WhatsApp Integration Overview
The WhatsApp integration in Scotify Solutions allows you to connect your business WhatsApp account directly to the CRM. This enables you to send and receive WhatsApp messages right from the Conversations inbox, just like you would with SMS or email.
Key Benefits
- Global Reach: Connect with customers internationally without the high costs of cross-border SMS.
- Rich Media: Send images, videos, documents, and voice notes directly through the CRM.
- Unified Inbox: Keep all your customer communications (WhatsApp, SMS, Email, Facebook Messenger) in one centralized location.
- Automation: Trigger WhatsApp messages automatically using Workflows based on customer actions.
Getting Started
To integrate WhatsApp, you will need a WhatsApp Business API account. You can set this up directly through the platform by navigating to Settings > WhatsApp and following the prompts to connect your Meta Business account.
Pro-Tip: WhatsApp requires businesses to use pre-approved "Template Messages" when initiating a conversation with a customer outside of the standard 24-hour customer service window. Make sure to submit your templates for approval early!