Communications Platform introduction

Create, personalize, and send broadcasts and automations, integrate with APIs, and manage contacts and users from one Workspace. Built for teams getting started with the platform's core messaging capabilities.

The Communications Platform is the web interface for Communications Platform: create and send broadcasts and automations, manage contacts and segments, design message templates, and review analytics — all from your Workspace's navigation sidebar. Start with Key Concepts to familiarize yourself with essential terminology, broadcast types, and automation options. For programmatic access to these same capabilities via REST APIs and webhooks, see the Developer Guide.

Who this is for

This section is for business users and Workspace administrators managing day-to-day messaging operations — not for developers integrating via API (see the Developer Guide for that).

Before you begin

  • You need an active Workspace account and a login with the appropriate role for the tasks you're performing (e.g., Administrator to configure channels, Agent to send broadcasts).
  • Review Key Concepts for the terminology used throughout this section.

Find your task

I want to...Go to
Learn key conceptsKey Concepts
Set up multi-factor authenticationMulti-Factor Authentication
Configure my account or get my API keyAccount and API Key Setup
  ↳ Access your API KeyAccess your API Key
  ↳ Account ConfigurationAccount Configuration
    ↳ Credits usageCredits usage
    ↳ Edit your profile informationEdit your profile information
    ↳ Log out of the PlatformLog out of the Platform
    ↳ Navigate Between WorkspacesNavigate Between Workspaces
    ↳ Support CenterSupport Center
    ↳ User GuideUser Guide
Manage broadcasts and automationsBroadcasts & Automations
  ↳ AutomationsAutomations
    ↳ KeywordKeyword
    ↳ Member CardMember Card
    ↳ Polls & SurveysPolls & Surveys
    ↳ Subscription FormSubscription Form
  ↳ BroadcastsBroadcasts
    ↳ EmailEmail
    ↳ RCSRCS
    ↳ SMSSMS
    ↳ WhatsAppWhatsApp
  ↳ Messaging ElementsMessaging Elements
    ↳ Broadcasts ApprovalBroadcasts Approval
    ↳ Delivery & RecipientsDelivery & Recipients
    ↳ Keyword (Webhook WhatsApp)Keyword (Webhook WhatsApp)
    ↳ Message ConfigurationMessage Configuration
    ↳ SummarySummary
Review analytics and reportingAnalytics & Reporting
  ↳ Analytics CardsAnalytics Cards
  ↳ Broadcasts & Automations PerformanceBroadcasts & Automations Performance
    ↳ Email broadcast analyticsEmail broadcast analytics
    ↳ Keyword analyticsKeyword analytics
    ↳ Member card analyticsMember card analytics
    ↳ Polls and surveys analyticsPolls and surveys analytics
    ↳ RCS broadcast analyticsRCS broadcast analytics
    ↳ SMS broadcast analyticsSMS broadcast analytics
    ↳ Subscription form analyticsSubscription form analytics
    ↳ WhatsApp broadcast analyticsWhatsApp broadcast analytics
  ↳ Message Status by ChannelMessage Status by Channel
    ↳ Email StatusEmail Status
    ↳ RCS StatusRCS Status
    ↳ SMS StatusSMS Status
    ↳ WhatsApp StatusWhatsApp Status
  ↳ Messaging dashboardMessaging dashboard
    ↳ Contacts AnalyticsContacts Analytics
    ↳ Messaging AnalyticsMessaging Analytics
    ↳ Messaging LogsMessaging Logs
  ↳ ParticipantsParticipants
  ↳ WhatsApp Sender Quality Rating & StatusWhatsApp Sender Quality Rating & Status
Manage contacts and segmentsContacts and segments
  ↳ Contacts ListContacts List
    ↳ Adding your ContactsAdding your Contacts
    ↳ Blocklisted ContactsBlocklisted Contacts
    ↳ Managing ContactsManaging Contacts
Design message templatesMessage Templates
  ↳ Email Message TemplateEmail Message Template
  ↳ Member Card Message TemplateMember Card Message Template
  ↳ SMS Message TemplateSMS Message Template
  ↳ WhatsApp Message TemplatesWhatsApp Message Templates
    ↳ Adding Variables (placeholders)Adding Variables (placeholders)
    ↳ Message Template (Reporting & Analytics)Message Template (Reporting & Analytics)
    ↳ Metadata sectionMetadata section
    ↳ Notes and PolicyNotes and Policy
    ↳ Personalize Authentication Message TemplatePersonalize Authentication Message Template
    ↳ Personalize Carousel Message TemplatePersonalize Carousel Message Template
    ↳ Personalize Marketing & Utility Message TemplatePersonalize Marketing & Utility Message Template
    ↳ Test & Edit Media Message TemplateTest & Edit Media Message Template
    ↳ WhatsApp Message Template Quality StatusWhatsApp Message Template Quality Status
Watch platform walkthrough videosPlatform videos
  ↳ Communications PlatformCommunications Platform
    ↳ Workspace account - General reviewWorkspace account - General review
  ↳ SMSSMS
    ↳ Create & Send SMS TemplateCreate & Send SMS Template
    ↳ Send SMS Using CSV FileSend SMS Using CSV File
    ↳ Send SMS Using Filters & SegmentsSend SMS Using Filters & Segments
  ↳ WhatsAppWhatsApp
    ↳ Create & Send WhatsApp TemplateCreate & Send WhatsApp Template
    ↳ Request WABARequest WABA
    ↳ WhatsApp Templates - Variables via CSV fileWhatsApp Templates - Variables via CSV file
Configure my Workspace settingsWorkspace settings
  ↳ Channel ManagementChannel Management
    ↳ Consent ManagementConsent Management
    ↳ Enabled ChannelsEnabled Channels
    ↳ Enabling EmailEnabling Email
    ↳ Enabling WhatsAppEnabling WhatsApp
      ↳ Add Phone Number to WABAAdd Phone Number to WABA
      ↳ Embedded Signup (WhatsApp)Embedded Signup (WhatsApp)
      ↳ Managing WhatsApp ProfilesManaging WhatsApp Profiles
      ↳ Partner-Initiated ProcessPartner-Initiated Process
      ↳ Verify WABA phone number via OTP authenticationVerify WABA phone number via OTP authentication
      ↳ WhatsApp Business Account (WABA) DisabledWhatsApp Business Account (WABA) Disabled
    ↳ Inbound Loop PreventionInbound Loop Prevention
  ↳ Platform PreferencesPlatform Preferences
    ↳ Company InformationCompany Information
    ↳ Credits overviewCredits overview
    ↳ IntegrationsIntegrations
      ↳ Bright PatternBright Pattern
      ↳ Custom WebhookCustom Webhook
      ↳ OpenAIOpenAI
      ↳ Slack IntegrationSlack Integration
    ↳ Invite Users to the PlatformInvite Users to the Platform

Looking for API access instead?

See the Developer Guide introduction for REST API and webhook documentation covering these same capabilities.