WhatsApp Marketing

How to connect your WhatsApp Business Account to AI Engage CRM using Meta embedded signup, configure opt-in mode, and set up sending countries.

Connect and manage several WhatsApp numbers — set a default, control who can use each, bind an AI agent, and disconnect or delete numbers.

How to create, configure, and submit WhatsApp message templates for Meta approval — including template categories, types, body shortcodes, and buttons.

How to use the WhatsApp Inbox to manage two-way conversations: replying with text and templates, sending forms, assigning conversations, and managing status and tags.

How to send a WhatsApp template message or form directly from a contact record in AI Engage CRM — for personalised one-off messages and follow-ups.

How to create and send a WhatsApp broadcast campaign: select an audience segment, choose an approved template, map personalisation placeholders, and track delivery analytics.

How to create, submit for approval, and send WhatsApp Forms — interactive multi-field questionnaires delivered natively inside WhatsApp to collect leads, bookings, and survey responses.

See exactly how a WhatsApp template performs across every channel it's sent through — sent, delivered, read, clicked and failed, with rate cards, failure breakdowns and a searchable recipient activity log.

Send approved WhatsApp templates from your own systems using a Personal Access Token, copy ready-made request examples from the built-in API reference, and audit every API send in the API Logs tab.

How to buy WhatsApp Credits in AI Engage CRM, set up Auto-Recharge, understand conversation-based pricing by message category, and monitor your balance and usage history.