Complete platform

Everything your team needs around WhatsApp customer journeys.

From the first inbound message to campaign analytics, CRM conversion, AI assistance, commerce events and developer integrations—WaveDesk keeps the workflow connected.

Business team collaborating around customer workflows
Built for real sales, support and marketing teams.One customer context across conversations, campaigns and follow-up.
Core capabilities

Explore the platform by workflow.

These are the key capabilities currently designed into WaveDesk. Exact availability can depend on plan, integration setup and rollout stage.

WhatsApp Inbox

Collaborate on customer conversations without sharing a phone.

Centralized WhatsApp inbox
Multiple agents & team assignment
Conversation ownership & status
Internal notes
Customer context beside chat
Reply context
Images, video, documents & audio
Voice recording
Location & contact-card messages
Sent / delivered / read / failed status
Automatic contact creation from inbound messages

Campaigns & Bulk Messaging

Plan personalized template campaigns from customer data and understand every recipient status.

CSV & Excel contact import
Column mapping & data preview
Personalized variables
Campaign scheduling & calendar
Controlled send windows
Recipient-level queued / sent / delivered / read / failed tracking
Campaign statistics
CSV report export
A/B campaign variants
Test audience & holdout
Automatic winner selection & rollout

WhatsApp Templates

Build and manage approved templates with a WhatsApp-style preview.

Template creation & Meta synchronization
Marketing / Utility categories
Language selection
Text & media headers
Dynamic variables & examples
Footer & CTA buttons
URL / Phone / Flow buttons
WhatsApp-style mobile preview
Approval / rejection status
Rejection reason & deletion

Contacts & Customer Data

Keep customer records organized for campaigns, sales and support.

Contact profiles & editing
Search & imported contacts
WhatsApp-created contacts
Custom data foundation
Segmentation foundation
Suppression management
Plan-based contact limits

CRM & Lead Management

Turn conversations into opportunities with ownership, stages and reporting.

Lead management
Custom sales pipeline stages
Drag-and-drop leads
Bulk lead actions
CSV operations
Duplicate detection
Lead merge
Won / Lost tracking
Lost-reason tracking
CRM funnel reporting
Custom CRM fields

AI Agents & Knowledge

Use business-trained AI with clear controls, evaluation and human escalation.

Multiple AI agents
Instructions & response style
Language selection & auto-detection
WhatsApp number assignment
AI auto-reply
Welcome / fallback / escalation messages
Intent keywords
Conversation-history configuration
Human escalation
AI usage & cost estimation
Business knowledge & FAQs
Knowledge documents
Semantic retrieval & citations
Prompt version history
AI evaluations & test console
Manual approval workflow
Token tracking

Automation

Build repeatable customer journeys triggered by business events.

Message-triggered automation
Scheduled automation
Commerce / Payment / Conversion triggers
Webhook triggers
CRM-trigger foundation
Wait & wait-until steps
Scheduled events
Automation version history
Failed run tracking
Retry failed automation
Idempotent processing

Commerce & Store Integrations

Connect store activity to WhatsApp customer journeys.

Shopify OAuth connection
Shopify product & order synchronization
Checkout / order webhooks
WooCommerce REST connection
WooCommerce product & order sync
Webhook signature validation
Store sync status
Abandoned-cart detection
Abandoned-cart automation
Order event workflows
Commerce reporting

Meta WhatsApp Integration

Connect WhatsApp Business Accounts and process conversations through Cloud API.

WhatsApp Cloud API
WABA connection & synchronization
Meta webhook verification
Incoming message handling
Message-status webhooks
Phone-number synchronization
Embedded Signup foundation
App subscription
Business phone-number connection

Click-to-WhatsApp Ads

Understand the advertising source behind WhatsApp conversations.

CTWA attribution foundation
WhatsApp referral information
Advertising-source tracking
Lead attribution
Meta Ads reporting foundation
Advertising economics reporting

Billing, Plans & Usage

Support SaaS subscriptions, wallets, usage controls and plan limits.

SaaS plans & recurring subscriptions
Razorpay integration foundation
Subscription creation / cancellation
Wallet & transaction history
Low balance detection
Campaign wallet reservation
Billing reconciliation
AI usage billing
Add-ons & feature-based plans
Agent / contact / campaign / automation limits

Organizations & Reseller

Operate multiple tenant workspaces with separate configuration and reseller controls.

Multi-tenant architecture
Multiple organizations
Organization-level configuration
Team users, roles & permissions
Workspace-based access
Reseller accounts & branding
Domain / email configuration
Reseller metrics
Commission tracking
Customer organization management

Developer API

Connect WaveDesk to your own systems through APIs and webhooks.

REST API foundation
API authentication & abilities
Contacts API
Campaign API
CRM API
Commerce API
Webhook API
API rate limiting
Request logs & activity tracking
90-day request-log retention

Reporting & Monitoring

See operational and business performance across the platform.

WhatsApp message statistics
Campaign reporting
CRM funnel reporting
Commerce reporting
AI usage reporting
CTWA / Ads attribution reports
Lost-reason reporting
CSV exports
Scheduler heartbeat
Queue monitoring foundation
System alerts
Failed-job tracking
Billing & AI reconciliation monitoring

Security & Reliability

Protect tenant data and reduce duplicate or unreliable processing.

Multi-tenant data isolation
Encrypted integration credentials
Meta webhook validation
WooCommerce signature validation
Queue-based processing
Retry handling
Idempotent processing
Scheduled-job protection
Duplicate-processing protection
Role / permission controls
See the connected workflow

Book a demo around your actual use case.

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