WhatsApp Automation — Setup Guide

1. Shuru karne se pehle

Har software ek hi One Key account se milta hai: pehle account, phir demo, phir payment, aur payment ke baad software chalu ho jata hai. Ye kaam ek baar karna hota hai.

1. Account banao: onekeytechnology.com → upar Sign up free → naam, dukaan/company, mobile, email, city aur password bharo → Create account.
2. Email confirm karo: aapke email par "Confirm your email" mail aayega. Uska link dabao. Mail na dikhe to Spam folder bhi dekhein.
3. Login: onekeytechnology.com/customer/login par wahi email aur password daalo. Ye aapka One Key account hai: yahin aapke software, invoice, licence aur support sab milte hain.
4. Demo dekho: account me software ka naam chuno → Book free demo. Hamari team call ya WhatsApp par demo dikhayegi. Free trial nahi hai, sirf demo hai.
5. Payment: demo ke baad invoice aapke account me aata hai. UPI se pay karke "I have paid" dabao. Team payment check karegi.
6. Software chalu: payment pakka hote hi:
   • Cloud apps (Billing & Inventory, Retail POS, Sales CRM, HR & Payroll, WhatsApp Automation, Distribution ERP, Manufacturing ERP, Multi-company ERP, Ice Factory): account me Your cloud apps → Open app aa jata hai, aur email bhi aata hai. Neeche One Key Cloud me login wala hissa dekhein.

Kaun sa software kaise chalta hai

2. One Key Cloud me login aur staff

Cloud apps browser me chalte hain, kuch install nahi karna. Chrome ya Edge sabse achha chalta hai.

Malik (Owner) ke liye do raaste

1. One Key account (onekeytechnology.com/customer/login) → Your cloud apps → Open app →.
2. Ya seedha onekeytechnology.com/cloud/login par wahi email aur password.

Ek hi workspace me aapke saare cloud apps hote hain, aur items, grahak aur reports sab apps me ek hi rehte hain.

Staff ke login

1. Malik: left menu Team → Add a person → naam, email aur role chuno → Add person.
2. Screen par us vyakti ka password ek hi baar dikhega. Use bata do; wo baad me Settings me badal sakta hai.
3. Staff onekeytechnology.com/cloud/login par apne email aur password se login karega.

Kisi ko hatana ho to Team me uska status Disabled karke Save karo; wo turant bahar ho jata hai. Password bhool gaya ho to New password dabao.

3. WhatsApp Automation (reminder aur message apne aap)

Iska kaam: udhaar ki yaad, bill ka message, payment ka dhanyavaad aur salary ka message, bina type kiye.

Pehle din (Owner)

1. Left menu WhatsApp automations kholo.
2. Jo chahiye uspar On tick karke Save:
   • Udhaar reminder: jiska paisa baaki hai, use reminder. Kitne din baad pehla reminder, har kitne din me dobara, aur zyada se zyada kitni baar, ye aap chuno.
   • Bill message: har bill ke baad dhanyavaad aur bill ki rakam.
   • Payment received: baad me payment aaye to dhanyavaad.
   • Salary paid: HR & Payroll me salary paid mark karte hi staff ko message.
   • New lead welcome: CRM me naya lead aate hi swagat message.
3. Message ka text badal sakte ho. {name}, {amount} jaise shabd apne aap naam aur rakam se badal jaate hain.
4. Reminder me UPI ID chahiye to How messages are sent me apni UPI ID bharo.

Automation on karne se pehle ke purane bill, payment ya lead par message nahi jaata. Sirf udhaar reminder purane baaki bills ke liye bhi jaata hai.

Roz ka kaam — Messages

• Left menu WhatsApp messages me jo message bhejne hain wo dikhte hain. Naye message har 15 minute me apne aap bante hain, ya Check for new messages dabao.
• Send on WhatsApp dabao. WhatsApp khulega aur message pehle se likha hoga, bas send dabao. Card halka ho jaata hai, phir agla bhejo.
• Kisi ko nahi bhejna to Skip. Koi grahak mana kare to Stop messages to this number; use phir kabhi message nahi jaayega.

Broadcast (offer ya suchna sabko)

• Broadcast → kisko bhejna hai (saare customer, counter ke customer, CRM leads, ya staff) → message likho → Put in Messages. Phir Messages me ek-ek karke Send karo.
• Offer sirf unhe bhejo jo aapki dukaan ko jaante hain, warna WhatsApp aapka number band kar sakta hai.

Poora automatic (WhatsApp Business API)

• Free tarike me har message par ek tap lagta hai. Bina tap ke bhejna ho to Meta ka WhatsApp Business API number chahiye. Hum setup me madad karte hain.
• API me har automation ka message Meta se approve kara hua template hona chahiye. Template ka naam automation ke Automatic sending hisse me bharo.
• How messages are sent → Automatic (API) chuno, Phone number ID aur access token bharo. Token surakshit (encrypted) rakha jaata hai aur dobara dikhta nahi.
• Message subah 9 se raat 8 baje ke beech apne aap jaate hain. Jo na ja paaye wo Messages me tap se bhejne ke liye ruk jaata hai.

Kaun kya dekh sakta hai: Owner sab kuch. Manager messages aur broadcast. Cashier aur Accountant udhaar, bill aur payment ke messages bhej sakte hain. Salary ke message sirf salary dekhne wale (Owner, HR, Accountant) ko dikhte hain.

4. Plan, renewal aur support

• Har app ke upar aur One Key account me Paid until date dikhti hai. Date paas aane par account me "Renewal due" dikhega; wahin se payment karo ya humse sampark karo.
• Date nikalne ke baad 7 din grace: sab normal chalta hai, bas upar yaad dilane wala message aata hai.
• Uske baad workspace read-only: naye bill nahi bante, par purane bills, reports aur Excel download khule rehte hain.
• Aapka data kabhi delete nahi hota. Renew karte hi sab wahin se chalu.

Madad chahiye?

• WhatsApp / phone: +91 90766 11923
• One Key account → Support → Create Support Ticket (screenshot lagao to jaldi hal hota hai).

5. Aksar pooche jaane wale sawaal

In sab ke baad bhi dikkat ho to +91 90766 11923 par WhatsApp karo.