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Connecting WhatsApp

Updated

The goal of this step is that the company owns the number, not an individual agent’s phone.

What you need first

  • The Meta connection from Connecting Meta.
  • A phone number that is not currently registered to a personal WhatsApp account. If the number you want is in use personally, it has to be released first.

What happens after connecting

  • An inbound message to that number creates a lead, or attaches to the existing lead if the sender is already known.
  • The conversation is stored against the lead record, so a manager can read it and a handover does not start from zero.
  • Outbound replies sent through Easify are logged the same way.

WhatsApp Business messaging has rules, and breaking them costs you the number rather than a warning. Easify applies consent and content-policy checks before messages go out. Two practical implications for your team:

  • Do not import a list of numbers and start messaging them. Inbound-first is the safe pattern.
  • Keep promotional content within what the buyer opted into.

A common mistake

Do not connect the number an agent has been using personally for years and expect their history to come with it. It will not. WhatsApp does not export prior conversations into a business account. Plan the switch: announce the new number, run both for a short period, and move the active conversations deliberately.