Explore the demo01
Connect your account
Find WhatsApp in the InsertChat app catalog and authorize the account you want to use.
Messaging
Answer customers on WhatsApp with your AI front desk.
Connect WhatsApp from the app catalog in InsertChat with an account backed by a WhatsApp Business Account. The WhatsApp channel shows as live once that connection is active.
InsertChat connects to a WhatsApp Business Account so your AI front desk can answer customer messages and send text, media, locations, contact cards, reply buttons, lists, and template messages. WhatsApp conversations land in the same shared inbox as your calls, website chat, SMS, and email.
Keep WhatsApp conversations with the rest of your front desk
WhatsApp is one of your front desk channels, alongside website chat, phone, SMS, and email, and its conversations appear in your shared inbox. With the WhatsApp actions you enable, your assistant can send text, media, locations, contact cards, reply-button and list messages, and your message templates. It can also look up message history and media details. Replies are written in a short, messaging-friendly style.
What your assistant can do in WhatsApp
- Send text, media, locations, and contact cards
- Send reply-button and list messages
- List message templates and send template messages
- Read message history and media details
Turn on only the actions you need. Each one can run automatically or wait for your team’s approval.
How to set up WhatsApp with InsertChat
02
Choose the actions
Select the supported actions your assistant needs and review the connection’s permissions.
03
Test the workflow
Try the customer flow and confirm that actions, approvals, and handoff work the way your team expects.
How businesses use WhatsApp with InsertChat
Illustrative examples. Answers depend on the knowledge you add; actions depend on the connections and permissions you turn on.
Share the menu and your location
A guest messages to ask what’s on tonight’s menu and where to park. The assistant answers from your menu and sends your location pin.
Restaurants use cases
Offer appointment times as reply buttons
A client asks for a trim next week. The assistant replies with open times as reply buttons and books the one they tap in your connected calendar.
Salons & spas use cases
Answer delivery questions on WhatsApp
A customer asks where to drop off a parcel. The assistant replies with your depot’s location pin and hours, and passes missed-delivery complaints to your dispatcher.
Couriers & delivery use casesConnect the rest of your front desk
AI email responder
Connect Gmail or Outlook. Your assistant drafts or sends replies, and anything sensitive waits for your team in the shared inbox.
Explore AI email responder
Shared inbox
Bring website chat, calls, email, SMS, and WhatsApp into one workspace. Your AI answers first, and your team sees exactly what needs a person.
Explore Shared inbox
Knowledge & answers
Bring your website, documents, FAQs, and product details into one knowledge base. Your assistant answers every channel from it and shows you which questions need a better answer.
Explore Knowledge & answersRelated guides and comparisons
More integrations
All integrations ↗
You need a WhatsApp Business Account with a business phone number, because the connection uses the WhatsApp Business API; a personal WhatsApp account is not enough. Authorize it from the app catalog in InsertChat, then check that the WhatsApp channel shows as live.
It can send text messages, media, locations, contact cards, and interactive messages with reply buttons or lists. It can also list your message templates and send a template message. WhatsApp’s own messaging rules, including when a template is required, still apply.
It can. WhatsApp may charge for business messages under its own pricing, separately from your InsertChat plan. Review the pricing for your WhatsApp account and region before you rely on template messages.
Facts last reviewed .
Build your AI front desk.
Start with the questions you answer every day.
Add your business information, test the answers, and connect your first customer channel.