Workflow
- 1Receive inbound WhatsApp messages through Postly-managed webhooks.
- 2Map each message to a contact using phone number as the primary identifier.
- 3Show sent, delivered, read and failed status in the conversation.
- 4Use Postly AI Studio credits to draft replies when available.
- 5Export contacts, messages, conversations and campaign results for CRM import.
Inside 24 hours
Free-form replies are allowed when the user recently messaged the business.
New outreach
Business-initiated messages require approved templates.
Bulk campaigns
CSV and Google Sheets sends should use templates and opt-in contacts.
Simple inbox
The inbox should show conversation history per contact and support replies, without assignment, SLA or ticket-routing workflows.
Contact fields
Contacts can include phone number, name when available, first and last message timestamps, total messages, source, tags and opt-in status.
Export formats
CSV is the primary export format, with XLSX, JSON and NDJSON as useful options for larger or developer-focused workflows.
What Postly keeps lightweight
Connection
Meta Embedded Signup, WABA mapping, phone number sync and secure token storage.
Messaging
Free-form replies, approved templates, scheduling validation and delivery status.
AI replies
Reply generation through Postly AI Studio credits when credits are available.
Exports
Contacts, messages, conversations and campaign results for CRM import.