Drive to Application

After completing the installation, you must configure several essential settings before XSender is fully ready for use.

Below, you will find all the basic setup steps explained in a clear and structured way. By following this guide, you will understand how the system works, how each component connects, and what actions are required to make the application fully operational.

For more advanced or detailed configuration of any specific feature, you can refer to the dedicated documentation articles for that particular setup.

When you log in to the Admin Panel, you will see a Setup Checklist at the top of the dashboard.

Items in red = Not configured
Items in green = Completed

Your goal is to make everything green.

Step 1 — Background Jobs (Most Important)

Without background jobs:

❌ Messages will NOT send
❌ Campaigns will NOT run
❌ Automations will NOT execute

Go to:

Admin Panel → Automation → Settings (⚙ icon)

On the right side, you will see Queue Worker Setup.

For VPS (Recommended)

1. Open SSH terminal

2. Run:

crontab -e

3. Copy the cron command shown in the VPS tab

4. Paste and save

This runs the Laravel scheduler every minute.

For Shared Hosting (cPanel)

1. Go to cPanel → Cron Jobs

2. Set interval to Every Minute (* * * * *)

3. Copy the command from the cPanel tab

4. Paste and save

Note: Shared hosting may delay jobs up to 60 seconds.

For High Volume (Supervisor)

If sending more than 10,000 messages/day:

Use the High Volume tab under VPS/Dedicated Server.

It provides:

• Install command

• Config file

• Start command

Most users do NOT need this.

Verify Background Jobs

After setup:

• Dashboard checklist turns green

• Queue driver shows: database (green)

• Pending jobs remain low

Step 2 — Email Gateway

Go to:

Admin Panel → Gateway → Email Gateways

Click Add New

Choose Gateway Type

Supported:

• SMTP (Most common)

• SendGrid

• Mailgun

• AWS SES

• Mailjet

SMTP Setup (Most Common)

Fill in:

• Host (example: smtp.gmail.com)

• Port (587 for TLS)

• Username

• Password

• Encryption (TLS recommended)

Optional: Sending Limits

Control sending speed to avoid provider blocking:

• Min Delay

• Max Delay

• Pause After N Messages

• Pause Duration

If unsure, leave empty.

After saving → Click Set as Default

Use Send Test Email to verify.

Step 3 — SMS Gateway

Go to:

Admin Panel → Gateway → SMS Gateways

Option A — API Provider

Supported providers include:

• Twilio

• Nexmo

• MessageBird

• TextMagic

• Infobip

• Clickatell

Enter API credentials from your SMS provider.

Also you can use custom API to connect external application for SMS, without any developer, it's completely dynamic and secured

Option B — Android Gateway

Use your own SIM card.

Steps:

1. The downloaded source code contains the Android app's APK files.

2. Install on phone

3. Scan QR code from SMS → Android Gateway Tab → Create new session

4. Device status turns green

Phone must stay online.

Step 4 — WhatsApp Gateway

Go to:

Admin Panel → Gateway → Messaging Gateways → WhatsApp Tab

Option A — WhatsApp Cloud API (Official)

Recommended for business use.

Steps:

1. Create Meta App (developers.facebook.com)

2. Enable WhatsApp product

3. Get:

   • Access Token

   • Phone Number ID

   • Business Account ID

4. Paste credentials in Cloud API tab

5. Configure webhook URL

Uses approved WhatsApp templates.

Option B — WhatsApp QR (Node.js)

No Meta approval needed.

Requirements:

• Node.js installed

• Setup xsender-whatsapp-service in your server

Steps:

1. Ensure service is active (pm2 status)

2. Go to WhatsApp Node Devices tab

3. Click Add Device

4. Scan QR from WhatsApp → Linked Devices

5. Status becomes Connected

Service must stay running.

Step 5 — Create Pricing Plans

Go to:

Admin Panel → Membership → Plans

Click Add New Plan

Basic Plan Settings

• Plan Name

• Price

• Duration (30 = monthly)

• Affiliate Commission

• Carry Forward option

• Pricing Page Features

Gateway Access Mode

• ON → Users use your gateways

• OFF → Users add their own credentials

For most cases if you just use saas → Keep ON. if provider then OFF.

Channel Credits

For each channel:

• Enable/Disable

• Daily limit

• Monthly limit

• Total credits

Example Starter Plan:

• SMS: 100/day

• Email: 500/day

• WhatsApp: 200/day

Recommended Free Plan

Create a free plan for onboarding.

Suggested limits:

• SMS: 5/day

• Email: 10/day

• WhatsApp: 5/day

Helps users test before upgrading.

Pricing Page Features

Easily customize which features are shown for each plan directly from the admin panel.

How It Works:

• ✅ Checked features appear with a checkmark on the pricing page.

• ❌ Unchecked features appear with a strikethrough to indicate they are not included.

• Manage it from the settings add/remove the context.

Step 6 — Lead Generation

Go to Admin Panel then Lead Generation.

Lead generation lets you and your users scrape business contact information from Google Maps and web sources. This is useful for finding potential customers.

To configure:

1. Set up an API key if required (some scraping methods need external API access).

2. Set daily and monthly limits per plan (in the Plan settings).

3. Users can search by business type and location to find leads.

Note: Make sure your usage complies with local data protection laws and terms of service of the data sources.

Step 6 — Payment Gateway

XSender includes a flexible payment system that allows you to monetize your platform using subscription plans.

You can configure:

• ✅ Automated (API-based) Payment Gateways

• ✅ Manual Payment Gateways

• ✅ Internal Ready-to-Use Gateways

• ✅ Manual Withdraw Methods for Affiliates

Go to:

Admin Panel → Gateway Options → Payment Gateway

Payment Gateway Types

Automated Gateway (API-Based)

Automated gateways connect directly with your merchant account and process payments instantly.

Customers can:

• Pay online

• Get automatic confirmation

• Receive instant subscription activation

No manual approval required.

Supported Automated Gateways

Examples include:

• Stripe

• PayPal

• Razorpay

• Paystack

• SSL Commerz

• Flutterwave

• Coinbase Commerce

• Instamojo

• Paytm

You only need to:

1. Create a merchant account

2. Get API credentials (API Key / Secret / Webhook Secret)

3. Enter credentials inside the gateway settings

4. Enable the gateway

Once activated, users can subscribe and pay automatically.

Internal Gateway System

XSender comes with pre-built gateway integration logic.

You do NOT need to code anything.

Just:

• Connect your merchant account

• Enable the gateway

• Set as Active

The system handles:

• Payment verification

• Webhook validation

• Subscription activation

• Transaction recording

• Invoice generation

This allows you to immediately monetize your SaaS platform.

Manual Payment Gateway

Manual gateways allow you to accept payments that require admin approval.

This is useful for:

• Bank Transfer

• bKash / Nagad / Rocket

• Western Union

• Cash Payment

• Country-specific methods

How Manual Gateway Works

1. Admin creates a manual payment method

2. Admin defines required payment fields

3. User submits payment details

4. Admin verifies manually

5. Admin approves or rejects payment

6. Subscription activates after approval

No API required.

Create Manual Payment Method

Go to:

Admin Panel → Gateway Options → Manual Payment

Click Add New

You can configure:

• Method Name

• Instructions (Bank details, account number, etc.)

• Upload Logo

• Status (Enable/Disable)

Dynamic Payment Fields

Manual gateway supports dynamic input fields.

You can create custom fields like:

• Transaction ID

• Sender Name

• Account Number

• Payment Screenshot Upload

• Reference Number

This allows full flexibility for any country.

Withdraw Methods (For Affiliate Users)

If you enable the affiliate system, users can request withdrawals.

You must create withdrawal methods manually.

Go to:

Admin Panel → Gateway Options → Withdraw Methods

Click Add New

Create Withdraw Method

Configure:

• Method Name (Bank, PayPal, bKash, etc.)

• Minimum Withdrawal Amount

• Maximum Withdrawal Amount

• Processing Charge (optional)

• Required Fields (Account number, Email, etc.)

Affiliate users will:

1. Request withdrawal

2. Submit required details

3. Wait for admin approval

4. Receive manual payment

Admin processes payout outside the system.