How to set up Wingly
for your business

Overview

Wingly is a WhatsApp CRM built on the official Meta Cloud API. It gives your business a shared team inbox, AI agents, automations, flow bots, broadcasts, pipelines, and ecommerce order tracking — all in one place.

1Set Up Meta Business Account

Meta (WhatsApp's owner) requires you to create a business account before you can use the Cloud API.

2Create Your Wingly Account

Takes under 2 minutes. No credit card needed.

3Connect Your WhatsApp Number

Link your Meta WhatsApp Business number to Wingly.

https://wingly.space/api/whatsapp/webhook

4Invite Your Team

Add agents and admins to handle customer conversations together.

5Set Up Your AI Assistant

Train the AI to know your business so it can reply as YOUR assistant — not a generic bot.

Q: Do you ship outside Chennai?
A: Yes, we ship pan-India. Free shipping on orders above ₹2,000.

Q: What is your return policy?
A: Returns accepted within 7 days of delivery for unused items with original tags.

Q: Do you do bulk orders?
A: Yes! For bulk orders above 10 sarees, WhatsApp us directly for special pricing.

Q: What payment methods do you accept?
A: UPI, credit/debit cards, net banking, and cash on delivery (select cities).

Always offer free shipping reminder on orders above ₹2,000.
Never discuss competitor shops.
Always end replies with "Visit us at srilakshmisilks.com".
If customer asks for price, ask for the saree type and budget first.

6Set Up Automations

Automations run automatically on triggers — no manual work needed.

7Build a Flow Bot

Flows are interactive WhatsApp bots where customers tap buttons to navigate a menu.

Go to Flows in the sidebar → New Flow → drag and drop nodes to build your bot. Connect button responses to next nodes. Activate when ready.

8Send Broadcasts

Send WhatsApp template messages to hundreds or thousands of contacts at once.

🎉 Deepavali Special Offer!

Hi {{1}},

Sri Lakshmi Silks-ல் Deepavali Sale — 20% off on all Kanchipuram Silk Sarees!

🗓 Offer valid: 20–30 Oct
🛍 Shop now: srilakshmisilks.com

Reply STOP to opt out.

9Pipelines & Deals

Track leads and orders through stages with a visual Kanban board.

Go to Pipelines → Create Pipeline → add stages → drag deals between stages as they progress. Each deal is linked to a WhatsApp conversation.

10Ecommerce Order Tracking

Send automatic WhatsApp order updates from your online store — no customer left wondering.

// When order is placed
await fetch('https://wingly.space/api/ecom/notify', {
  method: 'POST',
  headers: {
    'Content-Type': 'application/json',
    'Authorization': 'Bearer wly_YOUR_API_KEY',
  },
  body: JSON.stringify({
    phone: '919876543210',        // customer's phone (with country code)
    event: 'order_confirmed',
    order_id: 'ORD-1234',
    customer_name: 'Priya',
    amount: '₹3,500',
  }),
});

// When order ships
await fetch('https://wingly.space/api/ecom/notify', {
  method: 'POST',
  headers: {
    'Content-Type': 'application/json',
    'Authorization': 'Bearer wly_YOUR_API_KEY',
  },
  body: JSON.stringify({
    phone: '919876543210',
    event: 'order_shipped',
    order_id: 'ORD-1234',
    customer_name: 'Priya',
    tracking_number: 'DL9876543210',
    tracking_url: 'https://track.delhivery.com/DL9876543210',
    estimated_delivery: '28 June 2026',
  }),
});

11Indian Language Support

Wingly's AI auto-detects the language your customer writes in and replies in the same language.

No setup needed for language detection. Just go to Settings → AI Assistant and set your preferred languages for the business. The AI handles the rest automatically.

Real Business Examples