Serri OS Documentation

Serri OS Documentation

Guide to easily create WhatsApp QR Code for your business

Guide to create FREE WhatsApp Link clicking which brings users to your WhatsApp

Guide to create & add FREE WhatsApp Button to your website

What happens when your Credit Card payment fails in Serri App

What are WhatsApp Conversations & how are they charged by WhatsApp?

Understand how Billing works in Serri App

This doc answers all your Free trial FAQs for WhatsApp Business API

Step-by-Step process to connect Zapier with Serri

Steps to integrate Clevertap with Serri

Step-by-step process to integrate your WooCommerce store with Serri

Step-by-step process to create WooCommerce secret keys to integrate WooCommerce with Serri

Step-by-step guide to integrate WebEngage with Serri

Step-by-step guide to connect Kylas CRM with Serri

Check out how to connect Pabbly to Serri to automate API campaigns on WhatsApp

Know how to schedule WhatsApp Broadcast Campaigns in Serri App 2 months in advance.

Check out how you can use Fallback while sending WhatsApp Templates in Serri.

WhatsApp Campaign can be launched either from the Contacts Page or Campaigns Page.

To see how your WhatsApp Campaign performed or performing, go to the “Campaigns” Page of the Serri Platform.

Check out the multiple ways through which you can add Tags in Serri

Steps to send Broadcast to Unlimited users without verifying your Facebook Business Manager account.

The Serri Platform gives you an option to import the lead data of the users that you have generated till now on Whatsapp.

The “Manage Tags” option in the Contacts Page allows you to Add & Remove Tag(s) from a group of audience simultaneously.

The audience can be filtered down by: Name, Mobile Number, Tags, Source, First Message Tags, Intervened, Campaigns, Closed, Requested etc.

A simple guide to send your first WhatsApp Broadcast via Serri

This doc describes how Owners & Managers can manually transfer chats to different agents

Know how you can add agents & managers to your projects in Serri App.

Check out how you can delete Contacts easily in Serri App.

This doc lets you in on how you can restrict agents to view particular chats by assigning Agent Rules.

The Serri WhatsApp CRM contains all the necessary lead information that is essential for the user qualification

You can now send WhatsApp Template Messages directly from the History Page. Know how to do it!

What all parameters can be used to filter down the audience in History Page?

What all chats go to the History Page? All the users that become Inactive go to the History Page.

Complete overview of all internal Attributes you'll find in Serri

Setup auto Welcome & Off-hours messages in Serri

You can now add individual contacts easily to Serri without importing a .csv file. Know how to do it!

Know how notification preferences can enable your agents solve customer queries instantly

Explore how you can add quick reply buttons to your template message

Know how you can create Canned messages in Serri App.

What is the role of Live Chat Settings?

Everything you need to know about chat profiles

The Whatsapp Business API ofeers the clients with 3 types of chats, which are Actice Chats, Requesting Chats.

Users spamming you on WhatsApp? Here's how you can block them from sending messages to them.

An overview of the Live Chat Page in Serri App


Once the business goes live on WhatsApp Business API, it allows businesses to send pre-approved template messages as notifications to users.

Step-by-step process to create a Carousel message in Serri

DialogFlow Chatbot Vs Serri Chatbot Flows: A Deep Dive

Steps to follow if you wish to unsubscribe to Serri

Check out the correct use of parameters while drafting WhatsApp Template Message

Download & access the Serri App in a single Click on your Desktop devices👇‍

Detailed step by step process to connect WhatsApp Pay with Serri & collect payments right on WhatsApp

Sell 3x more products by creating your own WhatsApp Catalog via Serri.

Here's how to create Facebook/ Instagram Ads that click to WhatsApp

A few template message samples that can help you frame your Template Messages.

Download & access the Serri App in a single Click on your Mobile devices👇‍

Check out how you can create & send template messages with images, video & files in Serri

Must-follow guidelines to create WhatsApp Template messages in Serri

Everything you need to know about how to create WhatsApp Template Messages & get them approved from WhatsApp in one go!

Follow these guidelines by WhatsApp to prevent your WhatsApp API account from getting blocked or marked spam by WhatsApp.

The WhatsApp Business API Clients’ Quality Rating shows the message quality that your customer received in the past 24 hours.

Broadcasting rules you need to know when using whatsapp business API

Whatsapp business API has a daily limit on the number of unique users to whom the broadcast message can be sent.

You don't have to procure the whatsapp business API for your brand/business.

Check out the process to downgrade your WhatsApp Business API number

What are the phone number rules for Whatsapp Business API?

Display Name Rules you need to know if using whatsapp business API.

What if the Facebook "Start Verification" button is Greyed out/isn't visible?

Step-by-step process to create Facebook Business Manager account you need to get approved to receive full access of WhatsApp Business API

There are majorly 2 requirements to apply for WhatsApp Business API apart from the Business Registration:

The eligibility criteria for WhatsApp Green Tick after applying for WhatsApp Business API.

How is it different and why should a growing business think more about the API

Whatsapp Business API defines two types of messaging. Here are the rules around these messages

Find out what exactly is the WhatsApp Cloud API & the purpose it served.

What you should know about Whatsapp Business API

How to disable 2 Factor Authentication to migrate to Serri

Steps to verify your Facebook Business Manager Account to get complete access of WhatsApp Business API

Getting started with Serri Platform for your Business

WhatsApp Display Name Verification

Steps to apply for WhatsApp Business API

Tutorial on how to use Flows to create Drag and Drop Chatbot

Steps to easily create an Serri Account for your Business

Access Token & API Secret Key from Shopify

How to create Access Token & API Secret Key from Shopify? (Serri X Shopify)

How to connect your Shopify store with Serri OS? (Serri X Shopify)

Slack Integration with Serri OS

Discord Integration with Serri OS

Telegram Integration with Serri OS