LeadX-WA Complete Guide

Welcome to LeadX-WA! This comprehensive guide will help you set up and use all features of our lead management and WhatsApp automation platform.

Getting Started

Step 1: Connect Facebook Lead Ads

To fetch leads from your Facebook ads, you need to connect your Facebook account:

  1. Go to your Facebook Developer Dashboard
  2. Create a new app or use existing one
  3. Add "Marketing API" and "Pages API" products
  4. Generate an access token with required permissions
  5. Enter the token in LeadX-WA Facebook connection page

Required Permissions: leads_retrieval, ads_management, pages_read_engagement

Step 2: Connect WhatsApp Cloud API

To send WhatsApp messages, connect your WhatsApp Business API:

  1. Go to Meta Developer Dashboard
  2. Add "WhatsApp Business Platform" product
  3. Set up a WhatsApp Business phone number
  4. Generate access token and phone number ID
  5. Enter credentials in LeadX-WA WhatsApp connection page

Note: WhatsApp Business API requires business verification and approval

Step 3: Fetch Leads

Once both APIs are connected, fetch your leads:

  1. Click "Fetch Leads" button on dashboard
  2. Select the lead forms you want to import
  3. Leads will be imported automatically
  4. Check the Leads Manager to view imported leads

Managing Leads

Leads Manager Features

  • View All Leads: See all imported leads in a table format
  • Filter & Search: Filter by status, source, date range
  • Export Data: Download leads as CSV/Excel
  • Manual Entry: Add leads manually or via CSV upload
  • Message History: View all messages sent to each lead

Message Templates

Creating Templates

Create reusable message templates with personalization:

  • Variables: Use {{name}} and {{product}} for personalization
  • Media: Add images, titles, and call-to-action buttons
  • Preview: Test templates before sending
  • Default Auto-reply: Set a template for automatic responses

Example Template:

Hi {{name}}, thank you for your interest in {{product}}! We'll contact you soon.

Automation Features

Auto-Follow Up

Schedule automated follow-up messages at different intervals to increase conversion rates.

Auto-Reply

Automatically respond to incoming messages from leads using your default template.

Demo Mode

Testing Without APIs

While waiting for API approval, use Demo Mode to test all features:

  • Add demo leads manually or via CSV
  • Create and test message templates
  • Practice lead management workflows
  • Understand the complete user experience
Try Demo Mode

Troubleshooting

Facebook API Issues

  • Ensure business verification is complete
  • Check that required permissions are granted
  • Verify your access token is valid and not expired
  • Make sure your app is properly configured

WhatsApp API Issues

  • Verify WhatsApp Business API is approved
  • Check phone number is properly configured
  • Ensure message templates are approved
  • Verify webhook URL is accessible

Support & Contact

Need additional help? We're here to support you:

Last updated: July 26, 2025
Version: 1.0
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