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.

Move a number you already use — on the WhatsApp app, the WhatsApp Business App, or another provider — onto the WhatsApp Business Platform and into AI Engage CRM, without losing your customers, your display name or your templates.

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.

Record a voice message right in the WhatsApp Team Inbox and send it to your customer: allow the microphone, record up to 5 minutes, listen before you send, reply to a specific message, and fix common problems.

Connect each placeholder in a WhatsApp template to a contact field so every recipient gets a personalised message, then preview and test with sample values before you send.

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 the WhatsApp inbox keeps you informed — live unread badges and counts in the web app, and push notifications for new messages and assignments on mobile.

Read the Team Inbox → Reporting screen: how many conversations came in, how many are open or unassigned, which agent replied and which never did — and click any number to see the exact conversations behind it.

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.