WhatsApp Business

WhatsApp Business is essential for international customers (especially Latin America, India, the Middle East, and Europe). Connecting it brings WhatsApp messages into your Intellivizz CRM inbox alongside SMS and other channels.

Prerequisites

  • A dedicated phone number not currently in use on personal WhatsApp

  • Verified Facebook Business Manager account

  • Approved business profile (display name, category, business description)

Connect WhatsApp Business

  1. Settings → Integrations → WhatsApp

  2. Click "Connect"

  3. Sign in to your Meta Business account

  4. Choose the phone number to provision (or buy a new one through the integration)

  5. Complete display name verification (Meta reviews this manually — 1–3 business days)

  6. Once approved, the number is registered for WhatsApp Business and connected

Message templates

WARNING — WhatsApp requires pre-approved templates for outbound

Unlike SMS, you can't send arbitrary outbound WhatsApp messages to customers who haven't messaged you in the last 24 hours. You must use pre-approved "templates" submitted to Meta — typically appointment reminders, order confirmations, shipping updates. Approval takes 1–2 business days. Once a customer replies, the 24-hour window opens for free-form messages.

Submit a WhatsApp template

  1. Settings → Integrations → WhatsApp → Templates

  2. Click "+ New Template"

  3. Choose category: Marketing, Utility, or Authentication (utility is most common: reminders, confirmations)

  4. Write the body with parameter placeholders ({1}, {2}, etc. — Meta uses positional, not named)

  5. Submit for approval — status updates will appear in the same screen

Pricing notes

  • WhatsApp messaging is billed by Meta separately, in addition to your Intellivizz wallet

  • Rates vary by recipient country and conversation type — check Meta's WhatsApp pricing page

  • Customer-initiated conversations (the customer messages you first) are free for the first 24 hours

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