Spinify Lead management system™
Dashboard
Overview of lead activity and priority accounts.
Hot Leads
Campaign Performance
Leads
Create companies and leads for local testing.
Create Company
Create Lead
Lead Records
User-friendly WhatsApp and Email delivery, engagement, reply, and suppression status for each lead.
Import Leads
Upload, preview, validate, confirm, and inspect import results.
- Upload File
- Preview Data
- Validate Records
- Import Records
- View Results
1. Choose a channel
Email requires company short name and public email.
Choose the company this WhatsApp campaign belongs to.
Select an active WhatsApp template linked from the Templates section.
Next, use either file upload or manual JSON below.
Required data for selected template
Requirements are read from the selected template's components in Meta.
Select a WhatsApp template
Its mandatory recipient data and variables will appear here.
2A. Upload Email file
CSV and XLSX files are supported and will use Email validation.
2B. Enter Email JSON rows
Batch Actions
Import Status Chart
Validation Summary
Error Breakdown
Accepted Rows
Rejected Rows
Created Records
Recent Imports
No import batches yet.
Activity Timeline
Upload or preview data to start the audit trail.
Raw API response
Templates
WhatsApp Approved Templates
Fetch approved templates from Meta and link the selected one into LeadOps.
Required only for approved WhatsApp templates that have an IMAGE header. Use a stable public image URL, not the temporary Meta preview URL.
Required for WhatsApp Flow templates. Leave blank to auto-generate a unique token.
Click “Fetch Meta Templates” to load approved WhatsApp templates from Meta.
Template Records
Campaigns
Create, preview recipients, launch, and monitor campaigns.
Channel:
Campaign Records
Select a future date and time, then click “Schedule Campaign”.
Follow-up Workflow
Schedule the same campaign again using a different template.
Select a future date and time.
Recipient Summary
No campaign selected.
Campaign Analytics
No campaign selected.
Eligible Recipients
Skipped Recipients
Campaign API response
Email Operations
Review queued messages and trigger the controlled outbox worker.
Email Outbox
Outbox API response
Inbox / Reply Queue
Review inbound replies that need follow-up.
Admin Operations
Check email integrations and manage suppression records.
Integrations
Add Suppression
SendGrid Webhook Events
Operational log for processed SendGrid delivery, engagement, and suppression events.
WhatsApp Call Events
User-initiated and business-initiated WhatsApp call webhook events from Meta.
Phone Call Events
Normal phone call events received from telephony provider webhooks.
Suppression List
Reports
Review WhatsApp survey and Flow response data.
YAML Workflow Conversations
Generic conversation sessions and outcomes across every configured WhatsApp YAML use case.
Refresh to load YAML workflow conversations.
Workflow Delivery Operations
Monitor queued responses, retries, failed delivery, dead letters, and conversations needing attention.
Worker Health
Live heartbeat from the background process that sends YAML workflow responses.
Refresh to load workflow delivery operations.
Conversations Needing Attention
Failed, expired, or currently receiving unmatched replies.
WhatsApp Chat Survey Responses
Customer button replies captured from WhatsApp chat survey flows.
WhatsApp Flow Responses
Customer-submitted WhatsApp Flow responses captured from Meta webhooks.
Tasks
Follow-up tasks generated by lead workflows.
Task Records
Admin Management
Only admins can invite, manage, or remove users.
WhatsApp Branching Workflows
Control which versioned YAML workflows this tenant can use in WhatsApp campaigns.
Not loaded
Open Admin or select Refresh Workflows to load assignments.