Interactive WhatsApp CRM Documentation & Knowledge Base
How can we help you build on WhatsApp?
Everything you need to master LeadPattern — from initial WhatsApp Cloud API onboarding to no-code bot automations, multi-step flows, and high-scale developer APIs.
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Getting Started
Connect your WhatsApp Business number, complete Meta verification, and send your first message in 5 minutes.
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Bots & Automation
Build visual customer journeys, auto-replies, keyword triggers, and multi-step WhatsApp form flows.
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Developer API & Webhooks
Integrate LeadPattern with your CRM or backend using our REST API and webhook subscriptions — full reference in the app.
Open API reference
Documentation Categories
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15 categories · 150+ guides and articles
7 guides
Get Started
Set up LeadPattern, connect WhatsApp, and send your first message.
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8 guides
Inbox & Chats
Manage conversations, assign chats, use tags and notes in the shared inbox.
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5 guides
Customers
Contacts, custom fields, tags and segments.
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7 guides
Broadcasts
Send and schedule WhatsApp template broadcasts to your audience.
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7 guides
Templates
Create, submit and manage WhatsApp message templates.
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7 guides
Bots & Automation
Build automated flows with triggers, conditions and actions.
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5 guides
WhatsApp Flows
Collect structured information with multi-step WhatsApp forms.
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6 guides
WhatsApp Calling
Enable, make and receive WhatsApp calls inside LeadPattern.
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3 guides
Teams & Workspaces
Invite members, set roles and permissions, and manage workspaces.
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3 guides
Analytics
Measure conversations, broadcasts and team performance.
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3 guides
Integrations
Connect Shopify, WooCommerce and other tools to LeadPattern.
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6 guides
WhatsApp Business Platform
How the WhatsApp Business Platform, WABA, templates and limits work.
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66 guides
Troubleshooting
Resolve WhatsApp and LeadPattern errors, searchable by code.
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4 guides
Billing & Plans
Plans, checkout, invoices and add-ons.
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3 guides
Mobile App
Use LeadPattern on the go from the mobile app.
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Popular Guides
Most visited tutorials and references
Analytics Overview
See how your WhatsApp operation is performing in LeadPattern — conversation metrics and broadcast analytics that show volume, delivery and engagement.
Automation Overview
Build WhatsApp bots in LeadPattern with a visual builder — triggers, conditions, actions, delays and interactive replies that respond to your customers automatically.
Plans & Subscriptions
How LeadPattern plans and subscriptions work — what a plan includes, the trial-to-active lifecycle, and what happens when a subscription lapses.
Broadcasts Overview
Send an approved WhatsApp template to many customers at once in LeadPattern — target a segment, personalize each message, schedule it and track delivery.
WhatsApp Calling Overview
Make and receive WhatsApp calls right inside LeadPattern — an add-on with call history and recording, subject to Meta's eligibility requirements.
Connect WhatsApp
Link your WhatsApp Business number to LeadPattern through Meta's Embedded Signup, so your team can send and receive messages.
Ready to supercharge your WhatsApp conversations?
Start managing shared team inboxes, automated customer journeys, and WhatsApp broadcasts with LeadPattern today.