You choose which kind of campaign you are creating when you create it, and it cannot be changed afterwards. The two work so differently that converting one into the other would lose either the funnel or the conversation history.
Creating one
Click New campaign and choose For existing customers. You will notice the campaign has different pages from a normal one:
There is no Funnel page and no Questions page. Both are generated for you when you write an offer.
The set-up checklist
Until the campaign is fully set up, a short checklist sits at the top of every one of its pages: choose the number → tell the assistant about you → add your customers → write an offer → announce it. Each step links to the page it is done on and is ticked off as you go. It disappears once everything is done. A brand-new campaign opens on Settings, because the first thing to do is choose which of your WhatsApp numbers it sends from. Your approved templates belong to that number, so nothing else can be picked until it is.Before you start
You need a connected WhatsApp number, the same as any campaign, and at least one approved WhatsApp template. A template is an opening message WhatsApp has approved in advance. It is required to start a conversation with a customer who has not messaged you recently — WhatsApp does not allow free text to someone who has gone quiet, and that rule is theirs, not ours. Once the customer replies, the assistant speaks freely. One approved template is enough to start. You do not need a different one for every offer.Importing your customers
Go to Clients → Import and upload a CSV. The file needs aphone column. Anything else you include — a name, a tag, a plan — is kept and the assistant can use it.
Re-importing a list you already have does not create duplicate customers. Rows that match an existing phone number update it instead.
The welcome
You can configure a message new customers get when they are imported. This is optional — if you skip it, your customers are added quietly and will hear from you the first time you announce an offer. Go to Settings → Welcome to write one. Describe it in plain words, pick the template it opens with, and optionally add anything you would like to ask — “preferred contact time”, “which branch do you use” — one at a time, pressing Enter after each. The assistant asks for those once, in conversation, and if a customer does not want to answer it stops asking rather than pressing.Why the welcome takes days
This is the part most people think is broken, so it is worth explaining. A three-thousand-customer import does not go out in an afternoon. It trickles out over days, at the pace set in Settings. That pace is the protection. Sending three thousand messages from a number in one hour is the fastest way to have WhatsApp flag it, and a flagged number stops working for everybody — including the customers already talking to you. The Clients page shows you how far along the queue is and roughly when it will finish, right above the list of customers, and it updates after every import. If you need a specific customer reached sooner, message them yourself. The assistant picks the conversation up from there.Labels
Labels are how an announcement picks its audience —Premium, Milan, lapsed. They arrive with a CSV tags column, and you can set them by hand on the Clients page.
- One customer: the Labels column on their row. Type a label and press Enter, or pick one already in use.
- Several at once: tick the customers and use Add label / Remove label in the bar that appears.
- All of them: Manage labels in the page’s actions menu lists every label with how many customers carry it. Renaming one renames it for all of them; deleting one removes it from all of them. Nobody is deleted — only the label.