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AvailableMessaging

WhatsApp integration

Connect your WhatsApp Business number to reply from the inbox and send template campaigns to people who opted in.

Status
Available
How it connects
Sign in with Meta
Where in startbuddi
Marketing → WhatsApp, and the CRM inbox
Category
Messaging

What you can do

  • Answer WhatsApp chats in the CRM inbox, next to the contact's history.
  • Create message templates and send campaigns to customers who opted in.
  • Keep using the WhatsApp Business app on the same number. Contacts and chats come across once, up to 180 days back.
  • Let Chip answer customers while you're busy, on your rules.
  • Send WhatsApp messages as steps in your automations.

How to connect

  1. Open WhatsAppGo to Marketing → WhatsApp. The Home tab shows "Connect your WhatsApp Business number".
  2. Click Connect WhatsAppMeta's own sign-up window opens. If no popup appears, use Continue in this tab instead.
  3. Pick your business and numberIf the number is already in the WhatsApp Business app, choose "connect your existing account" so it keeps working on your phone.
  4. Register the numberBack in startbuddi, open Settings and check Registered with WhatsApp. Click Register now, or enter your 6-digit PIN if asked.
  5. Finish the checklistWork through the setup checklist until every item is green.

Good to know

Chip auto-replies on WhatsApp need the Growth plan.

A Meta test number can't send campaigns. Connect a real number first.

Help articles

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