Jetify FAQ

Tenant Dashboard – FAQ 🖥️

1. Overview

Q1. What is the Tenant Dashboard?
The Tenant Dashboard gives tenants a centralized view of their WhatsApp marketing and support activity, including:

• Contacts: View and manage your customer database

• Message Automation: Manage bots and templates

• Campaigns: Create and track marketing campaigns

• Analytics: Measure performance, delivery, and growth

• Live Chat: Engage in real-time customer conversations

• Usage Tracking: Monitor subscription plan and usage limits

Q2. Who can use the Tenant Dashboard?
Tenants with an active subscription on Jetify can access the dashboard and use its features according to their plan limits.

2. Core Tenant Features

✅ Contact Management

• Contact Limit Tracking: Monitor real-time usage

• Bulk Import Options: Upload via CSV, integrations, or manual entry

• Audience Segmentation: Group contacts by tags, behavior, or profile fields

• Engagement Tracking: Track opens, clicks, and responses

• Preference Management: Manage opt-ins, opt-outs, and DND controls

• Rich Profiles: View chat history, campaign responses, and notes

✅ Template Bot Management

• Custom Template Creation: Design templates with dynamic fields and media

• WhatsApp Approval Workflow: Submit templates for review and track approval

• Categorized Templates: Organize by type (Order Updates, Offers, etc.)

• Performance Analytics: Track open rates and clicks

• Template Moderation: Edit and resubmit rejected templates

✅ Message Bot Automation

• Auto-Responder Setup: Instantly reply to customer messages

• Flow Builder: Create conversation sequences with drag-and-drop tools

• Keyword-Based Triggers: Automate replies or offers

• FAQ Automation: Resolve common queries

• Business Hour Responses: Customize bot behavior for off-hours

✅ Campaign Management

• Campaign Limits: Manage multiple active campaigns

• Scheduled Campaigns: Automate message delivery

• A/B Testing: Compare message variants

• Performance Tracking: Measure delivery, open, and click rates

• Personalization: Use variables like {name} or {city}

✅ AI-Powered Automation

• AI Prompts: Automate replies using smart prompts

• NLP Understanding: Recognize customer intent

• Smart Reply Suggestions: Get AI-suggested responses

• Context-Aware Conversations: Maintain continuity

• Self-Learning: AI improves over time

✅ Canned Replies

• Save Quick Replies: Store pre-written responses

• Categorize Responses: Organize by topic

• One-Click Use: Quickly insert during chats

• Personalization: Add customer details dynamically

• Share with Team: Collaborate with your staff

✅ Staff

• Add Team Members: Invite agents or support staff

• Role-Based Access: Assign permissions

• Activity Monitoring: Track performance

• Chat Assignment: Assign customers to agents

• Performance Insights: Review response times and efficiency

✅ Conversations

• Real-Time Chat: Engage instantly with customers

• Multi-Agent Support: Collaborate in live chat

• Chat History: Review past messages

• File Sharing: Send images, videos, and documents

• Customer Info Integration: Access details while chatting

3. Analytics & Reporting

• Weekly Message Volume: Track total messages sent, delivered, and performance trends

• Audience Growth Tracking: Monitor contact growth and engagement

• Contact Source Analysis: Identify which channels (WhatsApp, Facebook, etc.) bring the best results

4. Tenant Registration Process

Step-by-Step Guide:

1. Visit the Landing Page: Access Jetify’s SaaS registration page

2. Choose a Subscription Plan: Select the plan that fits your needs

3. Register Your Tenant:

   • Fill in company details and credentials

   • Submit the registration form

4. Complete Payment:

   • Available options: Stripe, Razorpay, or offline

5. Wait for Activation: Your tenant dashboard activates automatically after payment

6. Watch a Tutorial: Click the YouTube link to view a full setup walkthrough

Tips for Tenants:

• Start with Contacts & Campaigns first

• Use AI Automation to reduce manual effort

• Review Analytics regularly

• Utilize Canned Replies and Staff Assignment for better support

🧭 Jetify – General FAQs

1️⃣ Status Management

Q1. What is Status Management in Jetify?
It helps categorize leads or customers (e.g., New, In Progress, Closed) for better tracking and automation.

Q2. Can I customize statuses?
✅ Yes, you can create, edit, or delete statuses anytime.

Q3. Why use color-coded statuses?
They make it easy to visually identify progress and improve workflow.

Q4. Can status changes trigger actions?
Yes. Changing status can trigger automated WhatsApp messages or updates.

2️⃣ Source Management

Q1. What is a Source in Jetify?
A source tracks where a lead originated (Facebook, WhatsApp, Website, etc.).

Q2. Why is it important?
It helps identify the best-performing channels for your marketing.

Q3. Can I add or edit sources?
Yes, easily add or modify sources in your dashboard.

Q4. How does Jetify use Source data?
It powers segmentation, reporting, and automated tagging.

3️⃣ Group Management

Q1. What are Groups?
Groups let you segment contacts (e.g., Premium Clients, Facebook Leads).

Q2. How do I create one?
Go to Setup → Groups → + New Group, name it, and save.

Q3. Can a contact belong to multiple groups?
✅ Yes, contacts can be in multiple groups.

Q4. Common uses:

• Send targeted WhatsApp messages

• Organize campaign contacts

• Run segmented promotions

4️⃣ Custom Fields

Q1. What are Custom Fields?
They store extra contact info (Company Name, City, Customer Type, etc.).

Q2. What input types can I choose?
Text, dropdown, checkbox, number, or date.

Q3. Can fields be mandatory?
✅ Yes, you can mark them as required.

Q4. Where do they appear?
In contact forms and the contact table.

5️⃣ AI Prompts

Q1. What are AI Prompts?
Reusable AI message templates that speed up replies.

Q2. Where can I use them?
In Chats, Follow-Ups, FAQs, or Automation workflows.

Q3. Can I create my own?
Yes — name it, describe its function, and save.

Q4. Examples:

• Welcome message

• FAQ response

• Apology or refund message

6️⃣ Canned Replies

Q1. What are Canned Replies?
Prewritten responses for instant use during chats.

Q2. Can I share them with my team?
✅ Yes — toggle between Public or Private.

Q3. Can I edit or delete them?
Yes, easily update or remove.

Q4. Examples:

• “Thank you for contacting us.”

• “Please share your order ID.”

• “Your request has been resolved.”

7️⃣ Language Management

Q1. What is Language Management?
It lets you add and manage multiple platform languages.

Q2. Can I switch languages instantly?
✅ Yes — use the dropdown switcher.

Q3. How do I add a new language?
Click + Language, enter name and ISO code, and save.

Q4. Can I export/import translations?
✅ Yes, export to CSV, edit offline, and re-import.

8️⃣ Email Templates

Q1. What are Email Templates?
Predefined formats for automatic emails like Welcome, Password Reset, etc.

Q2. Can I customize them?
Yes — add text, images, and placeholders using the editor.

Q3. What are merge fields?
Dynamic tags like {first_name} that personalize emails.

Q4. Can I preview before saving?
✅ Yes — use Show Preview to check before finalizing.

WhatsApp Embedded Sign-up – Tenant

1. Overview

Q1. What is the WhatsApp Embedded Sign-up?
It lets you connect your WhatsApp Business API account directly through Jetify using Meta’s official signup flow — quick, secure, and compliant.

Q2. Who can use it?
Any tenant with an active Jetify subscription plan that includes WhatsApp Business API access.

2. Prerequisites

Before connecting, ensure you have:

• Active Jetify account

• WhatsApp API-enabled plan

• Facebook Business Account (with admin access)

• Verified phone number

• Valid credit card for Meta verification

⚠️ Without payment verification, you cannot send or receive messages even if the number is approved.

3. Connection Process

Step 1: Log in to your Jetify tenant dashboard
Step 2: Click “Connect with Facebook”
Step 3: Authenticate with Facebook
Step 4: Select or create a WhatsApp Business Account
Step 5: Register and verify your phone number
Step 6: Add a verified payment method in Facebook Business Manager
Step 7: Complete setup and return to Jetify — connection status shows “Connected”

4. Troubleshooting

Q1. Connection fails?
Ensure admin rights, verified business, and eligible phone number.

Q2. Phone verification fails?
Use correct format, enable SMS/calls, or retry after 24 hours.

Q3. Payment method not accepted?
Check validity, billing address, or contact your bank.

5. After Connection

Once connected, you can:

• Send WhatsApp template messages

• Chat with customers

• Use AI automation

• Manage support and marketing from one dashboard

Ecommerce Webhook Notifications – Tenant FAQ

1. Overview

Q1. What is Ecommerce Webhook Notifications?
Jetify Ecommerce Webhook Notifications automatically send WhatsApp messages to your customers when key store events occur — like order creation, payment confirmation, shipping, and delivery updates. This keeps your customers informed without any manual effort.

Q2. Which platforms are supported?
Currently supported eCommerce platforms:
✅ WooCommerce (WordPress)
✅ Shopify
✅ Magento
✅ PrestaShop
✅ OpenCart
✅ Salla
✅ Custom Platforms (via webhook)

Q3. Do I need a WhatsApp Business API account?
Yes. You need:

• An active WhatsApp Business API account

• Verified customer phone numbers

• Approved message templates

2. How It Works

Q1. What does it do?
Automatically sends real-time WhatsApp notifications for store events — covering the entire order lifecycle: creation → payment → processing → shipment → delivery.

Q2. Can I customize notifications?
Yes. You can choose which store events trigger notifications and customize message templates per event type.

Q3. Does it track delivery or engagement?
Yes. Jetify tracks message delivery rates and engagement metrics for performance insights.

3. Key Benefits for Tenants

✨ Instant Updates – Real-time WhatsApp notifications
💬 Better Customer Experience – Reduces confusion and support tickets
💸 Boost Conversions – Improves trust & repeat purchases
⚙️ 100% Automated – No manual intervention needed

4. Understanding Webhooks

Q1. What are webhooks?
A webhook sends real-time data to a specific URL when certain actions occur (e.g., a new order). Your eCommerce platform automatically notifies Jetify when events trigger.

Q2. Which WooCommerce events can trigger Jetify webhooks?

• Orders 📦

• Products 🛒

• Coupons 🎫

• Customers 👥

• Custom actions (e.g., woocommerce_add_to_cart)

5. WooCommerce Webhook Setup

Step-by-Step Configuration:

1️⃣ Go to WooCommerce → Settings → Advanced → Webhooks
2️⃣ Click “Add Webhook”
3️⃣ Configure the following:

• Name: Jetify Order Notifications

• Status: Active ✅

• Topic: Select your event (Order Created / Updated / Product Updated, etc.)

• Delivery URL:

  https://yourtenant.jetify.in/api/webhooks/[webhook_id]


4️⃣ Click Save Webhook → A test ping verifies connection.

6. Common Questions

Q1. Do I need to notify customers manually?
No. Notifications are fully automated.

Q2. Is this secure?
Yes. Jetify encrypts and validates all webhook data end-to-end.

Q3. Does it support other platforms besides WooCommerce?
Yes — Shopify, Magento, PrestaShop, OpenCart, Salla, and custom integrations.

Q4. Can I see delivery reports?
Yes — your Jetify dashboard includes delivery success and engagement metrics.

Q5. Do I need coding knowledge?
No. Basic platform setup knowledge is enough — Jetify guides you through the process.

AI Assistant & Knowledge Bot – Tenant FAQ 🤖💬

1. Overview

Q1. What is the AI Assistant & Knowledge Bot?
The Jetify AI Assistant uses OpenAI technology to answer customer queries instantly using your uploaded documents (FAQs, product info, policies, etc.). It reduces manual support and ensures consistent, accurate responses.

Q2. Who can use it?
Tenants who have access to AI Assistant & Knowledge Bot in their Jetify plan.

2. Features

✅ Multi-file training support (.pdf, .docx, .txt, .csv, .md)
✅ Context-aware, natural AI replies
✅ Integrated with Jetify Bot Flow Builder
✅ Multi-language support
✅ Smart fallback to human agents
✅ Each tenant has a separate AI database
✅ No coding required

3. OpenAI API Configuration

Step 1 – Get Your API Key:

• Create/Open an OpenAI account

• Enable desired models (GPT-3.5, GPT-4, GPT-4o Mini)

• Generate and securely store your secret key

Step 2 – Connect to Jetify:

• Go to Tenant Dashboard → Application Settings → AI Integration

• Toggle Activate OpenAI

• Select your model

• Paste your API key (starts with sk-...)

• Save configuration

4. Creating Your AI Assistant

1️⃣ Go to AI Assistant → + Create New Assistant
2️⃣ Fill in:

• Name (e.g., “SmartFlow AI”)

• Description

• Model

• System Instructions (“You are SmartFlow AI, a helpful assistant…”)
  3️⃣ Upload knowledge files (max 10MB each)
  4️⃣ Wait for “Sync Status: Fully Synced”

Supported Content:

• FAQs

• Product Info

• Policies

• Internal Docs

• Contacts

5. Integration with Bot Flow

1️⃣ Navigate to Message Bot → Add Message Bot → Personal Assistant Tab
2️⃣ Select your AI Assistant
3️⃣ Configure trigger keywords, fallback, and flow
4️⃣ Test responses directly in chat

6. Troubleshooting

⏳ Processing may take 2–10 minutes depending on file size.

7. Optimization Tips

• Use GPT-4o Mini for low-cost, fast replies

• Limit tokens (150–300) to control costs

• Regularly review your OpenAI usage dashboard

• Keep uploaded data updated and clear

8. After Setup

Once configured:
🚀 Deploy in chat flows and message bots
📊 Track engagement from dashboard
🧠 Keep updating your knowledge base
💬 Expand AI coverage to new workflows