Documentation & Support

Everything you need to get whatsipy running — from installation to your first automatic WhatsApp message.

1. Install the plugin

  1. Download the latest whatsipy.zip from the download page.
  2. In WordPress admin, go to Plugins → Add New → Upload Plugin.
  3. Choose the .zip file, click Install Now, then Activate.
  4. A new whatsipy menu appears in your admin sidebar with Courier and WhatsApp submenus.

Requirements: WordPress 6.0+, WooCommerce 7.0+, PHP 7.4+.

2. Activate your license

Create an account (or log in) to get your license key from the customer dashboard. Then open whatsipy → Settings in WordPress, paste the key, and click Activate. The plugin verifies the key with the whatsipy cloud and unlocks fraud checks, courier bookings, and WhatsApp messaging according to your plan.

3. Connect couriers

Go to whatsipy → Courier Settings. For each courier you use (TCS, Leopards, Trax, PostEx, Call Courier):

  1. Get API credentials from your courier merchant portal — each courier's settings page shows exactly which fields you need (API key, password, account ID).
  2. Enable the courier and save — a "[Courier] Bulk Booking" action appears on the Orders page and a "Book at [Courier]" entry in Order actions.
  3. Set per-courier defaults: shipment type, handling, consignee source, default remarks and label options.
  4. Book from the review screen — edit name, phone, address, destination, COD and weight per parcel, then Upload Booking to get real tracking numbers.

4. Connect WhatsApp

whatsipy has three ways to send, so you can start free and scale up:

  • Manual Queue (default, no setup): every trigger creates a ready-made message you send with one click via WhatsApp Web, using your own number.
  • Connect via QR (automatic, your own number): scan a QR in your whatsipy dashboard to link your WhatsApp. Turn on Start Automatic and queued messages send from your number on a safe timed drip — hands-off, and the session stays live even after you close your browser, until you sign out.
  • Meta Cloud API(optional): connect Meta's official WhatsApp Business Platform for high-volume sending.

To use the optional Meta Cloud API:

  1. Create (or use) a Meta Business account at business.facebook.com.
  2. In Meta for Developers, create an app and add the WhatsApp product to get your Phone Number ID and a permanent access token.
  3. Register the business phone number you want messages sent from (it must not be an active number on the regular WhatsApp app).
  4. In WordPress, open whatsipy → WhatsApp Settings and paste the Phone Number ID, Business Account ID, and access token, then click Verify.
  5. Open the Template Manager, customize the message templates for each order status (placeholders like {{customer_name}}, {{order_number}}, {{tracking_number}} are supported), and submit them for Meta approval.
Compliance note:transactional updates can be sent to the number provided at checkout, but marketing broadcasts require explicit customer opt-in. whatsipy tracks consent for you to keep your account within WhatsApp's commerce policy.

5. Enable automations

Every automation has its own toggle in whatsipy → WhatsApp Settings, so you enable only what you want:

  • Order status messages — processing, booked, shipped, delivered, refused, returned, completed, cancelled — each with its own editable template.
  • WhatsApp Queue — every trigger creates a ready-made message; send each one with a single click via WhatsApp Web (default mode, no API needed).
  • Auto courier tracking — pull shipment status every 4, 8, 12 or 24 hours and update order statuses automatically.
  • Tracking message — click the courier badge on any order to send the customer a professional tracking message with the track-page link.
  • Storefront chat button — floating WhatsApp button with greeting popup, product-aware pre-filled messages and business hours.
  • Customer track page — add the [wsp_order_tracking] shortcode to any page.

6. Optimize your checkout

Open whatsipy → Shipper Settings to make your COD checkout faster and error-free — no code required:

  • Checkout City List— enable it and pick a source courier (Leopards, PostEx, Trax or Call Courier). The City field becomes a searchable dropdown of that courier's serviceable cities, so customers can only choose a city the courier actually delivers to. The list is pulled from the courier's API using the credentials in Courier Settings and cached for 12 hours — press Save Changes to refresh.
  • Simplify Checkout Fields — reduce checkout to Name*, Phone*, Alternate Phone, Delivery Address*, City*, Email* and Country*, and remove company, last name, address line 2, state and postcode. The alternate phone is saved on the order and shown on the order screen.
  • Default Country — pre-select the checkout country (e.g. Pakistan) so customers move through the address step faster.

The chosen city also flows into the booking screen as the Destination, so consignments book against the correct courier city every time.

FAQs

Where do I find my license key?

Log in to your whatsipy customer dashboard — your key is shown on the overview page. Paste it into whatsipy → Settings → License in your WordPress admin.

My courier API keys aren't working — what should I check?

Confirm the keys are for your courier's production (not sandbox) environment, that your courier account is active, and that the account ID matches. The Courier Logs screen shows the exact error returned by the courier API.

Why do my WhatsApp template messages need Meta approval?

Meta requires all business-initiated message templates to be pre-approved. whatsipy ships with ready-made templates you can submit from the Template Manager; approval usually takes minutes to a few hours.

Can I turn off individual automations?

Yes. Every automation — status messages, auto courier tracking, chat button, track page — has its own on/off toggle, and each status template can be enabled or disabled individually in whatsipy → WhatsApp.

My checkout city dropdown is empty — how do I fix it?

The city list is pulled from your source courier's API, so make sure that courier's API key (and password, for Leopards) is set in Courier Settings. Then open Shipper Settings, confirm Checkout City List is enabled with the right source courier, and press Save Changes to refresh the cached list. If it's still empty, check whatsipy → Courier Logs → Activity for the exact error.

What happens if I go over my plan's monthly limits?

Fraud checks and WhatsApp sends pause gracefully (orders still process normally) and you'll get a notification to upgrade. Nothing breaks on your store.

Is my customer data safe?

Order data sent to the whatsipy cloud is used only for fraud scoring, courier operations, and message dispatch for your own store. Data is never shared across accounts or sold.

Contact support

Stuck on setup or have a question the docs don't answer? Send us a message.