Jackdesk: Admin Manual

1. 1Choose the WhatsApp number (or mailbox, for saved replies).
2. 2New — make a template.
3. 3Its state: approved (ready to use), pending, rejected (with Meta’s reason) or paused.
4. 4Sample — download a sheet with one column per blank in the template, for campaigns from a spreadsheet. Blank gives headers only.
5. 5Edit or delete it.

1. Name: lowercase letters, numbers and underscores, for example service_due_reminder. It cannot be changed later.
2. Language, and Category: Utility for updates, receipts and reminders about something the customer already did; Marketing for offers. Marketing messages cost more and need the customer’s consent.
3. Header (optional, up to 60 characters), for example “Your vehicle is ready”.
4. Body: the message. Use {{1}}, {{2}} for what is filled in when sending (name, amount, date).
5. Footer (optional), for example “Reply STOP to unsubscribe”. Buttons can be added below.
6. Press Submit for approval. Meta usually approves within minutes, sometimes a day.

1. 1New workflow.
2. 2Settings — who may build workflows, limits, and an AI key if you use AI steps.
3. 3See what it does, in plain steps.
4. 4Pause or Start it.
5. 5Delete it.

1. 1What starts it (here: a customer messages us), then each step below it.
2. 2Edit what it says — change the words of its messages without touching the steps.
3. 3Design — open the drawing board to change the steps themselves.

1. Press New workflow, give it a name (“Welcome new customers”) and a note. It starts paused.
2. In Design, choose what starts it and add steps: send a message or a menu, read the customer’s choice, give the chat to a department, mark it as a sales enquiry, wait, check the time…
3. Test it with your own phone number.
4. Publish it and press Start.

1. 1New form.
2. 2Each form, with how many times it was filled.
3. 3Edit its questions and where answers go.

1. Make the form and its questions.
2. For bookings, set the slots (or let customers give a preferred time) and whether bookings confirm by themselves.
3. Send it from a chat (the form button beside the attachment icon), or let a workflow send it.
4. Bookings appear in Calendar → Appointments, where staff confirm them.

Who can do this People whose role allows “View reports”.

1. 1The period: Today, 7 days, 30 days, Quarter, 6 months, Year, So far.
2. 2Export to a spreadsheet.
3. 3Tabs: Today, Marketing, Sales, Service, Team now, Tags, Overview.
4. 4Narrow to one person, one channel, or one customer.
5. 5Past your SLAs — leads not followed up, quotes not chased, service overdue: act on these first.

1. 1Make customers from contacts — every loose contact becomes a customer (see the User Manual).
2. 2Sync from Workbook — bring the clients you keep in Workbook.
3. 3Import customers from a spreadsheet.
4. 4WhatsApp history — bring chats exported from a phone, so old conversations are searchable.

The cards and columns everyone sees

1. 1New card — a count of customers matching your own filter (for example “AMC customers in Erode”).
2. 2Just for me — keep this choice for yourself.
3. 3For everyone — make it everyone’s default.