// Features

What WhatsEngage actually does.

Everything below is in the product today, on every plan. Where something is deliberately not built, it is not listed here.

Campaigns

Send to a segment, schedule it, and know what it will cost before it goes.

  • Saved audiences — a stored filter, not a frozen contact list, so it re-resolves at send time and somebody who opted out yesterday is not messaged today.
  • Scheduling up to months ahead. A scheduled campaign re-checks consent, the frequency cap and your balance when it fires, not when you set it.
  • Retargeting on what actually happened: everyone who read but did not reply, or who never received it.
  • A pre-flight that names every excluded contact by reason — opted out, frequency-capped, no usable number — instead of quietly sending to fewer people than you expected.
  • Click tracking per recipient, on links inside the message. Meta never reports a click, so this is the only place one comes from.
  • Automatic pause if Meta re-categorises your template into Marketing mid-campaign — the same message then costs about seven times more and carries different consent rules.

Shared inbox

Your whole team on one WhatsApp number, without stepping on each other.

  • A live countdown of the 24-hour service window, so nobody drafts a free-form reply WhatsApp will refuse. When it closes the composer switches to templates on its own.
  • Assignment, presence and unread counts across the team.
  • Quick replies, reactions, media, and the full conversation history per contact.
  • Notes and a consent trail on every contact, so the next agent sees why the last one stopped.

Automations and flows

Two different tools, because they solve two different problems.

  • Automations are trigger-and-step: something happens, a sequence runs. Delays survive a restart — the steps are queued in the database, not held in memory.
  • Flows are a visual graph with per-contact state: ask, wait for the answer, branch. Delay and timeout nodes, so a customer who goes quiet mid-flow is handled rather than left open forever.
  • Both are consent-guarded and window-gated on every send, including steps that fire days later.

AI, on your own key

Included on every plan — not an add-on.

  • Retrieval over your own documents, so answers come from your material rather than a general model’s guess.
  • Bring your own provider key. Your usage and cost are yours, logged per conversation.
  • Hands off to a human on request, on low confidence, or when an agent is already in the thread.
  • A per-conversation cap and an account rate limit, so a loop cannot run up a bill overnight.

Templates, including OTP

Build, submit, sync — and send one-time passwords properly.

  • All three OTP button types: copy-code, one-tap and zero-tap.
  • A per-template delivery window, so a code that arrives too late to be useful is not sent at all.
  • Meta owns authentication copy — we submit the flags it expects rather than body text it will reject, and keep a local preview so the picker still shows something readable.
  • Category, status and quality synced back from Meta, with the messaging tier and remaining quota visible before you launch.

Consent and safety

The part that decides whether your number survives.

  • STOP and START work in every account, always. You can add your own keywords and replies; you cannot switch the built-in ones off.
  • Opted-out contacts are hard-filtered on every campaign path and guarded on every bot send. It fails closed.
  • A frequency cap per contact, and a warm-up ramp that respects Meta’s messaging tier rather than guessing it.
  • Quality Guard pauses marketing on a quality drop — and only marketing. An OTP held back to protect a metric breaks the product for the person waiting on it.

Billing you can audit

The reason this product exists in the shape it does.

  • Money is held when a message is sent and taken only when WhatsApp confirms delivery. A failure releases it.
  • What Meta says it billed is recorded on every status callback and reported beside what we charged, per message, with the drift.
  • Three currencies, never converted. A rate we can only find in another currency is reported, not exchanged.
  • An unpriceable country is reported, never counted as free.

Teams and projects

One login, as many projects as you run.

  • A project is one WhatsApp number with its own contacts, campaigns and team. Switch between them from the header.
  • Roles from viewer to owner, with invitations and ownership transfer.
  • Per-plan limits on seats, tags, custom fields and audiences — enforced in the database, so they hold however the row was written.

API and webhooks

For everything that should not be done by hand.

  • A public API over contacts, conversations, messages, broadcasts and webhooks, under scoped keys.
  • Send and verify one-time passwords through two endpoints.
  • Outbound webhooks with signed payloads, retries and an auto-disable after repeated failures — so a dead endpoint of yours does not silently swallow events.
  • CSV exports for campaigns, a daily overview, the consent trail, team activity and the billing reconciliation.

// Every plan

All of it, on every plan.

The AI assistant and the flow builder are included, not sold separately. Plans differ on limits and speed.