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.
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.
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.
Connect the rest of your front desk
Email & messaging
Connect email, SMS, and WhatsApp to your front desk. Manage customer messages and review the actions your assistant prepares in one place.
Explore Email & messaging
Shared inbox
Bring website chat, calls, email, SMS, and WhatsApp into one workspace. See the conversation, the customer, and what needs your attention.
Explore Shared inbox
Knowledge & answers
Bring your website, documents, FAQs, videos, and product information into one knowledge base. Test answers and fill information gaps before connecting it to customers.
Explore Knowledge & answersYou 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.