.png?fit=max&auto=format&n=EQK5eX9kTD8NzWwA&q=85&s=878008bf159fcc4964d0c0d508b6e400)
.png?fit=max&auto=format&n=EQK5eX9kTD8NzWwA&q=85&s=e7fddd192d86dd299bb26a190e6a7e96)
Accessing WhatsApp settings
Go to Settings in the left sidebar, then select WhatsApp.Requirements
Before connecting WhatsApp, you need:- A Facebook Business Manager account with admin access
- A WhatsApp Business Account (WABA) — either an existing one or a new one created during setup
- A phone number to register with WhatsApp (this cannot be a number already active on personal WhatsApp)
Connecting your WhatsApp Business account
Authenticate with Facebook
You will be redirected to Facebook to authenticate with your Business Manager account. Grant the required permissions.
Select or create your WABA
Choose an existing WhatsApp Business Account or create a new one. Select the phone number to register.
Verify your phone number
Enter the OTP (one-time password) sent to your selected number to verify ownership.
WhatsApp messaging
Sending messages
WhatsApp messages appear in the Conversations inbox alongside other channels. To start a new WhatsApp conversation:- Open a contact record
- Click the channel selector and choose WhatsApp
- Compose your message — note that initiating a new conversation requires using an approved WhatsApp Template message
WhatsApp templates
WhatsApp requires pre-approved templates for outbound messages to contacts who have not messaged you in the last 24 hours. To create and submit templates:- Go to Settings → WhatsApp → Templates
- Click Create Template
- Choose a template category (Marketing, Utility, Authentication)
- Write your message content with any variable placeholders
- Submit for WhatsApp review — approval typically takes 24–48 hours
WhatsApp voice notes
You can send and receive voice note messages through WhatsApp. Voice notes appear in the Conversations thread and can be played back directly in the platform. This feature is also available on the mobile app.Managing multiple WhatsApp numbers
If your business needs multiple WhatsApp numbers (e.g. for different locations or departments), additional numbers can be added from the WhatsApp settings page. Each number operates as a separate inbox within the platform.WhatsApp messaging is subject to Meta’s Business Messaging Policy. Ensure your use case complies with their guidelines to maintain account standing.