Help Center

WhatsApp Settings Overview

The WhatsApp Settings page serves as the central hub for managing your WhatsApp Business API integration within your CRM location. From this dashboard, you can oversee your account status, add phone numbers, create message templates, and build automated WhatsApp Flows to enhance customer communication.

Accessing WhatsApp Settings

You can access the WhatsApp Settings in one of the following ways:

Navigate to Settings → WhatsApp within your sub-account.
If your agency provides WhatsApp through the Agency Dashboard → Reselling, you may find a WhatsApp card on the Integrations page. Clicking this card opens the onboarding process if you are not subscribed, or the management interface if you are.

Benefits of Configuring WhatsApp Settings

Properly configuring your WhatsApp Settings unlocks the full potential of WhatsApp as a communication and marketing tool. Key benefits include:

Centralized Management: Control all aspects of your WhatsApp Business account, including phone numbers and message templates, directly within your CRM.
Performance Monitoring: Track your account status and message delivery rates with real-time statistics.
Scalable Communication: Create and manage pre-approved message templates to ensure consistent and high-quality messaging.
Interactive Engagement: Build automated WhatsApp Flows to handle common tasks like appointment booking, improving the customer experience.
Seamless Integration: Connect your WhatsApp activities with other CRM features such as Ad Manager and Calendars.

Navigating the WhatsApp Settings Page

Understanding the layout of the WhatsApp Settings page is essential for effective management. The page is divided into several key sections.

Header Card

The header card provides a real-time snapshot of your WhatsApp account's health and recent activity. It displays:

Account Status
Meta Business Verification status
Total Messages Sent (in the last 7 days)
Total Messages Delivered (in the last 7 days), including a percentage

In the top-right corner of the card, a three-dot action menu offers options to disconnect your WhatsApp account from the CRM or cancel your subscription.

Numbers Tab

The Numbers tab is where you manage all phone numbers linked to your WhatsApp Business account. Here, you can add new numbers for messaging and create engagement ads.

Adding a New Number

To add a new phone number:

Click the + Add Number button to open the configuration modal.
Enter a Display Name that users will see.
Select an existing number from the dropdown or type a new one in the provided field.
Click Proceed and follow the on-screen instructions from Meta to complete the verification process.

Creating an Engagement Ad

To create a WhatsApp Engagement ad campaign:

Click the Create Engagement Ad button.
A modal will appear informing you that you are leaving the current page.
Click Continue to be redirected to Meta's Ad Manager to build your campaign.

Templates Tab

WhatsApp requires businesses to use pre-approved message templates for initiating conversations. The Templates tab allows you to build, organize, and manage these templates.

Managing Templates

Before creating a new template, you can:

Use the WhatsApp Template Rewriter, an AI-powered tool that helps convert existing marketing templates into utility templates.
Create folders to better organize your message templates as your library grows.

Creating a New Template

To create a new template:

Click the + Create Template button.
Select Blank Template from the dropdown to build one from scratch.

On the Create Template page, you will construct your message with the following components:

Core Details: Fill in the Template Name, select a Category (e.g., Marketing, Utility), and choose a Language.
Header (Optional): Enable the Show Header toggle to add a header. Choose from Text, Image, Video, Document, or Location types. Use the + Add Variable button to insert personalized placeholders.
Body: Write the primary content of your message in the Body text area. Variables can be added here for personalization.
Footer (Optional): Add a short line of supplementary text in the Footer.