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WhatsApp

WhatsApp is where you connect your business number, answer customers in a shared inbox, and send approved template messages and broadcasts. It also runs your product catalog, Click-to-WhatsApp ads and an AI agent that replies for you.

WhatsApp Inbox in Board view, with conversations sorted into Unassigned, Escalated, With an Agent, In Automation, Awaiting Customer and Window Closed

Where to find it

Open WhatsApp in the left rail. The panel is one list, split by dividers into 3 bands:

Band Panel items
Talk and send Dashboard, Inbox, Campaign, Ads Manager
Build Template, Flows
Manage Contact, AI Agent, Catalog, Manage

The setup screens are not in the panel. Click your initials bottom-left, then Settings → WhatsApp. The Setup group holds Configuration, Business Profile, Webhooks, Developer API, BUSY and Migrate to Ohanvi.

Manage opens its own list, including Opt-in Management, Live Chat Settings, Canned Messages, Agents, Tags, Scheduler and Delivery Logs.

A user with the WhatsApp Executive role sees only Inbox.

Before you start

  • You have a WhatsApp Business number and admin access to your Meta Business Manager. Connect it from the web app — the Facebook window does not open on mobile.
  • Your role has WhatsApp access. Each panel item has its own permission.
  • You have credits. Template messages and AI replies use credits. See Credits and billing.

Set up

Follow these in order the first time.

Guide Use it when
Connect your WhatsApp number You are setting up WhatsApp for the first time.
Run several WhatsApp numbers You want more than one number, each with its own label and badge.
Move your WhatsApp number to Ohanvi Your number is with another provider today.
Set up your WhatsApp business profile You want customers to see your logo, description and address.
Add WhatsApp agents Your team will answer chats.
Manage WhatsApp contacts You want to add contacts, or manage opt-in and opt-out.

Talk to customers

Guide Use it when
Use the WhatsApp inbox You are answering, assigning or resolving chats.
Set up the WhatsApp AI agent You want AI to answer common questions and hand off to your team.
Create a WhatsApp chatbot flow You want a guided chatbot with buttons and questions.

Send messages

Guide Use it when
Create a WhatsApp message template You need a message approved by Meta before you can send it.
Send a WhatsApp broadcast campaign You want to message a group of contacts now or later.
Read a WhatsApp campaign report You want to see who got, read or failed to get your campaign.
Read the WhatsApp dashboard You want your sending numbers, capacity and quality rating.

Sell and grow

Guide Use it when
Set up your WhatsApp catalog You want to send products in chat.
Run Click-to-WhatsApp ads You want Meta ads that open a chat with you.
Set up WhatsApp webhooks and integrations You are connecting Meta's webhook, developer API keys or BUSY.