The MsgBuddy Handbook 📖
Run your whole customer relationship from WhatsApp — inbox, contacts, campaigns, bots, commerce, and subscriptions — from one place.
This handbook explains everything, in plain language, one step at a time. No jargon left undefined, plenty of pictures, tables, and worked examples. Whether you run a corner bakery or a support team of twenty, you’ll find a path from “what is this?” to “we’re live.”
New here? Start with these
1 · What is MsgBuddy?2 · How the pieces fit together3 · Connect your WhatsApp number4 · Invite your team
How this handbook is organised
Read it top-to-bottom the first time, or jump to any chapter — each one stands on its own. Every chapter follows the same shape:
| Section | What you’ll find |
|---|---|
| In one sentence | The plainest possible definition. |
| Why you’d use it | Real situations where it helps. |
| Before you start | What must already be set up (and which role you need). |
| Step by step | Numbered actions with screenshots. |
| How it connects | A diagram showing how this links to the rest of MsgBuddy. |
| Worked example | A concrete walk-through with sample data. |
| Rules & limits | Tables: quotas, statuses, who-can-do-what. |
| Tips & pitfalls | Friendly warnings from Buddy. |
| Troubleshooting | Common problems → fixes. |
The whole product, at a glance
- Getting Started — sign up, create a workspace, connect WhatsApp, invite teammates.
- Contacts & CRM — everyone you talk to, organised with tags, fields, and segments.
- The Inbox — reply to conversations in real time, as a team.
- Templates — the pre-approved messages WhatsApp requires for outreach.
- Campaigns — send one template to thousands of contacts, safely.
- Automation & Bots — auto-replies, visual chat flows, and an AI assistant.
- Commerce — show your product catalog right inside a chat.
- Subscriptions — recurring orders (think daily milk) with a prepaid wallet.
- Analytics, Settings, Billing & Apps — the tools to run it all properly.
💡 Tip: Keep an eye out for the little Buddy badges — they mark the tips, notes, and warnings that save you the most time.