CRM & Business Systems · WhatsApp Business Systems
WhatsApp set up as a proper business channel for your team.
We set up the WhatsApp Business Platform foundation: account and number verification, a shared inbox, approved message templates, opt-in records, routing and agent hand-off. It is the messaging infrastructure. Connecting WhatsApp to your CRM and automating follow-ups is CRM & WhatsApp Automation.
What goes wrong on personal WhatsApp
A business run from one phone
One person holds the conversations
Messages are lost when that person is away or leaves.
No consent record
You cannot show when or how someone agreed to be messaged.
Unstructured replies
Same questions are typed repeatedly and response times vary by who is online.
What is included
The messaging foundation
Account and number set-up
WhatsApp Business Platform account, number and business profile, subject to Meta verification.
Shared inbox
Multiple agents on one number with assignment and notes.
Message templates
Templates drafted and submitted for approval for business-initiated messages.
Opt-in management
Consent capture and records.
Routing and hand-off
Rules for who handles which conversation, and bot-to-agent hand-off.
Team guidance
Policy and walkthrough for compliant use.
Deliverables
What you receive, and Meta’s role
You receive
- Configured WhatsApp Business account
- Shared inbox set up for your team
- Submitted message templates
- Opt-in process and records
- Routing rules
- Usage guidelines
Boundaries
- Account approval, template approval and messaging pricing are controlled by Meta and can change.
- This is the messaging system. CRM connection and automated follow-ups are CRM & WhatsApp Automation.
- Not affiliated with or endorsed by WhatsApp or Meta.
- You must have permission before messaging people.
How it works
Setting up WhatsApp for a team
Approvals from Meta can take time, so we plan around them.
Plan use cases
Which conversations happen and who handles them.
Register account
Business account, number and profile.
Draft templates
Submitted for approval.
Configure inbox and routing
Agents, rules and consent capture.
Train and go live
Policy and walkthrough for the team.
Questions
Common questions
How is this different from CRM & WhatsApp Automation?
This sets up the WhatsApp channel and team inbox. The other service connects it to your CRM and automates workflows.
Can we keep our existing number?
Often yes, but it depends on the number’s current registration. We check during planning.
Who approves templates?
Meta reviews templates. We prepare them to follow the guidelines but cannot control approval.
Are there message fees?
Meta charges for some conversation types. We explain current pricing but it can change.
Running the business from one phone?
Tell us how customers message you today. We will reply with how we would set it up.