Inquiries from customers who live on WhatsApp
Many customers, especially those with family or business abroad, prefer WhatsApp to texting. Meet them there with a business number your whole team can answer.
In development · launch channel
WhatsApp CRM for teams that sell in chat.
Answer customers on one shared WhatsApp business number instead of five personal phones. Every chat has an owner, a full history and a link to the contact and deal it belongs to.
What your team sees in inChat
Assigned to Jordan by rule
Kitchen leads on WhatsApp go to the kitchen team.
Matched to Maya’s contact
Her earlier texts and the Patel remodel deal are right there.
Reminder from an approved template
Outside the 24-hour window, only approved templates can be sent.
Availability. WhatsApp is a launch channel and is in development, built on the WhatsApp Business Platform. It requires a Meta business setup and an approved sender.
Why WhatsApp
Where WhatsApp earns its place.
Photos, voice notes and documents
Customers send photos of the job, a voice note explaining the problem, or a PDF. It all stays in the thread and the record.
Confirmations and reminders
Appointment confirmations and reminders sent as approved templates, logged on the deal.
Ongoing client relationships
Project updates and questions over weeks, with history that survives staff changes.
Workflow
A WhatsApp lead, from first message to booked visit
How a typical inquiry moves through inChat when it arrives on WhatsApp.
Message arrives
The customer writes to your business number. inChat matches or creates the contact and opens a conversation.
Owner assigned
Routing rules assign it, by topic, team or round-robin, and the response timer starts.
Reply with context
The owner replies with the contact, deal and history beside the thread. Teammates help through internal notes.
Deal updated
The visit is booked and the deal moves to “Site visit”, from the thread.
Follow-up on silence
If the customer goes quiet, a reminder or an approved template follow-up is suggested.
Built for teams
WhatsApp for a team, not one phone.
The CRM features that make WhatsApp work when several people share the conversations.
One number, many people
A shared WhatsApp business number the whole team answers from, with clear ownership.
Learn moreAssignment and routing
Rules route new chats to the right person; round-robin shares the load.
Learn moreInternal notes
Discuss the customer beside the chat. Notes never go to WhatsApp.
Learn moreTemplate follow-ups
Workflows suggest approved templates when the 24-hour window has closed.
Learn moreSetup
What setting up WhatsApp involves
Business messaging on WhatsApp runs through Meta’s WhatsApp Business Platform. These are the usual steps; we’ll walk early-access teams through them.
Meta business account
A Meta business account for your company, which may need business verification.
Phone number
A number for WhatsApp business messaging. Using a number already on the WhatsApp app may require moving it.
Display name
Your business display name, reviewed by Meta.
Message templates
Templates for messages you start outside the 24-hour window, submitted for approval.
WhatsApp rules your team should know
- After a customer messages you, you can reply freely for 24 hours (the customer service window).
- Outside that window, you can only start a conversation with an approved message template.
- Customers should opt in before you message them first.
- Meta may charge for some messages depending on the category and the recipient’s country.
Meta sets the rules and fees for WhatsApp business messaging and changes them from time to time. We show provider fees separately from inChat pricing. How provider fees work
WhatsApp FAQ
WhatsApp, answered.
How WhatsApp works with inChat, and what’s still being decided.
Ask us something elseNot yet. WhatsApp is one of the two launch channels and is in development. Join early access to be among the first teams to connect.
inChat connects through the WhatsApp Business Platform, which is designed for teams and software. The WhatsApp Business app is designed for one phone plus linked devices. Our WhatsApp guide explains the differences.
Yes, that’s the point. Through the Business Platform, your team works one number from inChat, with each conversation assigned to an owner.
Meta charges businesses for certain messages, such as some template messages, based on category and country. Those fees are set by Meta, not inChat, and we’ll show them separately from your subscription.
No. The AI assistant, in development, drafts replies for a person to approve. It doesn’t send anything on its own.
Other channels
One inbox, every channel.
Early access
Make every conversation count.
Join the early-access list to see inChat in action, help shape what we build next, and be first to know when your team can start.
- A walkthrough built around your channels
- Early look at pricing and plans
- A direct line to the product team