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 concepts | Key Concepts |
| Set up multi-factor authentication | Multi-Factor Authentication |
| Configure my account or get my API key | Account and API Key Setup |
| ↳ Access your API Key | Access your API Key |
| ↳ Account Configuration | Account Configuration |
| ↳ Credits usage | Credits usage |
| ↳ Edit your profile information | Edit your profile information |
| ↳ Log out of the Platform | Log out of the Platform |
| ↳ Navigate Between Workspaces | Navigate Between Workspaces |
| ↳ Support Center | Support Center |
| ↳ User Guide | User Guide |
| Manage broadcasts and automations | Broadcasts & Automations |
| ↳ Automations | Automations |
| ↳ Keyword | Keyword |
| ↳ Member Card | Member Card |
| ↳ Polls & Surveys | Polls & Surveys |
| ↳ Subscription Form | Subscription Form |
| ↳ Broadcasts | Broadcasts |
| ↳ RCS | RCS |
| ↳ SMS | SMS |
| ↳ Messaging Elements | Messaging Elements |
| ↳ Broadcasts Approval | Broadcasts Approval |
| ↳ Delivery & Recipients | Delivery & Recipients |
| ↳ Keyword (Webhook WhatsApp) | Keyword (Webhook WhatsApp) |
| ↳ Message Configuration | Message Configuration |
| ↳ Summary | Summary |
| Review analytics and reporting | Analytics & Reporting |
| ↳ Analytics Cards | Analytics Cards |
| ↳ Broadcasts & Automations Performance | Broadcasts & Automations Performance |
| ↳ Email broadcast analytics | Email broadcast analytics |
| ↳ Keyword analytics | Keyword analytics |
| ↳ Member card analytics | Member card analytics |
| ↳ Polls and surveys analytics | Polls and surveys analytics |
| ↳ RCS broadcast analytics | RCS broadcast analytics |
| ↳ SMS broadcast analytics | SMS broadcast analytics |
| ↳ Subscription form analytics | Subscription form analytics |
| ↳ WhatsApp broadcast analytics | WhatsApp broadcast analytics |
| ↳ Message Status by Channel | Message Status by Channel |
| ↳ Email Status | Email Status |
| ↳ RCS Status | RCS Status |
| ↳ SMS Status | SMS Status |
| ↳ WhatsApp Status | WhatsApp Status |
| ↳ Messaging dashboard | Messaging dashboard |
| ↳ Contacts Analytics | Contacts Analytics |
| ↳ Messaging Analytics | Messaging Analytics |
| ↳ Messaging Logs | Messaging Logs |
| ↳ Participants | Participants |
| ↳ WhatsApp Sender Quality Rating & Status | WhatsApp Sender Quality Rating & Status |
| Manage contacts and segments | Contacts and segments |
| ↳ Contacts List | Contacts List |
| ↳ Adding your Contacts | Adding your Contacts |
| ↳ Blocklisted Contacts | Blocklisted Contacts |
| ↳ Managing Contacts | Managing Contacts |
| Design message templates | Message Templates |
| ↳ Email Message Template | Email Message Template |
| ↳ Member Card Message Template | Member Card Message Template |
| ↳ SMS Message Template | SMS Message Template |
| ↳ WhatsApp Message Templates | WhatsApp Message Templates |
| ↳ Adding Variables (placeholders) | Adding Variables (placeholders) |
| ↳ Message Template (Reporting & Analytics) | Message Template (Reporting & Analytics) |
| ↳ Metadata section | Metadata section |
| ↳ Notes and Policy | Notes and Policy |
| ↳ Personalize Authentication Message Template | Personalize Authentication Message Template |
| ↳ Personalize Carousel Message Template | Personalize Carousel Message Template |
| ↳ Personalize Marketing & Utility Message Template | Personalize Marketing & Utility Message Template |
| ↳ Test & Edit Media Message Template | Test & Edit Media Message Template |
| ↳ WhatsApp Message Template Quality Status | WhatsApp Message Template Quality Status |
| Watch platform walkthrough videos | Platform videos |
| ↳ Communications Platform | Communications Platform |
| ↳ Workspace account - General review | Workspace account - General review |
| ↳ SMS | SMS |
| ↳ Create & Send SMS Template | Create & Send SMS Template |
| ↳ Send SMS Using CSV File | Send SMS Using CSV File |
| ↳ Send SMS Using Filters & Segments | Send SMS Using Filters & Segments |
| ↳ Create & Send WhatsApp Template | Create & Send WhatsApp Template |
| ↳ Request WABA | Request WABA |
| ↳ WhatsApp Templates - Variables via CSV file | WhatsApp Templates - Variables via CSV file |
| Configure my Workspace settings | Workspace settings |
| ↳ Channel Management | Channel Management |
| ↳ Consent Management | Consent Management |
| ↳ Enabled Channels | Enabled Channels |
| ↳ Enabling Email | Enabling Email |
| ↳ Enabling WhatsApp | Enabling WhatsApp |
| ↳ Add Phone Number to WABA | Add Phone Number to WABA |
| ↳ Embedded Signup (WhatsApp) | Embedded Signup (WhatsApp) |
| ↳ Managing WhatsApp Profiles | Managing WhatsApp Profiles |
| ↳ Partner-Initiated Process | Partner-Initiated Process |
| ↳ Verify WABA phone number via OTP authentication | Verify WABA phone number via OTP authentication |
| ↳ WhatsApp Business Account (WABA) Disabled | WhatsApp Business Account (WABA) Disabled |
| ↳ Inbound Loop Prevention | Inbound Loop Prevention |
| ↳ Platform Preferences | Platform Preferences |
| ↳ Company Information | Company Information |
| ↳ Credits overview | Credits overview |
| ↳ Integrations | Integrations |
| ↳ Bright Pattern | Bright Pattern |
| ↳ Custom Webhook | Custom Webhook |
| ↳ OpenAI | OpenAI |
| ↳ Slack Integration | Slack Integration |
| ↳ Invite Users to the Platform | Invite Users to the Platform |
Looking for API access instead?
See the Developer Guide introduction for REST API and webhook documentation covering these same capabilities.
Updated 10 days ago
