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Integrations

WhatsApp for your contact center

CONTACT.WORK connects your business number to the WhatsApp Business Platform. Customers message that number, and agents and an AI agent answer from the same window they use for calls. You can also send Meta-approved templates – reminders, order updates, one-time codes, and offers to people who opted in. Meta bills message fees to your WhatsApp Business account, and we don't mark them up.

$0for messages customers send youMeta bills only what your business sends
24 hourscustomer service windowEach new customer message restarts it
7 daysof free messages after a Click-to-WhatsApp adWhen the customer starts the chat from the ad
24/7AI agent replies on WhatsAppA person handles refunds and exceptions

Capabilities

What you get with WhatsApp

The number customers already knowCustomers message the same number they call or see in your ads, and the chat reaches an agent along with that customer's history.
Templates for reminders and updatesAppointment reminders, shipping updates, and payment notices go out as templates Meta has approved. When the customer replies, it becomes a regular chat with an agent.
AI agent as the first point of contactThe AI agent answers WhatsApp messages at any hour from your knowledge base. Refunds and exceptions that need a human decision move to your team, and the AI attaches a recap of the chat.
Photos, documents, and voice notesWhen a customer shares a picture of a damaged item or records a voice note, the agent gets the file and a transcript of the voice note without picking up a phone.

Examples

Where WhatsApp conversations start

A WhatsApp conversation with a business starts in one of three ways, and the rules and fees differ for each. All three can run on one business number.

The customer writes first

A customer taps the WhatsApp button on your website, a link in your email signature, or your number in their contacts. The message enters the queue, and whoever is free – the AI agent or a person on your team – replies in plain text, with files or photos if needed. Meta gives you 24 hours to answer freely, and every new message from the customer restarts that clock.

  • Chat button on your website
  • Free-form replies for 24 hours
  • Routed to the right team
Example 1 of 3

Marketing templates need the customer's opt-in. Collect it where customers already give you their number: a website form, checkout, or the chat itself.

How it works

What your contact center gets

History

WhatsApp next to calls and email

Every WhatsApp chat lands in the customer's timeline together with calls, email, and other channels, matched by phone number. If you use Salesforce, HubSpot, or another CRM, the WhatsApp thread is copied to that customer's record. For a CRM without a prebuilt connector, we build the link on its API.

  • One timeline for every channel
  • Chats saved to the CRM record
  • Old conversations found by phone number

AI agent

Answers before the customer gives up

The CONTACT.WORK AI agent reads each WhatsApp message first and replies using your knowledge base, even when the customer phrases the question in an unusual way. If someone wants a human, or the case needs a decision from your staff, the AI passes the WhatsApp thread to an agent with a brief recap. On Meta's side, its replies count as service messages, the same as an agent's.

  • Answers at night and on weekends
  • Hands off with a summary
  • Language model billed separately

Outbound

Templates sent from the platform or your CRM

An appointment booked or an order shipped in your CRM can trigger a WhatsApp template to the customer. The customer answers in the same chat, and the reply reaches an agent. Meta requires opt-in for marketing templates. US rules such as the TCPA may also apply to marketing messages, so keep a record of each customer's written consent. Treat this as an overview rather than legal advice.

  • Reminders and order updates
  • One-time codes
  • Marketing only to opted-in customers

Reports

WhatsApp and calls side by side in reports

Supervisors see how many chats came in on WhatsApp, the average wait for a first reply, and the share of chats the AI agent closed with no human involved. A chat nobody has answered stands out right away.

  • First response time
  • Unanswered chats on screen
  • WhatsApp chats the AI closed alone

Setup

How we connect WhatsApp

  1. 01Meta business accountYou set up Meta Business Manager, complete business verification, and add a payment method for Meta's message fees.
  2. 02Phone numberYou pick the number customers will message – your main line or a separate one – and register it on the WhatsApp Business Platform.
  3. 03TemplatesWe draft your first templates with you – reminders, order updates, offers – and submit them to Meta for approval.
  4. 04ConnectionWe link the number with CONTACT.WORK, configure queues, business hours, and after-hours replies, and switch the AI agent on.
  5. 05TestingWe message the number as a new and a returning customer, send a template, a photo, and a voice note, and check the handoff to agents and the CRM record.
  6. 06LaunchWe add a WhatsApp button to your website and the number to your ads and email signatures, then watch response times during the first week.

Requirements

What you need to connect WhatsApp

Meta account
Meta Business Manager with business verification completed
Phone number
A business number for WhatsApp – your main line or a separate one
Templates
Approved by Meta before you send them outside the 24-hour window
Platform
Hosted by us, or on-premises if your server can reach Meta's API over the internet
CRM
Optional: Salesforce, HubSpot, or another CRM – chats go to the customer record
Cost
Setup from support plan hours; Meta bills message fees to your WhatsApp Business account

Preparation

What to prepare for WhatsApp

Which number will customers message?Your main line or a separate number, and who answers it today.
Is your business verified with Meta?Admin access to Meta Business Manager and a card or other payment method for message fees.
Which messages will you send first?Reminders, order updates, codes, or offers – we'll turn them into templates for approval.
How do you collect opt-in?Where customers agree to marketing messages: website forms, checkout, or the chat itself.
What should the AI agent know?Price lists, policies, and the answers your agents give most often.
Which CRM do you use?Where to save WhatsApp chats and what a new chat should create: a contact, a lead, or a deal.

Q&A

Frequently asked questions

How do we connect WhatsApp?

You need a verified business in Meta Business Manager, a phone number registered on the WhatsApp Business Platform, and a payment method on file with Meta. We link that number with CONTACT.WORK, configure queues and the AI agent, and help you get your first templates approved. From then on, customer messages go to your agents.

Which message types can you connect?

All of them: chats customers start, replies with photos, documents, and voice notes, utility, authentication, and marketing templates, AI agent replies, and chats that start from Click-to-WhatsApp ads. They all land in one queue, next to calls and your other channels.

What is the 24-hour window?

Meta's customer service window opens when a customer messages or calls your number, and it resets with every message they send. While it's open, your staff and the AI agent may write in free form. Once it closes, you can only send an approved template until the customer writes again.

Can we send marketing messages?

You can, with marketing templates sent to customers who opted in to hear from you on WhatsApp. US marketing messages may also fall under the TCPA and state laws, so get written consent, keep a record of it, and stop sending as soon as a customer asks. Treat this as an overview rather than legal advice.

Do templates need approval?

Meta reviews every template before you can send it. We help you write them so the category and wording match Meta's rules, and we submit them during setup.

Can we keep using the WhatsApp Business app on the same number?

Yes. Meta supports running the WhatsApp Business app and the platform on one number. Chats from the last six months and your contacts can be synced when you connect, and after that messages from the app and from CONTACT.WORK show up in both places. Messages you send from the app stay free; messages sent through the platform follow Meta's API pricing. A few things change in the app once the number is connected: group chats don't sync, and calls, the catalog, quick replies, away messages, and broadcast lists are no longer handled there.

Can customers call us on WhatsApp?

They can. A WhatsApp voice call to your business number comes into the CONTACT.WORK queue like a phone call: the right agent answers in the browser, the call is recorded, and it lands in the same history as the chat. Under Meta's calling rules, calls the customer starts are free. Calls your business starts are billed by Meta in six-second increments, at rates that depend on the destination country and your monthly minutes, and you need the customer's permission to call first.

How much does it cost?

You pay CONTACT.WORK and Meta separately. We don't charge licenses or fees per seat. WhatsApp setup, queues, and templates use hours from your support plan, Standard or higher. Extra development, like template sends triggered by a CRM we have no connector for, costs $60 an hour on Pro (8 hours a month at minimum) or uses some of Maxi's 40 included hours. Language model usage for the AI agent is charged per conversation. CONTACT.WORK prices exclude applicable taxes. Meta bills message fees directly to your WhatsApp Business account, and we add no markup. Messages customers send you are free. As of mid-2026, Meta's North America rate (US and Canada) is about $0.025 per marketing template and about $0.0034 per utility template, authentication template, or service message. Since October 1, 2026, service messages above 1,000 per business number per month are billable, and so are utility templates sent inside the 24-hour window. Utility and authentication get volume discounts. Check Meta's current rate card before you budget.

What can we send for free?

Customer messages to you are always free. Each business number gets 1,000 free service messages a month for replies inside the 24-hour window. When a customer starts a chat from a Click-to-WhatsApp ad, all messages in that conversation are free for up to 7 days, templates included.

Does the AI agent cost extra on Meta's side?

Its replies inside the 24-hour window are service messages, billed by Meta the same way as a live agent's replies. Nothing else is added on Meta's side: the CONTACT.WORK AI agent runs on our platform, and its language model is billed by us.

Can we connect several numbers?

Yes – a number per location or per brand is common, and the chats can be divided among teams. Meta sets how many numbers one business account can hold, and the limit grows after business verification. Meta counts the 1,000 free service messages separately for each number.

What data is saved?

The full conversation with files and voice notes, the sender's number and WhatsApp profile name, which agent answered, and how the chat ended. All of it is saved to the customer's history and, if a CRM is connected, on the customer record.

Can WhatsApp run with CONTACT.WORK on our own servers?

That works, provided the server has an internet route to Meta's API. Conversation history then stays on your own infrastructure. A hybrid deployment works too.

Glossary

Terms on this page

CRM – customer relationship management
Where a company keeps its customers, deals, and full communication history. Learn more →
API (application programming interface)
The way programs exchange data with each other without a person in the loop. Learn more →
Customer record
The screen of customer data an agent sees during a conversation. Learn more →
Large language model (LLM)
A neural network that understands questions asked in everyday words and answers the same way. Learn more →
Knowledge base
All answers, policies, and prices in one place – for agents and AI. Learn more →
Connector
A prebuilt module that links the platform with telephony, a CRM, or another system. Learn more →
On-premises deployment
The system runs on the company's own servers, not in the vendor's cloud. Learn more →
Supervisor
Leads a team of agents: watches the queue and quality, helps and coaches. Learn more →
Hosting
You rent a server from a provider instead of buying one. Learn more →
Hybrid deployment
Part of the system runs on the company's servers, part in the vendor's cloud. Learn more →

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