DGI Inbox CRM Guide — WhatsApp Business API setup, step by step

🚀 Step 1

Create an account and start the free trial

The very first step — takes 2 minutes.

On the homepage, press Start free trial .
Fill in your name, business name, email and password (10+ characters).
Terms, Privacy Policy and Refund Policy box, tick it and press Sign up .
You will land directly on the Quick start page — the next step from here is connecting your WhatsApp number.

All features work in the 7-day trial. No credit card needed.

crm.digigrowinfinity.com

Dashboard
Inbox
Contacts
Pipeline
Broadcasts
Sequences
Templates
Chatbot
Forms
Automation
Payments
Widget & links
Integrations
Team
WhatsApp Setup
Developers
Billing

Create account

Plan: Starter · 7 day free trial

Your name

Rahul

Business / company name

Rahul Traders

you@example.com

Password (10+ characters)

••••••••••

☑ I agree to the Terms, Privacy and Refund Policy

📱 Step 2

Connect WhatsApp number

In the sidebar, open WhatsApp Setup . There are three ways — choose the one that suits you.

1. New number — a number not active on any WhatsApp / WhatsApp Business app. Facebook Business Manager access is required.
2. Existing WhatsApp Business app number (Coexistence) — the number keeps working in the phone app too. A QR appears in the popup — scan it in the Business app and share chat history (up to 6 months).
3. Migrate from another BSP — first turn OFF Two-step verification at the old provider, then connect here.
Meta's popup opens — choose your Facebook account, Business and number, and verify with OTP.
After connecting, Connected numbers shows the number. Verify and Sync templates press once.

With Coexistence you can also reply from the phone app — messages stay in sync in both places.

crm.digigrowinfinity.com

Dashboard
Inbox
Contacts
Pipeline
Broadcasts
Sequences
Templates
Chatbot
Forms
Automation
Payments
Widget & links
Integrations
Team
WhatsApp Setup
Developers
Billing

WhatsApp Setup

Connected numbers 1 / 10

+91 98765 43210 Default Coexistence

Verify Sync templates Disconnect

Connect a new number

◉ 1. New number

○ 2. Existing WhatsApp Business app number (Coexistence)

○ 3. Migrate an API number from another BSP

📝 Step 3

Create message templates

After 24 hours, or to a new customer, messages can only be sent approved template .

In the sidebar, open Templates . To fetch templates already created on Meta, press Sync from Meta .
To create a new one, press + New template .
Name (lowercase, e.g. diwali_offer_2026), Category (Marketing / Utility), Language — select it.
Body . For changing parts like the customer's name or an offer, use {{1}}, {{2}} .
Optionally add a Header (photo / text), Footer and Buttons, then submit.
Status Pending se Approved — wait for it (usually a few minutes to a few hours).

If a template is rejected, change the wording a little and resubmit. For promotional content, use the Marketing category.

crm.digigrowinfinity.com

Dashboard
Inbox
Contacts
Pipeline
Broadcasts
Sequences
Templates
Chatbot
Forms
Automation
Payments
Widget & links
Integrations
Team
WhatsApp Setup
Developers
Billing

New template

Name

diwali_offer_2026

Add and import contacts

In the sidebar, open Contacts. All your customers live here.

For one contact, press + Add contact — fill in the WhatsApp number (with country code, e.g. 919876543210), name, email and tags, then Save do it.
For many contacts, press Import CSV and choose an Excel/CSV file.
Tags (e.g. lead, delhi, vip) — very useful for broadcasts and filters.
Search by name / number / tag using the filter at the top. Bulk action to tag many contacts at once or add them to a sequence.
For a backup, you can Export CSV any time.

A contact who writes STOP is opted out automatically and gets no broadcasts.

crm.digigrowinfinity.com

Dashboard
Inbox
Contacts
Pipeline
Broadcasts
Sequences
Templates
Chatbot
Forms
Automation
Payments
Widget & links
Integrations
Team
WhatsApp Setup
Developers
Billing

Contacts 3 / 50,000 contacts

⬇ Export CSV⬆ Import CSV

+ Add contact

Add contact

WhatsApp number (with country code)

919876543210

Name

Arjun Kumar

Tags (comma separated)

lead, delhi

Save

💬 Step 5

Chat from the Inbox

In the sidebar, open Inbox. All chats of all numbers in one place.

Choose chats with the filters at the top: Open, Unread, Mine, Unassigned, Closed — or filter by tag.
Tap a chat. Type the message in the box below and press Send (➤).
Send photo / PDF with 📎, a template with 📄, buttons / list / form with ≡, and a payment link with ₹.
Top Unassigned dropdown assigns the chat to a team member. When done, use ✓ Close .
Press ⓘ to open contact details — name, email, tags, deals, notes and opt-out.
If peela patta “24-hour window is closed” shows, then Send template to send an approved template.

WhatsApp rule: normal messages can be sent only within 24 hours of the customer's last message. After that you must send a template.

crm.digigrowinfinity.com

Dashboard
Inbox
Contacts
Pipeline
Broadcasts
Sequences
Templates
Chatbot
Forms
Automation
Payments
Widget & links
Integrations
Team
WhatsApp Setup
Developers
Billing

🔍 Search name or number

OpenUnreadMineUnassigned

RRahul Palhello

#+91 81057…When will my order arrive?

#+91 99990…Thank you

← Rahul Pal Unassigned ▾ ✓ Close ⓘ

hello

Hello! How can we help? ✓✓

⏱ 24-hour window closed — Send template

📎 📄 ≡ ₹ Type a message… ➤

📣 Step 6

Send a broadcast (bulk message)

Offers or updates to thousands of customers at once — in the sidebar open Broadcasts.

+ New broadcast .
Campaign name (only for you, e.g. “Diwali offer — Delhi”).
Template — only approved templates are shown.
Audience — choose: All subscribed contacts, Choose by tags, or Numbers paste / CSV upload.
When to send me Now or pick a later time and send.
In the broadcast list, each campaign shows delivered, read and replied numbers.

Your plan's monthly broadcast limit shows at the top of the page (e.g. “This month: 0 / 100,000”). Meta's message charges are paid separately to Meta.

crm.digigrowinfinity.com

Dashboard
Inbox
Contacts
Pipeline
Broadcasts
Sequences
Templates
Chatbot
Forms
Automation
Payments
Widget & links
Integrations
Team
WhatsApp Setup
Developers
Billing

New broadcast

Campaign name

Diwali offer — Delhi customers

Template (approved only)

diwali_offer_2026 ▾

Audience

◉ All subscribed contacts 3 contacts

○ Choose by tags

○ Numbers paste / CSV upload

When to send

Now ▾

Send broadcast

⏳ Step 7

Sequences (drip follow-up)

Automatic follow-up with leads on Day 1, Day 3, Day 7 — in the sidebar open Sequences.

Enter the sequence name (e.g. “New lead follow-up”) and + New sequence .
Add steps: for each step, after how many days and which message / template goes out.
3 ways to add a contact to a sequence: Contacts page, select and “Add to sequence”; from the Inbox contact panel; or by a trigger when a tag is added.
The sequence stops automatically when the customer replies.

Template step can be sent any time (even after 24 hours). Text step is sent only if the customer messaged in the last 24 hours.

crm.digigrowinfinity.com

Dashboard
Inbox
Contacts
Pipeline
Broadcasts
Sequences
Templates
Chatbot
Forms
Automation
Payments
Widget & links
Integrations
Team
WhatsApp Setup
Developers
Billing

Sequences (drip)

Name

New lead follow-up

+ New sequence

Day 1 · Welcome template

Day 3 · Offer template

Day 7 · Last reminder

🤖 Step 8

Build a chatbot (no code)

When a customer writes “menu” or “hi”, the bot replies automatically — in the sidebar open Chatbot.

+ New flow .
Trigger — choose: Keyword (e.g. menu, hi, hello), New contact or Any message.
Drag blocks from the top bar and connect them: Message, Buttons, List menu, question, condition, delay, tag, handover to team.
Connect each block's output to the next block by dragging a line.
▶ Test to test on your own number, then Save .
In the chatbot list, the flow's switch must be On — only then will it run.

With keyword match, the flow starts only when exactly that word is written. Writing the keyword during a running flow restarts it.

crm.digigrowinfinity.com

Dashboard
Inbox
Contacts
Pipeline
Broadcasts
Sequences
Templates
Chatbot
Forms
Automation
Payments
Widget & links
Integrations
Team
WhatsApp Setup
Developers
Billing

Flow: Main menu ▶ Test Save

Trigger

Keyword ▾

Match

Exact match ▾

💬 Message🔘 Buttons≡ List menu❓ Question

▶ Start · Keyword: menu

💬 Hello! What do you need?

🛍 Products📦 Order status🙋 Talk to the team

⚡ Step 9

Automation: welcome, away, business hours

In the sidebar, open Automation. Set it once, it works every day.

Welcome message — tick “Send on a new customer first message” and write the message. Writing {name} in the message inserts the customer's name.
Away message — reply outside business hours (once per customer every 12 hours).
Business hours — tick each day and set opening / closing times.
Opt-out (STOP) — keep removing people who write STOP from broadcasts ON.
Below Save .

You can change the timezone in WhatsApp Setup → Workspace.

crm.digigrowinfinity.com

Dashboard
Inbox
Contacts
Pipeline
Broadcasts
Sequences
Templates
Chatbot
Forms
Automation
Payments
Widget & links
Integrations
Team
WhatsApp Setup
Developers
Billing

Automation

👋 Welcome message

☑ Send on a new customer first message

Hello! 🙏 Thanks for your message. We will reply soon.

🕘 Business hours

☑ Monday 10:00 AM – 07:00 PM

☑ Tuesday 10:00 AM – 07:00 PM

🎯 Step 10

Pipeline: deals and leads

Move every lead from New → Interested → Negotiation → Won — in the sidebar open Pipeline.

+ Deal . Fill in Deal name, Value ₹, Stage, Owner, Expected close date, Contact and Note, then Save.
Drag a deal card from one stage to another (on desktop). On phones, stages are shown one below the other.
From the top, search, All owners and All sources filter.
⚙ Stages & fields to create your own stages and extra fields.
Totals show at the top — Open ₹ and in the last 90 days Won ₹.

Leads from Facebook / Instagram lead ads also show here with their source.

crm.digigrowinfinity.com

Dashboard
Inbox
Contacts
Pipeline
Broadcasts
Sequences
Templates
Chatbot
Forms
Automation
Payments
Widget & links
Integrations
Team
WhatsApp Setup
Developers
Billing

Pipeline ⚙ Stages & fields + Deal

New50 T-shirts₹12,500

InterestedWedding order₹95,000

WonSchool uniform₹68,500

🧾 Step 11

WhatsApp Forms

Customers fill forms right inside WhatsApp — lead details, booking, survey. In the sidebar open Forms.

New form , enter a name, Start from (e.g. Lead form), select it and + Create .
Set the fields, then Draft upload — Meta reviews it. Send a test to your own number.
If everything is fine Publish . (It cannot be edited after publishing — changes create a new version.)
To send: Inbox → ≡ button → Form tab, or the “Form” step in Chatbot.
Answers are saved here and in the contact.

Forms can only be sent within the 24-hour window (after the customer replies).

crm.digigrowinfinity.com

Dashboard
Inbox
Contacts
Pipeline
Broadcasts
Sequences
Templates
Chatbot
Forms
Automation
Payments
Widget & links
Integrations
Team
WhatsApp Setup
Developers
Billing

WhatsApp Forms

New form

Lead form

Start from

Lead form ▾

+ Create

💳 Step 12

Collect payments in chat

Customer pays by UPI / card and ✅ appears in the chat — in the sidebar open Payments.

From Cashfree Dashboard → Developers → API Keys (Payment Gateway) get App ID and Secret key . Try with Test keys first.
Payments page, 1. Connect your Cashfree fill in both and save.
Open the chat in Inbox, ₹ press the button, enter amount and note and send — the customer gets a “Pay ₹X” button.
Once paid, ✅ appears in the chat and on the Payments page Received goes up.

Money goes straight to your Cashfree account.

crm.digigrowinfinity.com

Dashboard
Inbox
Contacts
Pipeline
Broadcasts
Sequences
Templates
Chatbot
Forms
Automation
Payments
Widget & links
Integrations
Team
WhatsApp Setup
Developers
Billing

Payments

Received (total)₹0

Pending links0

GatewayNot set

1. Connect your Cashfree

App ID

Secret key

Save

🔗 Step 13

Widget, QR code and wa.me links

Customers reach WhatsApp straight from your Instagram bio, shop QR or website button — in the sidebar open Widget & links.

+ New WhatsApp link / QR , enter a name (e.g. Instagram bio / Shop QR).
Tag (e.g. instagram) — contacts coming from this link get this tag.
Pre-filled message that will appear pre-filled in the customer's WhatsApp.
Create link — copy the link or download and print the QR.
For your website, below create a Website chat widget and add the given code to your site.

If the customer sends the pre-filled message unchanged, it is counted for that link under “Chats”.

crm.digigrowinfinity.com

Dashboard
Inbox
Contacts
Pipeline
Broadcasts
Sequences
Templates
Chatbot
Forms
Automation
Payments
Widget & links
Integrations
Team
WhatsApp Setup
Developers
Billing

Widget, QR & links

+ New WhatsApp link / QR

Name (only for you)

Instagram bio

Tag for people coming from this link

instagram

Pre-filled message

Hi! I want to know about the Diwali offer

Create link

🧩 Step 14

Integrations: Shopify, WooCommerce, Sheets, FB leads

Automatic WhatsApp messages from your store or forms — in the sidebar open Integrations.

New connection , choose your app (Shopify, WooCommerce, Google Sheets, Pabbly / Zapier, Facebook / Instagram Lead Ads) and + Connect .
Follow the on-screen steps — copy the webhook URL into your store / app.
Set which template goes on which event (order confirmation, shipping update, abandoned cart).
Your connections shows the status On and the event count.

Integrations are only in some plans — see Pricing.

crm.digigrowinfinity.com

Dashboard
Inbox
Contacts
Pipeline
Broadcasts
Sequences
Templates
Chatbot
Forms
Automation
Payments
Widget & links
Integrations
Team
WhatsApp Setup
Developers
Billing

Integrations

Your connections

📣 Facebook / Instagram Lead Ads On

🛍️ ShopifyOrder, shipping, cart reminders+ Connect

📊 Google SheetsNew row = WhatsApp message+ Connect

🧑‍🤝‍🧑 Step 15

Add team members

In the sidebar, open Team. Owner / Admin can see all settings, Agents only Inbox and Contacts.

+ Add member , enter name, email and choose the role (admin / agent).
The member gets a temporary password — they log in and set their own password in My account .
To change the role, use the dropdown next to the member.
Forgot password sent to Reset password, to remove use Remove.

Inbox chats can be auto-distributed round-robin — in Automation / Inbox settings.

crm.digigrowinfinity.com

Dashboard
Inbox
Contacts
Pipeline
Broadcasts
Sequences
Templates
Chatbot
Forms
Automation
Payments
Widget & links
Integrations
Team
WhatsApp Setup
Developers
Billing

Team 2 / 15 members

+ Add member

Rahul Pal you owner

ashu agent ▾ Reset password Remove

🛠️ Step 16

Developers: API and webhook

To send WhatsApp messages from your website / CRM — in the sidebar open Developers.

API keys , enter a key name (e.g. Website) and + New key . Save the key in a safe place.
Outgoing webhook enter your URL — we will POST to it on every new message / status.
To send a message, use the API docs (quick) Base URL given there, with header Authorization: Bearer YOUR_KEY .

Never share your API key. If it leaks, delete the old key and create a new one.

crm.digigrowinfinity.com

Dashboard
Inbox
Contacts
Pipeline
Broadcasts
Sequences
Templates
Chatbot
Forms
Automation
Payments
Widget & links
Integrations
Team
WhatsApp Setup
Developers
Billing

Developers

API keys

Key name (e.g. Website)

+ New key

POST /v1/messages
Authorization: Bearer YOUR_KEY
{ "to": "919876543210", "text": "Hello!" }

🧾 Step 17

Buy or renew a plan

In the sidebar, open Billing.

Top 1 Month, 6 Months or 12 Months — select it.
Under the plan (Starter / Growth / Scale) press Choose or Renew / extend .
Enter phone number, if you have a coupon Apply , then Pay securely → .
The plan activates right after payment. Renewing the same plan adds days after the current expiry.
Receipts are in the Billing page history.

Plans are prepaid and do not auto-renew. You get a reminder before expiry. Payments are non-refundable.

crm.digigrowinfinity.com

Dashboard
Inbox
Contacts
Pipeline
Broadcasts
Sequences
Templates
Chatbot
Forms
Automation
Payments
Widget & links
Integrations
Team
WhatsApp Setup
Developers
Billing

Billing & Plan

1 Month6 Months12 Months

Starter₹999Choose

Growth₹2,499Choose

Scale₹4,999Choose

🎁 Step 18

Refer & Earn

Send your link to friends — in the sidebar open Refer & Earn.

Your referral link to Copy the link or Send on WhatsApp.
A friend who joins via your link gets 10% off the first payment.
You get 10% of their payment — after 7 days it is Ready and paid to UPI.

crm.digigrowinfinity.com

Dashboard
Inbox
Contacts
Pipeline
Broadcasts
Sequences
Templates
Chatbot
Forms
Automation
Payments
Widget & links
Integrations
Team
WhatsApp Setup
Developers
Billing

Refer & Earn 🎁

Joined0

Pending₹0.00

Paid out₹0.00

Your referral link

crm.digigrowinfinity.com/register…

Copy linkSend on WhatsApp

📲 Step 19

Install the app on your phone

Keep the CRM on your phone's home screen like an app.

Android (Chrome): Open crm.digigrowinfinity.com → press the Install button that appears below, or Chrome menu ⋮ → Install app / Add to Home screen.
iPhone (Safari): Share button ⬆ → Add to Home Screen → Add. (Notifications also work on iOS 16.4+.)
On the home screen, the DGI Inbox icon opens the inbox directly.
Language can be changed from the dropdown at the bottom of the sidebar.

Phone

Install the DGI Inbox app

Opens straight from the home screenInstall

❓ Help

Common problems and fixes

Why is a message “failed”?

Usually the 24-hour window has closed — send a template. Or the number has no WhatsApp / wrong country code. Rejected templates also fail.

Template not getting approved?

Keep the wording simple, put normal text around variables {{1}}, and pick the right category. If rejected, change it a little and resubmit.

Will messages also show in the phone's WhatsApp Business app?

Yes, if connected via Coexistence — they stay in sync in both places.

How do Meta charges work?

Meta charges template messages at its standard rate (via your Meta Business account payment method). We add no markup.

Team member cannot log in?

On the Team page, press Reset password next to that member and send them the new temporary password.

Need help?

Write to the email / WhatsApp on the Contact page — please mention your registered email.

Start karne ke liye taiyaar?

7 days ka free trial — credit card ki zarurat nahi.

Start free trial →

📘 DGI Inbox — complete CRM guide

Create an account and start the free trial

Connect WhatsApp number

Create message templates

Add and import contacts

Chat from the Inbox

Send a broadcast (bulk message)

Sequences (drip follow-up)

Build a chatbot (no code)

Automation: welcome, away, business hours

Pipeline: deals and leads

WhatsApp Forms

Collect payments in chat

Widget, QR code and wa.me links

Integrations: Shopify, WooCommerce, Sheets, FB leads

Add team members

Developers: API and webhook

Buy or renew a plan

Refer & Earn

Install the app on your phone

Common problems and fixes

Start karne ke liye taiyaar?