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Go to Send SMS

In the sidebar, open the Send Message menu and choose SMS. This takes you to /send/sms.

Choose a source number

Pick the sending number from the Source number dropdown, or check Use Alphanumeric Sender ID to send from a branded sender ID instead.

Choose your recipient

Type a number directly under Recipient number, or tick Send to contacts / Send to groups and pick from the list. You can add a new contact inline with the + Add contact button.

Write your message

Enter your text in the Message box. Use the toolbar to add emoji, personalisation variables, a saved template, or attach a file/image. The counter shows your remaining characters and credit cost, e.g. (1) 42/160.

Send now or schedule

Under Schedule, choose Now to send immediately, or Later to pick a date and time (available on plans with scheduling included).

Send

Click Send SMS. Use the dropdown arrow next to it if you'd also like the message to open as a ticket (Send as Open, In Progress, Waiting, On Hold, Resolved, or Closed).

Go to Purchase Numbers

In the sidebar, go to Manage → Phone Numbers card → Purchase (or Manage → Phone Numbers → Manage → Purchase).

Search for a number

Choose a country, a number Type (Mobile, Local, National, or Toll-free — options vary by country), and optionally filter by digits the number starts or ends with. Click Search.

Purchase a number

Click Purchase next to the number you want from the results table.

Complete verification details

In the Purchase Number dialog, fill in your business address, contact info, business use case, company registration number, and website, then upload proof of business address and an ID/passport or company certificate. All fields are required.

Confirm purchase

Click Purchase. You may be taken to a Stripe checkout to complete payment.

Go to Port Number

In the sidebar, go to Manage → Phone Numbers card → Port (or from Manage → Phone Numbers → Manage → Port Number).

Check portability

Select your number's country code and enter the number under Number to port, then click Check Portability.

Fill in the port request

Once confirmed portable, complete the End User Information (entity name, authorised person, billing phone number, email) and Location Details (address, city, state/province, postal code, country).

Upload required documents

Download the Letter of Authorization (LOA) template, sign it, and upload it, along with a recent invoice (within 90 days) from your current carrier showing the number.

Submit

Click Submit Port Request. You may be taken to Stripe checkout to set up billing for the ported number.

Go to Manage Email

In the sidebar, go to Manage → Email, then open the Connected Accounts tab.

Click Connect Gmail

Under Connect a new account, click Connect Gmail. You'll be redirected to Google's sign-in.

Sign in & authorise

Sign in with the Google account you want to connect. Grant Havari permission to read and send mail on your behalf.

Done

Your Gmail account appears in Connected Accounts as Active, and its emails start syncing into your inbox automatically.

Go to Manage Email

In the sidebar, go to Manage → Email, then open the Connected Accounts tab.

Click Connect Outlook

Under Connect a new account, click Connect Outlook. You'll be redirected to Microsoft's sign-in.

Sign in & authorise

Sign in with the Microsoft account you want to connect. Grant Havari permission to access your mailbox.

Done

Your Outlook account appears in Connected Accounts as Active, and its emails start syncing into your inbox automatically.

Create a shared inbox

In the sidebar, go to Manage → Email → Shared Inboxes tab, then click New inbox.

Choose Forwarding email

Pick Forwarding email as the inbox type, name the inbox (e.g. Support), and enter the Sending address you'll reply from (e.g. support@yourbusiness.com).

Copy your Havari forwarding address

After creating the inbox, add any team members, then copy the unique Forwarding address shown — this is where your provider will forward mail to.

Set up forwarding in your provider

Log in to wherever your domain email is hosted and add a forwarding rule pointing to your Havari forwarding address. See the provider guides below.

Send a test & finish

Use Send Test Email in the wizard to confirm it works, then click Finish Setup. Test emails sent to your provider should now appear in this inbox.

🖥️ cPanel

1. Log in to cPanel and open Email → Forwarders.
2. Click Add Forwarder.
3. Enter the email address you want to forward (e.g. hello@yourdomain.com).
4. Choose Forward to Email Address and paste your Havari inbound address.
5. Click Add Forwarder to save.

☁️ Cloudflare Email Routing

1. In Cloudflare, go to your domain → Email → Email Routing.
2. If not already enabled, click Enable Email Routing and follow the prompts.
3. Under Custom Addresses, click Create Address.
4. Enter the address to forward (e.g. support@yourdomain.com) and set the Destination to your Havari inbound address.
5. Save the rule — Cloudflare will confirm it's active.

📧 Gmail Forwarding

1. In Gmail, go to Settings (gear icon) → See all settings → Forwarding and POP/IMAP.
2. Click Add a forwarding address and enter your Havari inbound address.
3. Gmail will send a verification code to the Havari inbox — copy it from the Havari inbox.
4. Return to Gmail settings and enter the verification code.
5. Enable Forward a copy of incoming mail and choose your preference for the original.
6. Save changes.

📨 Outlook / Microsoft 365 Forwarding

1. In Outlook.com, go to Settings → Mail → Forwarding.
2. Toggle Enable forwarding on and enter your Havari inbound address.
3. Optionally tick Keep a copy of forwarded messages.
4. Save.
5. For Microsoft 365 admin: use Exchange Admin Center → Mail flow → Rules to forward to external address.

🔷 Zoho Mail

1. Log in to Zoho Mail and go to Settings → Mail Accounts → Email Forwarding.
2. Click Add Forwarding Email and enter your Havari inbound address.
3. Zoho will send a verification link to the Havari inbox — confirm it.
4. Once verified, enable forwarding from the same settings page.

🔑 Namecheap / Private Email

1. Log in to Namecheap and go to your hosting → Private Email → Manage.
2. Select the mailbox and go to Forwarding.
3. Enter your Havari inbound address as the forwarding target.
4. Save changes.

Open your inbox's DNS setup

Go to Manage → Email → Shared Inboxes tab. On the inbox using your own domain, click the shield icon (DNS setup for sending).

Add the verification record

Add the TXT record shown under Domain Verification (name _amazonses.yourdomain.com) at your DNS provider — this proves you own the domain.

Add the 3 DKIM records

Add all three CNAME records shown under DKIM. These sign your outgoing emails and significantly improve deliverability.

Add SPF

Add a TXT record at your domain root (@) with value v=spf1 include:amazonses.com ~all. If you already have an SPF record, add include:amazonses.com to it instead of creating a second one.

Add DMARC

Add a TXT record named _dmarc with value v=DMARC1; p=quarantine; rua=mailto:dmarc@havari.com; fo=1.

Verify

Back in Havari, click Verify DNS. DNS changes can take up to 48 hours to propagate, so it's normal for records to fail the first check.

Go to Send Email

In the sidebar, open Send Message → Email. This takes you to /send/email.

Choose your sending address

Pick the address to send from — this can be a connected Gmail/Outlook account, a shared inbox, or a Havari-provided address.

Choose your recipient

Type a recipient email directly, or tick Send to contacts / Send to groups and pick from the list.

Add a subject

Enter the Subject line for your email.

Write your email

Choose Template mode to start from a saved template in the email builder, or Blank mode for a simple rich-text email with attachments.

Send now or schedule

Under Schedule, choose Now to send immediately, or Later to pick a date and time.

Send

Click Send Email, optionally using the dropdown to send and set a ticket status at the same time.

Go to WhatsApp Setup

In the sidebar, go to Manage → WhatsApp card → Manage. This takes you to /settings/whatsapp-setup.

Start setup

Click Set up WhatsApp Business. A secure setup window opens where you connect your WhatsApp Business Account through Meta.

Authorise in the popup

Complete the signup inside the popup window — this includes your business name, Facebook Business Manager, and phone number, all handled by Meta directly.

Wait for connection

Havari checks the connection automatically. Once complete, you'll see a success message and your WhatsApp Business Account dashboard will appear.

Open your WhatsApp dashboard

Go to Manage → WhatsApp → Manage to see your WhatsApp Business Account dashboard.

Check your verification status

The Business Verification card shows your current status: Not Verified, In Review, Verified, or Rejected.

Verify on Meta Business Manager

Click Verify on Meta Business Manager. This opens Meta's own site, where you'll need a Meta Business Manager account, business registration documents (e.g. your Companies House number), and a business phone number or email.

Wait for Meta's review

Verification is completed entirely on Meta's side and typically takes 1–5 business days. Havari will reflect your updated status automatically once approved.

Open your WhatsApp dashboard

Go to Manage → WhatsApp → Manage, then find Registered numbers and click Add number.

Choose how to add it

Select an existing number from your account to verify by phone call, or choose Guided setup to register a Havari number through Meta's own setup window with step-by-step instructions.

Set your display name

Enter the WhatsApp display name customers will see when you message them, then continue.

Verify by phone call

Havari temporarily forwards calls on your chosen number to a mobile number you provide, so WhatsApp can call you with a verification code. For the existing-number path, enter the code directly in Havari; for Guided setup, enter it on Meta's own verification screen as instructed.

Done

Your number is now registered for WhatsApp. Call forwarding is automatically removed and your number returns to normal service.

Go to Send WhatsApp

In the sidebar, open Send Message → WhatsApp. This takes you to /send/whatsapp.

Choose your WhatsApp account

Select which connected WhatsApp number to send from.

Choose your recipient

Type a number under Recipient number, or tick Send to contacts / Send to groups and pick from the list.

Write your message or pick a template

Type a free-text message, or select an approved Template if you're messaging someone outside the messaging window.

Send now or schedule

Choose Now to send immediately, or Later to pick a date and time.

Send

Click Send. You can also use the dropdown to send and set a ticket status at the same time.

Go to Templates

In the sidebar, open Templates, then click Create → WhatsApp (only shown once you have a WhatsApp number connected).

Name your template

Enter a name using only lowercase letters, numbers, and underscores, e.g. order_confirmation.

Set category and language

Choose a category (Marketing, Utility, or Authentication) and the language your template is written in.

Write your message body

Write the message text. Use {{1}}, {{2}} etc. for variables that will be filled in per contact when sent.

Submit for approval

Click Create Template. Meta reviews all WhatsApp templates before they can be used — this usually takes 24–48 hours, and can take up to 5 business days.

Go to Social Channels

In the sidebar, go to Manage → Social Apps → Messenger card → Manage. This takes you to /settings/social-connect.

Connect a Facebook Page

Click Connect Facebook Page. You'll be sent to Facebook to log in and choose which Page(s) to connect.

Grant permissions

Approve the permissions Facebook asks for — these let Havari send and receive messages on the Page's behalf.

Done

You'll be returned to Havari with your Page connected and ready to receive Messenger conversations in your shared inbox.

Go to Send Messenger

In the sidebar, open Send Message → Messenger, or reply directly from an open conversation in your Inbox's Messenger tab.

Choose your account and recipient

Pick the connected Page to send from, then choose the contact to message.

Write your message or pick a template

Type a custom message if the conversation window is open, or choose a template to reach someone outside the window.

Send

Click Send, optionally setting a ticket status from the dropdown at the same time.

Link Instagram to your Facebook Page first

In Meta Business Settings, make sure your Instagram account is set up as a Business or Creator account and linked to the Facebook Page you'll connect to Havari.

Go to Social Channels

In the sidebar, go to Manage → Social Apps → Instagram card → Manage. This takes you to /settings/social-connect.

Connect your Facebook Page

Click Connect Facebook Page and complete Facebook's sign-in. Instagram is enabled automatically for any connected Page that has a linked Instagram Business or Creator account.

Done

Once connected, your Page's card will show your Instagram username, and Instagram DMs will start appearing in your shared inbox.

Go to Send Instagram

In the sidebar, open Send Message → Instagram, or reply directly from an open conversation in your Inbox's Instagram tab.

Choose your account and recipient

Pick the connected Instagram account to send from, then choose the contact to message.

Write your message or pick a template

Type a custom message if the conversation window is open, or choose a template to reach someone outside the window.

Send

Click Send, optionally setting a ticket status from the dropdown at the same time.

Window opens when they message you

As soon as a contact sends you a Messenger or Instagram message, a messaging window opens — you'll see a banner reading '7-day window open' in the compose screen.

Send freely while it's open

While the window is open, you can send free-form custom messages, at 0.5 credits per message.

Window closes if they don't reply

If the contact doesn't message you again, the window eventually closes — the banner switches to '7-day window closed' and the message box is disabled.

Use a template to re-engage

Once the window is closed, send an approved template message instead — this is the only way to reach the contact again until they message you.

Go to Contacts

In the sidebar, open Contacts. Click Create on the Create contact card.

Fill in their details

Enter a first/last name, email, landline and mobile numbers, company, job title, Instagram handle, and Facebook ID as needed.

Add to a group (optional)

Use Add to group(s) to assign the contact to one or more existing groups.

Add a note (optional)

Tick Add internal note to attach a note visible only to your team.

Create

Click Create Contact. At least one field (name, phone, email, company, job title, or note) must be filled in.

Go to Companies

In the sidebar, open Companies. Click Create on the Create company card.

Fill in their details

Enter the company name (required), plus phone, mobile, email, website, industry, and address details.

Add notes (optional)

Use the Notes field for any internal context about the company.

Create

Click Create Company. If a similar company name already exists, you'll be asked whether to use the existing one or create a new one anyway.

Search by name

Use the search box above the table to search by name (and, for contacts, phone number too).

Filter contacts by status

On the Contacts table, use the Status dropdown to show only Active, Opt-out, Inactive, Error, or Unknown contacts.

Filter by any field

Click Filter by field to filter by any built-in or custom field — pick the field, then list the value(s) to match, one per line or comma-separated.

Show or hide columns

Click Edit columns to choose which columns are visible in the table and drag to reorder them.

Go to Field Properties

From the Contacts or Companies page, click Field Properties (top right).

Choose Contacts or Companies

Switch to the tab for the record type you want to add a field to.

Add the field

Click Add custom field, give it a label, and choose a field type: Text, Long Text, Dropdown, Multi Select, Number, Date, URL, Email, Phone, Yes/No, or Currency.

Add dropdown options (if applicable)

For Dropdown or Multi Select fields, add each option with a label and colour.

Save

Click Add field. It's now available immediately when creating or editing a record, in filters, and as a table column.

Open a contact or company

Click into any contact or company from their list, or from search.

Scroll to their conversations

Below their details and notes, you'll see a card for each channel — Email, SMS, WhatsApp, Instagram, and Messenger.

Review past conversations

Each card lists that channel's conversations with subject/last message, date, status, and priority.

Open a conversation

Click any row to jump straight into that conversation in your Inbox.

Go to Automations

In the sidebar, open Automations. Click New Automation — this creates a draft and opens the builder.

Add a trigger

Click + Add Trigger, choose a category (Webhook, Contacts, Companies, Scheduled, Tickets, Messages, or Manual), then pick the specific trigger and configure it.

Add steps

Click Add Step below the trigger to add your first action. Keep clicking Add Step to build out the flow — each step runs in order, top to bottom.

Configure each step

Click any step to open its settings — e.g. write the message for a Send SMS step, or choose the field for an Update Contact step.

Save or publish

Click Save Draft to save your progress without activating it, or toggle the status switch to Live / click Publish to make the automation active.

Create a Manual trigger automation

In the automation builder, add a trigger, choose the Manual category, and select the Manual trigger type. Add whatever steps you want it to run, then set it to Live.

Open a contact or company

Go to a contact's profile (from the Contacts page or Inbox) or a company's profile.

Click Automations

In the action row at the top of the profile, click the Automations button. This only appears if you have at least one active Manual-trigger automation.

Choose and run

Select the automation you want to run from the dropdown list. It runs immediately against that contact or company.

Go to Templates

In the sidebar, open Templates and click Create.

Pick a channel

Choose SMS, Email, WhatsApp, Messenger, or Instagram (WhatsApp/Messenger/Instagram only appear once that channel is connected).

Fill in the details

SMS and Meta templates just need a name and message text. WhatsApp templates also need a category and language. Email opens the full email builder — see the guide below.

Save

SMS templates save instantly. WhatsApp and Meta (Messenger/Instagram) templates are submitted for approval before they can be used.

Add a category

When creating or editing a template, type a category name — pick an existing one or create a new one on the fly.

Star your favourites

Click the star icon on any template row to mark it as a favourite — favourites appear at the top of the template picker when composing a message.

Search and filter

On the Templates page, search by name, or filter by Channel, Category, or Status to find what you need.

Start a new email template

Go to Templates → Create → Email. This opens the full-page email builder.

Name it

Enter a Template name and the Email subject at the top of the page.

Start from a sample or blank

Open the samples panel to start from a prebuilt layout (Welcome Email, Newsletter, Appointment Reminder, and more), or start from a blank template.

Add and arrange blocks

Add Heading, Text, Button, Image, Avatar, Divider, Spacer, Html, Columns, or Container blocks, and drag them into place.

Style each block

Click any block to open its settings on the right — padding, fonts, colours, alignment, and links.

Save

Click Save Template (or Update Template if editing an existing one).

Compose your message

Start a message on any Send page (SMS, Email, WhatsApp, Messenger, or Instagram).

Choose Later under Schedule

By default, Schedule is set to Now. Select Later instead.

Pick a date and time

Use the date/time picker that appears to choose when it should send.

Send

Click Send — your message is queued and will go out automatically at the scheduled time.

Open the attachment tools

In any message box, use the paperclip icon to attach a file, or the image icon to attach an image.

Choose your file

Pick the file from your device. Files must be 5MB or smaller, and you can attach up to 10 files per message.

Review before sending

For SMS and WhatsApp, the uploaded file becomes a link inside your message text. For email, images are inserted directly into the email and other files are attached separately, shown as a chip you can remove.

Send as normal

Attachments send along with the rest of your message.