01
Connect through an eligible business setup
WhatsApp availability depends on Meta business ownership, phone-number verification and registration, app configuration, and granted permissions. Complete the connection flow and check the status shown in AiSense before relying on the channel.
02
Keep replies and templates within the rules
Use the inbox to review incoming conversations and coordinate replies. Business-initiated messages may require approved templates and must follow Meta’s current messaging policies and customer-consent rules.
03
Coordinate handoffs with the team
Assign a conversation, preserve context, and route repeatable work through configured workflows. Provider delivery status and account eligibility determine whether a message can be sent; the workspace should show the result rather than treating a request as delivered.