Connect WhatsApp once. Run the rest of the business from it.
Bookings, a shared inbox, a chatbot, shop alerts, campaigns, and your own backend all use the same official Meta number. Pick the path that matches the work you already do.
Connect once
Every use case below starts the same way. After the number is connected, you only add the module you need.
01
Open the workspace
Create an account and confirm the email. One workspace holds the WhatsApp number, the team, and the modules you turn on.
02
Connect the number
Paste your Meta Cloud API token, or have an operator connect it for you. The number stays on your WhatsApp account.
03
Get messages approved
A reply inside an open chat can be plain text. A confirmation, reminder, order update, or campaign outside that 24-hour window has to be a template Meta has approved.
04
Invite the people who reply
Staff open the inbox and bookings. Billing, the plan, and API keys stay with the owner.
Bookings
People ask for a time on your site or in WhatsApp. The request shows on a calendar, and the team confirms it in the same chat.
Fits Studios, salons, consultants, classes, and any team that takes appointments.
How you set it up
- 1
Create the form
In Forms, name it, add the staff WhatsApp number, and start from the appointment questions. That gives you date, time, contact, and the accept, decline, and new-time actions.
- 2
Submit the appointment pack
In Templates, submit the booking pack: staff alert, confirmation, decline, new time, and the day-of reminder. New forms use those names, so they send as soon as Meta marks them approved.
- 3
Put it where customers already are
Paste the form script on the page where people book, or let the chatbot collect the same details in WhatsApp. A blank form is there when the request is not a booking.
- 4
Work from the calendar
Staff open Bookings and switch between today, this week, and this month. The status stays pending until the customer message actually sends.
What gets easier
- ✓The customer does not have to call to ask if a slot is free.
- ✓The request shows on the month, and View more opens that day’s note and actions.
- ✓Accept, decline, or offer another time. The customer gets the matching WhatsApp message.
- ✓A reminder can go out on the booking day after that template is approved.
You will use
Shared inbox
Several people reply from one WhatsApp number, each from their own login, without passing a phone around.
Fits Support desks, front desks, and small teams that share one business number.
How you set it up
- 1
Connect the number
Setup stores the Meta token for that number. The inbox is ready once the number is connected.
- 2
Add the team
From Team, invite the people who should reply. Their login opens the inbox and bookings, not billing or keys.
- 3
Reply in one place
New chats land in Inbox. Inside the 24-hour window you can write a normal message. After that, use an approved template.
What gets easier
- ✓On a phone, you see the chat list first, then one conversation, the same way WhatsApp works.
- ✓Tags such as New lead, Booked, and Follow up keep the queue readable.
- ✓An internal note stays on the contact and is not sent to the customer.
- ✓From a chat you can open the matching booking, take over from the bot, or hand the chat back.
You will use
Chatbot
The bot answers the questions you already get, keeps hours, and hands the chat to a person when it should.
Fits Any business that repeats the same answers after hours or between appointments.
How you set it up
- 1
Turn it on
Set the timezone and switch the bot on. Leave it off while you are still writing the replies.
- 2
Write the lines people see
Add the welcome, what to say when you are closed, and the line that tells them a person from the team will take over.
- 3
Add the menu and questions
Save the bot first, then add menu items and the questions you want answered automatically.
What gets easier
- ✓Welcome, hours, the menu, saved questions, and AI each have their own screen.
- ✓A menu can point people at services, booking, or a person.
- ✓Saved questions answer the lines you type in advance.
- ✓AI is optional and only replies when nothing else matches. Turning it off leaves the rest of the bot in place.
You will use
Website, WordPress, and Shopify
Put a chat button on the site you already have, and connect WordPress or Shopify to the same WhatsApp number.
Fits Sites you already have, including plain HTML, WordPress, and Shopify.
How you set it up
- 1
Allow the domain
On Install, list the site domain. The chat button and the booking form only run on domains you allow.
- 2
Embed the form or the button
Copy the form script from the form, or the widget script from Install, and place it before the closing body tag.
- 3
Connect the shop if you have one
Shopify connects from Install. WordPress and WooCommerce use the plugin in plugins/wordpress/wa-connect. Order messages are set up under shop alerts.
What gets easier
- ✓The booking form is one script tag from the form you created. It posts into the same calendar and WhatsApp thread.
- ✓The chat button opens WhatsApp with the greeting you set, and can ask for a name before the chat starts.
- ✓The script only runs on domains you list. Starter includes three. Pro does not cap them.
- ✓WordPress uses the plugin and the [waconnect] shortcode. Shopify connects the store, then you turn the app embed on in the theme.
You will use
Shop order alerts
A new order, a status change, or a shipment sends the approved WhatsApp message without someone copying it by hand.
Fits Shopify and WooCommerce stores that already tell customers when an order moves.
How you set it up
- 1
Submit the order pack
Templates includes an order pack: order received, status update, and shipment. Wait until Meta shows them as approved, then sync.
- 2
Connect the store
Connect Shopify from Install, or install the WordPress plugin so WooCommerce can call WaConnect when an order changes.
- 3
Check the notification rule
Notifications lists each event and the template it sends. A rule is added when that event does not already have one.
What gets easier
- ✓WooCommerce can message on a new order and on a status change.
- ✓Shopify can message when an order is created and when it is fulfilled, including a tracking number.
- ✓The order pack maps those events to templates, so you submit them once.
- ✓Buyer questions still arrive in the shared inbox.
You will use
Campaigns
Send one approved message to everyone with a tag. People who opted out are left out.
Fits Offers, reopenings, reminders, and announcements that should not be typed one chat at a time.
How you set it up
- 1
Create the template
Write the message in Templates. Choose an image header when the campaign needs a picture, and upload a sample so Meta can review it.
- 2
Wait for approval
Sync after Meta approves it. A pending template cannot be sent.
- 3
Send to a tag
In Campaigns, pick the template, the tag, and the image people should see. The send uses that image for every contact on the list.
What gets easier
- ✓The message is a template Meta has already approved, so it can go out after the 24-hour window.
- ✓A template can include an image. The sample is for Meta’s review. The image on the campaign is what people receive.
- ✓You pick a tag, such as Booked or Follow up, instead of exporting a spreadsheet.
- ✓Contacts marked opted out are skipped.
You will use
Your own backend
When the shop plugins are not enough, your server sends the same approved templates through an API key or a custom event.
Fits Custom apps, booking engines, and CRMs that already know when something should be messaged.
How you set it up
- 1
Create a secret key
API keys issues a secret for your server and a publishable key for the website. Keep the secret off the site.
- 2
Send from your code
The Install page includes a Node sample that sends an approved template. Use the template name and language Meta already approved.
- 3
Or post a custom event
Notifications can listen for a custom API event and fill the template with the name, order, status, tracking number, or message you send.
What gets easier
- ✓A secret API key and the Node SDK send a template to a phone number.
- ✓A custom API event can trigger a notification rule, the same way a Shopify order does.
- ✓The publishable key is only for the website button. It is not the key your server uses.
You will use
Your name on the workspace
The dashboard and the website button use your name, color, and logo. You can connect more than one WhatsApp number.
Fits Teams that should not show WaConnect to customers, and businesses with more than one number.
How you set it up
- 1
Turn branding on
On Pro, set the name, color, and logo. They replace WaConnect on the dashboard and the widget.
- 2
Add another number
Each number is its own workspace inside the account, with its own setup, inbox, and templates.
What gets easier
- ✓The dashboard and the chat button use your brand.
- ✓Pro includes five WhatsApp numbers, each with its own inbox, bot, and campaigns.
- ✓Domains are not capped.
You will use
Start with the free workspace.
Inbox, bookings, the bot, and templates are on the free plan. Shop alerts, campaigns, and the API open on Starter. Your name, color, and logo open on Pro.