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You can upload up to 1,000 contact details at one time when creating an audience set on Heyo WhatsApp.
To create an audience set on Heyo WhatsApp, follow these steps:
Prepare Your Contact List - Collect the audience names and phone numbers in an Excel sheet. Ensure that the file is formatted according to Heyo's specifications.
Upload Your File - Go to the Heyo Phone App and navigate to the campaign creation section. There, you’ll find the option to upload your audience details. Upload the Excel file or CSV with up to 1000 contact details at a time.
Formatting Instructions - Refer to the formatting instructions provided in the Heyo Phone App to ensure your file meets the necessary requirements.
Once uploaded, your audience set will be ready for selection when setting up a campaign.
To check your daily quota of messages in the Heyo Phone App, go to the campaign creation section. After tapping on ""Create Campaign,"" you will see your daily available quota of messages displayed below the campaign's name. This quota is automatically assigned by WhatsApp to your account and can increase over time if you maintain good messaging practices and avoid spamming your audience.
You can edit the campaign’s name in the Heyo Phone App. When setting up a new campaign, the campaign’s name is displayed at the top of the screen. You can easily change it by tapping on the name and entering your desired title before proceeding with the rest of the campaign setup.
To set up and run a bulk WhatsApp campaign in the Heyo Phone App, start by navigating to the settings menu and tapping on “Campaigns & Templates.” Then, select “Campaigns” to view a list of your existing campaigns along with their current status. To create a new campaign, tap on “Create Campaign.” You can edit the campaign's name displayed at the top if needed. Below the name, you will see your daily message quota, which is assigned by WhatsApp and increases over time, provided no spam messages are sent. Next, select a message template for your campaign, you can choose from pre-approved templates or create your own by using the option in the top right corner. After selecting the template, you need to choose your audience. For this, gather your audience’s names and phone numbers in an Excel sheet and upload it as a CSV file in the Heyo app. Up to 1,000 contacts can be uploaded at a time, and specific formatting instructions are available within the app. Once your audience is set, you can choose to start the campaign immediately or schedule it for a later time. Simply tap “Create,” and your campaign will be ready to run. For a better understanding on how it really works, you can tap on the link to our YouTube video tutorial: https://youtu.be/rYl-dZ60Wyg?si=Exqgyxl5Ddfea61A
Variables in WhatsApp Message Templates allow you to personalize and modify the content of your message each time it is sent. By adding variables, you can create templates that can be easily customized, making your messages more relevant and engaging for recipients. For example, if you want to create an introduction message for your staff, you might start with “Hi, I am [your staff name].” In this case, you would insert a variable where the staff name goes. When the staff member sends the template message, they will be prompted to enter their own name, making each message personalized without having to rewrite the entire content. This feature improves communication by making messages feel personalized and specific to each interaction.
In the Message Template section of the settings menu, you'll find a list of pre-approved templates provided by Heyo. To create your own WhatsApp message template, tap the "Create Template" button at the bottom of the screen, then give your template a name and select its language before tapping "Continue." Type your desired message in the box at the bottom, and you can preview it on the screen. By tapping the Paper Clip icon, you can add images, videos, or documents to your message. You can also include a footer, which is the text shown at the bottom of your message, and add interactive buttons that helps with customer engagement. Choose from three button options, namely, website, phone number, and quick reply buttons. If you select multiple buttons, then the website button always appears on top, followed by the others. These buttons make it easier for customers to respond quickly, turning simple messages into interactive and engaging conversations.
Heyo WhatsApp provides a list of 4 pre-approved message templates in the Message Template section of the settings menu. You can view them directly within the app when accessing this section. If you need more options, you can also create your own custom templates by tapping the Create Template button.
Message Footer is a small text section that appears at the bottom of your WhatsApp message. It serves as additional information or instructions, such as a disclaimer or unsubscribe option, making your communication more professional and user-friendly.
How to Edit the Footer on Heyo WhatsApp:
Access Message Templates - Go to the Message Template section in the settings menu of your Heyo app. Here, you can see a list of pre-approved templates or create a new one.
Create or Edit a Template - If you are creating a new template, tap on the Create Template button, enter a name for your template, select the language, and then tap Continue. If you want to edit an existing template, select the desired template from the list.
Add or Edit the Footer - As you edit your message content, you’ll find an option to add a footer. You can type your desired text in the footer section, which will appear at the bottom of your message. This space can be used for various purposes, such as providing instructions, including your company’s contact details, or offering an option to unsubscribe from future messages.
Add Buttons - While editing, you can also add interactive buttons like quick reply, phone number, or website buttons, which provide easy call-to-action options for your users. Buttons are placed in order, with the website button appearing first if multiple buttons are used.
Using a footer effectively improves your message’s clarity and allows you to communicate important details in an efficient manner.
To access and manage WhatsApp message templates in Heyo, follow these simple steps:
Go to Message Templates - First, navigate to the settings menu on your Heyo app. From there, select the ""Message Template"" section, where you'll find a list of pre-approved templates provided by Heyo.
Creating Your Own Template - To create a new template, tap on the Create Template button at the bottom of the screen. Enter a name for your template and select the language for your message, then tap Continue. Type your desired message in the provided text box at the bottom. You can preview your message on the screen as you type.
Adding Media to Your Template - Tap on the Paper Clip icon to add attachments to your message. You can include images, videos, or documents to make your message more engaging.
Customizing Your Template with Footers and Buttons - You can include a footer, which is a small text that appears at the bottom of your message or make your templates look more engaging and interactive by adding buttons. There are three types of buttons available:
1. Website Button - This button appears at the top of the message when multiple buttons are added.
2. Phone Number Button - Allows customers to quickly call you.
3. Quick Reply Button - Provides customers with predefined reply options.
You can add multiple buttons to your message to make it easier for customers to interact and respond quickly.
Using Variables - To personalize your messages, you can add variables. Variables allow the template to automatically update specific parts of the message, like customer names, order details, or dates, every time the message is sent.
These features help you create interactive and personalized message templates that cater to your business needs. However, if you still want to get a better understanding on Heyo WhatsApp Message Templates, tap on the the link to our YouTube tutorial: https://youtu.be/BG876G_2LR4?si=WtdhMW14xUxB7G-u
If the greeting message on Heyo is pronouncing your business name incorrectly, you can fix this by customizing the message.
Open the Heyo Phone App and go to Settings. Tap on ‘Call & Staff’ and select ‘Play Welcome Message.’ Type the text you want to use for your greeting and preview it by tapping the ‘Speaker’ icon.
Make any necessary adjustments to the text to ensure correct pronunciation, and then tap ‘Update’ to save the changes. This way, your business name will be pronounced correctly in the greeting message.
If you're having trouble hearing the greeting message, follow these steps:
1. Click on 'Play Welcome Message.'
2. Listen by clicking on the Play speaker icon.
3. To hear it as the caller tune, call your Heyo number.
Note: This setting is only available to the Admin user.
To change the incoming call distribution order in Heyo Phone, follow these steps - Open the Heyo Phone App and go to Settings. Tap on ‘Call & Staff’ and select ‘Manage Staff.’ From this section, you can add or remove staff and manage call distribution methods.
Choose between the Sequential and Uniform methods. In the Sequential method, you can set the specific order in which calls are passed from one staff member to another. In the Uniform method, calls are automatically distributed among available staff members or the admin.
Adjust these settings to optimize how your incoming calls are handled.
Adding staff to your Heyo Phone number is a very simple process. Follow the quick steps below:
1. Open your Heyo Phone App.
2. Tap on the Settings button.
3. Tap on the ‘Call & Staff’ button.
4. Next, tap on ‘Take A Look’ and proceed.
5. You will get 2 options, namely - Play Welcome Message & Manage Staff.
6. Click on the Manage Staff button.
7. Then tap on the ‘Invite Staff’ button.
8. Select the contact number of the staff you want to add.
9. Then tap on the ‘Add (Selected)’ button to proceed.
10.Your staff will get the invite via WhatsApp and can join in the same Heyo Business Number in order to manage calls better.
To customize your greeting message or business caller tune with Heyo Phone, follow these steps - Open the Heyo Phone App and go to Settings. Tap on ‘Call & Staff,’ where you will find options for ‘Play Welcome Message’ and ‘Manage Staff.’ Select ‘Play Welcome Message’ and enter the text you want for your customized message.
You can preview it by tapping the ‘Speaker’ icon and then finalize it by tapping ‘Update.’ This allows you to set a personalized caller tune, creating a unique brand identity and ensuring professional customer greetings.
You can also use this feature to broadcast offers or set messages for after-hours to inform customers when you’re unavailable.
If you can't see the caller's phone number or name during an incoming call on your Heyo number, follow these steps to receive a notification before answering:
1. Go to 'Settings' in the Heyo App.
2. Click on 'Identify Caller on Incoming Calls.'
3. Click on the 'Go to phone settings' button.
4. Scroll down, find 'Heyo,' and click on the 'Enable' button to allow Heyo notifications to appear over other apps.
Now, all incoming calls on your Heyo number will come with a notification displaying the caller's number and name (if the number is saved in your contact list).
Live Call Transfer is available for incoming calls on your Heyo number. You need to follow these steps:
1. When you have an active incoming call, press '*2' on your phone dialer.
2. You will hear the word ""transfer.""
3. Type the extension number of the staff member you want to transfer the call to (e.g., '11' or '12').
No, you cannot change your registered phone number directly.
If Heyo becomes active in your city and you wish to switch to a local number, you will need to delete your current account and create a new one.
Note that you can create up to 3 accounts in total.
You can download call recordings from the Heyo Phone App.
Simply go to the ‘Call Logs’ section, press and hold the call log you wish to download, and a pop-up will appear with the download option.
This allows you to keep any recordings you want beyond the standard storage period.
You can manage your call recordings with Heyo Phone. While recordings are stored for up to 6 months and automatically deleted afterward, you have the option to download them within the Heyo Phone App.
To keep a recording longer, simply press and hold the call log you want to download.
Additionally, the admin can control access to call recordings and call log by hiding/unhiding them from staff members to ensure customer privacy.
This feature allows you to maintain control over which recordings/calls are visible to your team.
You can access your call recordings for up to 6 months. After this period, Heyo Phone automatically deletes them.
To manage your recordings, you can view them all in the ‘Call Logs’ section of the Heyo Phone App.
If you want to keep a recording, simply press and hold the call log you wish to download, and a pop-up will appear with a download option.
All staff members cannot receive an incoming call simultaneously. Heyo Phone uses an Automatic Call Distribution (ACD) feature to manage how calls are routed.
The staff members can recieve the calls one after the other depending upon the call distribution type selected by the Admin. They can choose between two methods - Sequential Distribution, where calls are routed to staff members in a specific order until answered, and Uniform Distribution, where calls are evenly distributed among available staff members.
This setup helps to handle calls efficiently based on the team’s availability and workload.
You will definitely need the SIM of the registered number in the phone where Heyo is installed to make calls.
This SIM must have an active calling balance for both outgoing and incoming calls to work properly.
There is no limit on the number of incoming or outgoing calls you can make or receive using your Heyo number.
You can enjoy unlimited calls without any restrictions.
Your customers will be able to call back on your Heyo number. All calls to your Heyo number are received and managed through the Heyo app, ensuring smooth communication with your customers.
You cannot use Heyo with your existing business number. Heyo provides a new virtual phone number that works independently from any existing numbers you have.
This new Heyo number allows you to enjoy features like WhatsApp integration, call recording, and more, all with an easy set up and no requirement of an additional SIM card.
To listen to a call recording on Heyo Phone, open the app and go to the ‘Call Logs’ section where all recordings are stored in one place.
You can search for specific recordings using the customer's contact number. To download a recording, press and hold the desired call log, and a pop-up will appear with a download option.
You can then play or download the recording directly from the app.
According to TRAI regulations, you cannot be assigned a new Heyo number without completing the KYC process, which includes Aadhar verification.
However, you can still use your Heyo number for calls even if you haven’t added your GST details.
lease note that, engaging in any of the activities mentioned below will violate Heyo's terms of service, and as a result, your account may be suspended to maintain a safe and trustworthy environment for all users:
1. Engaging in Spam Calls.
2. Impersonating reputable Businesses.
3. Using your Account to commit Fraud against others.
4. Using Brand names like Google, Amazon, Flipkart etc.
5. Utilizing your Account for activities such as Loan Recovery, Online Betting, or the Sale of Illegal 6. Substances, Sexual Harassment, Police etc.
7. Offering Illegal Services through your Account.
According to our terms and conditions, you need to be a KYC holder and of legal age, which means you must be 18 years or older, to operate a business through a Heyo number.
The number of staff you can add to your Heyo business phone number depends on the plan you choose.
With the Heyo Lite plan at ₹300/month, you can add 2 users (1 owner and 1 staff) without IVR but with WhatsApp integration.
The Heyo Pro plan at ₹600/month allows you to add up to 5 users (1 owner and 4 staff) and includes IVR and WhatsApp integration.
A virtual number or the Heyo number, is an online phone number with a local area code.
It doesn’t connect to a specific phone or device. Instead, it works over the internet and can be managed from different devices.
This helps keep your business and personal calls separate. Heyo Phone provides these virtual numbers and are extremely easy to setup under just 30 secs with no requirement of an additional SIM card.
Heyo Phone’s virtual number gets assigned right after the completion of a simple KYC verification process and comes under budget-friendly, Monthly Subscription Plans. The Heyo number also has many added benefits and features for simplifying business communications.
TRAI mandate states that without KYC the users will not be assigned with a new number. The users, however, can still continue to use their Heyo number without adding their GST details.
You cannot transfer the ownership of your Heyo number if you decide not to continue with our service. The Heyo number can only be used through your Heyo account.
Heyo Phone simplifies communication with a single number shared among staff, ensuring all calls and messages are managed centrally. Features like automatic call distribution, call recording, and real-time analytics make handling customer interactions efficient and professional.
Heyo Phone also boosts your business's online presence by linking your Google My Business (GMB) profile and sharing positive customer reviews, improving your reputation and visibility.
Customizable business cards and professional caller tunes help create a professional image, improving customer engagement and brand credibility.
Ideal for small to medium-sized businesses, Heyo Phone simplifies customer communication and helps businesses operate smoothly.
You cannot collect or send money using your Heyo number. If there are any updates in the future, users will be notified accordingly.
In Heyo Phone, you are able to choose the prefix or STD code for your business number.
Currently, you can select from these series: 011 (Delhi), 022 (Mumbai), 080 (Bangalore), 0731 (Indore), and 033 (Kolkata).
However, the specific number/digits within that series will be provided by Heyo Phone.
Heyo Phone is a digital phone line designed to help small business owners manage customer communication, get more enquiries, and grow their business directly from their phone.
With over 1.5 million downloads and 100,000 users in India, Heyo Phone offers a range of smart features, including a single business phone number, auto call recording, WhatsApp API integration, IVR, call distribution, voicemail, and more, starting at just ₹300 per month.
You can get a new virtual business phone number without an additional SIM or device, assign or remove staff easily, and separate your business and personal calls.
Heyo Phone also allows you to customize your business caller tune, integrate with WhatsApp, monitor staff calls, and track call analytics.
To get started, simply install the Heyo app, complete your KYC, and get started your free trial
To set up WhatsApp Business API with your Heyo Phone Account, follow these easy steps.
First, tap on "Create WhatsApp Business Account" from your main Heyo screen. Then, log in with Facebook to continue with the onboarding process. After successfully logging in, fill in your business details and click on "Create WhatsApp Business Account." The account creation might take some time.
If the creation process fails, you can tap on "Retry" to complete it. Once the onboarding process is successfully completed, you can start interacting with your customers easily through WhatsApp Business. You can also checkout this link for a better understanding on the onboarding process: https://youtu.be/R_GaRkYOH1o?si=cKnzsYhdwMFSvkFP
To set up your HEYO number on Google My Business (GMB), follow these simple steps.
First, create your GMB listing and copy the link. Next, open the Heyo App and navigate to Settings. Tap the ‘Ratings’ icon on your screen, then select the ‘Add GMB’ option. Paste your copied GMB link in the provided space.
Now, you can easily track all customer reviews and ratings through the Heyo App. This integration helps you manage your online presence and customer feedback efficiently.
The renewal prices for the Heyo Phone is same as the earlier year.
You dont need to pay extra.
The Heyo Pro Plan is priced at ₹600 per month. This plan includes access to both WhatsApp Business API and IVR integration, and supports up to 4 additional staff members, making a total of 5 users including the admin. On the other hand, the Heyo Lite Plan costs ₹300 per month and includes only a greeting message feature with no IVR integration. It allows for just 1 admin/owner and 1 staff member. If an admin wishes to use the IVR feature, they will be prompted to upgrade to the Pro Plan.
This pricing structure is set as of now and is meant to be followed for Heyo Phone in the next 1 year. However, all users will be notified whenever an upgrade on the pricing is announced. You can find all the pricing information and details here: https://www.heyophone.com/pricing
With Heyo you can Transfer live business calls.
All you need to do is, follow these steps:
(1) Press, 'star' and 'two', ' *2 ' on the phone dialer when the call is active.
(2) When you hear the word, 'transfer', type the extension number of the staff member you want to transfer the call to (eg: '11' or '12').
Heyo Phone automatically includes a voicemail feature for call forwarding. When an incoming call goes unanswered, the caller is directed to leave a voicemail. To manage these voicemails, open the Heyo Phone App and navigate to the 'Call Logs' section, where all incoming, outgoing, and missed calls are displayed. Missed calls, marked with red arrows, indicate that the caller has been prompted to leave a voicemail. Tap on the 'Play Voicemail' button to listen to the recorded messages. To make sure you respond quickly, keep notifications enabled for missed call alerts, especially outside of regular business hours. This automated call forwarding feature improves customer service by maintaining connectivity and responsiveness even when direct communication isn't possible.
Heyo Phone itself comes with all the privacy regulations.
There is no need to select seperate settings for this. However if you are an Admin and want to hide some of the calls from your staff, you can do this by hiding those numbers specifically:
Step 1:- Go to Heyo App Call Logs.
Step 2:- Long Press on the number you want to hide from your customers.
Step 3:- You can select option Hide Call over there.
This is how you can hide calls from your team.
You can simply access those numbers by going to Hidden Calls option at the top in call logs.
It is not possible to download the call logs in Heyo Phone app.
As it is against the security concerns and inorder to recude the data breach risk. Call logs cannot be downloaded in bulk on Heyo App.
Currently, our platform does not support bulk export of call logs, so that all data management is conducted securely within the app. This limitation is in place to maintain data integrity and security, but rest assured, the Heyo development team is continuously working on upgrading the features to provide more effective data management solutions in the future.
However, you can download call recording of each individual seperatly and listen to the conversations.
You cannot set business hours for your Heyo WhatsApp Business account.
Call logs cannot be deleted when using WABA integrated through HEYO.
The HEYO mobile app gives you certain control over your call logs, helping you to manage them by allowing the Admin or the Owner to hide/unhide calls from their added staff members.
There are no automated replies capability right now on HEYO Phone. Once a user interacts with an automated message, the chat box opens, allowing for further interaction.
When a conversation starts, you can send unlimited messages for 24 hours. Additionally, each WABA account receives the first 1000 incoming conversations free of charge every month from Heyo.
After integrating WhatsApp Business with HEYO Phone, you can send template messages to initiate sales or conversions and improve your customer interactions.
Currently, Heyo Phone offers three pre-existing templates for you to use. While we do not support sending bulk messages at this time, our development team is actively working on this feature for HEYO WhatsApp Business.
You cannot use WABA on web or any other platform other than Heyo.
WABA is accessible only through Heyo Phone mobile application, as we currently do not have a web portal.
This ensures that you can manage your business communications efficiently on the go without needing a laptop.
No, you cannot use Normal WhatsApp or WhatsApp Business with a HEYO number.
HEYO Phone is specifically designed to operate with its dedicated virtual phone numbers, ensuring the best performance with WhatsApp API integration.
Heyo Phone WhatsApp provides additional features like multi staff with single WhatsApp number, shared inbox and message templates which are not available in regular WhatsApp and WhatsApp Business.
Also as per the META guidelines it is not possible to use Heyo Phone number for normal WhatsApp/WhatsApp Business strictly to reduce the spam over WhatsApp.
You cannot use your personal or any other mobile number with Heyo Phone.
Heyo Phone only supports dedicated virtual phone numbers for both calling and WhatsApp Business API (WABA). You must use the virtual number provided by Heyo Phone only.
The main purpose of Heyo Phone is to keep your business number separate from your personal phone number. This separation is not just for you, but also for your staff.
By doing this, you can maintain a clear boundary between business and personal communications, with better organization and privacy.
So, to keep things simple and efficient, you need to use the Heyo Phone's virtual number for all your business calls and WhatsApp communications.
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