Agents today
Reachly suggests
✨ AIMessaging activity
Lead funnel
Contacts by source
Top campaigns
Automation
Showing 0 chats
No conversations yet
Select a conversation
Incoming WhatsApp messages appear here.
Send a template
Reach this contact outside the 24-hour window.
Sync approved templates from Meta first.
💬 Send Message
📋 Send from Contacts
| Name | Phone | ||
|---|---|---|---|
No contacts yet | |||
Campaigns
Broadcasts & sheet-triggered sends — planned and shipped by Copilot.
Campaign Copilot · Live
Describe a goal — Copilot ships it
It picks the audience, writes on‑brand copy, fills the template and runs pre‑send checks. You just approve and send.
✨
👥 Audience
📝 Template
✍️ Copy
📣
Create WhatsApp campaign
One-time broadcast or ongoing sheet-triggered send.
Campaign Setup
① Filter Contacts
0 selected
| Name | Phone | Tag | |
|---|---|---|---|
Add contacts first | |||
② Message
③ Schedule
Messages will send immediately when you click Launch Campaign.
⚡
Sends at 40 messages/second
Optimized delivery speed. Plans protect campaign size, daily sends, and monthly template quota.
📱 Campaign Preview & Progress
🤖
‹
R
Reachly Preview
Today
Compose a message or select an approved template to preview it here.
📡
Ready to Launch
Filter contacts, compose message, then send
Campaign Log
Logs appear here during send
| Campaign | Channel | Type | Status | Attempted | Sent | Failed | Skipped | Set Live | Actions |
|---|---|---|---|---|---|---|---|---|---|
No campaigns yet | |||||||||
Select a campaign to see insights
Contacts
Every contact continuously read & scored by AI.
Add new contact
Add anything — e.g. City, Plan, Amount. Saved as contact attributes and usable in templates.
Lead Statuses
Define your pipeline stages. Drag-free list — add, rename, recolor, remove.
✨
AI Segmentation
continuously scoring your contacts
🔎
Try:
high spenders who went quiet
signed up this week, no reply
bought twice, never again
Smart segments · kept live by AI
Message & OTP logs
Every send/OTP attempt to this number, newest first — with the exact status and error.
Enter a number and search.
📝
Templates · Meta-approved
Write once — send at scale
Reusable WhatsApp templates the AI writes, categorizes correctly and submits — approved and ready for every campaign & reminder.
0/0
Approved
0 templates
✨ Create template
Build a Meta‑ready WhatsApp template — with a live preview.
📌 Basic Info REQUIRED
Lowercase, underscores only.
Meta re-checks this daily. Pick Utility and if Meta decides it's marketing, it's approved as Marketing — not rejected.
⚠️ Anything that sends a code, key, PIN or OTP is treated as Authentication, which Meta will not auto-convert — it rejects as “incorrect category”. Use the Authentication category with a Copy-code button for those.
⚠️ Anything that sends a code, key, PIN or OTP is treated as Authentication, which Meta will not auto-convert — it rejects as “incorrect category”. Use the Authentication category with a Copy-code button for those.
🖼️ Header OPTIONAL
💬 Body REQUIRED
Insert:
{{1}}
{{2}}
{{3}}
{{4}}
{{5}}
*bold*
_italic_
0/1024
Max 1024 chars. Use {{1}}, {{2}}... for variables. *bold* _italic_
📄 Footer OPTIONAL
🔘 Buttons OPTIONAL · MAX 10
Up to 10 buttons total. You can mix Quick Reply with URL/Call buttons (max 2 URL, 1 Call). They're auto-grouped by type for Meta.
Meta review: 1–24 hours. Requires WABA ID in API Config.
Request category change
Template:
·
Ask Meta to recategorize this template. Content stays the same; Meta re-reviews and may decline if the copy doesn't fit.
Note: this sends the template back to Meta review, so sending pauses briefly until it's re-approved.
Custom Automations
Auto-reply to specific keywords and button taps
All Automations
| Trigger | Action Type | Action Preview | Conversation Sent | Created/Updated | Actions |
|---|---|---|---|---|---|
No automations yet | |||||
New Automation
Configure an action to preview it here.
Workflows
Event-triggered automations — your always-on ops team.
AI Workflows · Live
Automations that run themselves
Every trigger — a keyword, a payment, a lead going quiet — fires the right journey. Describe it once; AI wires the steps.
⚡Trigger
🔀Branch
✍️Action
💬Send
Your workflows
✨
Create a workflow with AI
Describe it once — AI wires the trigger & steps
✨ Describe it in plain English0 / 1000
Or start from an example
AI drafts the trigger & steps — you review and edit before saving.
✨
Orchestration preview
Simulated run
0🔧 Tool calls
0🔀 Decisions
0📊 Attributes
0ms⚡ Reasoning
Agent reasoning stream
Simulated — no messages are sent. Live AI plugs into this same graph.
⚡
New workflow
Pick a trigger, then add the steps that run
⚡ When this happens
↓
✍️ Then do this
Steps run top to bottom. A Condition branches into If Yes / If No. Wait pauses the journey.
Blueprints
Package this workspace's templates, workflows, lead stages & campaigns into a reusable pack — then import it into any client to spin up a marketing engine in seconds.
Create blueprint
Snapshots the current workspace. Imported templates land as Draft (re-submit to Meta in the new workspace).
Include
Import blueprint
Importing into the current workspace.
🔌
Integrations · your stack
Connect payments, leads & apps
Payments, ad leads and webhooks flow straight into contacts — and fire your workflows automatically.
0/0
Connected
Import payment history (CSV)
Upload a CSV export from your gateway. We'll backfill contacts, payments, products, revenue analytics and (optionally) lead status. Re-imports are de-duplicated by reference ID.
On success set lead status:
Connect Instamojo
🧠
Brand Brain · one per business
Teach it once — everything reads it
Every campaign, journey, reminder and reply Reachly writes pulls from this to stay on‑brand, compliant and pointed at ROI.
0%
Brain strength
Business
What you offer
Audience
Brand voice
Why choose you
Conversion
Compliance guardrails
Hard rules the AI must follow for this business — especially important for regulated fields (finance, health, legal).
Visual
📚 Knowledge Base
The facts your AI can answer from — FAQs, prices, packages, policies, hours, product details. Used by the AI Inbox Agent and Create with AI. The agent answers from this (or hands off to a human) — it won't invent prices or policies that aren't here.
Drafts entries from your business — you review, edit & accept. It won't invent prices.
Add an entry
AI Agents
Your always‑on marketing team — 🧠 one shared brain, seamless hand‑offs. Composed by Goal Achiever.
Capture → Qualify
🎯
AI Qualify
Convert
💸
AI Conversion
Retain
💛
AI Relationship
Anytime
🎧
AI Support
The team · commanded by Goal Achiever
Goal Achiever · Orchestrator
Set a goal — AI plans & works it
Describe an outcome and the context. The Goal Achiever plans the campaigns, journeys and conversations, commands your agents to reach it, then scores the progress.
🎯
💛
💸
🎧
🧭
🔒 Secure checkout
💳 Cancel anytime — no lock-in
💰 7-day money-back
⭐ 4.8/5 from businesses like yours
The AI-driven marketing engine to Qualify, Convert & Retain
Simple, honest pricing — upgrade, downgrade or cancel anytime. No hidden fees, ever.
Why businesses trust Reachly
🔒
Bank-grade security
256-bit SSL · PCI-DSS via Razorpay
💳
Cancel anytime
No lock-in, no hidden fees
💰
7-day money-back
Full refund, no questions asked
⚡
Meta-approved partner
Reliable WhatsApp delivery
🔒 Secured by Razorpay
VISAMastercardUPIRuPay
· Your payment details never touch our servers.
🗓️
Appointments · AI booking
Appointments that book themselves
The AI agent chats on WhatsApp, offers open slots, books, confirms and reminds — hands-free.
🤖 AI booking · On
0
Booked this week
Lead asks
💬
“Can I book?”
AI offers slots
🗓️
Open times
Books & confirms
✅
Confirmed
Then
⏰
Auto-reminds
New Appointment
Appointment reminders
Tokens:
{{name}} {{service}} {{date}} {{time}} {{clinic}}. Reminders use an approved template (WhatsApp rule) and are sent even to opted-out contacts (transactional).🏠
Real estate · AI matching
AI matches leads to the right property
Capture a lead's budget, location & config — the agent shares matching listings on WhatsApp and books site visits automatically.
0
Active listings
Webinars · Show-up AI
Fill the room — AI drives show-up
Registrants get perfectly-timed WhatsApp reminders. The agent predicts who'll no-show, nudges them harder, then follows up replay + offer to everyone who missed it.
🤖 Auto-reminders · On
✅
⏰
🔔
🔴
🎥
🔧
Workshop · AI reminders
Never miss a service — AI follows up
Job cards with transparent costing. The AI sends cost approvals, ready-for-pickup and next-service reminders on WhatsApp — automatically.
0
Active jobs
Vehicle in
🚗
Job card
AI sends estimate
📋
Approve on chat
Done
✅
Ready to pick up
Later
🔔
Next-service reminder
New Vehicle
Customer & vehicle
Job card
| Part / labour | Qty | Price ₹ | Amount |
|---|
Total: ₹0
Saved to the job card and sent to the customer instantly (works while the chat is active).
A reminder auto-sends before the next-service date (Workshop → Reminders).
Next-service reminders
Tokens:
{{name}} {{car}} {{reg}} {{date}} {{kms}} {{workshop}}. Uses an approved template (WhatsApp rule); sent even to opted-out customers (transactional).Near the estimated due date, we ask "what's your current odometer?". Their numeric reply updates the estimate and fires the reminder once they're within ~500 km.
Invoices
GST-ready invoices · hosted link · Pay Now auto-marks paid.
| Number | Customer | Amount | Status | Issued | Payment | Actions |
|---|---|---|---|---|---|---|
🧾 No invoices yet. Create your first one. | ||||||
New invoice
Line items
| Item | Qty | Rate | Tax % | Amount |
|---|
Subtotal₹0
Discount
Total₹0
Business profile
Attach a "Pay now" link to invoices. UPI is direct to your account (no fees; confirmation is manual). Razorpay adds automatic payment tracking.
When a customer pays via a connected gateway, generate a PAID invoice from that transaction and (optionally) WhatsApp them the link.
WhatsApps customers with a sent (unpaid) invoice on a schedule, and stops automatically when it's paid or cancelled.
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Developers · REST API
Build on Reachly's WhatsApp API
Send OTPs & messages, sync contacts and fire webhooks straight from your own apps, CRMs and finance tools.
API live
📄 Read the docs →
📄
API Docs →
Every endpoint, parameter and example — understand what Reachly can do.
📮
Postman Collection →
Import and start testing WhatsApp OTP & message APIs in seconds.
🐍
Python SDK →
Simple code helpers for finance apps, CRMs and internal tools.
🔑 Secret key
Your Reachly API key — pass it in finance apps, CRMs & campaign tools
🔒 "Show current key" is read-only and safe. Generate a new key only to rotate — copy & save it immediately, it's shown only once.
👤
My Profile
How you appear across Reachly.
Photo
R
Your initial is shown across Reachly.
Custom photo upload — coming soon.
Details
—
—
—
—
Security & notifications
Password changes, two-factor auth and notification preferences are coming soon — this pane is wired to your account identity today.
Team
Manage who can access your workspaces and exactly what they can do.
—
Members
—
Admins
—
Agents
—
Viewers
Members
Loading team…
Roles & what they unlock
👑Owner
You. Full control of the account, team and billing.
Everything · incl. billing & team
🛡️Admin
Runs the workspace day-to-day. Full access minus billing.
14 modules · no billing
🎧Agent
Frontline. Handles inbox, contacts and campaigns.
Inbox · Contacts · Campaigns +4
👁️Viewer
Read-only. Sees the numbers, changes nothing.
Inbox · Contacts · Analytics
Invite a member
A temporary password is shown once after you send the invite.
📶 WhatsApp Account Status
Loading status…
Edit WhatsApp Business Profile
Square JPG/PNG — auto-resized to 640×640 and pushed to WhatsApp.
⚙️ Meta API Configuration
Locked
Manual Cloud API setup: Add the workspace's permanent access token, Phone Number ID, and WABA ID from Meta Business Manager.
Your permanent or temporary Meta access token
Meta Business Manager → WhatsApp → Phone Numbers
Needed to sync templates from Meta
Use this exact token in Meta's callback verification
Opt-out & resubscribe
Automatic STOP/START keywords
STOP opts out and START/Resume/Subscribe re-opts in automatically. OFF = your keyword workflows own opt handling (their Opt-out/Opt-in steps still send the replies below).
Auto-reply on opt-out (STOP)
Sent once as a service reply within the open 24-hour window. Keep it a plain confirmation — not marketing.
Welcome-back on resubscribe
Sent whenever a contact opts back in — via a keyword workflow's Opt-in step, the automatic START keyword (if enabled above), or a manual re-opt-in.
Remind opted-out contacts
Only when they message first — uses the opt-out text, max once per 24h.
Re-opt-in on lead form submit
Fresh consent whenever a contact submits a lead form again.
ℹ️ API Info
📡 Endpoint
POST /api/messages
Inbox Webhook
Callback URL:
https://app.getreachly.in/webhook/meta
Subscribe field: messages
https://app.getreachly.in/webhook/meta
Subscribe field: messages
💰 Pricing
Meta charges per conversation, not per message.
~₹0.58 per marketing conversation (India)
Free tier: 1000 conversations/month
~₹0.58 per marketing conversation (India)
Free tier: 1000 conversations/month
⚠️ Rate Limits
80 messages/second max
Add delay between campaign messages
Use 1000ms delay for safety
Add delay between campaign messages
Use 1000ms delay for safety
🔐 Security Note
Your token is saved on the Reachly server for this workspace and is not returned to the browser after saving.