How to register

Follow the steps below to fill in the registration form. Register here to get started. Fields marked with an orange asterisk (*) are required.

1. 1

   Open the registration page

   Click Register here to open the registration page in your web browser. You’ll see the Register iSMS Membership form shown below.

2. 2

   Enter your account credentials

   Under Account Credentials, set the username and password you’ll use to log in:

   • Username*Choose a username with no spaces. This is your iSMS login name.
   • Password*At least 8 characters, mixing upper- and lower-case letters, a number, and a symbol.
   • Confirm Password*Re-enter the same password to make sure it matches.
3. 3

   Fill in your personal information

   This is how iSMS reaches you and activates your account:

   • Date of Birth*Select your Year, Month, and Day from the dropdowns.
   • Mobile Number*Country code + number, e.g. 601XXXXXXXX for Malaysia. Used for account activation.
   • Email Address*A valid email — account notices and your login security code are sent here.
4. 4

   Add your company information

   Under Company Information, enter your organisation’s details:

   • Corporate Name*Your registered company or organisation name.
   • Corp Registration No*Your company registration number, e.g. 1234567-K.
   • Country*The country your business is based in, e.g. Malaysia.
5. 5

   Pass the security check

   Solve the short maths question shown (for example, 5 + 10 = ?) and type the number into the Answer box. This anti-spam check keeps automated sign-ups out.

6. 6

   Agree and create your account

   Tick the box to confirm you agree to the Terms & Conditions and Privacy Policy of MobiWeb Sdn Bhd / iSMS, then click Create My Free Account.

7. 7

   Submit your documents for eKYC approval

   As part of eKYC (electronic Know-Your-Customer) checks, every new account must be verified before it can send. Email your company documents to sales@mobiweb.com.my — our team reviews them and, once approved, activates your account. Please include:

   • Company Registration Certificate
   • Company Website
   • Company Address
   • Company Utility Bill (issued within the last 3 months)

Once your account is activated, you’re ready to log in to iSMS and send your first message.

How to log in

You’ll need your iSMS username and password, plus access to your registered email for the verification code. Don’t have an account yet? Start with New User Registration.

1. 1

   Open the iSMS portal

   Open the iSMS website in your web browser. The Sign In panel appears on the left.

2. 2

   Sign in

   Enter your Username and Password, then click Sign In. Not a member yet? Use the Sign up link to create an account first.

3. 3

   Enter your two-step verification code

   For security, iSMS emails a 6-digit security code to your registered email address. Open your email, type the 6 digits into the boxes on the Two Step Verification screen, then click Submit.

4. 4

   You’re in

   After verification you’re taken to the iSMS Main Member Page, where you can compose SMS, view reports, and manage your account.

Your dashboard at a glance

When you log in, the dashboard opens automatically. The menu on the left links to everything — Compose SMS, Address Book, SMS reports, WhatsApp Business API, Credit Reload, and more.

What’s on your dashboard

Top up your SMS credits

Running low? Click Top Up (or open Credit Reload from the menu) to choose a credit package and pay. Your new credits are added to your balance straight away.

Buy SMS credits →

Extend your credit validity

To extend the validity of credits you already have, click Extend. This opens the iSMS contact page where you can send an extension request to our team.

WhatsApp Business API (WABA) dashboard

If your account has WhatsApp Business API enabled, scroll down to the WhatsApp Business API panel for a separate dashboard covering your WhatsApp messaging.

The WABA panel shows your WABA account (how many WhatsApp numbers you have) and Total Credit Balance in MYR, alongside this month’s key figures:

• SentWhatsApp messages sent this month.
• DeliveredMessages successfully delivered, with the success rate.
• InboundReplies received from your customers.
• TemplatesHow many approved message templates you have.

Below that, the WABA Daily Activity chart compares sent vs delivered messages, the Category Split shows the mix of message types, and Your WABA Numbers lists each number with its platform, status, balance, and expiry.

From here you’re ready to send your first message — head to Compose SMS.

Sending a bulk SMS

From the left menu, open SMS → Compose SMS, then work through the form. For sending to 100 numbers or more, use CSV Compose instead — it’s built for large batches.

1. 1

   Set your Sender ID

   In Sender ID / Reply SMS, enter the name or number recipients will see — a registered Sender ID such as MYBRAND, or a mobile number like 60164502380.

2. 2

   Choose how replies come back

   Tick Reply via Email and enter an address to have customer replies forwarded to your inbox. To let customers reply by SMS, insert the %clickheretoreplymessage% token in your message.

3. 3

   (Optional) Pick a template

   Choose a saved message from the Template dropdown to auto-fill the message box.

4. 4

   Choose the message type

   Select Normal (English, BM) or Unicode (Chinese, Japanese). This changes how many characters fit in one SMS — see the limits below.

5. 5

   Turn Long Messages on or off

   Off sends a single SMS (capped at 153 characters). On joins up to 5 SMS into one long message (up to 737 ASCII characters).

6. 6

   Enter the phone numbers

   Type recipient numbers in the Phone Numbers box — one per line, or separated by ; or ,. Use country code + number, e.g. 60123456789, with no +, dashes, or spaces. You can also load contacts from Phone Book or reuse a Previous Batch.

7. 7

   Name your campaign

   The Campaign Name is for your own reporting. A Brand Name is automatically added to the start of every message.

8. 8

   Write your message

   Type your text in the Message box. The live counter shows the mode, character count, and how many SMS credits the message will use. You can also add a Signature, an unsubscribe link, or a reply link.

9. 9

   Send now or later

   Click Send Now to send immediately, or Send Later to schedule for a future date and time.

How characters become SMS credits

One SMS holds 153 ASCII characters. Longer messages are split and joined into a multi-SMS message — and charged per part, up to 5 SMS.

Messages over the limit are sent as additional SMS and charged accordingly.

Personalise your message

Insert any of these tokens and iSMS replaces them with each contact’s details from your address book:

Sending bulk SMS from a CSV

From the left menu, open SMS → Compose SMS (CSV). Most fields work just like Compose SMS — the difference is that your recipients (and their personalised details) come from an uploaded CSV file.

1. 1

   Set Sender ID & reply options

   Enter your Sender ID, and tick Reply via Email to have replies forwarded to your inbox. Optionally choose a Template and the Message Type (Normal or Unicode).

2. 2

   Prepare your CSV file

   Lay your file out in the exact column order shown below. Row 1 is the header row and is skipped on import, so your data starts on row 2. Phone numbers go in Column A with no +, dashes, or spaces.

3. 3

   Upload the CSV

   Click the upload box (or drag your file onto it) to select your .csv file. Only .csv files are accepted — you can grab a Sample CSV from the page to start from.

4. 4

   Remove duplicates (optional)

   Tick Remove duplicate numbers under Duplicate Check to automatically skip any repeated phone numbers in your file.

5. 5

   Add campaign details & write your message

   Set a Campaign Name for reporting (a Brand Name is auto-added to the start). Type your message, using the column tokens below to personalise each recipient’s text.

6. 6

   Send now or later

   Click Send Now to start, or Send Later to schedule. After submitting, you can safely close your browser — sending continues on the server.

CSV column format

Each column maps to a personalisation token you can drop into your message. Only Column A (the phone number) is required; the rest are optional.

For example, a message of Hi %name%, your balance is %amount% becomes personalised for every row in your file. You can also use %rand% for a random value.

Formatting your CSV

This goes hand-in-hand with CSV Compose. Beginning from the sample file keeps your columns lined up with what iSMS expects.

1. 1

   Download the CSV sample

   On the CSV Compose tab, click CSV Sample (Download CSV Sample) to get a correctly formatted template to start from.

   
2. 2

   Follow the column & token format

   Fill the sample with your data, then write your message using the matching tokens. iSMS swaps each token for that row’s value when it sends.

   

How personalisation works

Drop tokens into your message and each recipient gets their own version:

Building your CSV in Excel

1. 1

   Arrange your data

   Lay your data out in the CSV column order, with the mobile number (starting 60) in the first column.

   
2. 2

   Select the phone numbers

   Highlight all the phone numbers, right-click, and choose Format Cells.

   
3. 3

   Apply the 60 format

   Choose Custom and enter 60########## (60 followed by ten # symbols), then click OK. Excel adds the 60 prefix to every number.

   

4. 4

   Save as CSV

   Go to File → Save As and choose CSV (Comma delimited) (.csv) as the file type.

   
5. 5

   Confirm the CSV format

   When Excel asks, confirm you want to keep the CSV format. Your file is now ready to upload to iSMS.

   

Your CSV is ready — head to CSV Compose to upload and send.

Why this happens

1. 1

   Open Administrative Language Settings

   Open the Windows Region control panel and go to Administrative (or Additional) settings. The exact name varies slightly by Windows version.

   
2. 2

   Open Additional settings

   On the Formats tab, click Additional settings.

   
3. 3

   Change the List separator

   Change the List separator from a semicolon (;) to a comma (,), then click Apply and OK. Now save your file as CSV in Excel — it will use commas.

   

With commas set, save your sheet as CSV and continue to CSV Compose to upload it.

Saving your sheet as CSV on Mac

These steps use Microsoft Excel for Mac. The wording may differ slightly between versions, but the flow is the same.

1. 1

   Open Save As

   Open or create your spreadsheet, then choose File → Save As… from the menu bar.

   
2. 2

   Choose the CSV format

   From the File Format dropdown, pick a CSV option — choose Windows Comma Separated (.csv) if it’s offered, as it’s the most compatible with iSMS.

   
3. 3

   Name and save

   Rename the file or pick a different location if you like, then click Save at the bottom right.

   

Your CSV is ready — continue to CSV Compose to upload and send.

Creating your CSV in OpenOffice Calc

1. 1

   Open in Calc with the comma separator

   Open your .csv in OpenOffice Calc, and on the import screen choose Separated by → Comma.

   
2. 2

   Format the cells as General

   Highlight all the data, right-click and choose Format Cells, then set Category → Number and Format → General.

   
3. 3

   Save as Text CSV

   Go to File → Save As and set Save as type → Text CSV (.csv).

   
4. 4

   Keep the current format

   When OpenOffice asks, click Keep Current Format to save as CSV rather than the OpenOffice format.

   
5. 5

   Set the delimiters and save

   Choose a comma (,) as the Field delimiter and a quotation mark (") as the Text delimiter, then click OK to save the CSV file.

   

Your CSV is ready — head to CSV Compose to upload and send.

From Gmail contacts to an iSMS-ready CSV

The export itself is quick — the key step is reformatting the file so it matches the iSMS CSV format (phone number first, titles wrapped in % … %).

1. 1

   Open Google Contacts

   In Gmail, open the apps menu and go to Contacts.

   
2. 2

   You’re in Google Contacts

   The Contacts page opens, listing everyone in your account.

   
3. 3

   Choose Export

   Click More (or the menu) and select Export.

   
4. 4

   Export as Google CSV

   Pick which contacts to export, choose Google CSV, then click Export.

   
5. 5

   Open it in a spreadsheet

   Open the exported file in Excel or OpenOffice, pick the correct import format, and click OK.

   
6. 6

   Spot the format difference

   Gmail puts phone numbers in a later column, but iSMS needs the phone number first. You’ll rearrange this next.

   
7. 7

   Get the iSMS sample

   In iSMS, go to SMS → Compose SMS → CSV Compose and click CSV Sample to download the correct template.

   
8. 8

   Reformat to match

   Rearrange so the phone number is in the first column, and wrap each column title in % … % — for example %name%.

   
9. 9

   Save as Text CSV

   Save the file in Text CSV (.csv) format.

   
10. 10

    Upload to iSMS

    Upload your reformatted CSV in CSV Compose and send your messages.

    

What’s going on

Excel shows very long numbers in scientific notation by default. The data isn’t lost — you just need to tell Excel to show the column as plain numbers.

How to fix it

1. 1

   Open the CSV in Excel

   Open your .csv in Microsoft Excel. If the Text Import Wizard appears, tick Comma as the delimiter and click Next / Finish.

   
2. 2

   Open Format Cells

   Select the column showing the E+11 numbers, right-click, and choose Format Cells.

   
3. 3

   Choose Number with 0 decimals

   Pick the Number category, set 0 decimal places, and click OK. The phone numbers display in full.

   
4. 4

   Save as CSV again

   Save the file as CSV once more before uploading to iSMS, so the corrected numbers are kept.

With the numbers fixed and saved, head to CSV Compose to upload and send.

Creating a template

From the left menu, go to SMS → SMS Template. The Template Management screen shows your totals (total, ASCII, Unicode, and approved) and a form to add a new one.

1. 1

   Name the template

   Enter a Template Name that's easy to recognise later, e.g. OTP Verification.

2. 2

   Set the preset brand (optional)

   A Preset Brand Name is automatically added to the start of the message. Note it consumes 8 characters of your per-SMS limit.

3. 3

   Choose the message type

   Pick Normal (ASCII) for English/Malay, or Unicode for Chinese, Japanese, and other scripts.

4. 4

   Write the message body

   Type your message. The counter shows how many characters remain (after the brand name is deducted).

5. 5

   Set the approval status

   NO = the template requires approval before sub-accounts can use it. YES = sub-accounts can use it straight away.

6. 6

   Add the template

   Click Add Template. Saved templates then appear in the Template dropdown when you compose or schedule an SMS.

Character limits

Three ways to view your activity

Open your reports from the SMS menu. Pick the view that suits what you need — a high-level monthly trend, daily detail, or a calendar at a glance.

Monthly Summary

Shows your year at a glance — total SMS sent, credits used, monthly average, and your peak month — with delivered / sent / undelivered counts, trend charts, and a month-by-month table. Use View Daily on any row to drill into that month.

Daily Summary

Breaks a month down by day, with credit charge, totals, and delivery status per day, plus daily trend charts and your busiest day.

Daily Calendar

Lays the month out as a calendar, with each day showing its SMS count and credit. Click any day to open a side panel with the full status breakdown and hourly activity.

The Delivery Report

Open it from SMS → SMS DLR Report and filter by date. The top cards show your totals and delivery rate, and the performance charts split your messages by status — both by count and by percentage.

How a message travels

What each status means

Usage by account

This view splits the month’s sending across your users. The cards show the main account’s share versus sub-users, with a per-user table underneath.

Sub-account summary

A dedicated view of sub-account activity, day by day. If you have no sub-accounts (or they haven’t sent anything), it simply shows no activity for the period.

What the columns mean

Every summary table (monthly, daily, and sub-account) uses the same columns:

• Total SMSAll messages submitted in that period.
• Credit ChargeCredits used for those messages.
• DeliveredConfirmed delivered to the telco SMSC.
• SentSubmitted to the carrier, awaiting a final delivery status.
• UndeliveredCould not be delivered (off, out of coverage, or invalid number).
• PendingQueued, not yet submitted to the carrier.
• FailedRejected at the carrier SMSC — not charged.

How scheduling works

Compose your message as usual, then choose Send Later instead of Send Now. You can also create a schedule directly from SMS → SMS Scheduler using + New Schedule.

The Task Scheduler

Every scheduled send lives in the Task Scheduler. Each row shows the task name, trigger type (One Time or Daily), the schedule detail, whether it’s active, and its status (Pending or Processed). From here you can search, filter by date, add a new schedule, view a task, or export the list.

One-time or recurring daily

The Timer setting decides how often the task runs. Pick whichever matches your message.

Setting up the trigger

From SMS → SMS Scheduler → + New Schedule (or after clicking Send Later), fill in the task:

1. 1

   Recipient

   Enter the destination number(s) to send to.

2. 2

   Message Type

   Normal (ASCII, up to 153 characters) by default, or Unicode (up to 63 characters) for Chinese, Japanese, and other scripts.

3. 3

   Message Body

   Type the SMS content that will be sent.

4. 4

   Task Name & Description

   Give the task a clear name so it’s easy to find later, and an optional description for notes or remarks.

5. 5

   Start Date & Time

   Set when the task should first run.

6. 6

   Timer

   Choose One Time or Daily, as described above.

7. 7

   Create Trigger

   Click Create Trigger to save and activate the schedule. It then appears in your Task Scheduler.

Adding a sub-account

Go to User Profile → Manage Sub Account and open the Sub Accounts tab. Fill in the form to create a new sub-user.

1. 1

   Username

   Letters, numbers, hyphen (-) and underscore (_) only, at least 3 characters, and unique across all accounts.

2. 2

   Password

   Set a password — it must not be the same as the username.

3. 3

   Email

   Enter the sub-user’s email address.

4. 4

   Daily & monthly limits

   Cap how many SMS this sub-account can send. Enter 0 for unlimited.

5. 5

   Permissions

   Decide what the sub-account can do (see the reference below), then click Add Sub Account.

Permissions reference

Each permission is a simple YES / NO toggle:

• Message ControlYES = template only · NO = free text.
• Phone ControlYES = phonebook numbers only.
• Edit Address BookYES = can edit the address book.
• Export Address BookYES = can export contacts.
• View All DLRYES = can see all delivery history.
• Only View DLRYES = history view only.

The CSV column order

Go to User Profile → Manage Sub Account → Import Sub. Your file needs six columns, in this exact order — and no header row.

A sample file looks like this — one sub-account per line:

Uploading the file

1. 1

   Prepare the file

   Fill the six columns above, starting data on row 1 (no header). Save as CSV (comma-separated, UTF-8). New to this? See Create CSV in Excel and Export Excel to CSV.

2. 2

   Choose & import

   Click Choose File, select your .csv, then click Import CSV. You can also Download Sample CSV from the page to start from a ready-made template.

Setting up the reminder

Go to User Profile → Credit Reminder. The summary at the top shows your current mode, SMS threshold, and how many WhatsApp numbers are covered.

1. 1

   Reminder Type

   Choose how you want to be alerted — Email Notification.

2. 2

   SMS Credit Threshold

   Enter the number of credits at which to warn you (e.g. 30,000). When your balance falls below it, the reminder is sent.

3. 3

   Notification Email

   Enter the email address the reminder should go to.

4. 4

   WABA credit thresholds

   If you use WhatsApp Business API, set a separate threshold for each WhatsApp number so you’re warned per number too.

5. 5

   Save

   Click Save Settings to activate the reminder.

How it works

Find it under User Profile → Access Control. When the whitelist is active, only the listed countries can sign in — logins from any country not on the list are refused, even with the correct password.

The table lists every country currently permitted, with its country code and status. In the example below, sign-in is limited to Malaysia and Singapore; an attempt from anywhere else would be blocked.

How routing works

Open User Profile → Manage SMS Route. Every country has a route that’s either Active (your SMS can go there) or Blocked (sends are stopped). The summary shows your totals at a glance.

Block or unblock a country

1. 1

   Find the country

   Use the A–Z letter filter to jump to a country. Each row shows its dialling prefix and current status.

2. 2

   Block a single route

   Click Block next to an active country to stop SMS to it. Blocked countries show a red Blocked badge.

3. 3

   Block several at once

   Tick the countries you want (or use Select All), then click Block Selected. Use Deselect All to clear your selection.

Before you add one

Sender IDs aren’t created on the spot — each one is registered and approved with our team first. Once yours is approved, the steps below add it to your account and activate it.

Your Sender IDs at a glance

Open Account → Manage Sender ID. The summary cards tally your IDs, and the My Sender IDs list shows each one’s status.

Add & activate a Sender ID

1. 1

   Enter your approved Sender ID

   In the Add Sender ID box, type the Sender ID exactly as it was approved (for example BRAND-2002) — up to 11 alphanumeric characters — then click Add Sender ID. It joins your My Sender IDs list.

2. 2

   Verify it (numeric IDs only)

   A numeric Sender ID must be confirmed by an SMS OTP before it can be used; it sits under Pending Verify until then. Approved text IDs already show as Verified.

3. 3

   Activate it

   Click Activate next to the Sender ID to start sending under that name. Deactivate turns it off again, and the trash icon removes it from your account.

Sender ID rules

Approved IDs already meet these — but it helps to know why one might be rejected:

• Up to 11 alphanumeric charactersLetters and numbers only; both upper- and lower-case are fine.
• Spaces are allowedOne space counts as one of the 11 characters.
• No special charactersSymbols and punctuation aren’t permitted.
• Must represent your identityTied to your company name, brand, or identity.
• No generic or third-party namesCommon nouns, and any other company’s or a competitor’s name, are rejected.
• Numeric IDs need OTPA numeric Sender ID must be verified by SMS OTP.

Why WhatsApp

With billions of active users and very high open rates, WhatsApp is a powerful channel for both transactional messages and conversations. In iSMS, you manage it under WhatsApp Business API in the left menu.

The four message categories

Every WhatsApp message falls into one of four categories. The first three use pre-approved templates; the last is free-form.

How messages are charged

Each category follows one of two billing models:

• Per messageMarketing, Utility, and Authentication — each message sent is counted and billed separately.
• Per 24-hour sessionService — one charge covers unlimited two-way messaging within that 24-hour customer-service window.

Pricing varies by destination country — contact your account manager for a quote.

Reading the balance

Go to WhatsApp Business API → Credit Balance. The banner shows your combined balance across all numbers, and the summary cards count how many numbers you have, how many are active, and how many are below their remind threshold.

What each number card shows

Every WhatsApp number has its own card. Filter by All, Active, or Low Balance, or search for a number.

• MYR balanceCurrent credit on that number.
• Remind atThe threshold that triggers a low-balance reminder, with how far above/below it you are.
• ExpiryWhen the credit expires, and the days remaining.
• Last remindThe date the most recent reminder was sent.
• View DetailsOpens the full history for that number.

Your template library

Open WhatsApp Business API → Template List. The summary counts your templates by category and approval status; you can filter by category or last-sync date, and search by name or code.

Each row in the directory shows the template type, name, status, language, template code, category, and last sync. A status of pass means Meta has approved it and it’s ready to send.

Template actions

Click Actions on any row to:

• PreviewSee the template rendered as a WhatsApp message.
• DetailView its components, variables, and audit status.
• MarkdownView the template in markdown format.
• SendSend the template to recipients — see Send a WhatsApp Template.

Inside a template

The Detail view breaks a template into its parts. A template is built from components — and any variable (shown like $(verificationCode)) is a placeholder that gets filled in per recipient when you send.

• HeaderOptional title, image, or document at the top.
• BodyThe main message text, which can include variables.
• FooterSmall print under the body, e.g. “This code expires in 10 minutes.”
• ButtonsActions such as Copy code, quick replies, or links.

Sending a template

Open Template List, click Actions → Send on the template you want, and choose the single-send form.

1. 1

   Choose the sender

   Pick the Business Number to send from — its current balance is shown next to it.

2. 2

   Add recipients

   Enter one or more recipient phone numbers, separated by commas (numbers only). The counter shows how many you’ve added.

3. 3

   Fill in the variables

   Enter a value for each template variable (for example $(verificationCode)). The live preview on the right updates as you type.

4. 4

   Review & send

   Check the preview reads correctly, then click Send Template Message.

How the CSV maps to the template

From Template List, click Actions → Send and choose Bulk Send via CSV. The first column must be phone_number, and every remaining column must match a template variable by name.

For a template with one variable, verificationCode, the file looks like this:

Each row sends one message, with that row’s values filled into the template.

Sending the batch

1. 1

   Choose the sender

   Pick the Business Number to send from — its balance is shown alongside.

2. 2

   Prepare the CSV

   First column phone_number, then one column per template variable. Use Download on the page to grab a sample with the correct headers. New to CSVs? See Create CSV in Excel.

3. 3

   Upload it

   Click to select your .csv or drag and drop it onto the upload area.

4. 4

   Review & send

   Check the template preview, then click Send Bulk Template Messages.

How scheduling works

Scheduling starts from the same screen as a normal bulk send. From Template List, open Actions → Send → Bulk Send via CSV, set the sender, template, and CSV exactly as in a bulk send, then in the When to send panel choose Schedule for later instead of Send now.

Schedule a send

1. 1

   Set up the send

   Choose the Business Number to send from and upload your recipient .csv, exactly as in a normal bulk send — first column phone_number, then one column per template variable.

2. 2

   Choose “Schedule for later”

   In the When to send panel, switch from Send now to Schedule for later. The scheduling options appear.

3. 3

   Name it (optional)

   Give the schedule a Task name (and a description) so it’s easy to find later. Leave it blank and a name is generated for you.

4. 4

   Pick a trigger

   Choose One Time, Daily, Weekly, or Monthly (see the next section).

5. 5

   Set the start date & time

   Pick the date and time. Times snap to :00, :15, :30, or :45, because sends run on a 15-minute cycle.

6. 6

   Set the recurrence

   For Weekly, tick the weekdays to repeat on; for Monthly, choose the day(s) and month(s). One Time and Daily need nothing extra.

7. 7

   Schedule it

   Click Schedule This Send. Your recipients are stored now, and the schedule appears on the monitor as Queued, ready to run on its own.

Trigger types

Track your schedules

Open Scheduler from the WABA menu (next to Outbound Message) to reach the monitor. It opens on all of your schedules — not just today’s.

Below the KPI cards are quick charts — a Send Activity trend (sent vs failed over time), a By Status donut, a By Trigger donut, and Top Templates ranked by how many schedules use each. A filter bar (status, trigger, created-date range, and a name/template/number search) narrows the list, and the whole list can be exported to CSV.

The schedule table has one row per schedule — task, trigger, status, sender number, template, recipient count (and how many are processed), last run (with its sent/failed split), next run, and created date — plus a View action, and Edit and Delete while they’re still allowed.

View a schedule’s detail

The View button opens a Schedule Detail panel for that schedule, showing:

• Recipient breakdownTotal, Sent, Failed, and Pending, with a progress bar for the latest run.
• Schedule infoTask and description, trigger and its timing, status and whether it’s active, sender number, template and language, last run (with sent/failed), next run, total runs, the owning account, and the created date.
• Edit & DeleteShown only while the schedule can still be changed (see the rule below).

Edit or delete a schedule

Use the row or detail-panel buttons:

• Edit — timing & naming onlyChange the task name, description, trigger, start date and time, and recurrence. The sender, template, and recipient list can’t be edited — to change those, delete the schedule and create a new one. The next run time is recalculated after you save.
• Delete — removes everythingPermanently removes the schedule, its queued recipients, and its run history, after a confirmation prompt.

Schedule statuses

• PendingBeing set up — recipients are still loading.
• QueuedReady and waiting for its scheduled time.
• ProcessingCurrently sending.
• CompletedA One Time send that has finished.
• FailedA run that did not succeed.
• Cancelled / PausedNot currently scheduled to run.

Active vs Inactive: “Active” means the schedule is still set to run. Recurring schedules stay active between runs; a One Time schedule becomes inactive once it has completed.

Opening the inbox

Go to WhatsApp Business API → Conversation (BETA). The left panel lists your conversations; click one to open the chat on the right.

• Conversation listNewest first, with an unread count and the business number each chat came in through.
• Chat threadThe selected conversation. Reply with text, a file, or email; or click Send Template to send an approved template into the chat.
• SearchFind a conversation by phone number or name.

How the 24-hour window works

Outbound Report

Under WhatsApp Business API → Outbound Message. It tracks messages you send through the delivery funnel and shows the charge. (Rates here exclude inbound messages.)

The message details table lists each message with its send / received / read status, charge, and direction.

Inbound Report

Under WhatsApp Business API → Inbound Message. It summarises what customers send you — messages received, unique senders, and the split between text and media.

• Messages received & unique sendersVolume and how many distinct people messaged you.
• Message typesText vs media share of inbound.
• Active days & peak hoursWhen inbound activity happens.
• Top numbers & sendersWhich business numbers received most, and your most active senders.

Daily Report

Under WhatsApp Business API → Daily Report. It charts outbound vs inbound messages per day, highlights your top countries, and lists each day’s rates and charge.

• TotalsTotal messages, sent, delivered, read, and charge for the range.
• Daily message trendOutbound vs inbound volume per day.
• Per-row detailDate, country, direction, sent / delivered / read rate, and charge.

Monthly Report

Under WhatsApp Business API → Monthly Report. It lays the month out as a calendar — each day shows outbound count, delivered rate, and charge. Filter by All, Outbound, or Inbound.

Click any day to open a side panel with that day’s full breakdown — total messages and charge, outbound/inbound split, sent / delivered / read percentages, hourly activity, and a country breakdown.

What it shows

Open WhatsApp Business API → Template Report. Filter by date or a specific template code, then read your usage at a glance.

• Total sent & templates usedHow many outbound template messages went out, and how many distinct templates.
• Category breakdownThe split across Marketing, Utility, and Authentication, shown as a chart with each category’s share.
• Top templatesYour most-sent templates, by message count.
• Total chargeCombined cost across all categories.

The Template Details table lists each one by business number, template code, name, frame type, category, price, count, and a preview.

The complete, always-current API reference — endpoints, parameters, response codes, and examples — is available on the online API documentation page.