Drop in a monthly export workbook — it sorts the noise from the calls worth making.
No data loaded yet. Upload one or more .xlsx workbooks and/or .csv exports — any number of files, any number of sheets, any sheet names.
The console recognizes insurance exports, CRM service cases, DMS due reports, and lost-customer views automatically, and merges everything into one campaign list.
Campaign Readiness
Ready to send
Sendable, but flagged — check before sending
Excluded — already resolved or unusable contact (see Excluded tab for reasons)
🎯 Win-back offers
🔧 Paid service offers
🛡 Insurance renewal offers
🆓 Free service perks (optional)
🎯 Win-back 0
🔧 Service Reminders 0
🛡 Insurance Renewals 0
⚠ Needs Review 0
🚫 Excluded 0
Campaign preview
Template
Customers
No messages are sent from here — starting the campaign only exports the ready-to-send list (Excel + JSON payload) tagged with this Campaign ID.
Actual WhatsApp delivery via ChatSocial happens outside this tool once the sender is wired up. Rows already marked Sent or with an Invalid Number are excluded from the eligible count and won't be sent again.