WhatsApp is the world's most widely used messaging app, with over two billion users across more than 180 countries. The official WhatsApp Business API lets verified businesses send and receive messages at scale, using approved templates for outbound notifications and free-form replies within an active session. Connecting WhatsApp to WellPlan brings every conversation into a unified inbox, lets teams reply two-way from any device, triggers automated workflows when a message arrives, and syncs each contact into the CRM. All chats live alongside email, SMS, and social messages in one timeline.
Functies
Common use cases
Send appointment reminders at scale
A dental clinic uses pre-approved WhatsApp templates to send reminders 24 hours before each appointment. Replies route into WellPlan's unified inbox, where staff confirm, reschedule, or cancel directly inside the contact record without switching apps.
Qualify leads with an AI chatbot
A real estate agency points Facebook and Google ads to a WhatsApp click-to-chat link. WellPlan's AI chatbot greets each lead, asks qualifying questions about budget and location, tags the contact, and books a viewing on the agent's calendar.
Recover abandoned bookings
A travel agency triggers a WhatsApp workflow when a customer starts but does not complete a booking. A short message goes out within the 24-hour service window, and the contact's pipeline stage updates automatically based on their reply.
How setup works
- 1Apply for a WhatsApp Business API account through a Meta Business Manager and verify your business.
- 2Connect your WhatsApp Business number to WellPlan from the Integrations settings page.
- 3Submit message templates for any outbound campaigns you plan to send and wait for Meta approval.
- 4Build workflows, assign the inbox to your team, and start replying to inbound messages.
Frequently asked questions
Can I send marketing messages to anyone on WhatsApp?+
No. WhatsApp only allows outbound messages to users who have opted in to receive them, and those messages must use a template approved by Meta. Free-form replies are only permitted inside the 24-hour customer service window opened by an inbound message.
What is the 24-hour session window?+
When a customer messages your business, a 24-hour window opens during which you can send free-form replies at no per-message template fee. After the window closes, you must use an approved template to re-engage that contact.
Do I need a verified Meta Business account?+
Yes. The official WhatsApp Business API requires a Meta Business Manager account and business verification. Verification involves submitting legal documents and confirming domain ownership before your number can be used for messaging at scale.
Can I use my existing WhatsApp number?+
You can migrate an existing personal or WhatsApp Business app number to the API, but once migrated it can no longer be used in the consumer app. Many businesses choose to use a new dedicated number to avoid this trade-off.