Channels & inbox

WhatsApp

Connect your WhatsApp Business number, manage message templates, run broadcasts, and handle 1:1 chats, all inside the 24-hour session rules WhatsApp enforces.

Connecting WhatsApp

Go to Settings → WhatsApp. The recommended path is the Connect with WhatsApp button, which runs Meta’s embedded signup and links your account in seconds. A manual fallback lets you paste a Phone Number ID, WABA ID, and access token. If the number is not yet set up for sending, you choose a 6-digit registration PIN.

The connected card shows your number, display name, quality rating, and messaging availability; Refresh health pulls the latest from Meta, and Send test message confirms everything works. The same settings area holds opt-in/opt-out keywords, automated welcome and off-hours replies, and working hours.

Templates

WhatsApp requires pre-approved templates to message people outside the 24-hour window. Under WhatsApp → Templates you can Fetch from Meta to import existing templates, or create a new one:

• Pick a category, Marketing, Utility, or Authentication.
• Set the name, language, an optional header (text or image/video/document), the body (with variables like first_name), a footer, and up to 10 buttons.
• Provide sample values for your variables, required for approval.
• Save as a draft or submit for review. Status is polled automatically (draft / pending / approved / rejected, with rejection reasons).

Campaigns

A five-step wizard: Details → Audience → Template → Schedule → Review. Choose contacts, contacts by tag, or CRM leads by tag/source; pick an approved template (only approved templates can send); then send now or schedule. Sending runs in the background in batches with a live progress bar, retry-failed, and cancel. See Campaigns.

Chats & the 24-hour window

WhatsApp → Chats is your 1:1 inbox. The header tracks the session window: inside 24 hours of the contact’s last message you can send free-form text and media; once it closes, those are blocked and you must send an approved template to re-open the conversation. A contact reply resets the window.

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