A practical walkthrough of every feature — from first-time setup to advanced automations. Each section includes real-world examples so you can start using it immediately.
Do this once before anything else. Takes 15–30 minutes.
MoyaLinked sends and receives WhatsApp messages through the official Meta WhatsApp Business API. You need a Meta Business account and a verified phone number before starting.
You run a property agency. You register your office WhatsApp number (+27 21 000 1234) on Meta Business. You create a system user called MoyaLinked Bot, generate a permanent token, and paste it into MoyaLinked Settings. You paste the MoyaLinked webhook URL into Meta and subscribe to all three events. Within seconds, a test message you send to the number appears live in your MoyaLinked Inbox.
Note: Your phone number must be approved by Meta for the WhatsApp Business API. Personal WhatsApp numbers cannot be used. If you are still in the Meta developer sandbox, you can only message numbers explicitly added to your allowed list in the Meta dashboard.
Manage every WhatsApp conversation in one place.
Every incoming WhatsApp message lands here automatically. The left panel shows your conversation list. Click any conversation to open the full thread. On desktop you also see a contact sidebar on the right.
Reply to a message
Click the conversation → type in the composer at the bottom → press Enter or click Send.
Reply to a specific message
Hover over any message bubble → click the reply arrow → your composer will quote it.
Use a message template
Click the template icon in the composer → search for your template → click to insert → send.
Assign to an agent
Click the agent dropdown in the conversation header → select a team member. They'll be notified.
Change conversation status
Use the status button in the header: Open (active), Pending (waiting on customer), Closed (resolved).
React to a message
Hover a message → click the emoji icon → choose your reaction. The customer sees it on WhatsApp.
A customer messages: Hi, is the 3-bedroom in Sandton still available?. It appears in your inbox instantly. You click the conversation, see their history, type your reply and send. You then assign the conversation to your sales agent Sarah and change the status to Pending while waiting for her reply.
Your full customer database, built from WhatsApp conversations.
Contacts are created automatically when someone messages you for the first time. You can also add them manually or import a CSV. Each contact has a full profile with notes, tags, custom fields, and linked deals.
Auto-created from messages
When anyone messages your WhatsApp number, their profile is created automatically — no action needed.
Add manually
Contacts → Add Contact → enter phone number (e.g. 0821234567 — MoyaLinked converts it to +27821234567 automatically) → fill name, email, company → Save.
Import from CSV
Contacts → Import → upload a .csv file with column headers: phone (required), name, email, company. MoyaLinked normalises all phone numbers and skips duplicates.
Details
Edit name, phone, email, company. Copy phone with one click.
Tags
Apply one or more tags (e.g. Hot Lead, VIP, After Hours). Used to segment broadcast audiences.
Notes
Write internal notes visible to your whole team. E.g. 'Prefers mornings. Budget R2M.'
Custom Fields
Extra fields you define in Settings (e.g. Property Type, Budget Range, Referral Source).
Deals
All pipeline deals linked to this contact, with current stage and value.
You attended a property expo and collected 300 business cards. You create a CSV with columns phone, name, email and import it. All 300 contacts appear instantly. You then add the tag Expo Lead June 2025 to each using an automation. Later, you run a broadcast targeting only that tag with a follow-up message.
Turn WhatsApp conversations into trackable deals on a Kanban board.
A pipeline is a board with columns (stages). Each card on the board is a deal linked to a contact. Drag cards between columns as the sale progresses. MoyaLinked creates a default Sales Pipeline on first use — you can customise stages or create multiple pipelines for different products or teams.
You rename the default pipeline to Property Sales and set stages: Enquiry → Viewing Booked → Offer Made → Under Contract → Transferred. When a customer messages asking about a property, you create a deal: John Smith – 3 Bed Sandton, R2.1M, assign it to agent Sarah, and link it to John's contact. At a glance you see: 12 in Enquiry, 4 in Viewing Booked, 1 in Offer Made. Total pipeline value: R24.8M.
Send personalised bulk messages to hundreds or thousands of contacts.
WhatsApp only allows bulk messaging using pre-approved message templates. You must create a template in Settings and wait for Meta to approve it (usually within 24 hours) before you can broadcast.
① Choose Template
Select from your approved templates. Preview shows exactly what the recipient will see.
② Select Audience
All contacts, contacts with specific tags, contacts matching a custom field filter, or a CSV upload of phone numbers.
③ Personalise
Map each {{variable}} to a contact field (name, phone, email, company) or enter a static value. A live preview updates as you configure.
④ Schedule & Send
Give the broadcast a name, choose to send now or at a specific date/time, then launch. Progress updates live on the broadcasts list.
You have a new luxury development launching Saturday. You create a template, Meta approves it overnight. You open Broadcasts → New Broadcast → audience: tag Property Investor (437 contacts) → schedule for Thursday 9 AM. By Friday morning: 401 delivered, 389 read, 62 replied YES. You follow up manually with those 62 in the Inbox.
Build no-code workflows that run 24/7 without lifting a finger.
An automation has one trigger (what starts it) and a sequence of steps (what happens). Steps run in order and can include conditions (if/else branches), delays, messages, tags, deal creation, and more.
New Message Received
Fires on every inbound message.
First Inbound Message
Fires only the very first time a contact messages you.
Keyword Match
Fires when a message contains specific words (e.g. 'price', 'info', 'cancel').
New Contact Created
Fires when a contact is auto-created from a first message.
Conversation Assigned
Fires when a conversation is assigned to an agent.
Tag Added
Fires when a specific tag is applied to a contact.
Time-Based (Schedule)
Fires at a set time daily or on a cron schedule.
A — Welcome message for new contacts
B — After-hours auto-reply
C — Pricing enquiry with follow-up
Go to Automations → New Automation → give it a name → choose your trigger → click + Add Step and pick an action → configure it → add more steps as needed → toggle the Active switch → Save. Check View Logsin the automation's menu to see every execution with step-by-step results.