain, tab single number par Meta rate limit (messaging tier) lag sakta hai. Hydra Engine multiple WhatsApp numbers ko ek single sender cluster me combine karta hai.
Har message bari-bari cluster ke sabhi active numbers se send hota hai (Number 1 → Number 2 → Number 3 → Number 1).
High-tier numbers ko zyada weight (e.g. 5x) aur naye numbers ko kam weight (e.g. 1x) dekar proportional load balance hota hai.
Agar kisi ek number par Meta Error 131049 (Spam/Recipient block threshold) throw karta hai ya number quality RED ho jati hai, toh Hydra Circuit Breaker turant us number ko auto-pause kar deta hai. Baaki broadcast campaign seamlessly remaining numbers se continue rehti hai bina kisi message loss ke.
Unpause karne ke liye: WhatsApp Numbers > Cluster card par jaakar "Unpause & Reset Circuit Breaker" button dabayein.
Live Team Inbox, Realtime Chat & Auto-Assignment
Real-time WebSocket chat, Agent Availability (Available/Away), transfers and 24-hour service window
Team Inbox (/inbox) customer support aur sales team ka central control hub hai. Yahan customer ke aane wale messages real-time Socket.io se instant display hote hain.
Active Conversations
Customer ne message bheja hai aur agent ke reply ka wait kar raha hai.
Waiting on Customer
Agent ne answer de diya hai aur customer ke reaction ya reply ka intezar hai.
Resolved Tickets
Issue resolve ho chuka hai. Customer naya message karega toh automatic reopen ho jayega.
Key Agent Features:
Templates, Broadcast Campaigns & Smart Cloaker
Designing pre-screened templates, safe sender pacing, and link cloaking anti-ban technology
1. Message Template Creation
WhatsApp Cloud API me broadcast shuru karne ke liye Meta-approved templates zaroori hote hain:
Promotions, sales discounts, festive offers aur product launches.
Order status, tracking link, account confirmation aur appointment alert.
OTP security codes with 1-tap copy code button.
Template Structure:
Header (Optional):
Image, Video URL, PDF Document, ya Bold Text
Body Text:
Hello {{1}}, aapke order #{{2}} ka dispatch confirmation ready hai. Aaj hi tracking check karein!
Buttons:
• Quick Reply: "Track Order", "Talk to Support"
• Call-To-Action (CTA): "Visit Website" ya "Call Us"
Smart Cloaker (Anti-Ban Link Technology)
Jab aap ek hi direct affiliate ya e-commerce link lakho WhatsApp recipients ko bhejte hain, Meta ke spam filters us domain ko flag kar dete hain aur delivery rate drop ho jata hai.
Smart Cloaker (/campaigns/cloaker):
Har link unique short identifier generate karta hai jo platform ke verified domains se pass hota hai.
Jab customer link click karta hai, uska phone number, click time aur device capture hota hai aur Kanban CRM me status automatically ENGAGED_READ ho jata hai!
Kanban CRM & 6-Stage Sales Funnel
Visual lead pipeline tracking from initial contact to Order Won
WhatsApp conversations sirf chatting ke liye nahi hoti — unko conversion me badalne ke liye Whatodo built-in visual Kanban CRM (/contacts/kanban) provide karta hai.
Inbound inquiry ya campaign se pehla contact.
Customer ne message read kiya ya smart cloaker link click kiya.
Catalog ya product details me ruchi dikhayi.
Quotation ya payment link bheja gaya hai.
Sale complete! Customer ne payment kar diya.
Customer not interested ya deal drop ho gayi.
How to use Kanban:
• Lead card ko mouse se drag karke ek column se dusre column me move karein.
• Card par click karke direct live chat inbox kholi ja sakti hai.
• Filter by Tags, Source (Campaign, Manual, Webhook) aur Assigned Agent.
WhatsApp Anti-Ban Rules & Meta Policy Compliance
How to maintain GREEN phone quality score and avoid Meta suspension (नंबर बैन से बचने के नियम)
Meta WhatsApp Business Platform AI algorithms customer reactions ko track karte hain. Agar recipients aapke message ko "Block & Report as Spam" karte hain, toh aapka quality score GREEN se YELLOW aur RED ho jata hai, jisse sending limit drop ho jati hai ya number ban ho jata hai.
5 Rules for 100% Safe WhatsApp Broadcasting:
Template ke footer me hamesha "Reply STOP to unsubscribe" zaroor rakhein. Whatodo ka engine STOP reply aane par user ko automatically blacklist kar deta hai taaki wo Meta par report na kare.
Naye number se pehle din 10,000 messages na bhejein. Tier 250 se start karke high-engagement opt-in users ko bhejein taaki quality GREEN rahe aur tier naturally upgrade ho.
Agar aap 50,000+ contacts ko broadcast kar rahe hain, toh 3-5 numbers ka Hydra cluster use karein taaki per-number volume distribute ho jaye.
Har message me customer ka name {{1}} zaroor use karein. AI filters repetitive identical messages ko spam flag karte hain.
Broadcast launch karte waqt Safe Throughput (50-80 MPS) select karein. Ek sath flood karne se delivery fail ho sakti hai.
Developer REST API, Webhooks & Integrations
Sending messages via API, listening to delivery webhooks, and CRM integration
Developers apni website, Shopify store, ya ERP system ko Whatodo REST API se integrate karke automated transactional notifications (Order Confirmation, OTP, Abandoned Cart) bhej sakte hain.
1. Send Template Message via REST API
curl -X POST https://wha.tootodo.com/api/v1/messages/template \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"to": "+919876543210",
"templateName": "order_confirmed",
"language": "en_US",
"variables": ["John", "109823"]
}'2. Inbound Webhooks
Configure your webhook URL under Build > API & Webhooks to receive real-time JSON events:
• message.received: When customer sends inbound message
• message.delivered: When message is received on phone
• message.read: When blue double check marks appear
• message.failed: If phone number is invalid or blocked
Frequently Asked Questions & Troubleshooting (FAQ)
Common questions, error solutions, and support guides
Q1: Facebook Login me "config_id is required" error kyu aata hai?
Answer: Meta v24.0 Graph API me Embedded Signup ke liye Facebook Login for Business configuration ID (config_id) zaroori hoti hai. Super Admin panel me jakar /admin/config me apna meta.es_config_id save karein. Development ya testing me bina Facebook dialog ke connect karne ke liye Connect (Simulated) button use karein.
Q2: Kya personal WhatsApp number use kar sakte hain?
Answer: Nahi. Meta Cloud API se connect karne ke liye phone number kisi personal WhatsApp ya WhatsApp Business app par active nahi hona chahiye. Agar active hai, toh pehle WhatsApp Settings me jakar "Delete WhatsApp Account" karein, uske baad Whatodo par link karein.
Q3: Wallet recharge kaise karein?
Answer: Sidebar me Insights → Billing & Usage par click karein. Wahan Top-Up Wallet button dabakar Razorpay ya Card se recharge karein. Wallet balance realtime me message deduct karta hai.