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Your Trusted Partner for WhatsApp, Slack, Telegram & Discord Communities

How to create WhatsApp QR Code?

Guide to easily create WhatsApp QR Code for your business

How to create Free WhatsApp Link?

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

How to create FREE WhatsApp Button for your website?

Guide to create & add FREE WhatsApp Button to your website

Dunning Policy (Payment Reminder)

What happens when your Credit Card payment fails in Serri App

What are WhatsApp Conversations?

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

Serri Billing Cycle- WhatsApp pricing details?

Understand how Billing works in Serri App

Serri 14-Day FREE Trial FAQs

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

Serri X Zapier Integration Doc

Step-by-Step process to connect Zapier with Serri

CleverTap X Serri Integratio

Steps to integrate Clevertap with Serri

WooCommerce X Serri: How to integrate WooCommerce with Serri

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

How to create WooCommerce Secret API Keys? (WooCommerce X Serri)

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

How to integrate WebEngage with Serri?

Step-by-step guide to integrate WebEngage with Serri

How to connect Kylas with Serri?

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

How to automate API campaigns using Pabbly?

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

How to schedule WhatsApp Broadcasts in Serri App?

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

How can I add fallback to attributes in Template messages?

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

Launching WhatsApp Campaign

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

Campaign Analytics

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

How to add Tags to your contacts in Serri?

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

How to send Broadcast to Unlimited users without Facebook Business Manager Verification?

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

IMPORT & EXPORT CONTACTS

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

MANAGE TAGS

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

FILTER & WHATSAPP BROADCAST

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

How to Broadcast WhatsApp messages in Serri App

A simple guide to send your first WhatsApp Broadcast via Serri

How to transfer Chats from one Agent to another?

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

How to add Agents & Managers to Serri App?

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

How to delete Contacts in Serri?

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

How to assign Agent Rules?

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

WHATSAPP CRM

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

How to initiate new conversations directly from History Page

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

FILTER & USER PROFILE

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

CHATS in Serri

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

Tags & Attributes in Serri

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

How to set up Welcome & Off-hours auto-replies in Serri App?

Setup auto Welcome & Off-hours messages in Serri

How to add individual contacts directly to Serri without importing .csv

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

Notification Preferences: Customize sound & Push Notifications for Requesting Chats

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

How to add Quick Replies to a WhatsApp Template Message

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

What are Canned Messages & how to add them in Serri?

Know how you can create Canned messages in Serri App.

Live Chat Settings Feature

What is the role of Live Chat Settings?

CHAT PROFILE

Everything you need to know about chat profiles

ACTIVE, REQUESTING & INTERVENED CHATS

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

How to block users from sending you Spam messages?

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

How to use Live Chat Panel in Serri App?

An overview of the Live Chat Page in Serri App

API REFERENCE DOCS

HOW TO SET UP API CAMPAIGNS

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

How to create a Carousel WhatsApp Template message in Serri

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

DialogFlow Chatbot Vs Serri Chatbot Flows: A Deep Dive

How to delete your Serri account?

Steps to follow if you wish to unsubscribe to Serri

How to use Parameters in Serri App?

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

How to download the Serri Browser Application on PC?

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

How to connect WhatsApp Pay with Serri?

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

How to create WhatsApp Catalogue to sell products on WhatsApp

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

How to set up Click-to-WhatsApp-Ads in Serri?

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

WhatsApp Template Message Samples - Easily Approved by WhatsApp

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

How to download the Serri Browser Application on Mobile?

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

How to create & send media-based WhatsApp Template Messages in Serri

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

WhatsApp Template Message Guidelines

Must-follow guidelines to create WhatsApp Template messages in Serri

How 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!

How to prevent being marked as Spam on your WhatsApp Business API account?

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

WHATSAPP QUALITY RATING

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

WHATSAPP BROADCASTING RULES

Broadcasting rules you need to know when using whatsapp business API

WHATSAPP BROADCAST LIMIT

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

WHATSAPP BUSINESS API FEE

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

How to downgrade WhatsApp Business API Number?

Check out the process to downgrade your WhatsApp Business API number

Phone Number Rules

What are the phone number rules for Whatsapp Business API?

DISPLAY NAME RULES

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?

How to create Facebook Business Manager Account?

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

REQUIREMENTS & API FORM

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

HOW TO APPLY FOR WHATSAPP GREEN TICK

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

Whatsapp Business API v/s Whatsapp Business App

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

WHATSAPP SESSION AND TEMPLATE MESSAGES

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

What is WhatsApp Cloud API?

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

Whatsapp Business API: What is it about

What you should know about Whatsapp Business API

How to disable 2 Factor Authentication to migrate to Serri

Getting your Facebook Business Manager Account Verified

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

How to create Drag & Drop Chatbot

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

How to create an Serri Account?

Steps to easily create an Serri Account for your Business

Access Token & API Secret Key

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

Shopify

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

Slack

Slack Integration with Serri OS

Discord

Discord Integration with Serri OS

Telegram Integration with Serri OS

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BROWSE TOPICS

Getting Started

Benefits & Limitations

User Interface

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Performance Analytics

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Solution Guide

Common Issues

Error Messages

Security Issues

Data Protection Measures

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