What this page is for
Connect your WhatsApp Business number so you can send and receive WhatsApp messages with customers. They appear in Messages. Set it up under Settings, then WhatsApp.
Screenshot: The WhatsApp page in Trade Sure
Do the common things
Connect your number
- Open Settings, then WhatsApp.
- Enter your phone number ID and access token from your Meta business account. Follow the on-screen notes.
- Copy the webhook address shown on the page into your Meta settings.
- Save and send a test message.
Send a message
- Open Messages, choose the client and write your reply.
- When you send a quote or invoice, choose WhatsApp or Both.
Use approved templates
- WhatsApp only lets you start a conversation with an approved template.
- Edit the wording under Templates. Meta must approve new wording.
Good to know
- Messages cost money after your allowance. The bill shows how many were sent.
- A customer can reply for 24 hours after their last message. After that, use a template.
If something looks wrong
- Messages stay queued: check the token has not expired.
- Replies do not arrive: check the webhook address in Meta.
- Failed messages show in red in Messages.