# Eazybe - [CRM Integrations (208 pages)](https://help.eazybe.com/_llms/en/crm-integrations.md): Documentation for CRM Integrations. ## Guides ### Getting Started - [Introduction](https://help.eazybe.com/introduction.md): Welcome to Eazybe - The leading WhatsApp CRM integration platform - [Quick Start](https://help.eazybe.com/quickstart.md): Get started with Eazybe in 5 minutes #### Setup - [Eazybe Onboarding: Your First Steps to AI-Powered WhatsApp](https://help.eazybe.com/en/getting-started/eazybe-onboarding-en.md): Complete guide to setting up your Eazybe account, from sign-up to full platform access. - [Onboarding to Coexistence via Eazybe](https://help.eazybe.com/en/getting-started/onboarding-to-coexistence.md): Complete guide to connect your WhatsApp Business App phone number to the WhatsApp Cloud API without losing chats, contacts, or requiring re-registration. #### Cloud WhatsApp - [About Cloud WhatsApp](https://help.eazybe.com/en/getting-started/cloud-whatsapp/about.md): Learn about Cloud WhatsApp - sync conversations and schedule messages from mobile without a laptop - [How to Connect](https://help.eazybe.com/en/getting-started/cloud-whatsapp/how-to-connect.md): Learn how to connect EazyBe Cloud WhatsApp through the Workspace or the Chrome Extension - [Disconnect Cloud](https://help.eazybe.com/en/getting-started/cloud-whatsapp/disconnect.md): Learn how to disconnect EazyBe Cloud WhatsApp through the Workspace or the Chrome Extension - [Compliance and Privacy](https://help.eazybe.com/en/getting-started/cloud-whatsapp/compliance-and-privacy.md): GDPR compliance and data protection for EazyBe Cloud WhatsApp ##### FAQ - [Connection Check](https://help.eazybe.com/en/getting-started/cloud-whatsapp/connection-check.md): How to ensure that your EazyBe Cloud WhatsApp has been successfully connected - [Disconnection Check](https://help.eazybe.com/en/getting-started/cloud-whatsapp/disconnection-check.md): How to verify that your EazyBe Cloud WhatsApp disconnection was successful - [Backup and Scheduling](https://help.eazybe.com/en/getting-started/cloud-whatsapp/backup-and-scheduling.md): Will messages still be backed up or scheduled if you don't always use your laptop with EazyBe Cloud WhatsApp? - [CRM Integration](https://help.eazybe.com/en/getting-started/cloud-whatsapp/crm-integration.md): What CRM systems can you integrate with EazyBe Cloud WhatsApp? - [Prerequisites](https://help.eazybe.com/en/getting-started/cloud-whatsapp/prerequisites.md): What are the prerequisites to use EazyBe Cloud WhatsApp? - [Connection Issues](https://help.eazybe.com/en/getting-started/cloud-whatsapp/connection-issue.md): What to do if you are facing issues using EazyBe Cloud WhatsApp - [Free Trial](https://help.eazybe.com/en/getting-started/cloud-whatsapp/free-trial.md): Is there a free trial available to test EazyBe Cloud WhatsApp? ### Team Inbox - [Overview](https://help.eazybe.com/en/team-inbox-hd/team-inbox-hd-en.md): Understand Team Inbox and learn where to find every conversation, collaboration, messaging, AI, and customer-management tool. - [Setup & Access](https://help.eazybe.com/en/team-inbox-hd/setup-and-access-en.md): Connect WhatsApp, enable Team Inbox, map channels to members, configure sync, and understand role-based access. - [Find Conversations by Filters](https://help.eazybe.com/en/team-inbox-hd/filters-in-team-inbox-en.md): Find the right Team Inbox conversations using lists, search, channel, assignee, expiry-time, AI-property filters, and saved views. - [Manage Conversations](https://help.eazybe.com/en/team-inbox-hd/manage-conversations-en.md): Understand conversation indicators, read message history, manage favorites, and assign WhatsApp Business API chats. - [Messages, Templates & Quick Replies](https://help.eazybe.com/en/team-inbox-hd/messages-templates-quick-replies-en.md): Reply from Team Inbox with text, files, WhatsApp templates, quick replies, and AI rephrasing while following the 24-hour WABA window. - [New Chats & Acquisition](https://help.eazybe.com/en/team-inbox-hd/new-chats-and-acquisition-en.md): Start a WhatsApp Business API conversation and use Team Inbox advertisement and broadcast lists. - [AI Features](https://help.eazybe.com/en/team-inbox-hd/ai-features-en.md): Use AI labels, AI customer properties, AI-agent stages, draft rephrasing, and human handoff in Team Inbox. - [Customer Details & HubSpot](https://help.eazybe.com/en/team-inbox-hd/customer-details-and-hubspot-en.md): Use the Team Inbox customer profile, follow-ups, tasks, AI properties, and linked HubSpot CRM tools beside a conversation. - [Troubleshooting](https://help.eazybe.com/en/team-inbox-hd/troubleshooting-en.md): Fix common Team Inbox access, channel, conversation, messaging, template, filter, AI, assignment, and HubSpot problems. ### Message Templates - [Create Template](https://help.eazybe.com/en/waba/templates/create-template.md): Learn how to create and manage WhatsApp Message Templates to send broadcasts or initiate conversations with WABA - [Create Template with Extension](https://help.eazybe.com/en/waba/templates/create-template-with-extension.md): Learn how to create WhatsApp message templates directly from the Eazybe browser extension using the Quick Reply feature - [How to Create a Template with HubSpot Variables](https://help.eazybe.com/en/waba/templates/how-to-create-template-with-hubspot-variables.md): Learn how to create WhatsApp message templates using HubSpot contact properties as dynamic variables for personalized messaging. - [Utility Templates](https://help.eazybe.com/en/waba/templates/utility-templates.md): Learn how to create and use utility templates for sending transactional notifications like order confirmations, appointment reminders, and account alerts via WhatsApp Business API. - [Guideline](https://help.eazybe.com/en/waba/templates/guideline.md): Template approval timelines, guidelines and best practices for WhatsApp message templates ### Broadcasts - [Broadcasts Overview](https://help.eazybe.com/en/broadcasts/overview.md): Send WhatsApp campaigns from Eazybe and track delivery from one workspace. - [How Broadcasts Work](https://help.eazybe.com/en/broadcasts/how-broadcasts-work.md): Follow the broadcast workflow from choosing a template to monitoring delivery. - [Troubleshoot Broadcasts](https://help.eazybe.com/en/broadcasts/troubleshooting.md): Resolve common contact upload, HubSpot, template, estimate, and delivery issues. #### Analytics - [Analytics Overview](https://help.eazybe.com/en/broadcasts/broadcast-home.md): Find campaigns, apply filters, understand delivery totals, and open campaign analytics. - [View Broadcast Analytics](https://help.eazybe.com/en/broadcasts/view-analytics.md): Review campaign details, recipient delivery activity, and message failure reasons. #### Create a broadcast - [Create Broadcast with Extension](https://help.eazybe.com/en/waba/broadcasting/create-broadcast-with-extension.md): Learn how to send template broadcast messages and view broadcast analytics directly from the Eazybe browser extension - [Send Ready-to-Use Template through HubSpot Workflow](https://help.eazybe.com/en/waba/broadcasting/hubspot-workflow/send-ready-to-use-template.md): Learn how to send a ready-to-use WhatsApp template from a HubSpot workflow using the Eazybe integration. - [Send Wait and Reply Template through HubSpot Workflow](https://help.eazybe.com/en/waba/broadcasting/hubspot-workflow/send-wait-and-reply-template.md): Learn how to send a wait and reply WhatsApp template from a HubSpot workflow using the Eazybe integration. - [Send WhatsApp Messages through a Zoho Workflow](https://help.eazybe.com/en/waba/broadcasting/zoho-workflow/send-whatsapp-message.md): Set up a Zoho CRM workflow that sends WhatsApp messages through the Eazybe integration when a record meets your conditions. ##### Create Broadcast from Workspace - [Create a New Broadcast](https://help.eazybe.com/en/broadcasts/create-broadcast.md): Choose a template and recipients, review the estimated cost, and send a WhatsApp campaign. - [Upload Contacts for a Broadcast](https://help.eazybe.com/en/broadcasts/upload-contacts.md): Prepare a CSV or Excel contact list and select the recipients for a WhatsApp broadcast. - [Broadcast to a HubSpot Contact List](https://help.eazybe.com/en/broadcasts/hubspot-contact-list.md): Select a synced HubSpot list, personalize its template, and send a WhatsApp broadcast. - [Template Variables and Personalization](https://help.eazybe.com/en/broadcasts/template-variables.md): Provide a value for every template variable in uploaded files or HubSpot contact lists. - [Review Estimated Cost and Send](https://help.eazybe.com/en/broadcasts/estimated-cost-and-sending.md): Understand recipient validation, the broadcast estimate, and the checks performed before sending. ### Revenue Inbox - [Overview](https://help.eazybe.com/revenue-inbox/overview.md): Centralized team inbox for managing WhatsApp conversations - [Dashboard](https://help.eazybe.com/revenue-inbox/dashboard.md): Overview dashboard with key metrics and insights #### Conversation Management - [Viewing Conversations](https://help.eazybe.com/revenue-inbox/viewing-conversations.md): Navigate and view team conversations - [Conversation States](https://help.eazybe.com/revenue-inbox/conversation-states.md): Understanding open, resolved, and expired conversation states - [Assigning Conversations](https://help.eazybe.com/revenue-inbox/assigning-conversations.md): Assign chats to team members for accountability - [Internal Notes](https://help.eazybe.com/revenue-inbox/internal-notes.md): Add private notes to conversations - [Saved Replies](https://help.eazybe.com/revenue-inbox/saved-replies.md): Pre-saved message templates for quick responses - [Managing WABA Conversations in Your Team Inbox](https://help.eazybe.com/en/revenue-inbox/team-inbox.md): Learn how to view and manage incoming and outgoing messages between your WABA and customers in the Team Inbox. #### Labels & Funnels - [Labels](https://help.eazybe.com/revenue-inbox/labels.md): Organize conversations with custom labels and sub-labels - [Dynamic Labels](https://help.eazybe.com/revenue-inbox/dynamic-labels.md): AI-powered automatic labeling based on conversation content - [Funnels](https://help.eazybe.com/revenue-inbox/funnels.md): Track leads through sales pipeline stages #### Team Productivity - [Response Times](https://help.eazybe.com/revenue-inbox/response-times.md): Track and improve team response times - [Unreplied Chats](https://help.eazybe.com/revenue-inbox/unreplied-chats.md): AI-powered detection of unreplied and follow-up needed conversations - [Performance Metrics](https://help.eazybe.com/revenue-inbox/performance-metrics.md): Track team performance with detailed analytics ### WhatsApp Business API - [Getting Started](https://help.eazybe.com/en/waba/getting-started.md): Learn about WhatsApp Business Account (WABA) and what you need before connecting to Eazybe - [Connect with WABA](https://help.eazybe.com/en/waba/connect-waba.md): Step-by-step guide to connect your WhatsApp Business Account to Eazybe through Meta's Embedded Signup - [Facebook Business Verification](https://help.eazybe.com/en/waba/facebook-business-verification.md): Complete guide to Facebook/Meta Business verification for unlocking WhatsApp Business API features, higher messaging limits, and broadcasting capabilities. - [Broadcast Rate List (1st July 2026)](https://help.eazybe.com/en/waba/broadcast-rate-list-1st-jan-2026.md): Current per-message pricing for WhatsApp broadcast communications across all supported regions in INR and USD - [Connect with Existing WhatsApp](https://help.eazybe.com/en/waba/connect-with-existing-whatsapp.md): Connect your existing WhatsApp Business App to Eazybe using coexistence mode - use both the mobile app and Cloud API simultaneously - [Onboarding to Coex/API](https://help.eazybe.com/en/waba/onboarding-to-coex-api.md): Complete guide to onboarding to WhatsApp Coexistence via Eazybe - [FAQ](https://help.eazybe.com/en/waba/faq.md): Frequently asked questions about WhatsApp Business Account (WABA) integration #### Embedded Signup Troubleshooting - [Signup Troubleshooting](https://help.eazybe.com/en/waba/signup-troubleshooting.md): Troubleshoot common issues when enabling WhatsApp Coexistence for your business - [Business Partner Already Connected](https://help.eazybe.com/en/waba/business-partner-already-connected.md): Clear the Embedded Signup error that says your number is already connected to a business partner when the WhatsApp Business app shows no partner attached. ### Productivity Tools - [Message Templates](https://help.eazybe.com/productivity/message-templates.md): Create reusable message templates with dynamic fields for personalized communication at scale - [Privacy Blur](https://help.eazybe.com/productivity/privacy-blur.md): Protect sensitive contact information by blurring names and profile pictures on screen - [Start Chat](https://help.eazybe.com/en/productivity/start-chat.md): Learn how to start a WhatsApp chat with any number without saving it as a contact first using Eazybe's quick chat feature. - [Quick Reply](https://help.eazybe.com/en/productivity/quick-reply.md): Learn how to create and use Quick Replies in Eazybe to send pre-written messages instantly, saving time and ensuring consistent communication. - [Setting Button](https://help.eazybe.com/en/productivity/setting-button.md): Learn how to access and configure the Settings button in Eazybe to customize your WhatsApp experience with privacy, display, and personalization options. - [Broadcast Messages](https://help.eazybe.com/en/productivity/broadcast-messages.md): Learn how to send messages to multiple contacts simultaneously using the broadcast messages feature in Eazybe. - [Scheduler Message](https://help.eazybe.com/en/productivity/scheduler-message.md): Learn how to schedule WhatsApp messages in Eazybe to send at a specific date and time, with options for recurring messages. - [Managing Unreplied Chats](https://help.eazybe.com/en/productivity/managing-unreplied-chats.md): Learn how to use Eazybe's AI-powered chat management system to efficiently prioritize and manage unreplied WhatsApp conversations. ### Analytics & Reports - [Analytics Dashboard](https://help.eazybe.com/analytics/dashboard.md): Monitor team performance and messaging metrics from a centralized dashboard - [Team Performance](https://help.eazybe.com/analytics/team-performance.md): Track individual and team-wide metrics to optimize your WhatsApp communication - [Conversation Analytics](https://help.eazybe.com/analytics/conversation-analytics.md): Deep dive into 1:1 chats, group conversations, follow-ups, and messaging patterns - [Broadcast Reports](https://help.eazybe.com/analytics/broadcast-reports.md): Track the performance of your bulk messaging campaigns - [Export Data](https://help.eazybe.com/analytics/export-data.md): Download your analytics and conversation data for reporting and compliance ### Billing & Payment - [Billing Overview](https://help.eazybe.com/en/billing/overview.md): Manage your Eazybe plan, wallet credits, automatic payments, tax details, and transaction history. - [Purchase or Manage a Plan](https://help.eazybe.com/en/billing/plan-purchase.md): Review your Eazybe plan, purchase an upgrade, and manage seats or subscription billing. - [Add Billing and Tax Details](https://help.eazybe.com/en/billing/billing-taxation.md): Verify GST information for eligible INR payments and future tax invoices. - [Review Wallet History](https://help.eazybe.com/en/billing/wallet-history.md): Find wallet transactions, payment status, running balances, and available invoices. #### Credits - [Overview](https://help.eazybe.com/en/billing/credits-overview.md): Understand how Eazybe wallet credits work and how to keep paid WhatsApp activity funded. - [Add Credits to Your Wallet](https://help.eazybe.com/en/billing/wallet-recharge.md): Add Eazybe wallet credits with a secure one-time payment. - [Set Up Auto Payment](https://help.eazybe.com/en/billing/auto-payment.md): Automatically add credits when an eligible Eazybe wallet reaches a low-balance threshold. ### Account & Settings - [Team Management](https://help.eazybe.com/settings/team-management.md): Invite team members and manage access - [Roles & Permissions](https://help.eazybe.com/settings/roles-permissions.md): Configure roles ### Troubleshooting - [Common Issues](https://help.eazybe.com/troubleshooting/common-issues.md): Common problems and solutions - [Sync Issues](https://help.eazybe.com/troubleshooting/sync-issues.md): Fix sync problems - [Connection Issues](https://help.eazybe.com/troubleshooting/connection-issues.md): Fix connection problems - [Extension Issues](https://help.eazybe.com/troubleshooting/extension-issues.md): Fix extension problems - [FAQ](https://help.eazybe.com/troubleshooting/faq.md): Frequently asked questions ### FAQ - [Account Setup](https://help.eazybe.com/en/faq/account-setup.md): Learn how to ensure your Eazybe account is configured correctly, including profile overview, adding accounts, and joining organizations. - [Join Organization](https://help.eazybe.com/en/faq/join-organization.md): Learn how to join an organization in Eazybe to collaborate with your team, share Quick Replies, Labels, and access shared resources. - [Manage Subscription](https://help.eazybe.com/en/faq/manage-subscription.md): Learn how to view and manage your Eazybe subscription, download invoices, update billing details, and request data deletion. - [Manage Accounts](https://help.eazybe.com/en/faq/manage-accounts.md): Learn how to manage multiple email accounts using the same WhatsApp number in Eazybe, allowing up to 4 users to share one number. - [Privacy and Compliance](https://help.eazybe.com/en/faq/privacy-and-compliance.md): Learn about Eazybe's privacy policies, data protection practices, GDPR compliance, and how your data is handled securely. - [IT Security Compliance](https://help.eazybe.com/en/faq/it-security-compliance.md): Learn about Eazybe's IT security practices, data handling policies, GDPR compliance, encryption standards, and infrastructure requirements. ## AI Agents ### AI Knowledge Base Agent - [Agent Info](https://help.eazybe.com/en/ai-agents/knowledge-base-agent/agent-info.md): Create an autonomous AI agent trained on your company's proprietary data for intelligent WhatsApp customer support - [AI Agent Setup](https://help.eazybe.com/en/ai-agents/knowledge-base-agent/ai-agent-setup.md): Learn how to create and configure your AI Knowledge Base Agent from start to finish ### BEA Radar - [BEA Radar Overview](https://help.eazybe.com/en/ai-agents/bea-radar/overview.md): Every WhatsApp conversation arrives already summarised, prioritised, and logged to your CRM, without anyone tagging chats by hand. - [AI Insights on a Chat](https://help.eazybe.com/en/ai-agents/bea-radar/ai-insights.md): Open a conversation and know where it stands, without scrolling back through the thread. - [AI Properties](https://help.eazybe.com/en/ai-agents/bea-radar/ai-properties.md): Control which fields BEA Radar tracks on your conversations, from the ones it creates itself to the ones you define. - [AI Filters](https://help.eazybe.com/en/ai-agents/bea-radar/ai-filters.md): Narrow the Team Inbox to the conversations that need attention, using what BEA Radar has already read from them. - [Deal Analysis](https://help.eazybe.com/en/ai-agents/bea-radar/deal-analysis.md): See who owes the next reply, which deals are losing momentum, and what could block the close, recorded automatically on every deal in your CRM. ## API Reference ### Overview - [Introduction](https://help.eazybe.com/api-reference/introduction.md): Integrate Eazybe programmatically - [Authentication](https://help.eazybe.com/api-reference/authentication.md): Authenticate API requests - [Remove Employees Bulk](https://help.eazybe.com/en/api-reference/employees-bulk-remove.md): Previously: Remove Employees Bulk API. Remove multiple employees from your organization in a single request using their email addresses. ### WABA API Documentation - [Introduction](https://help.eazybe.com/api-reference/meta/overview.md): Use one authenticated Eazybe REST API to work with WhatsApp Business Cloud API resources. - [Meta API quickstart](https://help.eazybe.com/api-reference/meta/quickstart.md): Discover your connected WhatsApp IDs and send an approved template through Eazybe. #### Broadcast API - [Overview](https://help.eazybe.com/en/api-reference/endpoints/broadcast-api.md): Integrate Eazybe's organization-scoped API to discover WhatsApp resources, send broadcasts, and monitor large jobs. - [Get Phone Numbers](https://help.eazybe.com/en/api-reference/endpoints/broadcast-api/get-phone-numbers.md): List the WhatsApp Business phone numbers that your organization auth key can use. - [Get Templates](https://help.eazybe.com/en/api-reference/endpoints/broadcast-api/get-templates.md): List the approved WhatsApp templates available to one of your organization's phone numbers. - [Send a Template Broadcast](https://help.eazybe.com/en/api-reference/endpoints/broadcast-api/send-template-broadcast.md): Send an approved WhatsApp template to up to 10,000 recipients and safely retry the request. - [Get Broadcast Status](https://help.eazybe.com/en/api-reference/endpoints/broadcast-api/get-broadcast-status.md): Check the processing state of a template broadcast that contains more than 1,000 recipients. - [Health Check](https://help.eazybe.com/en/api-reference/endpoints/broadcast-api/health-check.md): Confirm that the Public Broadcast API service is reachable without sending a message. ##### Send a Free-Form Message - [Overview](https://help.eazybe.com/en/api-reference/endpoints/broadcast-api/send-free-form-message.md): Send one text, media, location, or interactive WhatsApp message from an organization-owned number. - [Text Message](https://help.eazybe.com/en/api-reference/endpoints/broadcast-api/send-free-form-message/text-message.md): Send a non-empty text message to one WhatsApp recipient. - [Image Message](https://help.eazybe.com/en/api-reference/endpoints/broadcast-api/send-free-form-message/image-message.md): Send a JPG, JPEG, or PNG image with an optional caption. - [Document Message](https://help.eazybe.com/en/api-reference/endpoints/broadcast-api/send-free-form-message/document-message.md): Send a supported document with an optional name and caption. - [Audio Message](https://help.eazybe.com/en/api-reference/endpoints/broadcast-api/send-free-form-message/audio-message.md): Send a supported audio file from a public URL. - [Video Message](https://help.eazybe.com/en/api-reference/endpoints/broadcast-api/send-free-form-message/video-message.md): Send an MP4 or 3GP video with an optional caption. - [Sticker Message](https://help.eazybe.com/en/api-reference/endpoints/broadcast-api/send-free-form-message/sticker-message.md): Send a WebP sticker from a public URL. - [Location Message](https://help.eazybe.com/en/api-reference/endpoints/broadcast-api/send-free-form-message/location-message.md): Send numeric coordinates with an optional place name and address. - [Interactive Message](https://help.eazybe.com/en/api-reference/endpoints/broadcast-api/send-free-form-message/interactive-message.md): Send reply buttons or a list message within the supported limits. #### Webhooks - [List webhook subscriptions](https://help.eazybe.com/api-reference/meta/operations/list-webhook-subscriptions.md): Returns the webhook subscriptions configured for a WABA. Use it to check whether the WABA is subscribed and which callback URL currently receives its events. An empty `data` array means the WABA is not subscribed. - [Subscribe a WABA to webhooks](https://help.eazybe.com/api-reference/meta/operations/create-webhook-subscription.md): Subscribes a WABA so that incoming WhatsApp messages and delivery updates are pushed to your HTTPS callback URL in real time. - [Unsubscribe a WABA from webhooks](https://help.eazybe.com/api-reference/meta/operations/delete-webhook-subscription.md): Removes the WABA's webhook subscription. Event delivery to the callback stops immediately. You can subscribe again at any time with the create endpoint. ### Webhook - [Chat Backup Webhooks](https://help.eazybe.com/en/integrations/webhooks-custom/webhooks.md): Connect WhatsApp to any destination with EazyBe custom webhooks - [Instant Webhook](https://help.eazybe.com/en/integrations/webhooks-custom/instant-webhook.md): Get incoming WhatsApp messages and delivery updates pushed to your own server in real time. ## Changelog ### Changelog - [Changelog](https://help.eazybe.com/changelog/overview.md): Latest updates and improvements to Eazybe ## OpenAPI Specs - [openapi](/api-reference/meta/openapi.yaml) > The links below point to documentation indexes. Follow each `/_llms/` index recursively until you reach documentation pages. ## Indexes - [English / CRM Integrations (208 pages)](https://help.eazybe.com/_llms/en/crm-integrations.md): Documentation for English / CRM Integrations. - [Spanish (346 pages)](https://help.eazybe.com/_llms/es.md): Documentation for Spanish. - [Spanish / Integraciones CRM (213 pages)](https://help.eazybe.com/_llms/es/integraciones-crm.md): Documentation for Spanish / Integraciones CRM. - [Portuguese (360 pages)](https://help.eazybe.com/_llms/pt.md): Documentation for Portuguese. - [Portuguese / Integrações CRM (216 pages)](https://help.eazybe.com/_llms/pt/integracoes-crm.md): Documentation for Portuguese / Integrações CRM. - [Turkish (352 pages)](https://help.eazybe.com/_llms/tr.md): Documentation for Turkish. - [Turkish / CRM Entegrasyonları (214 pages)](https://help.eazybe.com/_llms/tr/crm-entegrasyonlari.md): Documentation for Turkish / CRM Entegrasyonları.