Login Process:
To get started, open your browser and go to portal.qikchat.in.
Next, enter the username or email ID that was sent to you via email.
Now, type in your password in the field below.
Once you're ready, click on the 'Sign in' button.
And that’s it—you’ll be successfully logged in to the QikChat portal.
Template creation:
Once you're logged in, head over to the Templates section.
From the sidebar, click on the Templates icon.
Next, click on 'Create Template'.
This will open a new form where you can start building your
template.
Adding Template:
Template Name – Now, enter a unique and descriptive name for
your template. For example, you could name it Promo_Offer_2024 or
Payment_Reminder_ClientX. This helps you easily identify and
manage your templates later.
Category – choose Utility for important service-related notifications.
Choose Marketing when your goal is to promote, sell, or engage.
Language – select your preferred language
Header – You can add a header to make the message more engaging.
Now let’s look at the content options available for your template:
Text – Add a short title or heading for your message.
Image – Upload a promotional or informative image to grab
attention.
Video – Attach a video file to increase engagement and impact.
Document – Share important files like PDFs, invoices, brochures, and
more."
Body – Under Body, enter the main message content that will be
sent to your customers.
You can use placeholders like {{1}}, {{2}}, and so on for dynamic
values such as customer names, order details, or special offers.
Please note: The character limit for this section is 1024 characters.
Footer – Next, fill in the Footer section.
Here, you can add a short closing message to provide extra context,
support details, or contact information.
It’s a simple way to end your message professionally.
Buttons – Now, let's configure the Buttons to enhance customer
engagement.
You have Three options:
Call to Action (CTA) – Use this to redirect users to a website or make
a phone call with a single tap.
Quick Reply – Let customers choose from predefined responses,
making conversations faster and more efficient.
Copy Code button—perfect for sharing coupon codes or promotional
offers.
Submit – Finally, once all the details are filled in and you're satisfied
with your template,
click on 'Submit' to send it for review.
Your template will be processed and made ready for use once
approved.
Sync with Meta – To get the latest update on your template’s status,
click "Sync with Meta."
This will refresh the status directly from WhatsApp.
Possible statuses after syncing:
Approved – Your template is ready to use.
Rejected – The template didn’t meet WhatsApp’s guidelines.
Pending – The template is still under review by WhatsApp.
Creating a Campaign in QikChat:
To launch a new campaign, navigate to the Campaigns section from
the sidebar.
Then, click on the ‘Create Campaign’ button to get started.
Enter Campaign Details – Start by entering a unique name for your
campaign.
This helps you easily identify and track it later in your dashboard.
Select a message template – In the 'Select Message Template' field,
choose a pre-approved template from the dropdown menu.
Once selected, you’ll see a WhatsApp preview of the message appear
on the right side,
Add Recipients –
giving you a clear view of how it will look to your customers.
Next, it’s time to add your recipients. You have three options to
choose from:
Paste Numbers – Manually enter mobile numbers, including the
country code.
For example: +91XXXXXXXXXX.
Bulk Numbers – Upload a list of contacts using the Sample Excel File
template.
Make sure the format matches the required structure to avoid
errors.
Select Contact Group – Choose from your pre-saved contact groups
for quick and efficient bulk messaging.
Fill in Dynamic Variables –
If your template includes placeholders like {{1}}, {{2}}, etc.,
make sure to enter the matching values in the Body - Replacement
Variables fields.
This helps personalize your message before it's sent.
Example:
If your template says:
Hello {{1}}, your order {{2}} has been shipped.
Then enter:
{{1}} = Customer Name
{{2}} = Order ID
Fill in Dynamic Variables –
Toggle Scheduling Options if you want to send your campaign at a
later date and time instead of sending it immediately.
Start Campaign –
Click the "Start Campaign" button to begin sending your messages
Your campaign will now be processed and delivered accordingly.
Creating a Campaign in QikChat:
Access the Messages Section –
Go to the "Messages" tab to see all your sent, received, and pending
messages in one place.
Message Details –
Go to the "Messages" tab to see all your sent, received, and pending
messages in one place.
Each message shows important information, including:
Mobile Number
Message Type (Template, Text, Button, Interactive)
Timestamps – Sent At, Delivered At, Read At
Status – Read, Delivered, Failed, etc.
Direction – Outgoing or Incoming
Detailed Message View –
Click the “+” icon next to any message to see more details, including:
Message ID
Invoice or Message Content
Agent Name
WhatsApp Contact Name
Charges (if any)
Delivery Status with timestamps
Status Indicators –
Let’s help you understand what each message status means!"
"When you see READ it means the message has been seen by the
recipient."
"If it says DELIVERED the message reached their phone, but hasn’t
been opened yet."
"A FAILED status means the message couldn’t be delivered. You
might want to check the number or network."
"And finally, RECEIVED means you’ve got a new incoming message
from the user."
Reports Section in Qikchat:
"Click on ‘Request Report’ to get started."
"Choose your filters — like Date, Type, and Status — to narrow down
the report."
"Once done, click Generate to create your report."
"Your report will be ready shortly. You can download it once it's
processed!"
Reports Section – Overview:
Name — This is the unique name given to your report, so you can
easily identify it later.”
From Date & To Date — These show the date range you selected for
the report data.”
Message Type — This tells you what kind of messages are included,
like Template, Interactive, or Text.”
Delivery Status — You’ll see if messages were SENT, DELIVERED, or
FAILED.”
Request At — The exact time you submitted the report request.”
Generated At — When the report was fully processed and ready.”
Status — This shows whether the report is DONE or still IN
PROGRESS.”
Action — Use this to download your report in Excel format when it’s
ready.”
Reports Section – Overview:
“Use meaningful names for your reports so you can find them easily
later. For example: feb18_sales or Q2_campaigns.”
“Choose precise date ranges to avoid pulling too much data or
unnecessary details.”
“Don’t forget to regularly download and back up your reports —
they’re great for tracking trends and performance analysis.”
Auto Reply Section in Qikchat:
The Auto Reply section lets you set up automated responses based
on specific keywords.
To Add new auto reply:
“Click the ‘Add Replies’ button to start.”
“Enter a Keyword that will trigger the auto reply. For example:
pricing, support, or hi.”
“Then, type in the Reply Message you want users to receive when
they send that keyword.”
“Click Save, and your auto-reply is live!”
Chat Section in Qikchat:
The Chat section in QikChat allows users to manage and respond to
customer conversations effectively.
Manage Conversations panel — your hub to view and respond to all
customer messages efficiently.”
Use Chat Assignment to assign chats to the right team members. This
helps organize your workflow and ensures faster responses.”
Enjoy our Interactive Interface — where you can view customer
info, message history, and use quick replies with ease.
Multi-Channel Support - you can manage chats across WhatsApp,
SMS, and more — all in one place.
Boost User Engagement by using chat templates and auto-replies to
reply faster and smarter.
You’re now ready to deliver fast, efficient, and personalized support
— all from QikChat!
Contact Manager in Qikchat:
Navigate to the Contact Manager section from the sidebar or
dashboard.
Click the ‘Add Group’ button to create a new contact group.
Give your group a name (like ‘VIP Customers’ or ‘Leads – June’) and
save it.
That’s it! You can now start adding contacts to your group for better
organization and targeted campaigns.
To Add Group:
The Add Contact tab allows users to manually add individual contacts
with the following details:
Group Name – Enter a unique name for the group you’re creating or
adding the contact to.
First Name & Mobile Number – These are the key details needed to
save the contact.
Last Name & Email – Add these for better personalization, but
they’re not required.
Additional Details – Use custom fields to include any other info, like
company name, location, or tags.
Use the Bulk Contacts tab to upload multiple contacts at once using
an Excel sheet — perfect for saving time during large imports.
Just download the sample Excel template, fill in your contact details,
and upload it back.
Need more fields? Click ‘Add Field’ to include custom columns like
company, location, or preferences for more personalized data.
Once uploaded, your contacts will be added and organized instantly!
Contact Manager in Qikchat:
Navigate to the File Manager section from your main dashboard."
Click the red ‘Upload File’ button on the top right corner.
When the file selection window appears, browse through your
system and choose the file or files you want to upload.
Once selected, click Open or Upload to continue.
he uploaded files will now appear in the Files section, clearly labeled
by their file type—like PDF, image, or document.
