WhatsApp module
The WhatsApp module
Link the WhatsApp Business number through the guided flow, where Sync Pro subscribes the application for you, or paste the credentials and set the webhook by hand in the manual case.
If something went wrong connecting WhatsApp
My number is not on the list, the Facebook window closed by itself, the number was already on another platform or another team, or it linked and nothing arrives.
Your first message
How to prove the number really receives: send yourself a WhatsApp, find the conversation, and what to check when nothing arrives.
What Sync Pro can and cannot see of your WhatsApp
What you grant when you link the number, what we deliberately do not do, the PIN we generate for you, and how to disconnect.
Chats and conversations
The inbox: the list of conversations and its filters, who a conversation belongs to, what you can send and schedule, what a contact can send you, the Media panel, the contact's details, internal notes, Kanban cards, the calls in the conversation, the 24-hour window and the monthly contacts limit.
Message templates
Approved templates, importing what your WhatsApp account already has, and sending one to a person or to a whole column, now or scheduled.
How to build a template
Categories, headers, buttons, variables, the example Meta asks for, where a template is offered, and the difference between saving and sending it for approval.
Meta rejected my template
Where the reason arrives, what to change, how long a review takes, and why the draft you just wrote is not in the list.
Bring your earlier conversations
Upload the export of a WhatsApp chat from an iPhone, or paste its text, so the history you had on your phone sits inside the contact's conversation.