Documentation
Everything Customer Pro does, explained plainly.
42 pages covering every screen in the product — what each one is for, when you would reach for it, how to set it up, and what the fields mean. Written for the person doing the work, not the person who built it.
Three ways in
Getting started
Create your workspace, connect a WhatsApp number, and send your first message.
- What is Customer Pro A shared WhatsApp inbox, broadcast campaigns, an AI agent and a product catalog, running on the official WhatsApp Business Cloud API.
- Create your account Sign up, verify your email and land in a workspace of your own.
- Connect a WhatsApp number Paste your Meta Cloud API credentials and point Meta's webhook at your workspace.
- Send your first message The 24-hour window, why the first message must be a template, and how to test end to end.
Inbox & conversations
The shared thread list your team works out of, and everything you can do inside a conversation.
Audience
The people you can reach: contacts, imports, segments and the case types you file them under.
- Contacts The people you reach on WhatsApp — searchable, assignable, blockable and opt-out aware.
- Importing contacts Upload a CSV or Excel file, map its columns to contact fields, and preview before anything is saved.
- Contact lists Named segments of contacts you can point a campaign at.
- Case types Colour-coded labels your team applies to conversations so the inbox can be filtered.
Campaigns
Broadcast an approved template to a list and watch delivery land in real time.
Templates
The pre-approved messages you are allowed to send first, plus image templates you render yourself.
Commerce
A product catalog customers can browse inside WhatsApp, and the carts they send back.
AI agents
Assistants that read and answer WhatsApp messages, with tools, knowledge and a full audit trail.
- AI agents overview What an agent is, when it replies, and how a human takes the thread back.
- Agent builder Persona, model, temperature, tools and the WhatsApp numbers an agent answers on.
- Playground Test an agent against real prompts before a customer ever reaches it.
- Providers & models The model providers and API keys your agents run inference against.
- Custom tools REST and database calls an agent can make mid-conversation to fetch or change real data.
- Custom responses Structured output schemas that force an agent to answer in a predictable shape.
- Knowledge bases Documents an agent searches before it answers, so replies come from your material.
- MCP servers Connect Model Context Protocol servers to hand an agent a whole external toolset at once.
- Audit logs Every inference an agent made, with status, tokens, latency and the tools it called.
Team & access
Who is in your workspace and exactly what each of them can do.
Billing
Your plan and its limits, plus taking payments from your own customers.
- Subscription & plans Pick a plan, see what it includes, and check out through Razorpay.
- Usage & limits How much of each plan limit you have consumed this cycle.
- Invoices Read-only billing history you can download.
- Payments Every Razorpay transaction your workspace collected, and how to rescue a stuck one.
- Payment setup Connect your own Razorpay account so customer payments land in your bank, not ours.
Settings
The numbers you send from and how your workspace looks to customers.
Developer
Drive the platform from your own code: REST endpoints, API keys and signed webhooks.
- Developer hub The starting point for building on the platform.
- API keys Scoped credentials for the REST API. The secret is shown once, at creation.
- Outbound webhooks Signed event POSTs to your endpoint whenever something happens in your workspace.
- Connect button Let your own customers connect their Customer Pro account to your app in one click.
- REST API reference Send messages and templates, read history and upload media from your own code.
Something missing?
These pages describe the product as it ships today. If a screen behaves differently from what you read here, the product is right and the page is stale — tell us and we will fix it.