It is used from a web app. To load customers a CSV file is enough, and the command-line tool and the REST API are optional.
WhatsApp to sell to and look after your customers, built for small businesses
Textra lets a small business upload its customer list as a CSV, send them WhatsApp campaigns with a message personalised for each one, and handle the replies with an AI agent that hands over to a person on the team when needed. It also sends by SMS and email.
Three jobs a small business uses Textra for
Load and organise your customers
You import a CSV file with a phone number or email and any details you want to add, as custom attributes of text, number or yes/no type.
Send campaigns to the right people
You build an audience with conditions, pick the channel and send right away or at a future date and time. Each person receives a message with their own details.
Handle the replies
When a customer replies to your campaign on WhatsApp, an AI agent answers and can hand the conversation over to a person on your team.
Who it is for
For businesses that already have a customer list with phone numbers or emails and want to write to them on WhatsApp in an orderly way: shops, offices, clinics, schools or services.
Each of the three jobs has its own page: how to load your list, how to build and schedule a campaign, and how replies work with the AI agent. Pick the one that matches what you want to solve first.
Illustrative example
A small business's week with Textra
- A neighbourhood shop exports its customer list to CSV, with the phone number, the name and a custom attribute, and imports it into Textra.
- It builds an audience with a condition on that attribute and checks the preview with the count and a sample.
- It schedules a WhatsApp campaign for a future date.
- Each customer receives the message with their name. If one replies, the AI agent answers on WhatsApp and, when needed, passes the conversation to a person at the shop.
Frequently asked questions from small businesses
With a CSV file that has a phone or email column, plus columns for any details you want to add. Textra does not import Excel files.
You choose who to send to with an audience. Marketing campaigns are not sent to anyone who has not given consent.
If they reply on WhatsApp, an AI agent answers and can hand the conversation over to a person on your team.
Keep reading
Let's talk about your business
Tell us what you want to achieve with your customers and we will show you how it would look in Textra.