WhatsApp: connect and use
Sankalp WhatsApp is a separate product on the same login. It runs on your own WhatsApp Business number through Meta's official API.
Before you start
- WhatsApp is switched on for your company (start its free trial from Workspace Modules).
- You have a Meta business account and a phone number that can be used with the WhatsApp Business Platform.
- You are an administrator.
Connect your number
Open Company Settings and the WhatsApp tab, then follow the connect flow. It signs you in to Meta and links your WhatsApp Business account. Once connected, incoming messages show up in the inbox.
Using the inbox
Open Inbox under WhatsApp. Conversations from all customers appear in one list. Anyone with the WhatsApp role can open a conversation and reply, so a customer's chat does not depend on one person's phone.
Contacts
Contacts holds the people you message. Add them one by one, or import many at once from an Excel sheet.
Templates
WhatsApp only lets you start a conversation with an approved template. Create and manage them under Templates. Meta reviews each template, and it can be used once approved.
Campaigns
In Campaigns, pick a template and a contact list and send. Only message people who agreed to receive messages from you.
Auto-replies
Auto-Replies answers common questions and out-of-hours messages for you. Keep them short and always leave a way to reach a human.
Order alerts from the ERP
With WhatsApp enabled, the ERP can message the party on its own at key moments: order confirmation, goods dispatched, GST invoice, payment receipt and payment reminders. It can also send a purchase order to a supplier and warn your team about low raw-material stock. Each of these can be switched on or off in the WhatsApp settings.
Rules to follow
- Get opt-in before messaging a contact, and respect opt-outs.
- Use approved templates when starting a conversation.
- Do not send spam. Meta can restrict a number that gets many complaints.
See Meta's WhatsApp Business Messaging Policy for the full rules, and our Privacy Policy for how message data is handled.