Overview

Workspace Pulse

Loading your workspace…

Getting the state of your relationships and messaging.

Working for you

Since your last visit

Loading…

Synced Contacts

—

Groups —

Opted In

—

— pending invite

Replies Waiting

—

Delivery — success

Messaged

—

Queued — · Sent — · Failed —

Automation

Your engine

Manage

Loading…

Records

Recent Activity

Open Activity

📝

No activity yet

Sync your contacts and send your first message to get started.

Broadcast

Send an approved template to an audience via your WhatsApp Cloud API. Respects opt-out and your daily send cap (Settings → Spend & Budget). First time? Read the first-campaign guide →

New broadcast

Compose

Message

Broadcast name

Only you see this. It labels the broadcast in your reports.

Approved template

Only a Meta-approved template can start a conversation. Create more in Templates.

Audience

Who receives this

Everyone you add, combined — minus anyone on a source set to Exclude. Opt-out and your daily cap still apply.

This is a one-time consent request — reach contacts who haven't opted in yet, to ask permission Only send to opted-in contacts (required for Marketing)

Delivery

When to send

Send now Schedule for later

A scheduled time is in your workspace's timezone. Large audiences send over minutes regardless.

Pacing & quiet hours…

Send at most, per day

The rest of the audience continues automatically the next day at this pace. Protects a newer number's quality rating.

Don't send during these hours

Evaluated in each recipient's own timezone (from their number, or a zone they've told you). A contact whose timezone is unknown is never held back.

When they reply…

Auto-reply message

Sent instantly when they reply — keeps the conversation warm while you're away

Tag repliers

Start a follow-up sequence

Automatically qualifies them through a conversation — no manual work

Send a test to your phone

Recent

Broadcasts

—

Loading…

💬

Select a conversation

Pick a chat on the left to read the thread and reply.

—

Contacts

—

Contacts Synced

View synced contacts

—

Pages Created

—

Subscribers

—

Connections

—

Groups

View synced groups

Synced Contacts Explorer

In-page sync explorer with cursor streaming and scope-aware filters.

Select a row to inspect complete data fields.

Action Operating Model

Define strategy in Creator Dashboard. Execute delivery in Client App with profile/account routing.

Creator Dashboard (Define + Orchestrate)

Consolidated segments across synced contacts.
Workflow rules, scheduling windows, and message tray planning.
Prioritization via recommendations, activity review, and outcomes.

Client App (Execute + Deliver)

Switch to the right profile and account/session for each send.
Run message dispatch, retries, and channel-level operational checks.
Capture delivery outcomes that sync back to dashboard decisions.

Job To Be Done Flow

Define target segment and desired outcome in dashboard.
Design workflow, schedule, and message tray intent in dashboard.
Execute sends in client app with profile/account-aware routing.
Review responses and feed results back into dashboard planning.

Recent Activity

📝

No activity yet

Sync your contacts and create pages to get started.

Social

Pages & QR

📄

No pages yet

Create your first page to get started.

Loading QR codes…

Assets

Page Assets

—

Active —

Subscribers

—

Views —

View-link Actions

—

Queued —

Pages

Page Assets

Manage Pages

No page assets loaded yet.

Queue

View-link Actions

No queued view-link actions yet.

Discovery

Find a Collaborator

Enter another operator's collaboration WhatsApp number to find and invite them to your workspace.

Invites Received

No pending invites.

My Workspace Members

Operators you have invited into your workspace.

🤝

No members yet

Find a collaborator above and invite them to your workspace.

Workspaces I Belong To

Workspaces where another operator has invited you.

🔗

Not a member of any workspace yet

When another operator invites you, their workspace will appear here.

Shared Contacts

Contacts that appear in both your network and a workspace member's network. Coordinate to avoid doubling up.

Loading…

Activity Log

📝

No activities logged

Start logging interactions to build your system of records.

Trust & Credibility

Operator-reviewed trust signals and evidence-backed contact readiness for your synced contacts.

Evidence queue Loading contacts ready for profile analysis…

🔍

No contacts loaded

Sync your contacts first via the Network tab.

👆

Select a contact

Click any contact on the left to view and manage their credibility.

Portfolio

Projects, sites, matters: all your operational entities in one view.

Deals Pipeline

Visual sales pipeline linked directly to your WhatsApp conversations.

Connect

Import contacts from Google, Outlook, iCloud, or any file — they merge into your unified contact graph with names, emails, and provenance tracking.

Connected accounts and imports

Your sources

Choose a provider

Add a source

What happens after import:

Phone normalization — country codes standardized, formatting stripped
Deduplication — same phone from multiple sources merges into one contact (names, emails enriched)
Source provenance — each contact tracks which source(s) it came from (badges in explorer)
Contacts Explorer — imported contacts appear immediately with filtering, scoring, and segmentation

How it works:

A small Google Apps Script runs in your Google account, reads your contacts via the People API, and pushes them here. No passwords stored — the script has native access.

Click Generate Script below — it includes your API key
Open script.google.com → New Project
Click + next to "Services" → find People API → Add
Delete placeholder code, paste the generated script
Click Run → authorize when prompted
Optional: Triggers (clock icon) → Add → Time-driven → Day timer for auto-sync

How it works:

A PowerShell script exports your Outlook contacts and pushes them here. Runs locally with your existing Microsoft login — no app passwords needed.

Click Generate Script below
Open PowerShell
Paste and run — it uses the Outlook COM object
Optional: Add to Windows Task Scheduler for daily auto-sync

Setup (one-time, ~2 min):

Open appleid.apple.com → Sign-In and Security
Click App-Specific Passwords
Generate one (name it "Klaros") — copy the password
Paste it below with your Apple ID email

Apple ID email

App-Specific Password

Supported formats:

Excel (.xlsx, .xls) — the sheet as it is, no need to save it as CSV first
CSV / TSV — spreadsheets, CRM exports (HubSpot, Zoho, Salesforce, Pipedrive)
vCard (.vcf) — phone backups, iCloud, macOS Contacts
JSON — developer exports, API dumps

Choose File

Sync runs and imports

Recent activity

No sync activity yet.

Connections & System Health

Manage active WhatsApp line status, messaging limits, and channel diagnostics.

Messaging Capacity

Tier 0

Meta daily broadcast limits and account warmup status.

Daily limit: 0 / day max

Continue normal sending pace.

Commerce & Catalog

Sync Meta Product Catalog for in-chat commerce.

Product catalog sync

🟢

All Systems Operational

WhatsApp Cloud API · AI Engine · Dispatcher

Connection Details & Advanced Credentials ▾ Phone Number IDs, WABA IDs & System Tokens

Advanced: Connect Existing Meta WABA with System User Token

For existing BSP migrations or Meta Business Manager setups holding permanent system user tokens.

1 Permanent System User Token

Starts with EAA. Requires whatsapp_business_messaging and whatsapp_business_management.

2 Phone Number ID

The numeric ID under your number in Meta Developer Portal (API Setup).

3 Business Account ID (WABA ID)

Required for template synchronization and webhooks.

Developers

API Keys

Named, scoped, independently revocable credentials for your integrations. Each key works as a Bearer token on /api/v1/*.

API Reference

Full OpenAPI 3.0 spec available at /api/v1/openapi.json. Authenticate with Authorization: Bearer uni_key_...

Global Audit Log

A chronological record of automated system decisions, intelligence routing, and platform configuration changes.

Loading audit logs...

Templates

WhatsApp message templates submitted to your Meta WABA for approval — required for business-initiated messages (outside the 24h window) and broadcasts.

Your templates

Approval status

—

Loading…

Start from proven blueprints

Template library

0 selected

Ready-made templates for the scenarios every business hits — each locked to its honest Meta category and written to pass review. Personalize once (we remember it), tap the ones that fit, and watch the preview become your message before anything is submitted.

Loading library…

How your customer sees it

Tap a template to preview it.

AI-assisted

Generate with AI

Describe what you want to say and AI will draft 3 compliant template variants. Pick one, tweak it, then submit below.

New template

Create & submit for approval

Flows

In-chat forms — booking, lead capture, feedback, support. A customer fills them out right inside WhatsApp; sent like any message from the Inbox.

Your flows

Status

—

Loading…

Start from a proven form

Flow library

0 selected

Ready-made in-chat forms for booking, lead capture, feedback, and support. Personalize once, tap the ones that fit, and watch the preview update — nothing is created until you deploy.

Loading library…

How your customer sees it

Tap a flow to preview it.

Advanced

Build a custom flow

Paste Flow JSON from Meta's own Flow Builder if the library doesn't cover what you need.

Name

Meetings

Scheduled customer calls and outcomes. Proposed directly from the inbox via interactive buttons or parsed from free-text times.

Loading meetings…

Events

Run events on WhatsApp: a page people share, passes, reminders, the door, and what comes after.

Cohorts

A cohort is a slice of the attendee list you can message in one go, or hand to a nurture sequence. Both go through the campaign queue, so consent, opt-outs and the spend cap all still apply.

Registration

What attendees receive

Every message this event sends, in the words people will read, in the order they get them.

For your team

Messages to co-organisers and task owners. These settings apply to all your events.

Team, tasks and activity

People

Show on the event page

Run-sheet

What everyone did

Staff follow-ups

Registrants are credited to whoever owns them, check-ins to whoever scanned the pass, and needs to whoever sat down and recorded one.

Door

Arrivals as they happen, and who has not come yet. The scanner runs on a volunteer's phone and keeps working with no signal.

Results

Reports

The funnel from registered to arrived to asked-for-something, what they asked for, and what the event cost in messages.

Site visits

Geo-stamped check-ins. Ask someone where they are from the inbox; the reply lands here, measured against the site they were expected at.

Day

Attendance

Loading…

Detail

Pins received

—

Loading…

Registry

Sites

A pin inside a site's radius reads as on site. Keep the radius generous: phone GPS is routinely 50-100m out, and a tight radius reports honest arrivals as off site.

Loading…

Automation

Shift asks

Sends the check-in prompt automatically at a set time on chosen days. WhatsApp only allows a freeform prompt inside an open 24-hour window, so an ask to someone who hasn't messaged recently is recorded as skipped rather than sent.

Loading…

Media

Files stored for your number — images, documents and other media you can attach to messages. Products moved to their own tab →

Library

Stored media

—

Loading media…

Products

What you sell, what it costs, and where customers can buy it.

Only rows needing work

Loading…

Commerce

Every cart a customer sends, and every payment request you send back, in one place — instead of a chat bubble no one can act on. Manage your products, prices & stock →

Orders

Filter by status

Contact	Items	Total	Status	Received
Loading…

Order detail

Select an order to see details.

Where buyers leave

Last 30 days. Read top to bottom: each row is a stage, and the gap to the next is who did not get there.

Loading…

What asked for the money

Last 30 days. Asked, paid and lost are separate on purpose: "asked 400, paid 2" and "asked 2, paid 2" are different situations, and a single conversion rate hides which one you have.

Loading…

Who can ask for payment

Payment gateway

Connect your own Razorpay account and Klaros can generate a payment link per order for you. The money settles into your account. We never hold it, never route it, and take no cut, because we are not in the payment path at all. Leave this disconnected and everything still works: you paste your own link per order.

Key ID

Key secret

Webhook secret

Add this webhook URL in Razorpay (events: payment_link.paid, payment.failed) and paste the secret you set there. Without it an order stays "Payment requested" even after your customer has paid.

Your webhook URLConnect to see it

Payment settings

WhatsApp's payment-request message (India, order_details) carries a payment link per order. With a gateway connected above, Klaros generates it. Without one, paste your own into the composer. This setting controls the abandoned-cart reminder.

Remind after (hours) if unpaid

Stop chasing after (days)

Outside the 24-hour window, a customer who has opted in sees the products they left, straight from your catalogue. Everyone else gets a short plain reminder.

Savings

Loading…

Behavior

Behavior-triggered WhatsApp, from your own backend: fire a milestone with one API call when a customer does something — places an order, completes KYC, finishes onboarding — and the matching rule sends the next-step template from your own number at Meta's raw price.

Rules

Milestone → template

One send per contact per rule; opted-out and suppressed contacts are never messaged.

Built-in milestone: opted_in fires automatically the first time a contact opts in — no API call needed. Define a rule on it (a delay of 30–60 min works well, so it lands after the instant welcome + cadence question) to start a welcome journey.

When milestone

then

template

for

delay (minutes)

template {{1}}

Integration snippet

curl -X POST https://YOUR-DEPLOYMENT/api/v1/milestones \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"phone":"919876543210","milestone":"order_placed","meta":{"orderId":"ORD-1042"}}'

Recent activity

Sequences

Automated follow-up sequences — time-based drips or reply-driven interactive flows.

Automation

Your sequences

Loading…

New

Create a sequence

Reply-driven (advance on each reply, zero delay) Stop the sequence when the contact replies

Steps

Team

Add users to this workspace, set their role and team, and issue each a desktop key. You (the owner) see all data; each user sees only what they sync.

New

Add a user

Open self-registration

Anyone can create a user account. Off means invite-only.

Workspace

Users

Loading…

Costs

What Meta billed your WhatsApp account — straight from Meta, with zero Klaros markup.

Overview

Meta charged you (last 30 days)

—

Loading from Meta…

Klaros markup

₹0.00

you pay Meta directly

Markup avoided

What zero-markup saved you

—

Markup a reselling platform would have added on top of Meta’s charge.

Day by day

Spend trend

—

Ratecard & optimization

Per-message pricing · ₹0 markup

Your ratecard

—

Loading…

Where the money actually goes

Your mix

—

Loading…

Spend less per outcome

Cost playbook

Replies are free — drive themAny message you send within 24h of a contact's last inbound message costs nothing. Fast replies and conversations that keep going turn your follow-ups free.

Use the cheapest honest categoryUtility templates (order updates, receipts, reminders) cost a fraction of Marketing — and inside an open 24h window they're free. Never dress marketing up as utility: Meta recategorizes and it hurts your rating.

Make customers message you firstwa.me links and QR codes on invoices, signatures, and storefronts open a free service window AND capture consent evidence — inbound-first is the cheapest acquisition there is.

Protect your quality rating like a budgetA drop in Meta's quality rating lowers your daily messaging limit — a stalled campaign costs more than any rate. Consent-first sends, frequency caps (on by default), and clean lists keep throughput high.

One-time consent asks, cappedThe consent-request mode paces cold asks (default 200/day) and never asks the same person twice — so permission-building spend is bounded and never wasted on repeats.

The structural saving: ₹0 markupYou pay Meta's rate and nothing else — there is no reseller between you and Meta to add a per-message cut. The "markup avoided" panel above shows what that's worth.

Breakdown

Unit economics

What each outcome costs

—

By message category

Where the spend goes

—

Loading…

By destination country

Where your messages land

—

Loading…

AI assistant

Inference, on your own Cloudflare account

What the assistant costs to run

—

Loading…

Attribution

Ads and links

Where chats and sales came from

—

Loading…

Each sale counts once, for the most recent ad or link the person came through before buying, however long the conversation took.

Spend is Meta-authoritative (from Meta's conversation analytics), shown in your WhatsApp billing currency — Klaros never adds a markup. "Markup avoided" is an estimate against a typical reseller markup, not a Meta charge.

Services

Done-for-you services — we do the work, you approve the results.

Service Catalog

Your Orders

No purchases yet.

Fulfillment Queue (Admin)

Extensions

Activate a vertical pack to unlock operational intelligence: structured capture, portfolio tracking, silence detection, and auto-generated digests for your industry.

Packs

AI Sources

What the assistant reads before it answers. Connect your own content so replies come from it.

Sources

What the assistant reads before it answers.

Loading sources…

Website

Pages from your own site, read alongside everything else.

Commands

What the assistant can DO in a reply, and who it will do it for.

Review Queue

What the assistant did recently that is worth a human decision.

What it may say

Claims the assistant must never make on its own, and the ones you decide about.

Loading…

Compliance

Consent records, evidence export, and right-to-erasure — your audit surface.

Consent

Lookup & record

Export

Consent evidence

Exports every opted-in contact with their consent evidence — the proof you'd show in an audit.

Right to erasure

Erase a contact

Erasure log (proof)

Loading…

Overview

Assigned to you

Since your last visit

Your engine

Conversion funnel

Recent Activity

Broadcast

Compose

Broadcasts

Contacts

Synced Contacts Explorer

Action Operating Model

Creator Dashboard (Define + Orchestrate)

Client App (Execute + Deliver)

Recent Activity

Social

Next post

Occasions

Pages & QR

Assets

Page Assets

View-link Actions

Discovery

Find a Collaborator

Invites Received

My Workspace Members

Workspaces I Belong To

Shared Contacts

Activity Log

Trust & Credibility

Portfolio

Deals Pipeline

Connect

Your sources

Add a source

Recent activity

Connections & System Health

Developers

Settings

Global Audit Log

Templates

Approval status

Template library

Generate with AI

Create & submit for approval

Flows

Status

Flow library

Build a custom flow

Meetings

Events

Organisations and people

Organisations

People

Venues and regions

What attendees get, automatically

Your event page

Where they came from

Cohorts

Registration

What attendees receive

For your team

Team, tasks and activity

People

Run-sheet

What everyone did

Staff follow-ups

Door

Results

Reports

Site visits

Attendance

Pins received

Sites

Shift asks

Media

Stored media

Products

Sales

People waiting