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CommunicationWhatsApp

A shared WhatsApp inbox attached to the customer record.

WhatsApp is a shared inbox for the numbers your business publishes, attached to the customer record — so a conversation on WhatsApp is part of the account history rather than on somebody’s phone.

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Read the user guide whatsapp

What it does

WhatsApp, in the product’s own words

  • Connect and configure numbers
  • A shared inbox with conversations assigned to people
  • Quick replies and message templates
  • Send to many people at once
  • Export conversations and reports

Before you start

What has to be in place

  • Numbers connected and configured.
  • Quick replies and templates written before the volume arrives, not during it.

In the user guide

5 tasks, explained

  1. 01Connect and configure numbers
  2. 02Work the shared inbox
  3. 03Use quick replies and templates
  4. 04Send to many people at once
  5. 05Export conversations and reports
Open the WhatsApp guide

Works with

The same records, not a sync

ContactsThe people behind the companies you deal with.CRMLeads, accounts, deals and quotes, with a price list behind them.ChatInternal conversations, channels and direct messages.SharingOne set of rules for getting a record out of the system.

Industries that start with it

Switched on from day one

More in Communication

All of Communication
MailReal mailboxes, not a notification log.ChatInternal conversations, channels and direct messages.MeetVideo meetings built in, and the record each one leaves behind.TelephonyExtensions and a PBX, with the call record kept.Notes & SocialShort-form writing, and what the company is telling itself.