Welcome to EzPulze User Manual
This guide will walk you through every section of the EzPulze Platform — your all-in-one solution for multi-channel messaging, social media management, and lead generation. It is written for Sales teams and Support teams — no technical background needed.
Who is this manual for?
- Tenant Admin — Full access to all features
- Sales Team — Understanding how each feature works and how to guide customers
- Support Team — Troubleshooting and day-to-day operations
What does this portal do?
The EzPulze portal lets you manage customer communication across WhatsApp, Facebook Messenger, and Instagram DM — all from a single dashboard. You can:
- Engage customers through multi-channel messaging (WhatsApp, Facebook Messenger, Instagram DM)
- Create and manage Message Templates (pre-approved message formats for WhatsApp)
- Handle incoming conversations across all channels in a unified inbox
- Manage contacts and groups for targeted outreach
- Set up automated chatbot flows and drip campaigns
- Capture leads through lead forms and manage them with the built-in leads module
- Create and schedule social media posts across your connected channels
- Run ad campaigns to reach new audiences
- Upload and organize files with the file manager
- Track message delivery, engagement, and performance through reports
How to use this manual
Use the sidebar on the left to navigate between sections. Each section covers one feature of the portal with step-by-step instructions.
Quick Start
If you are new, start with WhatsApp Templates — this is the first thing you need to set up before sending messages.
Sections Covered
| Section | What you will learn |
|---|---|
| WhatsApp Templates | How to create, edit, and manage pre-approved message templates for WhatsApp |
| Compose Message | How to send messages to individual contacts or groups across channels |
| Chat | How to use the unified inbox to handle conversations from WhatsApp, Messenger, and Instagram |
| Contacts | How to add, import, and manage your contact lists per channel |
| Groups | How to create and manage contact groups for bulk messaging |
| Leads | How to capture, track, and manage leads through the platform |
| Chatbot Flows | How to build automated conversation flows for customer self-service |
| Drip Campaigns | How to set up automated message sequences over time |
| Social Posts | How to create, schedule, and publish posts to your social media channels |
| Ad Campaigns | How to create and manage advertising campaigns to generate leads |
| Lead Forms | How to design and deploy lead capture forms |
| File Manager | How to upload, organize, and manage media files and documents |
| Reports | How to view delivery reports, engagement metrics, and channel analytics |
| Settings | How to configure your account, channels, and preferences |
| Organization | How to manage your organization profile, users, and roles |
| Developer Tools | How to access APIs, webhooks, and integration options |