What you unlock
Messaging
Send text messages, reply to conversations, and mark messages as read across your WhatsApp Business channels.
Rich media and documents
Share images, videos, audio, documents, locations, and contact cards in conversations.
Template and interactive messages
Send pre-approved template messages, interactive button menus, and list pickers for structured customer
interactions.
Business profile management
View and update your WhatsApp Business profile, manage phone numbers, and organize message templates.
Connect WhatsApp
Authorize with WhatsApp Business
Click Connect and follow the OAuth flow to link your WhatsApp Business account. You will need access to a Meta
Business Suite account with a WhatsApp Business API setup.
Agent tools
Messages
| Tool | Description |
|---|---|
| Send message | Send a text message to a phone number |
| Reply to message | Reply to a specific incoming message |
| Send template message | Send a pre-approved message template |
| Send interactive buttons | Send a message with clickable button options |
| Send interactive list | Send a message with a scrollable list picker |
| Mark as read | Mark a received message as read |
| Send contacts | Share one or more contact cards |
Media
| Tool | Description |
|---|---|
| Send image | Send an image in a conversation |
| Send document | Send a file or document |
| Send video | Send a video message |
| Send audio | Send an audio file or voice note |
| Send location | Share a geographic location |
| Upload media | Upload media for later use in messages |
Templates and business
| Tool | Description |
|---|---|
| List templates | List all approved message templates |
| Create template | Create a new message template for approval |
| Get template status | Check the approval status of a template |
| Delete template | Remove a message template |
| Get business profile | Retrieve your WhatsApp Business profile details |
| Update business profile | Update your business description, address, or category |
Triggers
Triggers are not yet available for WhatsApp. When trigger support is added, you will be able to start agent tasks
automatically based on incoming messages and delivery events.
Example use cases
Send order confirmations to customers
Send order confirmations to customers
After a purchase is completed, have your agent send a personalized template message via WhatsApp with order details,
tracking info, and a thank-you note.
Handle customer inquiries with interactive menus
Handle customer inquiries with interactive menus
Broadcast updates to a contact list
Broadcast updates to a contact list
Use approved templates to send product updates, appointment reminders, or event invitations to a list of opted-in
contacts.
Troubleshooting
OAuth connection fails
OAuth connection fails
Ensure your Meta Business Suite account has the WhatsApp Business API properly set up. You need a verified business,
a registered phone number, and the WhatsApp Business app configured in Meta for Developers.
Template messages are rejected
Template messages are rejected
WhatsApp requires all proactive messages to use pre-approved templates. Submit your template for review in the Meta
Business Suite. Templates with prohibited content (e.g., promotions without opt-in) will be rejected.
Cannot send messages outside the 24-hour window
Cannot send messages outside the 24-hour window
WhatsApp enforces a 24-hour messaging window after the customer’s last message. Outside this window, you must use an
approved template message to initiate conversation.
Media uploads fail
Media uploads fail
Check that files meet WhatsApp’s size and format requirements: images (JPEG, PNG, max 5 MB), documents (PDF, max 100
MB), videos (MP4, max 16 MB), audio (AAC, MP3, max 16 MB).
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