Docs

Product documentation for teams operating Watzlink day to day.

This page is the practical starting point for setup, flow building, inbox work, campaigns, AI usage, and integrations. It is written for operators who need to launch safely and troubleshoot quickly.

Operator-first guidance

Focus on the workflows people actually run: connecting accounts, editing flows, handling inbox work, and shipping campaigns.

Built around the real stack

The docs reflect the live product shape: flows, inbox, campaigns, AI, CRM, queues, and connected services.

Safer launch path

Start small, test with a real number, then add complexity only after the base flow and operational path are stable.

What this covers

The shortest path from first setup to repeatable operations.

Use the sections below in order if you are launching from scratch, or jump directly to the area you need to change inside the product.

Quick start

Connect a number and launch your first working automation fast.

The shortest path is: connect WhatsApp, create a basic flow, publish it, and test from your own phone before adding conditions or integrations.

Connect one WhatsApp account from the Connect WhatsApp flow and confirm the account status turns connected.
Create a new flow with a trigger node, one reply step, and one follow-up branch so the first version stays easy to debug.
Save and publish the flow, then send a real message from your own number to confirm the live trigger path behaves as expected.
Flow builder

Build conversation logic visually without losing control of execution.

Flows are the operating core of Watzlink. Teams can design responses, branch on conditions, store answers, and hand off to humans without writing code.

Use trigger, message, question, buttons, rule, delay, AI reply, save answer, and external app nodes to shape each journey.
Variables can be referenced with {{variableName}} after question capture, saved answers, or integration responses.
Save often, preview branches before publishing, and keep flow structures readable so operators can update them safely later.
Inbox and operations

Keep humans in the loop when a conversation should leave automation.

Automation should cover first response and routing, while the inbox stays available for exceptions, escalations, and high-value conversations.

Use the inbox for manual takeover, conversation review, and teammate coordination when a flow should pause or stop.
Keep account-level controls and conversation visibility centralized so operators are not switching tools during live support.
Use internal notes and canned responses to standardize how the team handles handoffs and recurring support work.
Campaigns and broadcasts

Run queued outbound work with visibility into steps and enrollments.

Campaigns and broadcasts rely on the queue layer, so teams can plan structured outreach instead of firing one-off sends manually.

Campaign enrollments and steps are tracked in the database so you can reason about what has started, completed, or stalled.
BullMQ handles resource-intensive delivery work, making it easier to sequence follow-ups and scheduled campaign actions.
Use broadcasts carefully with clear audience selection and message approval, then monitor execution instead of assuming delivery.
AI and CRM

Mix automated replies with stored customer context instead of generic responses.

Watzlink already includes AI and CRM-oriented surfaces, so teams can combine contact context, saved notes, and operator guidance in one workspace.

AI reply features can draft or automate responses while the fallback chain keeps model availability practical.
Use internal notes, canned responses, and training data to keep operator behavior and AI behavior aligned.
Store the customer details that matter for future follow-up so each conversation does not reset to zero context.
Integrations

Connect external systems only after the core operating flow is stable.

Integrations work best when the base workflow is already clear. Start with a working internal process, then connect APIs, Sheets, or other services.

Use external app steps to call REST APIs, pass variables, and store response data back into the flow.
Google OAuth and Sheets support are available for structured sync and lightweight operational workflows.
Treat credentials, redirect URIs, and webhook inputs as production configuration, not something to improvise after launch.
FAQ and troubleshooting

Common questions teams hit while setting up and operating the system.

Use this section as the fast reference when you need to diagnose a broken path, empty variables, or uncertain launch behavior.

How do I build my first flow without overcomplicating it?

Start with one trigger, one message, and one question or branch. Test that path from your own WhatsApp account before adding AI, delays, or integrations.

Where do variables come from?

Variables are created by user answers, saved data steps, and integration responses. Once captured, they can be reused inside later messages and conditions with {{variableName}} syntax.

When should the team use the inbox instead of the flow builder?

Use flows for repeatable logic and the inbox for manual review, escalation, and relationship-sensitive conversations where a human should take over.

What is the safest way to test before going live?

Publish a small version of the flow, send a real message from a controlled test number, verify stored variables and routing, then expand the flow after the base path is stable.

Troubleshooting checklist

Check these before assuming the platform is broken.

If a flow does not trigger, confirm the WhatsApp account is connected and the flow is published.
If variables render empty, check the exact variable name and whether the earlier capture step actually ran.
If campaigns or broadcasts stall, inspect queue health and avoid assuming Redis or worker state is healthy without checking.
Launch from docs to product

Open the workspace and turn the guidance into a live flow.

Once the account is connected and the first flow is tested, move back into the app and iterate from a working baseline instead of designing the perfect version up front.