WhatsApp Manual

RTD Hub Login

1. Open URL: https://rtdhub.rtdhuttons.com
2. Log in using your registered email and authentication.
3. Enter your email address.
   
   
   
4. You will receive an OTP at your email.
   
   

Connect WhatsApp Number

1. Register and verify your phone number.
   
   
2. You will receive an OTP to verify your phone number using OTP.
   
   
3. Set Up Your PIN for WhatsApp Security and Account Activation.
   
   

Deposit Funds to Your Wallet

1. Add funds to your wallet easily, view your current balance, and check how many WhatsApp messages you can send. After depositing, you can start sending messages immediately using your available credits.
   
   
   
2. When you click the Confirm Deposit button, you will be redirected to the Stripe payment gateway to complete your payment and confirm your deposit securely.
   
   
   

WhatsApp Integration Management

1. After successful payment, you will be redirected to the WhatsApp Integration screen
2. View connected WhatsApp number details
3. Check the display name and quality rating status
   
   
   
4. Update your WhatsApp display name from the integration screen
   
   
   

Credit Usage and Tracking

1. Track and filter credit usage across all messaging channels with detailed transaction history
2. Automatic balance validation with smart 24-hour WhatsApp window detection to optimize credit usage
   
   
   

Tags and Attributes

Tags and Attributes help businesses manage and personalize customer communication on WhatsApp. Tags are used to group and segment contacts by behavior or status, such as “New Lead” or “Follow Up.” Attributes store specific details about a contact, such as name, city, or last order date. Together, they enable targeted messaging, automation, and efficient customer support.

1. Navigate to this section.
   
   
   
2. To add tags and attributes, click the “Add” buttons.
   
   
   
3. Tags and attributes can be searched separately.
   
   
   
4. Tags and attributes can be edited or deleted as needed.
   
   
   
5. Up to 3 tags and attributes are allowed.
   
   

Manage Contacts

1. The contact list can be sorted by Latest or Oldest. Use the search feature to locate contacts quickly.
   
   
   
   
2. The contact list can be filtered based on contact attributes.
   
   
   
   
   
   
3. Contacts can be exported in CSV format for external use.
   
   
   
   All Contacts – If the number of contacts is large, the CSV file will be emailed to you. Otherwise, it will be downloaded immediately.
   
   Filtered Contacts – The filtered contact list will be downloaded. If the list is large, it will be emailed to you instead.
   
   
   
4. The contact list can be imported through the Import option.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
5. Use the multi-select option to delete multiple contacts at once.
   
   
   
6. Use the “Add Contact” option to create a new contact.
   
   
   
7. Use the “Edit” button to modify contact details.
   
   
   

Broadcast

Your Templates

1. Templates can be sorted by Latest or Oldest, and you can search for them by name.
   
   
   
2. Templates can be added, edited, viewed, or deleted. Editing is only allowed for rejected templates.
   
   
   
3. Only Rex can add approved templates to the Template Library, making them available for other users to use.
   
   
   
   
   
   
   
4. Templates can be filtered by attributes like Draft, Pending, Approved, Rejected, Deleted, Paused, and Disabled. At the moment, only Pending, Approved, and Rejected filters are functional.
   
   
   
   
   
5. Add a new template by clicking the “New Template Message” button.
   
   
   
   Standard Type:
   
   
   
   
   
   
   
   
   
   
   
   Carousel Type:
   
   
   
   
   
   
6. View the template by selecting it from the template list.
   
   
   
7. Edit the template message, but note that the Template Name, Category, and Language cannot be modified.
   
   

Template Library

1. This is the list of template messages available for other users. They can either use these templates to create new ones or modify them as needed.
   
   
   
   
   
   
   
   

Scheduled Broadcasts

1. Search broadcasts by their name, edit or delete a broadcast, and add a new broadcast by clicking the “New Broadcast” button.
   
   
   
   
   
   
   
   
   
   
   
   
   
2. You can now add recurring broadcasts that will repeat according to the time interval that you can set in these inputs
   
   
   
   
3. Add event broadcast with preset dates by clicking Select Event Broadcast
   
   

Broadcast Analytics

1. View broadcast stats, apply a date range filter, sort the broadcast list by Latest or Oldest, search for scheduled broadcasts by name, filter by broadcast statuses, and refresh the data.
   
   
   
   
   
2. View the insights of a scheduled broadcast.
   
   
   
   
   
   
   

Inbox

Access and manage all your WhatsApp conversations in one centralized inbox. View messages in real time, respond to customers efficiently, and keep track of ongoing chats to ensure smooth and organized communication.

1. Search contacts by name or phone number.
   
   
   
2. Filter the contact list by attributes or tags, and view older chats first.
   
   
   
3. Sort the contact list by multiple options, including contact statuses.
   
   
   
   
   
   
4. Start a new chat by selecting the “New Chat” option.
   
   
   
   
   
   
   
   
   
5. Chat box basic info.
   
   
   
   
   
   
   
   
   
   
   
   
6. AI Chatbot message.
   
   
   

Inbox Analytics

1. The Inbox Analytics dashboard provides a clear snapshot of your customer support activity. It helps you monitor ticket volumes, response patterns, and messaging performance over a selected time.
   
2. Ticket Summary: Displays the total number of open, resolved, pending, expired, or missed tickets.
   
   
   
3. Date Range Filter: Allows you to analyze data from specific dates or predefined periods (like “Last 7 Days”).
   
   
   
4. Ticket Status Over Time: This chart tracks the number of times a ticket was moved to a specific status within the selected reporting timeframe.
   
   
   
5. Ticket Count by Status: This chart displays the total number of tickets that have transitioned to a specific status within the selected reporting timeframe.
   
   
   
6. Count of Tags: This chart displays the total number of tickets categorized under each of the top 20 tags within the selected reporting timeframe.
   
   
   
7. Ticket Duration vs Count: This chart presents the total number of tickets created along with the total time spent on them during the selected reporting timeframe.
   
   
   
8. Sent vs Received Messages: This chart displays the count of messages sent and the count of messages received over the selected timeframe.
   
   
   
9. Message Delivery Status: This chart provides an overview of the delivery status of sent messages during the selected timeframe.
   
   
   
10. Conversations by Type: This chart displays the number of conversations for each type, as categorized by Meta, over the selected timeframe.
    
    

Automation

Default Action

1. This setting allows you to enable or disable the AI Chatbot.
   
   
   

Sequence

1. To create a new sequence, press the “New Sequence” button. You can view stats such as how often the sequence was triggered, its completion rate, and the number of messages it contains. Sequences can be edited or deleted as needed.
   
   
   
   
   
   
2. To edit the sequence name, hover over the name and click the pencil icon that appears.
   
   
   
   
   
3. Add messages to the sequence by clicking the “Add Message” button.
   
   
   
4. Only one message can be sent immediately in a sequence. To send another message immediately, you must edit or delete the previously set immediate send message.
   
   
   
5. Rearrange the order of messages in the sequence using the drag-and-drop feature by holding the icon on the left side of the table. However, the immediate message will still be sent immediately, regardless of its position in the sequence.
   
   
   
6. A sequence can contain a maximum of 20 messages. To deactivate a message, simply toggle the switch to off.
   
   

Rules

1. Sequences are used in Rules to automate the message sending process based on specific triggers.
   Create Rules: Click to create new rules. You’ll be prompted to select the trigger type for the rule.
   Trigger Type: This defines the type of rule, such as New Lead Received, Students Added, Students Exit, etc. The rule is triggered based on these conditions.
   Action: This defines what happens when the rule is triggered, typically initiating the sequence set in the rule.
   Status: You can enable or disable a rule.
   Executed: This shows the number of times the rule has been triggered.
   Actions: You can edit or delete the rule as needed.
   
   
   
   
   
2. Assign a name to the rule and add filters to target leads from specific platforms like Showflat, Facebook, or All Leads. Each rule can have one sequence, which will be triggered when the rule is activated.
   
   
   
3. Various filter options are available to help you target leads based on specific conditions, such as platform selection or other attributes.
   
   
   
4. To create a rule, first ensure that you have created the necessary sequences.