Complete Guply capabilities

All the moving parts. One connected product.

Explore Guply across lead capture, Meta WhatsApp, CRM, campaigns, AI, template creation, commerce, reporting and business operations. Product access is subject to plan, permissions and rollouts.

Capability group

Foundation & WhatsApp

Core

Workspaces & onboarding

Separate business workspaces, guided setup, member invitations, roles, permissions and security controls.

  • Organization setup and team invitations
  • Workspace switching and role-based access
  • Account security, onboarding checklist and preferences
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Core

Official WhatsApp Business API

Connect eligible Meta WhatsApp Business Accounts through approved setup and manage business numbers.

  • Meta Embedded Signup and number sync
  • Business profile, quality and messaging-tier visibility
  • Cloud API messaging and delivery webhooks
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Core

Shared Team Inbox

One place for customer messages, team assignments, internal notes, history and AI-to-human handoff.

  • Conversation ownership and agent assignment
  • Customer context, media messages and internal notes
  • Human handoff and delivery-status visibility
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Core

Contacts & segmentation

Maintain contact profiles, imports, tags, custom fields, suppression and reusable audiences.

  • CSV/XLSX contacts import and deduplication
  • Custom fields, tags and segmented audiences
  • Privacy-aware suppression and opt-out controls
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Capability group

Sales & Marketing

Core

CRM lead management

Track leads from enquiry through assignment, notes, activities and follow-ups.

  • Lead stages, owners, activities and qualification
  • Custom fields, duplicate detection and merge
  • Follow-up scheduling and notes
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Core

Deals & sales pipelines

Manage opportunities in visual pipelines, record won/lost outcomes and review the funnel.

  • Custom pipeline stages and Kanban board
  • Deal ownership, value and activities
  • Won/lost reasons and pipeline reports
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Core

Campaigns & scheduled sending

Launch personalized template broadcasts with scheduling, controlled pacing and status reporting.

  • Audience selection and schedule
  • Recipient-level message status and safe retries
  • A/B experiments where available
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Core

CSV / XLSX broadcast studio

Import structured spreadsheet rows, map template variables and preview sends.

  • CSV/XLSX import and column mapping
  • Personalized variables and preview
  • Duplicate-send protection and validation
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Core

WhatsApp template management

Create and sync Meta-approved templates with headers, buttons, variables and approval status.

  • Marketing and Utility templates
  • Media, carousel, limited-time offer and WhatsApp Flow formats
  • Variable mapping and Meta approval status
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Plan

AI WhatsApp Template Builder

Create editable template copy for WhatsApp with AI using existing workspace AI credits.

  • Up to three editable styles per generation
  • Hindi, Hinglish and other supported language prompts
  • No separate daily cap; shared AI tokens / credits apply
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Capability group

AI & Automation

Plan

Automation builder & lifecycle

Configure event triggers, waits, conditional branches, messages, assignment and endings.

  • Lead and message events, commerce and webhooks
  • Branching, waits, reusable template mapping and handoff
  • Run history, retries, usage and publishing controls
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Plan

Interactive lead qualification

Ask structured questions, collect answers and route leads into CRM.

  • Question paths and answer capture
  • Branching and lead qualification
  • Sales follow-up and assignment
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Plan

AI agents & assistance

Knowledge-based WhatsApp AI agents for frequently asked questions, lead intent and human escalations.

  • Agent instructions and language settings
  • AI reply and human handoff
  • Usage accounting and test/evaluation workflows
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Plan

Knowledge base & AI CRM insights

Bring FAQs, documents and content into AI answers and customer summaries.

  • Knowledge sources and business FAQs
  • Conversation summary and lead insights
  • Escalation for sensitive or uncertain queries
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Plan

WhatsApp Flows

Use supported Meta-native interactive forms and map structured customer responses.

  • Flow setup and supported Meta templates
  • Structured response mapping
  • CRM and follow-up workflows
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Capability group

Lead Intake & Growth

Plan

Growth links, QR & attribution

Create tracked sources and QR experiences, attribute leads and review campaign conversion paths.

  • Trackable /wa links and QR sources
  • Branded QR lead forms and CRM field mapping
  • Source visits, contacts and conversion attribution
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Plan

Website lead forms & widgets

Receive enquiries from site forms, Google Sheets and connected sources into Guply.

  • Plan-limited hosted/connected lead forms
  • Website WhatsApp widgets
  • Lead attribution and CRM follow-up
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Plan

Integration center & Google Sheets

Connect supported lead sources, website widgets, Sheets, commerce and custom endpoints.

  • Google Sheets leads with configurable sync
  • Website forms and outbound webhooks
  • Connector status and permissions
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Plan

Click-to-WhatsApp Ads & Meta workspace

Keep ad referral context connected with conversations and lead attribution.

  • Meta ad account connection and sync
  • CTWA referral tracking and campaign reporting
  • Lead attribution and conversion analysis
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Capability group

Commerce & Finance

Plan

Commerce & store lifecycle

Connect supported Shopify/WooCommerce stores, order statuses, cart events and WhatsApp messaging.

  • Shopify and WooCommerce integrations
  • Abandoned cart, order paid and shipment messages
  • Order, product and store sync status
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Controlled

TallyPrime & finance connectors

Connect supported billing events to WhatsApp workflows with integration-specific safeguards.

  • TallyPrime invoice event foundations
  • Finance event templates and mapping
  • Connected source and access safeguards
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Plan

Payments & collections

Track payment requests, overdue amounts, follow-up reminders and collection activity.

  • Payment request and collection records
  • Paid and overdue statuses
  • Receivable follow-up and reports
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Controlled

GST billing setup & masters

Optional Indian GST billing with supplier profiles, invoice numbering, customers and items.

  • Supplier and GST configuration
  • Customer and item master data
  • Document numbering and GST states
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Controlled

GST invoices & documents

Create GST invoices and related billing documents with payment tracking.

  • Draft, issue, preview and PDF invoice
  • Payment collection and receipt records
  • Tax handling and document history
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Controlled

Quotations & adjustment notes

Manage quotations, credit/debit notes and related customer billing documents.

  • Quotation creation and PDF
  • Credit and debit notes
  • Document traceability and customer ledger context
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Controlled

Automatic Wishes

Add-on for birthday, anniversary and recurring greetings using approved WhatsApp templates.

  • Recipients from CSV/XLSX or manual entry
  • Birthday and anniversary scheduling
  • Opt-in and duplicate-send controls
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Controlled

Finance Automation

Optional invoice and payment communications for supported connected finance systems.

  • Invoice issued and payment received updates
  • Due and overdue reminders
  • Connected integration and rollout prerequisites
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Capability group

Developer & Operations

Plan

Developer API & outbound webhooks

Connect your own systems with scoped API keys, supported endpoints and safe rate limits.

  • API keys, scopes and request usage
  • Supported contacts, CRM and webhook workflows
  • Webhooks, logging and throttling
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Plan

Analytics & business reporting

Understand operational activity across inbox, campaigns, sales, Meta sources and automation.

  • Campaign and WhatsApp reporting
  • CRM funnel and source attribution
  • Usage and export limits by plan
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Plan

Media Library

Organize reusable images, documents, audio and videos for customer communication.

  • Plan-limited secure media storage
  • Reusable files across templates and campaigns
  • Workspace-scoped assets and validation
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Core

Help, support & notifications

Access product guidance, support conversations, account notices and preferences.

  • Help centre and support requests
  • Notifications and operational alerts
  • Assisted onboarding and support channels
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Core

Billing, subscriptions & add-ons

Manage subscriptions, GST receipts, AI credits, payment history and optional capacity.

  • Starter, Growth and Pro subscriptions
  • AI credits and usage tracking
  • Add-on capacity and eligible upgrades
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Core

Security & reliability safeguards

Protect organizations through isolation, access controls, validation and failure safeguards.

  • Organization isolation and permissions
  • Rate limiting and message idempotency
  • Webhook signatures and retry protection
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Core

Partner program

Individuals and agencies can apply to refer businesses and track approved partner activity.

  • Partner application and onboarding
  • Referral tracking and eligibility
  • Commission and payout workflows subject to approval
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Preview

Website AI Info & Support

Client-branded website assistant with knowledge-backed responses and human support.

  • Website AI widget foundation
  • Human support and information workflows
  • Feature rollout and checkout gating apply
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Product availability: Plan limits, add-on activation, workspace permissions, the connected Meta account and staged releases can affect availability. Request a walkthrough.