Wazelo CRM Docs

Welcome to Wazelo CRM. This guide walks you through creating your account, connecting your WhatsApp number and sending your first message.

1. Create your account

Sign up at wazelo.in/register. No credit card is required for the 14-day free trial.

2. Choose how you work

After signup, pick Team / Company or Solo / Freelancer. Your dashboard then shows a "Complete your setup" checklist: connect WhatsApp, add your products, create a message template and import your contacts.

3. Connect WhatsApp

Go to Settings → WhatsApp, click Connect WhatsApp and scan the QR code with your phone. See WhatsApp Setup for the steps.

Wazelo links to your existing WhatsApp number as a linked device, the same way WhatsApp Web does. Your number and chats stay on your phone.

Connection steps

• In Wazelo, go to Settings → WhatsApp and click Connect WhatsApp. A QR code appears with a short countdown.
• Open WhatsApp on your phone.
• Go to Settings → Linked Devices.
• Tap Link a Device and scan the QR code.

If the QR expires or the session drops

Click Refresh QR Code to get a new one. After a short drop, Wazelo reconnects by itself; if it can't, click Reconnect. You only need to scan again if you logged out from WhatsApp on your phone.

One number per user

Each user links one WhatsApp number. Your plan sets how many numbers your organisation can connect. Admins can see and disconnect every session under Admin → WA Sessions.

The Shared Inbox is the core of Wazelo CRM. Every inbound WhatsApp message from any contact lands here, visible to your whole team.

Conversation assignment

Admins and managers assign a chat from the Contact Info panel (Assigned To). To assign chats automatically, create a rule under Automation with the "assign" action. Leads from Meta lead ads are shared round-robin.

Conversation tabs and actions

• All, Unread, Mine: filter the conversation list.
• Close, Reopen, Archive: from the chat header.
• Labels: tag a conversation so your team can find it later.

Notes

Notes live on the contact, in the Contact Info panel. They are visible to your team and never sent to the customer.

Quick replies

Type / in the message box to open your Quick Replies.

Every phone number that messages you creates a contact profile automatically. You can also import contacts via CSV.

Importing contacts

Go to Contacts → Import and upload a CSV file. Required columns: phone. Optional: name, email, tags.

phone,name,email,tags
919876543210,Rahul Sharma,rahul@example.com,"hot-lead,mumbai"
919988776655,Priya Nair,priya@example.com,"trial-user"

Tags

Tags let you segment contacts for campaigns, filtering, and automation triggers. Apply tags manually from the contact profile, or automatically via automation rules.

Custom fields

Add custom data fields to contacts under Settings → Custom Fields. Supported types: text, number, date, dropdown. Custom fields can be used in message personalisation using {{field_name}}.

Campaigns send one message to many contacts from your connected WhatsApp number.

Creating a campaign

• Go to Campaigns → New Campaign.
• Write the message (text, image, video, document or audio) or pick a template.
• Choose the audience: all contacts, or filter by lead status, tags, source, products or a Lead Scraper run.
• Send now, or schedule it with a time zone.

Tracking

The campaign page shows Total Recipients, Delivered, Read and Failed, with each recipient's status. You can pause, resume or cancel a running campaign. Replies arrive in the Inbox.

Automation workflows let you send messages, update contact data, assign conversations, and more — automatically, based on triggers and conditions.

Triggers

• Inbound message — fires when a contact sends a message matching a keyword or pattern
• Contact tag added — fires when a specific tag is applied to a contact
• Conversation resolved — fires when an agent resolves a conversation
• Time delay — fires X hours/days after a previous action
• Campaign reply — fires when a contact replies to a specific campaign

Actions

• Send a WhatsApp message (template or freeform within 24h window)
• Add or remove a contact tag
• Update a contact custom field
• Assign conversation to an agent or team
• Send a webhook to an external URL

Example: post-site-visit follow-up

Trigger: Tag "site-visit" added to contact
├── Action: Send message "Thanks for visiting! Here's our brochure..."
├── Wait: 2 days
├── Action: Send message "Any questions? We'd love to help."
└── Wait: 5 days
    └── Action: Send message "Last chance — offer valid until Friday!"

Build no-code WhatsApp chatbot flows using the visual builder. Chatbots can qualify leads, answer FAQs, collect information, and hand off to a human agent.

Flow structure

• Start node — defines when the bot activates (first message, keyword, outside hours)
• Message node — sends a text, image, or button message to the user
• Question node — asks a question and saves the reply to a contact field
• Condition node — branches the flow based on contact field values or keywords
• Handoff node — transfers the conversation to a human agent

Button messages

Use button messages (up to 3 buttons) for guided flows. When the user taps a button, the bot follows the corresponding branch automatically.

The Analytics dashboard gives you a real-time view of team performance, conversation volumes, response times, and campaign results.

Key metrics

• First response time — average time from inbound message to first agent reply
• Resolution time — average time from conversation open to resolved
• CSAT score — customer satisfaction rating collected via automated post-resolution survey
• Agent leaderboard — conversations handled and resolution rate per agent
• Campaign funnel — sent → delivered → read → replied per campaign

Date filters

All reports support date range filtering: today, last 7 days, last 30 days, or a custom range. Filter by agent, team, or conversation tag using the filter bar.

Invite team members from Settings → Team. Each member is assigned a role that controls their access level.

Roles

Invitation

Invite members by email. They'll receive a signup link valid for 48 hours. Pending invitations can be resent or cancelled from the Team settings page.

Wazelo CRM is billed monthly or annually. All plans include a 14-day free trial.

Plans

Upgrading or downgrading

Plan changes take effect immediately. Upgrades are prorated; downgrades apply at the next billing cycle. Manage your plan from Settings → Billing.

Cancellation

Cancel anytime from Settings → Billing. Your account remains active until the end of the current billing period. No refunds are issued for partial months.