Home Getting Started
🚀

Getting Started

Getting started articles and tutorials
By Ernesto Ramos
10 articles

Manage Companies

Companies store your organization’s details and branding assets. A company can be associated with projects so that generated reports include consistent branding such as logos, signatures, headers, and footers. You can create, edit, enable/disable, and reuse companies across multiple projects. 3.1 Create a New Company To create a company: 1.     Open Companies from the left navigation menu. 2.     Click Create New Company (+). 3.     Fill out the form fields (details below). 4.     Click Create Company to save. Note: Some fields are optional, but Company Name is required. The Create Company button remains disabled until required fields are valid. 3.2 Company fields (what each one means) Company Name (Required) ·        The organization’s display name. ·        Used across the portal and can appear in reports via template tags. Email (Optional) ·        A general contact email for the company. ·        Can be rendered in templates using #company_email. Phone (Optional) ·        A company phone number. ·        Can be used in reports and for reference in project documentation. Address (Optional, Google Maps Autocomplete) ·        As you type, the system suggests valid addresses using Google Maps autocomplete. ·        Select a suggestion from the dropdown to ensure: o   Standardized formatting (cleaner reports) o   Fewer typos and variations o   Faster data entry How to use Address autocomplete properly ·        Start typing the street, business name, or area. ·        Choose the correct suggestion from the dropdown. ·        The selected value is saved as the company address and can be used in reports (#company_address). EIN (Optional) ·        Employer Identification Number (or equivalent business identifier, depending on the country). ·        Can be printed in reports using #company_ein. 3.3 Branding assets (images) Companies can store several optional images used for report branding. Recommended formats: JPG/PNG. Company Logo ·        Upload your company logo. ·        Can be referenced in templates with #company_logo and/or used in headers. Company Signature ·        Upload a signature image (e.g., manager signature). ·        Useful for report approvals or sign-off sections (#company_signature). Header Image ·        Upload a header/banner image (letterhead style). ·        Recommended for consistent branding on every page when used in the template header (#company_header). Footer Image ·        Upload a footer/banner image. ·        Commonly used for contact info and branding in the template footer (#company_footer). Tip: Header/Footer images are especially useful when reports are exported as PDF and you want a professional “letterhead” layout. 3.4 Enable Company (Recommended) ·        When enabled, the company is available for selection in projects and appears in normal lists. ·        If disabled, the company may be hidden or blocked from selection (useful for old/inactive companies without deleting historical data). 3.5 Edit an existing Company To update company details: 1.     Go to Companies. 2.     Select the company you want to update. 3.     Click Edit. 4.     Update any field (name, contact details, address, EIN, branding images, enabled state). 5.     Save changes. Changes will apply immediately to future report generation when that company is used by a project/template. 3.6 When to disable vs delete ·        Disable a company when it is no longer active but you want to preserve history and avoid breaking old data (recommended). ·        Delete a company only if it was created by mistake and is not referenced by important historical records (depending on system rules and permissions). 3.7 Tips & best practices ·        Create companies early so you can consistently brand reports from the start. ·        Always prefer selecting the Address from Google Maps suggestions for clean and standardized report output. ·        Use a Header Image and Footer Image in templates to create professional PDF letterhead reports. ·        Keep logo/signature images high-quality and readable when printed (avoid very small or low-resolution files).

Last updated on Feb 24, 2026

Manage Clients

Clients represent the people or organizations you work for. Every project must be associated with a client so that reports can include client-specific information (name, contact info, address, and client type). You can create, edit, enable/disable, and reuse clients across multiple projects. Create New Client – main fields. 4.1 Create a New Client To create a client: 1.     Open Clients from the left navigation menu. 2.     Click Create New Client (+). 3.     Fill out the form fields (details below). 4.     Click Create Client to save. Note: Some fields are optional, but Client Name is required. The Create Client button remains disabled until required fields are valid. 4.2 Client fields (what each one means) Client Name (Required) ·        The client’s display name (company name or person name). ·        This is the primary identifier shown in selectors and used in reports. Email (Optional) ·        A contact email address for the client. ·        If provided, it can be included in reports via template tags and used for delivery/communication workflows if enabled. Phone (Optional) ·        A contact phone number for the client. ·        Recommended to include country code format when possible for consistency. Address (Optional, Google Maps Autocomplete) ·        As you type, the system suggests valid addresses using Google Maps autocomplete. ·        Select one of the suggested results to ensure: o   A standardized, valid location format o   Better consistency in reporting (avoids typos and variations) o   Faster data entry for users How to use Address autocomplete properly ·        Start typing the street, business name, or neighborhood. ·        Choose the correct suggestion from the dropdown list. ·        The selected value is saved as the client address. Best practice: Always pick an address from the suggestions instead of typing free-form text, so it remains standardized and “Google-valid”. Client Type (Optional) Select one: ·        None – No specific classification. ·        Commercial – Businesses, offices, job sites, facilities. ·        Residential – Houses, apartments, residential repairs/maintenance. Client Type helps organize clients and can be used in report templates (#client_type). Client Image (Optional) ·        Upload an image (JPG/PNG) associated with the client (logo, building, site photo, etc.). ·        Can be referenced in templates using #client_image. Enable Client (Recommended) ·        When enabled, the client is available for selection in projects and appears in normal lists. ·        If disabled, the client may be hidden or blocked from selection (useful for old/inactive clients without deleting historical data). 4.3 Edit an existing Client To update client details: 1.     Go to Clients. 2.     Select the client you want to update. 3.     Click Edit. 4.     Update any field (name, contact, address, type, image, enabled state). 5.     Save changes. Edits are reflected immediately wherever the client is used (including future reports). 4.4 When to disable vs delete ·        Disable a client when the relationship is inactive but you want to preserve history (recommended). ·        Delete a client only if it was created by mistake and is not linked to important historical data (depending on system rules and permissions). 4.5 Tips & best practices ·        Create clients first, then projects—this speeds up project creation. ·        Use Commercial/Residential consistently; it improves organization and reporting. ·        Prefer selecting the Address from Google Maps suggestions to reduce typos and ensure clean report output. ·        Upload a Client Image if you want reports to visually differentiate customers (especially if you manage multiple clients with similar names).

Last updated on Feb 24, 2026

Manage Projects

A Project is the central workspace in WappSense. It represents a real-world job or engagement (construction, maintenance, inspection, repair, etc.) and connects together: - A Company (your organization / branding) - A Client (who the work is for) - A WhatsApp group (where messages, media, and activity are captured by the bot) - Optional services (Translation, Voice Transcription, AI Summary, and daily automation services such as Weather/Traffic) Projects are used to collect messages from WhatsApp, organize them by date, and generate reports (PDF/HTML) using templates. 5.1 Create a New Project (Project Details) To create a project: 1. Open Projects from the left navigation menu. 2. Click Create Project (or Create New Project +). 3. Complete the Project Details step. 4. Click Next to proceed to Link WhatsApp Group. Note: Project Name and Project Type are required. The Next button remains disabled until required fields are valid. Project fields (what each one means) Project Name (Required) - The display name for the job or site (e.g., “Main Office Renovation”, “Roof Repair – Client A”). - Used throughout the system and in reports (#project_name). Project Type (Required) - Select the category that best matches the project (examples may include Construction, Engineering, General Site, Home Inspection, etc.). - Helps keep projects organized and may affect default template/report organization. Language (Required / Default language) - Defines the primary language used for the project’s reports and UI context. - Important when Translation is enabled, because messages can be normalized into the project language for reporting. Project Logo (Optional) - Upload a logo specific to the project (JPG/PNG). - Useful when the project needs its own branding different from the company’s branding. - Can be used in templates (#project_logo). Company (Recommended) - Select the company associated with this project. - Company data and branding (logo/header/footer/signature) can be used in report templates. - Use the + button to quickly create a new company without leaving the project form. Client (Recommended) - Select the client for this project. - Client data (name, address, type, image, etc.) can appear in reports through template tags. - Use the + button to create a new client from here if needed. Timezone (Required / Important) Defines the local time context for the project (e.g., “(UTC-08:00) Pacific Time (Tijuana)”). Impacts: - How message timestamps are interpreted for reporting ranges - When scheduled automations run (e.g., daily summaries) - The time used for daily Weather/Traffic delivery (if enabled) Best practice: Set the timezone to the location where the project work is happening so daily automations and report ranges align with the team’s actual schedule. Services (per-project capabilities) In the Services section you can enable features that enhance how WappSense processes messages for this project. Weather (Optional) ·        Enables daily weather information delivery to the WhatsApp group linked to this project. ·        The system indicates that weather/traffic can be sent daily at 8:00 AM (adjusted by project timezone). Traffic (Optional) ·        Enables daily traffic information delivery (typically paired with weather). ·        Timing follows the project timezone for consistency. Translation (Optional) ·        When enabled, the bot can translate messages sent in Spanish into English (or to the project language) for reporting and consistency. ·        Useful for bilingual teams or when management wants all reports in one language. AI Summary (Optional) ·        Enables AI-generated summaries for selected messages when generating a report. ·        Helps condense large sets of updates into a structured narrative. Voice Transcription (Optional) ·        When enabled, audio messages captured by the bot can be transcribed into text. ·        The transcription text can then be searched and included in reports. Note: Available services depend on your subscription plan and current usage limits. 5.2 Link WhatsApp Group to a Project After creating the project details, you must link a WhatsApp group so the bot can capture messages and media for reporting. Linking is done by adding the WappSense WhatsApp Business number to your group and sending a unique linking code. Linking steps (as shown in the system) Step 1: Create a WhatsApp group (or use an existing one) ·        You can link either a brand-new group or a group your team already uses. Step 2: Add the WappSense WhatsApp Business number to the group ·        The system displays the phone number you must add as a contact and then add to the group. ·        Tip: You can tap/copy the number and add it manually in WhatsApp. Step 3: Send the linking code into the WhatsApp group ·        The system displays a unique code in this format: o   #link P-##### o   Or simply: P-##### ·        Send the code as a message in the WhatsApp group. Step 4: Automatic detection and connection ·        Once the code is sent, WappSense automatically detects it and links the project to that WhatsApp group. ·        The status shows Waiting for connection… until the code is detected. Check Status and Complete ·        Click Check Status to refresh the connection state. ·        When the connection is confirmed, click Complete to finish setup. Important: Once the linking code is sent in the WhatsApp group, the project should connect automatically. You can close the dialog and verify the “Connected” status from the project page. After linking: what gets captured Once linked, the bot will capture only the messages and media that pass through that WhatsApp group, such as: ·        Text messages (English and Spanish) ·        Photos and videos ·        Documents (if supported) ·        Voice notes (and transcriptions if enabled) ·        Message timestamps and context for reporting If Translation and/or Voice Transcription are enabled, WappSense will enrich the captured content so it can be searched and used in reports more effectively. Troubleshooting tips ·        Confirm the WappSense number is added to the group (not only saved as a contact). ·        Confirm the linking code was sent exactly as shown (including the P-##### portion). ·        If it stays in “Waiting for connection…”, click Check Status after a few seconds. ·        If needed, resend the code message in the group.

Last updated on Feb 25, 2026

Review messages

The Messages page is where you view and filter all content captured by the WappSense WhatsApp bot for a specific project. This includes text messages and, depending on your enabled services, can also include images, audio (with transcription), videos, and documents. Important: The Messages page only shows messages that were captured by the bot after a project was linked to a WhatsApp group. If the bot is not linked (or the code was not detected), you will see “No messages found.” 6.1 What you can do in Messages From this screen you can: - Select a Project and view only its captured messages - Filter messages by a Date Range - Search by tags and text (e.g., #front, #issue, #progress) - Filter by Message Type: All, Text, Image, Audio, Video, Document - Quickly confirm whether the bot is capturing content correctly before generating reports 6.2 Select Project Use the Project dropdown to choose which project’s messages you want to view. - If you do not select a project, results may stay empty (depending on system configuration). - If a project is selected but the bot is not linked, or there are no captured messages yet, you will see No messages found. Best practice: Always pick the project first, then set the date range and search filters. 6.3 Date Range filter The Date Range selector allows you to limit results to messages received within a specific time window. - Click the calendar icon and choose the start and end dates. - Date ranges are particularly important when preparing reports (daily/weekly summaries, worklogs, incident tracking, etc.). Note: The meaning of “today” and the grouping of messages across days depends on the Project Timezone configured in the project settings. 6.4 Search (tags and text) The Search (tags and text) field lets you search through captured messages using: - Free text, e.g. leak, invoice, delivery, repaired - Hashtags, e.g. #front, #roof, #issue, #before, #after - A combination of both, depending on your team’s tagging habits This is especially useful when your WhatsApp group contains lots of updates and you need to isolate a specific topic or area. Recommended usage - Use tags to categorize work updates consistently (examples: #progress, #blocked, #materials, #safety). - Use location/area tags for photos and inspections (examples: #front, #backyard, #kitchen, #panelA). 6.5 Message Type filters Under Message Type, you can filter the results by content type: - ALL: Shows all captured messages for the selected project and filters. - TEXT: Only plain text messages (including translated text if Translation is enabled). - IMAGE: Photos/images sent to the WhatsApp group (often tagged with hashtags for reporting). - AUDIO: Voice notes. If Voice Transcription is enabled, the system can display or store the transcription as text for searching/reporting. - VIDEO: Video files sent to the group. - DOCUMENT: Files such as PDFs or other shared documents (if supported by your integration and plan). Tip: When preparing a report that focuses on visuals, filter by IMAGE and use tags (e.g., #front) to quickly locate the exact photos you want. 6.6 Why you might see “No messages found” Common reasons include: - The project has not been linked to a WhatsApp group yet. - The bot was added to the group, but the linking code was not sent or not detected. - The selected date range does not include any captured messages. - The selected Message Type filter is too restrictive (e.g., AUDIO only, but no audios were sent). - The group is active, but no messages have been captured since linking (e.g., the bot was added recently). Quick troubleshooting checklist 1. Confirm the correct Project is selected. 2. Expand the Date Range (try a larger window). 3. Switch Message Type to ALL. 4. Confirm the WhatsApp group is linked (project status shows connected) and the bot is still in the group.

Last updated on Feb 25, 2026

Manage Templates (Create & Configure)

Templates define the structure of reports. Template Content is HTML (edited through a rich text editor) and supports placeholders called tags. When a report is generated, tags are replaced with real values (project/client/company metadata and report information). Templates also include optional Header and Footer sections. Header and Footer are HTML editors too, with the same tag support as Template Content. Header/Footer appear on each page of the report (recommended for consistent branding). Create New Template screen (Template Content + optional Header/Footer). Project Tags dropdown (available placeholders). Client Tags dropdown (available placeholders). Report Tags dropdown (available placeholders). Company Tags dropdown (available placeholders). 7.1 Create a template (step-by-step) 1. Open Templates from the left sidebar. 2. Click Create New Template (+). 3. Enter Template Name (required). 4. Optionally select Industry (for organization/filtering). 5. In Template Content, write the report layout (required). Use the formatting toolbar as needed. 6. Insert placeholders using the tag dropdowns: Project Tags, Client Tags, Report Tags, Company Tags. 7. Optional: expand Header and/or Footer and write content for each (same editor and same tags). 8. Click Create Template to save. 7.2 Default template tags (built-in placeholders) These tags are available by default in the editor. Use them exactly as shown (including the #). Project Tags - #project_name : Project name - #project_logo: Project logo image (if uploaded) - #project_projectType: Project type (e.g., General Site, Construction, etc.) - #project_timezone: Project timezone (used for scheduling and date interpretation) Client Tags - #client_name: Client name - #client_email: Client email (if provided) - #client_phone: Client phone (if provided) - #client_address: Client address (if provided) - #client_type: Client type (None / Commercial / Residential) - #client_image: Client image (if uploaded) Report Tags - #report_from_date: Start date of the report range - #report_to_date: End date of the report range - #report_format: Report output format (PDF/HTML) - #report_date: Date/time when the report was generated - #report_summary: AI summary text (if enabled and generated) - #page_number: Page number (useful in header/footer for multi-page PDF) Company Tags - #company_name: Company name - #company_address: Company address (if provided) - #company_ein: Company EIN (if provided) - #company_phone: Company phone (if provided) - #company_email: Company email (if provided) - #company_signature: Company signature image (if uploaded) - #company_logo: Company logo image (if uploaded) - #company_header: Company header image (if uploaded) - #company_footer: Company footer image (if uploaded) 7.3 Using Header and Footer - Header/Footer are optional and repeat on every page. - You can place image tags like #company_header or #company_logo in the Header section for letterhead branding. - You can place #company_footer in the Footer section for consistent footer branding. - Use #page_number in Header or Footer to show the page number in PDFs. 7.4 Validation and best practices - Template Content is required. If it is empty, the system will show 'Template content is required' and block saving. - Do not translate or modify the tag names; tags must remain exact (including the #). - Keep templates simple and consistent across projects to reduce confusion for field teams. - If you use #report_summary but AI Summary is disabled, the summary area may appear empty.

Last updated on Feb 25, 2026

Generate a Report

The Create New Report wizard guides you through three steps to generate a report from the messages captured for a specific project and date range. 8.1 Report Configuration (Step 1) In Report Configuration, define the basic parameters of the report: 1. Project* Select the project you want to report on. This determines which messages will be available in the next step. 2. Template* Choose the report template that will be used to format the final output (for example: Energy Report Template). Templates control the layout and content structure of the generated report. 3. Date Range* Select the start and end dates for the reporting period. Only messages within this range will be considered. 4. Output Format* Select the format for the generated report (for example: PDF). 5. Click NEXT to continue to message selection. If any required field (*) is missing, you won’t be able to proceed. 8.2 Message Selection (Step 2) In Message Selection, choose which messages will be included in the report. 1. Message Scope TAGGED ONLY: Show only messages that have tags. ALL MESSAGES: Show all messages from the project in the selected date range. 2. Message Type Filters Use the tabs to filter the message list: ALL, TEXT, IMAGE, AUDIO, VIDEO, DOCUMENT 1. MesSearch Tags Use the Search Tags field to quickly locate messages associated with specific tags (especially useful when using TAGGED ONLY). 2. Select Messages to Include Use the Include checkbox on each message row to select it for the report. You can also use Select All to include all currently filtered messages. 3. Validation / Requirement You must select at least one message before you can proceed to the next step. If no messages are selected, the wizard will show a warning and block continuing. 4. Click NEXT to move to the preview step once your selection is complete. 8.3 Preview & Create (Step 3) In Preview & Create, review what will be generated before producing the report. Report Preview Summary 1. The preview screen displays: Date Range (start and end timestamps) Format (for example: PDF) Template (the selected template name) 2. Selected Messages by Tag A table summarizes selection results by tag: Tag: tag name Messages Selected: how many messages were included for that tag 3. Actions Click PREVIOUS if you need to adjust configuration or message selection. Click CREATE REPORT to generate the report using the chosen template, date range, and selected messages.

Last updated on Feb 25, 2026

Automate Report Delivery (Scheduled Reports)

Scheduled Reports allow you to automatically generate reports on a recurring schedule and deliver them via Email and/or WhatsApp. 9.1 Schedule Configuration (CronMaker / Quartz Cron) 1.     Open the Scheduled Reports area and click Create Scheduled Report. 2.     Select the required fields: - Project*: The project whose messages/report context will be used. - Template*: The template used to generate each scheduled report. 3.     Build the schedule using the CronMaker-style generator (Quartz cron): - In Generate cron expression, choose the frequency tab: - §  MINUTES, HOURLY, DAILY, WEEKLY, MONTHLY, YEARLY - Set the interval (example shown: Every 1 minute(s)). - Click Generate. - The system creates the cron expression and places it into the Generated Cron Expression field. 4.     Validate and preview upcoming executions: - In List next scheduled dates, you can keep the generated expression or type your own. - Click Calculate Next Dates. - The system shows: - §  A human-readable interpretation (example: “Every minute”) - §  The Next run at date/time (and, depending on the system configuration, future runs as well). 5.     Choose Output Format* (example: PDF). 6.     Configure Delivery Methods: - Send via Email: - §  Enter Email Recipients (comma-separated) for additional recipients. - §  Note: A copy can also be sent automatically to the project’s company email and the client email (if available in their profiles). - Send via WhatsApp: - §  The report will be sent to the WhatsApp group linked to the project (only works if the project is connected to a WhatsApp group). 7.     Set Active: - Enabled = the schedule is active and will run automatically. - Disabled = the schedule is not running (useful if you want to configure it now and activate later). 8.     Click Next. 9.2 Preview & Create 1.     The system shows a Scheduled Report Preview with: - Cron Expression - Format - Status (example: Active) - Template - Delivery Methods selected (example: WhatsApp) 2.     If everything looks correct: - Click Create Scheduled Report to save and activate (if Active is enabled). 3.     Use Previous if you need to change the cron schedule, delivery method, or format. 9.3 How the CronMaker Works (general behavior) - The CronMaker UI is designed to avoid manually memorizing cron syntax: - You choose a schedule pattern using the frequency tabs (minutes/hourly/daily/etc.). - You click Generate, and the system produces a Quartz-compatible cron expression for you. - The Calculate Next Dates feature is a safety check: - It validates the expression. - It shows upcoming run times (starting with Next run at) so you can confirm the schedule is correct before saving. - You can also type a cron expression directly if you already have one, then use Calculate Next Dates to verify it behaves as intended.

Last updated on Feb 25, 2026

Home

WappSense is a web portal designed for coordinators who manage multiple teams and projects (construction, repairs, maintenance, inspections, etc.) through WhatsApp groups. The platform connects each project to a WhatsApp group using a bot integration. Once linked, the bot captures messages and attachments (text, images, audio, video, documents) so you can search and organize them, then generate and deliver professional reports (PDF/HTML) manually or on a schedule. How the workflow fits together - Create Companies and Clients. - Create Projects for a Client (and optionally associate a Company for branding). - Enable services per project: Translation, Voice Transcription, AI Summary, Automation. - Link a WhatsApp group to the project using the bot phone number + linking code. - The bot captures messages and media. If Translation is enabled, Spanish messages are translated to English. If Voice Transcription is enabled, audio messages are converted to text. - Users generate reports by selecting a project, date range, and the messages to include, and choosing a template. - Users can schedule automated reports to be delivered to WhatsApp and/or email at a configured frequency and time. Key terms - Company: Organization profile used for report branding (logo/header/footer/signature). - Client: Customer record (commercial or residential). - Project: Core unit that links to a WhatsApp group; contains timezone and enabled services. - Bot integration: WhatsApp Business contact added to the group; captures messages and files. - Tags: Hashtags included in messages/captions (e.g., #Front) used for searching and report sections. - Template: HTML report layout/content with placeholders (tags) and optional Header/Footer sections.

Last updated on Feb 25, 2026