WhatsApp

Connect your WhatsApp Business account to send and receive WhatsApp messages directly within your account. The WhatsApp settings section covers your business profile, message templates, analytics, and advanced features like appointment booking flows and countdown timers. Navigate to Settings > WhatsApp to get started.

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WhatsApp Business profile management

Your Business Profile is the face of your company for any contact interacting with you through WhatsApp. Contacts can see your business name, address, website, and description — helping to build trust and credibility. To update your WhatsApp Business profile:

1. Go to Settings > WhatsApp.
2. Click Business Profile.
3. Update your business name, category, description, address, website, and profile photo.
4. Save changes.

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WhatsApp message templates

WhatsApp requires pre-approved message templates for proactive outbound messages (messages sent to contacts outside of an active conversation window). Templates are submitted to Meta for review and must comply with WhatsApp’s messaging policies.

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Creating a WhatsApp template

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Template categories

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Using WhatsApp media templates

Media templates include an image, video, or document in the header. To create one:

1. When building a template, select Media as the header type.
2. Choose Image, Video, or Document.
3. Upload a sample media file for the template review (the actual media is uploaded when sending).

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Converting a template to utility

If a Marketing template was incorrectly categorized, you can convert it to a Utility template (subject to Meta’s policies):

1. Open the template in Settings > WhatsApp > Templates.
2. Click Convert to Utility.
3. Confirm and resubmit for review.

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WhatsApp template analytics

Monitor the performance of your WhatsApp templates in the Template Analytics section:

• Delivered — messages successfully delivered to recipients
• Read — messages opened by recipients
• Replied — recipients who responded to the template

Use this data to optimize template content and improve engagement rates.

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WhatsApp messaging limits and message links

WhatsApp enforces messaging limits based on your account’s Business Verification status and message quality rating: Limits increase automatically when you consistently send high-quality, low-spam-rate messages. WhatsApp message links — generate shareable wa.me links that open a WhatsApp conversation with your number. These are useful for website widgets, email signatures, and QR codes.

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Appointment booking WhatsApp flow

Set up a WhatsApp Flow to allow contacts to book appointments directly within a WhatsApp conversation — no website visit required.

1. Go to Settings > WhatsApp > Appointment Booking Flow.
2. Select the calendar to use for bookings.
3. Configure the flow messages (greeting, available slots, confirmation).
4. Publish and test the flow.

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WhatsApp countdown timer

Add a countdown timer to WhatsApp templates to create urgency for time-limited offers:

1. In the template builder, add a Limited Time Offer component.
2. Set the expiry date and time.
3. The template will display a countdown in the recipient’s WhatsApp.

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WhatsApp coexistence

WhatsApp coexistence allows you to use the same WhatsApp Business number across both the WhatsApp Business App and your platform simultaneously. Configure this in Settings > WhatsApp > Coexistence.

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Linking WhatsApp Business account to a Facebook Page

Connecting your WhatsApp Business account to a Facebook Page enables advanced features like Click-to-WhatsApp ads:

1. Go to Settings > WhatsApp.
2. Click Link to Facebook Page.
3. Select your Facebook Page from the list and confirm.

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Related articles

• Integrations
• Conversations overview
• Phone system