How It Works

Worksii is a pay-as-you-use multi-channel messaging platform designed for businesses that need simplicity, speed, and control when engaging customers via WhatsApp, Email, SMS, and Push Notifications. Here’s a step-by-step breakdown of how Worksii works from sign-up to messaging success.

Step 1: Create Your Company Account

Start by signing up at www.worksii.com and creating your first company account. Each business you manage has its own isolated space—ideal for agencies, multi-brand operators, and organizations with multiple teams.

Key Features

  • Business-specific dashboards
  • Invite and manage team members
  • Set roles and permissions with RBAC

Step 2: Fund Your Messaging Wallet

Before sending messages, you’ll need to fund your wallet. This wallet powers all your campaigns and real-time messages across channels.

How It Works:

  • Add funds securely via Stripe, PayPal, or bank transfer
  • No subscriptions or recurring fees
  • Set auto-funding thresholds to avoid interruptions

Step 3: Connect Messaging Channels

Worksii supports major messaging platforms out of the box. You can activate channels individually as needed.

Available Channels:

  • WhatsApp (via Meta Cloud API)
  • Email (SMTP or SendGrid)
  • SMS (via Twilio, Nexmo, or others)
  • Push Notifications (Web and Mobile)

You can:

  • Connect your own sender credentials
  • Register WhatsApp numbers directly via our onboarding interface
  • Use default integrations if you don’t have a provider

Step 4: Create or Import Your Audience

You can build your recipient lists in multiple ways:

  • Import from CSV or Excel
  • Sync directly from your CRM or database
  • Manually add recipients from the dashboard

Segment your audience by:

  • Behavior
  • Campaign engagement
  • Demographics
  • Purchase history

Step 5: Build and Approve Message Templates

Create rich, dynamic templates with placeholders like {{first_name}}, {{order_id}}, and more. Channels like WhatsApp require pre-approved templates, which you can manage from inside Worksii.

Features:

  • Template editor with preview
  • Multi-language support
  • Approval flow for WhatsApp templates
  • Personalization tokens

Step 6: Launch Campaigns or Automate Messaging

Now you’re ready to engage. Choose from multiple messaging flows:

  • Static Campaigns: One-time bulk messages
  • Rolling Campaigns: Triggered by events like sign-ups or purchases
  • Sequenced Campaigns: Predefined series with custom timing
  • Real-Time Chat: Live interaction from the inbox or mobile app

Automation features include:

  • Scheduled sends
  • Message throttling
  • AI timing recommendations
  • Campaign-level analytics

Step 7: Monitor, Optimize, and Scale

Track every campaign in real-time. Use Worksii’s analytics dashboard to monitor open rates, delivery rates, replies, and wallet spend.

Insights Available:

  • Per-message cost and status
  • Channel performance breakdown
  • Recipient activity logs
  • Wallet deduction reports

Refine your campaigns using performance data and AI suggestions.

Optional: Integrate with External Systems

Use Worksii’s APIs and webhooks to:

  • Trigger messages from your CRM or backend
  • Sync contacts and transaction logs
  • Export reports and message data

Summary: Why Worksii Works

  • Easy onboarding and wallet-based usage
  • Multi-channel flexibility without the integration burden
  • Real-time engagement with AI support
  • Secure, scalable, and customizable for teams and enterprises

Whether you’re running a one-time campaign or building an automated customer journey, Worksii provides the control and insights you need to execute effectively.