Ozibus product manual

One guide for every customer touchpoint.

Explore how Ozibus App, SMS, email, OTP, chat, scheduling, broadcast, contacts, billing, analytics, and developer APIs work together in real merchant operations.

View product map Launch checklists

15 connected product areas

SMS

Chat

API

Book

Product map

Start with the service, then connect the workflow.

Each product area can run independently, but the stronger merchant experience comes when contacts, templates, reminders, support, webhooks, wallet billing, and reports are connected.

Search this guide

Operations command center Ozibus App Admins, operators, account teams SMS, bulk sends, delivery logs Messaging APIs And SMS Developers, marketing, operations Campaigns, templates, system mail Email Delivery Product, CRM, billing, marketing Identity and trust Verify And OTP Security, onboarding, payments Live support suite Customer Chat Agents, service desks, success teams Appointments and queues Scheduling Clinics, consultants, logistics, service teams Audience activation Broadcast Growth, product, customer comms Customer data Contacts And Audiences Marketing, data, support teams Queue and provider control Campaign Operations Campaign managers, support leads APIs, SDKs, webhooks Developer Platform Engineering and integration teams Billing and usage control Wallet And Subscription Finance, admins, merchants Trust and deliverability Domains And Sender Identity Admins, email operators Health and performance Analytics And Operations Managers, analysts, support leads Reusable support answers Knowledge Base Support leads, content owners Enterprise meetings Video Conferencing Internal teams, enterprise customers

Operations command center

Ozibus App

Core workspace for account, billing, reports, teams, API keys, settings, and platform operations.

Primary tools

Dashboard Accounts Reports Settings Roles Permissions

Recommended workflow

Complete merchant profile
Add team roles
Review subscription and wallet
Open service workspaces

Account profile is complete Users have scoped roles Wallet and package status are understood

Open Ozibus App

SMS, bulk sends, delivery logs

Messaging APIs And SMS

Reach customers with programmable SMS, phonebooks, sender IDs, campaigns, queue visibility, and delivery reporting.

Primary tools

Compose SMS Campaign list Queued SMS Phonebook Sender ID SMS Manager

Recommended workflow

Confirm sender ID
Select phonebook or segment
Draft message
Check cost and opt-out
Send test
Monitor delivery

Phone numbers are valid Promotional messages include opt-out guidance Wallet balance covers the campaign

Open Messaging APIs And SMS

Campaigns, templates, system mail

Email Delivery

Send transactional and marketing email with templates, tracking, preferences, variables, sender control, and inbox readiness checks.

Primary tools

Mail compose Template builder My Templates Variables Tracking Preferences

Recommended workflow

Verify domain
Build template
Add variables
Run Quality
Send test
Launch and monitor events

Domain is authenticated Subject and preheader are set Links and variables resolve correctly

Open Email Delivery

Identity and trust

Verify And OTP

Protect signups, login, resets, payments, and sensitive actions with short-lived verification codes and audit trails.

Primary tools

SMS OTP Email OTP WhatsApp OTP Audit logs Rate limits

Recommended workflow

Choose channel
Generate code
Send code
Verify server-side
Expire after use
Record audit event

Codes expire quickly Resend attempts are limited Verification failures do not expose sensitive details

Open Verify And OTP

Live support suite

Customer Chat

Run live chat with a public widget, agent inbox, routing, tickets, knowledge base, AI Assist, and usage visibility.

Primary tools

Widget Studio Join Chat Agent Setup Tickets Knowledge Base AI Assist

Recommended workflow

Create widget profile
Publish snippet
Configure agents
Add knowledge articles
Test routing
Monitor conversations

Agents are active and available Widget profile is published SLA and assignment rules are tested

Open Customer Chat

Appointments and queues

Scheduling

Manage booking pages, services, staff, resources, availability, queues, reminders, customer portals, and public scheduler widgets.

Primary tools

Appointments Office hours Locations Profession setup Queues Customer portal

Recommended workflow

Create services
Set availability
Add staff and resources
Configure reminders
Install widget
Test conflicts

Timezone handling is correct Server-side conflict checks work Reminder channels are tested

Open Scheduling

Audience activation

Broadcast

Launch product updates, release notes, announcements, in-app notifications, scheduled broadcasts, and audience campaigns.

Primary tools

Broadcast dashboard Audiences Segments Assets Analytics Embed flows

Recommended workflow

Define audience
Write announcement
Schedule broadcast
Publish display surface
Track engagement

Audience rules are accurate Message is short and specific Views and clicks are monitored

Open Broadcast

Customer data

Contacts And Audiences

Keep contacts, regions, phonebooks, opt-ins, opt-outs, preferences, and reusable segments ready for campaigns and support.

Primary tools

Contacts Phonebooks Segments Regions Preferences Suppression rules

Recommended workflow

Import contacts
Normalize fields
Group by purpose
Apply consent rules
Save reusable segments

Duplicates are removed Opt-out state is respected Promotional and transactional lists are separated

Open Contacts And Audiences

Queue and provider control

Campaign Operations

Inspect campaign lifecycle, queue totals, provider failures, retries, cost forecast, inbox readiness, and webhook events.

Primary tools

Campaign detail Schedule control Provider visibility Cost forecast Rendering QA

Recommended workflow

Review audience
Check readiness
Estimate cost
Launch or queue
Monitor provider events

Suppression rules are active Cost estimate is accepted Provider errors are reviewed after launch

Open Campaign Operations

APIs, SDKs, webhooks

Developer Platform

Integrate Ozibus through REST APIs, PHP SDK helpers, server-side keys, public widget keys, webhooks, and IP allowlisting.

Primary tools

API keys Webhooks Whitelisted IPs PHP SDK API docs Public widget keys

Recommended workflow

Create API key
Store secrets safely
Build first request
Register webhooks
Handle retries idempotently

Public and secret keys are not mixed Webhook handlers are idempotent Logs include request references

Open Developer Platform

Billing and usage control

Wallet And Subscription

Manage wallet balance, top-ups, subscription plans, package access, PAYG usage, AI Assist billing, and transaction history.

Primary tools

Top-up Active subscription Pricing Transactions Packages Usage ledgers

Recommended workflow

Review balance
Top up before launches
Check package access
Review transactions
Watch usage costs

Wallet covers planned usage Finance users can review transactions AI and chat PAYG charges are visible

Open Wallet And Subscription

Trust and deliverability

Domains And Sender Identity

Verify domains, configure SMTP clients, manage senders, and protect deliverability for transactional and promotional mail.

Primary tools

Domain setup DNS verification SMTP clients Sender identity Preferences

Recommended workflow

Add domain
Verify DNS
Configure SMTP
Confirm From address
Send test
Monitor bounces

DNS records are correct Reply-to inbox is monitored Unsubscribe links work for promotional mail

Open Domains And Sender Identity

Health and performance

Analytics And Operations

Track delivery health, activity, uptime, support queues, scheduling load, transactions, system status, and webhook failures.

Primary tools

Dashboard System status Delivery reports Transaction reports Webhook logs Queue visibility

Recommended workflow

Check health
Review failures
Inspect queues
Compare usage and cost
Update playbooks

Daily dashboard review is assigned Failed deliveries are triaged Wallet anomalies are investigated

Open Analytics And Operations

Reusable support answers

Knowledge Base

Create categories and articles that support customer self-service, live agents, AI Assist, and repeat issue reduction.

Primary tools

Categories Articles Workflow states Public Help Center Knowledge gaps

Recommended workflow

Create categories
Write short articles
Publish reviewed content
Update from repeated questions

Titles match customer language Outdated articles are reviewed Common tickets produce new articles

Open Knowledge Base

Enterprise meetings

Video Conferencing

Use the meeting scaffold for WebRTC sessions, LiveKit group rooms, host controls, waiting rooms, chat, presence, and RBAC.

Primary tools

Next.js web app Express API Socket.IO LiveKit JWT auth Meeting controls

Recommended workflow

Configure infrastructure
Set secrets
Enable TLS
Test signaling
Review recording policy

Development credentials are replaced TURN and TLS are production ready Recording storage policy is approved

Open Video Conferencing

Service combinations

Recommended customer journeys

Choose the customer outcome first, then connect the Ozibus services behind it.

Marketing and lifecycle

Segment audiences, launch broadcasts, send email and SMS, then follow engagement across every campaign touchpoint.

Broadcast Email SMS Contacts

Trust and onboarding

Verify accounts, protect resets, reduce fraud, and keep sensitive interactions auditable.

OTP Verify Audit Security

Support and retention

Route visitors from widgets into agents, tickets, knowledge articles, notifications, and quality review.

Chat Tickets Knowledge base Notifications

Appointments and operations

Coordinate services, staff queues, booking reminders, customer portals, and post-appointment communication.

Scheduling Queues Reminders Reports

Go-live control

Launch checklists

Use these checks before taking a merchant, campaign, support widget, booking flow, or integration live.

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Merchant launch

Account profile is complete KYC requirements are satisfied where needed Users and roles are configured Wallet balance is funded API keys are created only for approved technical users

Campaign launch

Audience and segment are correct Message copy is final Variables and links work Suppression rules are active Test message has been reviewed

Chat launch

Widget profile is published Website snippet is installed Agents are active and available Knowledge base has starter content Routing and SLA policies are tested

Scheduling launch

Services and durations are configured Office hours and blocked times are correct Conflict checks are tested Reminders are enabled Public widget works on mobile and desktop

Developer launch

API secrets are stored securely Public keys are used only for widget flows Webhooks are idempotent IP allowlisting is configured where needed Errors and request IDs are logged

First-response support

Troubleshooting

Start with these checks before escalating to engineering or provider support.

SMS not sending Wallet balance, sender ID, phone format, provider response, queue state, and opt-out state.

Email not delivered Domain verification, SMTP setup, From address, bounce events, HTML size, and unsubscribe link.

OTP fails Code expiry, resend limits, channel delivery, phone or email accuracy, and server-side verification.

Chat widget not updating Correct public key, widget profile ID, published version, browser reload, and CDN availability.

Booking unavailable Office hours, timezone, blocked time, service duration, resource conflict, and booking limits.

API unauthorized Merchant ID, secret key, public key usage, token expiry, and IP allowlisting.

Wallet charge unexpected Campaign estimate, AI Assist usage, chat PAYG ledger, delivery count, and transaction report.

Next step

Use this as the top-level Ozibus manual.

Keep deeper module guides beside it for the email builder, scheduling setup, chat operations, broadcast documentation, SDK usage, and video conferencing architecture.

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