SMS, Mail, and WhatsApp — Tazk Projects Help

Overview

Click Configuration in the sidebar to set up how Tazk Projects sends messages. There are three sections:

Configuration sections: SMS, Mail, and WhatsApp

SMS — the SMS gateway each location sends text messages through
Mail — the mail account each location sends email from
WhatsApp — WhatsApp credits and setup

SMS

SMS gateway list with gateway, header, masked token, location, and edit and delete actions

Each row shows the Gateway name and URL, the Header (sender ID), the Token (only the last characters are shown), the Location, and edit and delete actions. Use Search gateways and the filter icon to find one.

Adding a Gateway

Click + Add SMS Config.

Configure SMS Settings with URL, header, token, and location, a gateway preview, and Test SMS

Field	Description
URL*	The provider endpoint each message is posted to
Header*	The sender ID the recipient sees. It must already be registered with your provider
Token*	The API token from your provider — 32 letters and numbers
Select Location*	One gateway per location

The Gateway preview fills in as you type. Click Test SMS, then Save gateway, or Cancel.

Mail

Each row shows the Server with its port and whether it is secure, the Sender, the Password (hidden), any BCC, and the Location.

Adding a Mail Account

Click + Add Mail Config.

Configure Mail Settings with host, port, sender name and mail, password, location, BCC, secure connection, and Test Mail

Field	Description
Host* / Port*	Your mail provider's SMTP host, and 587 for TLS or 465 for SSL
From User Name* / From User Mail*	The name and address mail is sent from
Password*	For Gmail and Outlook, an app password — not the account password
Select Location*	One mail configuration per location
BCC	Addresses that get a blind copy of every mail. Press Enter after each
Secure connection	TLS / SSL. Turn it off only for a server that does not offer it

Click Test Mail, then Save settings, or Cancel.

Important: Gmail and Outlook reject the normal account password. Create an app password in your account security settings and use that.

WhatsApp Credits tab with a low balance warning, balance, spent, messages, and alert tiles, usage, rate card, and recent transactions

WhatsApp messages are paid for with credits — 1 credit = ₹1. The tabs are WhatsApp Credits, Billing, WhatsApp Consent, Setup, and Templates.

Balance, Spent (30D), Messages (30D), and Low-Balance Alert At — a warning appears when the balance falls below the alert level
Usage by category — messages and spend by category over 30 days
Rate card — the price per message, for example Authentication ₹0.30, Marketing ₹1.50, Utility ₹0.25, Service free
Recent transactions — credit movements

Buy more credits with Buy credits on the Billing tab.

Tip: Always send a test SMS or test mail before saving — it confirms the details are right.