Exploring the Wallet and Profile Management Features in KWIC

Managing your business profile, automation settings, team members, and payment options is made easy through KWIC’s intuitive dashboard. Whether you’re updating your WhatsApp business details or recharging your wallet for upcoming campaigns, KWIC centralizes everything under one streamlined section.

Here’s a detailed guide on how to navigate the Wallet section and manage associated tools effectively.

Step 1: Navigate to the Wallet Section

From the left-hand side menu, click on My Wallet.

This section is organized into two key areas: Channel and General.

Channel Tab
When you select the Channel tab, you’ll see the available business profiles connected to your WhatsApp Business account.

Profile Information
Click on a profile to view the following details:

Name (EX: KWIC)

Business ID : (ex: 12345ABC)

Registered Phone Number : (ex: 9087xxxxxx)

Beneath each profile, you’ll find three expandable options:

1. Profile

Update your business identity on WhatsApp by editing:

  • Business Name (ex: KWIC )
  • About Section (ex: Empowering businesses with seamless WhatsApp communication—automation, chatbots, and engagement tools for smarter customer interactions.)
  • Business Vertical (ex: service )
  • Business Description (ex: KWIC is seamless WhatsApp communication …. explain brief )
  • Business Address (ex: KWIC )
  • Email ID ( EX: kwic .in)
  • Website (ex: https://www.kwic.in/)

These details help ensure your WhatsApp profile is complete and professional, building trust with your customers.

2. Automation

KWIC allows you to enhance customer engagement with automation tools:

  • Icebreakers: Predefined Q&A prompts to initiate conversations.
  • Commands: Set up keyword-triggered responses to streamline support and sales queries.

3. Catalog

Here, you can view:

  • Cart ID
  • Enable options for Cart and Card Visibility, allowing users to view and interact with your product catalog on WhatsApp seamlessly.

General Tab

The General section offers broader control over your team and wallet functionalities:

1. Profile

Select a profile to view:

  • Business ID (ex: kwic ai)
  • Phone Number (9087xxxxxx)
  • Registered Email ( EX: kwic .in))
  • Password (ex: example)

Use the Edit button on the right side to update any of these credentials.

2. Manage Team

Easily add or remove team members with access to your KWIC account:

Use the Add Team Member option to include colleagues who need access to campaigns or analytics.

3. Wallet

Check your available KWIC credits:

After recharging, these credits allow you to send messages and run campaigns seamlessly.

4. Payment History

View a complete log of all your past transactions, including recharge dates and amounts.

5. Tag Manager

Organize your audience efficiently by creating tags:

  • Click on “Add Tag” on the right side.
  • Enter a Tag Name and save it for future targeting and segmentation.

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