Connect WhatsApp Business to send messages to callers via WhatsApp — follow-ups, appointment confirmations, and more.
What It Does
- Send text messages — Send follow-up messages to callers on WhatsApp
- Template messages — Use pre-approved WhatsApp message templates
- Appointment confirmations — Send booking confirmations via WhatsApp
- Interactive messages — Send messages with up to 3 action buttons
- Media messages — Send images, documents, and other media
How to Connect
Set Up WhatsApp Business API
You’ll need a Meta Business account with the WhatsApp Business API enabled. Get your access token and phone number ID from the Meta Developer Dashboard.
Open Integrations
Go to Dashboard > Integrations and find WhatsApp.
Enter Your Credentials
Enter your WhatsApp access token and phone number ID.
Click Connect
Click Connect to activate the integration.
WhatsApp Business API requires a Meta Business account and an approved WhatsApp Business phone number. This is different from the regular WhatsApp app.
Message Types
| Type | Description | Requires Template? |
|---|---|---|
| Text | Plain text message | No (within 24-hour window) |
| Template | Pre-approved message format | Yes |
| Interactive | Message with buttons | No (within 24-hour window) |
| Media | Image, document, or video | No (within 24-hour window) |
Troubleshooting
Messages Not Delivered
- Verify the recipient has WhatsApp installed on their phone number
- Check that your access token is valid and not expired
- For template messages, ensure the template is approved by Meta
Template Rejected
- Templates must be approved by Meta before use
- Check Meta’s template guidelines for content and formatting requirements
24-Hour Window
- WhatsApp requires a pre-approved template for messages sent more than 24 hours after the last user interaction
- Use template messages for follow-ups outside the 24-hour window
Tips
- Create message templates — Pre-approve templates in Meta for use outside the 24-hour window
- Use for confirmations — WhatsApp has higher open rates than email for appointment reminders
- Respect opt-out — Stop messaging contacts who ask to be removed
Last updated on