MsgBizz

How to Register on MsgBizz

Create your account, verify OTP, and access your dashboard in the correct flow.

Open the Registration Page

Click Get Started or Register to open the registration form.

Fill the Registration Form

Enter company, name, email, +91 mobile number, password, and accept terms.

Create your account

Company Name

Your Name

Mobile Number (+91)

Password

Confirm Password

Submit Registration

Click Create Vendor Account. If form data is valid, account is created and OTP is sent to email.

✉️

Registration submitted

6-digit OTP is generated and sent to your registered email

123456

OTP validity: 10 minutes

Verify Email OTP

On /verify-otp, enter the 6-digit code. If it fails or expires, wait for timer and resend OTP.

⏳

Verify or Resend OTP

Enter your OTP to verify email. If not received, use Resend OTP after the cooldown timer.

🔁 Resend OTP

Login and Open Dashboard

After successful OTP verification, system attempts auto-login. If needed, login manually and open dashboard.

Overview Dashboard

Total Contacts

1,248

Messages Sent Today

326

Active Campaigns

Happy Path (Actual Registration Flow)

🏠

HomepageGet Started / Register

→

📝

/registerFill registration form

→

✉️

SubmitValidate form + create account + send OTP

→

🔐

/verify-otpEnter OTP (or resend after timer)

→

👤

LoginAuto-login, else manual sign-in

→

📊

/dashboardAccount ready!

📘 After registration

Which Menu is for Which Task?

Scroll down and learn every sidebar menu in simple words, what it does, what you need, and exactly how to use it.

Best order for first-time users

IntegrationsConnect WhatsApp / Instagram

→

ContactsAdd or import customers

→

TemplatesCreate / sync message templates

→

Campaigns / InboxSend messages & reply chats

→

BotsAutomate replies

Integrations & API

Onboard your channels and manage your developer access to the platform.

Meta: Connected

WhatsApp Business

Your WhatsApp Business number is saved in MsgBizz.

Connected via Embedded SignupCoexistence ModeMeta: Connected

Connected

Instagram Business

Your Instagram Business account is connected and ready to automate direct messages and replies.

Connected

Sidebar → Integrations · Connect WhatsApp & Instagram

Integrations

Where Sidebar → Integrations

What is this menu?

This is the first important step after login. Here you connect your WhatsApp Business number and Instagram account to MsgBizz. Without this, you cannot send or receive messages.

You needMeta / Facebook Business accessWhatsApp Business numberInstagram (optional)

How to use it

1
Open IntegrationsFrom the left sidebar, click Integrations.
2
Connect WhatsAppChoose Embedded Signup or Manual Add, then save. Required details are on the WhatsApp and Instagram cards.
3
Connect Instagram (if needed)Only if Instagram access is enabled for your account.
4
Check statusMake sure it shows Connected before using Inbox or Campaigns.

Contacts

Manage your verified audience and communication nodes.

Import CSVExport CSV+ New Contact

AAarav Demo—919000001111PUBLIC APIACTIVE

NNeha Sample—919000002222PUBLIC APIACTIVE

RRohan Test—919000003333PUBLIC APIACTIVE

PPriya Mock—919000004444WHATSAPPACTIVE

KKabir Trial—919000005555PUBLIC APIACTIVE

Contacts list preview · Import, export, and manage customer records

Contacts

Where Sidebar → Contacts

What is this menu?

This is your customer list. You store phone numbers, names, groups, and tags here. Campaigns and broadcasts use these contacts to send messages.

You needCustomer phone with country codeCSV file (for bulk import)

How to use it

1
Open ContactsClick Contacts in the sidebar.
2
Add or import contactsYou can add contacts manually or bulk-upload them using Import CSV. You can export contacts as well.
3
Incoming users appear hereWhen people message you, they also appear in Contacts, and you can see which channel they came from, like WhatsApp or manual.
4
OrganizeCreate groups and labels so you can target the right people in campaigns.

Showing approved templates ready for campaigns and one-to-one outbound messages.

▤

welcome_offer

Template ID: 123456789012

MARKETING

APPROVEDTextEN

Hello {{1}}, welcome to Demo Store.

▤

invoice_pdf

Template ID: 123456789012

UTILITY

APPROVEDDocEN

Dear {{1}}, your sample invoice is ready.

Templates preview · Approved templates and detailed category guidelines

Templates

Where Sidebar → WhatsApp → Templates

What is this menu?

Templates are pre-approved message formats from Meta. You need them to start conversations outside the 24-hour reply window (offers, reminders, updates, OTPs, etc.).

You needWhatsApp connectedMeta-approved template

How to use it

1
Open TemplatesGo to WhatsApp → Templates.
2
Check template tabsYou will see tabs like All (Drafts), Approved, Pending, and Rejected. These show the current template status.
3
Use Template Hub or sync/createUse Template Hub for pre-built templates, sync templates from Meta, or create a new template and submit it for approval.
4
Wait for Approved statusOnly Approved templates can be used in campaigns and outbound chats.

Aarav DemoWHATSAPP

Hello, I want to learn about your WhatsApp campaigns.

Hi Aarav, sure. We can help you send bulk messages, templates, and follow-ups.

Can you also support automated replies?

Yes, bots and template-based replies are supported inside MsgBizz.

＋📎

Type a message...

Send

Inbox preview · Shared team chat view with fake sample contacts only

WhatsApp Chat (Inbox)

Where Sidebar → WhatsApp → WhatsApp Chat

What is this menu?

This is your shared team inbox. All customer WhatsApp chats appear here. Your team can reply to messages, send media, and use templates in one place.

You needWhatsApp connectedIncoming customer message

How to use it

1
Open WhatsApp ChatClick WhatsApp → WhatsApp Chat.
2
Select a chatChoose a conversation from the left list.
3
Reply to the customerSend text, images, documents, or an approved template. You can also send a single template to one user.

Where Sidebar → WhatsApp → Campaigns

What is this menu?

Use Campaigns to send one message to many people. Pick contacts/groups + a template, then send now and track delivery from the campaign page.

You needContacts readyApproved templateWhatsApp connected

How to use it

1
Open CampaignsGo to WhatsApp → Campaigns and create a new campaign.
2
Choose audience + messageSelect contacts/group and an approved template (or text where allowed).
3
SendLaunch the campaign and then track delivery from the campaign page.

Bot Automation

Keyword auto-replies and visual flows for WhatsApp.

+ New Rule

Keyword Auto-RepliesVisual Flows

pricingContainsSend pricing overview and plans6 timesActive

demoExact MatchShare demo booking link2 timesInactive

supportContainsSend support contact message4 timesInactive

catalogContainsSend latest catalog template1 timeActive

Bot automation preview · Keyword rules and automated WhatsApp responses

WhatsApp Bots

Where Sidebar → WhatsApp → Bots (also Forms)

What is this menu?

Bots help you reply automatically. Useful when you get many chats and want faster first response. Connect different nodes to make your desired automation.

You needWhatsApp connectedClear reply flow idea

How to use it

1
Open BotsGo to WhatsApp → Bots.
2
Create a flowBuild a simple welcome / keyword / FAQ flow.
3
Activate the botTurn it on so it starts answering automatically.
4
Add trigger wordsYou can add trigger words to send specific messages automatically.

Lina SampleINSTAGRAM

Hi, can you tell me more about this product?

Sure, we can share pricing, offers, and direct reply support on Instagram too.

Can auto replies work for comments as well?

Yes, InstaBot can help with DMs and comment-based automations.

Instagram reply window closed. Wait for the user to send a new message before replying again.

Instagram preview · Fake sample DMs and safe demo conversation

Instagram (DMs)

Where Sidebar → Instagram

What is this menu?

Use this for Instagram customer chats. Insta DMs is for manual replies. InstaBot is for automated Instagram flows.

You needInstagram access enabledInstagram connected in Integrations

How to use it

1
Connect Instagram firstDo this in Integrations before opening Instagram menus.
2
Reply in Insta DMsOpen Instagram → Insta DMs and answer customer messages.
3
Automate with InstaBotCreate auto-reply flows for common Instagram questions. You can also create automated replies to comments on specific reels and posts.

Dashboard

Welcome back. Here is an overview of your automated messaging activity.

+ Active

Total Contacts51

Live

Messages Sent Today12

Running

Active Campaigns3

Messaging Performance

Recent Incoming Messages

Aarav DemoNeed pricing details7/28/2026, 12:09 PM

Neha SamplePlease share product info7/27/2026, 8:22 AM

Rohan TestCan I get a callback?7/25/2026, 8:01 AM

WhatsApp UserThanks, I will review it7/24/2026, 2:54 PM

Dashboard preview · Fake analytics summary and safe sample activity

Dashboard

Where Sidebar → Dashboard

What is this menu?

Dashboard is your home overview. It shows how many messages were sent, contacts synced, and campaign activities so you can quickly see if things are working.

You needLogged-in accountSome message/contact activity

How to use it

1
Open DashboardClick Dashboard after login.
2
Read the numbersCheck sent volume, contacts, and campaign status.
3
Decide next actionIf replies are pending → go Inbox. If you need outreach → go Campaigns.

ProfileOrganizationSecurityThemeWABA Insights

Danger Zone

Delete Account

Delete My Account

Settings preview · Fake profile details and safe demo account controls

Settings

Where Sidebar → Settings

What is this menu?

Settings is where you manage account details. Manage company profile, password, theme or branding, and WABA Insights including your Meta messaging limit tier.

You needAccount loginWhatsApp connected (for insights)

How to use it

1
Open SettingsClick Settings in the sidebar.
2
Update profile / securityChange company info, theme, branding, or password.
3
Check WABA InsightsSee analytics and your current Meta messaging limit cap, for example 2,000 unique users in 24 hours.

Developer API Keys

Create and manage secure API keys to integrate external tools and send WhatsApp messages.

🔑

Manage API Keys

Generate credentials for authenticating your custom automations.

</>🔑

🛡️

Authentication is performed via the X-API-Key HTTP header. You can call GET /api/public/v1/templates to list sendable templates, then POST /api/public/v1/send to deliver messages.

API Key Name i

🔖e.g. Zapier / CRM webhook

+ Generate Key

Give your key a name to easily identify its purpose.

Active Keys

● 1 active

🔑

CRM Panel DemoActive

Key preview:msgbizz_live_...demo👁

Created on Jul 1, 2026

CopyRevoke

Developer preview · Safe demo API key UI with masked sample values

Developer (API)

Where Sidebar → Developer → API Keys / API Docs

What is this menu?

For technical teams only. Use this to connect your own website or CRM to MsgBizz using API keys and send messages from your system.

You needDeveloper / technical personAPI key

How to use it

1
Open API KeysGo to Developer → API Keys and generate a key.
2
Keep the key privateNever share API keys in public chats or screenshots.
3
Follow API DocsUse Developer → API Docs to integrate send/message APIs.

Remember this simple daily flow

After setup, most users only need these 4 actions every day.

Step A

Connect once

Integrations → connect WhatsApp (and Instagram if needed).

Step B

Prepare audience

Contacts → import customers, create groups/labels.

Step C

Send & reply

Campaigns for broadcasts, WhatsApp Chat for 1:1 support.

Step D

Automate & measure

Bots for auto replies, Dashboard + WABA Insights for results.

How to Register on MsgBizz

Open the Registration Page

Fill the Registration Form

Create your account

Submit Registration

Registration submitted

Verify Email OTP

Verify or Resend OTP

Login and Open Dashboard

Overview Dashboard

Happy Path (Actual Registration Flow)

Which Menu is for Which Task?

Best order for first-time users

Integrations & API

WhatsApp Business

Instagram Business

Integrations

What is this menu?

How to use it

Contacts

Contacts

What is this menu?

How to use it

welcome_offer

invoice_pdf

Templates

What is this menu?

How to use it

WhatsApp Chat

WhatsApp Chat (Inbox)

What is this menu?

How to use it

Campaigns

Welcome Offer

Festival Promo

Utility Update

Reminder Blast

Product Launch

Feedback Drive

Campaigns

What is this menu?

How to use it

Bot Automation

WhatsApp Bots

What is this menu?

How to use it

Insta DMs

Instagram (DMs)

What is this menu?

How to use it

Dashboard

Messaging Performance

Recent Incoming Messages

Dashboard

What is this menu?

How to use it

User Profile

Danger Zone

Settings

What is this menu?

How to use it

Developer API Keys

Manage API Keys

Active Keys

Developer (API)

What is this menu?

How to use it

Remember this simple daily flow

Connect once

Prepare audience

Send & reply

Automate & measure