Help Center | Wego CRM

Getting Started

Setting up your WhatsApp CRM is quick and easy. Follow these steps to get started:

Click "Download Extension" from the login page to get the latest version of the tool.

Unpack the extension and load it into your Chrome browser via chrome://extensions.

Open WhatsApp Web and look for the Wago logo on the left sidebar to access your tools.

The Kanban board is your central hub for lead management. Organize your conversations into stages and never lose track of a potential customer.

Define custom stages like New Lead, Contacted, Proposal Sent, and Closed.

Move contacts between stages by simply dragging their cards across the board.

Send messages to hundreds of contacts at once with advanced customization and scheduling features.

Upload CSV or Excel files containing thousands of contacts for immediate broadcasting.

Use placeholders like {name} to personalize every message you send.

Configure random delay intervals between messages to protect your account status.

Design complex automation logic without writing code. Use our visual nodes to handle customer replies automatically.

Build logical paths that trigger based on specific keywords, time delays, or button clicks from the user.

Set up an intelligent auto-responder that stays active even when you're offline.

Trigger specific responses when users type certain phrases or words.

Offer users a menu of options they can select from to get instant answers.

Track every message you send. View delivery rates, read statuses, and campaign performance in real-time.

Manage your entire agency platform from the unified admin dashboard.

Create unlimited plans with different features and license limits.

Onboard partners and let them manage their own sub-clients under your brand.

Easily verify your subscription details and device activation status.