WhatsApp Integration

Navigate to WhatsApp from the main menu and follow the connection setup flow. You will need to authenticate with your Facebook Business account and link your WhatsApp Business phone number.

The connection uses the WhatsApp Business API, which requires a verified business account. Once connected, you can send messages, create campaigns, and sync your product catalog directly from the app.

Once WhatsApp is connected, you can message customers directly from their profile or from the WhatsApp conversations screen. Select a customer, choose a message template or write a custom message, and send it.

Conversation history is tracked within the app so you can see the full message thread with each customer. You can also initiate messages from the at-risk customer outreach feature.

WhatsApp Campaigns let you send messages to multiple customers at once. Navigate to WhatsApp > Campaigns and create a new campaign. Select your target audience, choose a message template, and schedule or send the campaign immediately.

Campaigns are useful for announcements, promotions, or seasonal outreach to your customer base.

Message templates are pre-approved message formats that you can reuse for common communications. The app includes starter templates for common scenarios like Appointment Reminders, Birthday Greetings, Restock Reminders, and Order Confirmations.

Templates can include variables (like customer name or appointment date) that are automatically filled in when sending. You can also create custom templates for your specific needs.

Catalog Sync lets you share your product catalog directly on WhatsApp so customers can browse your products in the chat. Navigate to WhatsApp > Catalog to sync your products.

Once synced, your products appear in the WhatsApp catalog with names, descriptions, images, and prices. Customers can view your catalog and inquire about products directly through WhatsApp messaging.

Before sending WhatsApp messages to customers, you need their consent. The app tracks opt-in status for each customer with three consent types: Marketing messages, Utility messages (reminders and notifications), or Both.

You can record customer consent from their profile. Only customers who have opted in will appear as eligible recipients when creating campaigns or sending messages. This ensures compliance with WhatsApp Business policies.

The GDPR Overview screen shows how your WhatsApp data is handled in compliance with data protection regulations. It covers what data is collected, how it is stored, and your customers' rights regarding their data.

Customer consent records are maintained with timestamps for audit purposes. You can review and manage data handling practices from the WhatsApp Settings section.