The ultimate guide to
WhatsApp for Business

This Ebook contains the basics of WhatsApp Business: learn how to use this channel effectively within every step of the customer journey.

Read more.
Solliciteren via WhatsApp


Customer behavior has changed immensely due to the Covid-19 pandemic. Globally we’ve gone from living off- to online. We had to adapt quickly, but it seems we were readier for it than we thought. Organizations discovered many advantages from doing business online. It is quick, efficient, personal, and easy and we don’t have to get off our butts to get what we want. This transition has been much easier thanks to a communication channel many of us already use: WhatsApp. Over two billion people use WhatsApp to send over 75 billion messages every day.

Automations, artificial intelligence, and analytics enrich the use of WhatsApp and the implications for business all over the world. At Saysimple, we help integrate these smart features, which help redeem the pressure of customer contact and reduce costs for your business.

Now, we are heading towards the postpandemic world where many of us can’t wait to go out agian. However, consumers have gotten used to a new way of shopping where things get done quickly and easily. It seems the mobile-first shopping experience is here to stay. Therefore, businesses need to get ahead of the game, by upgrading their customer experience strategy to meet the quality standards of the new world ahead of us.

WhatsApp Business

WhatsApp is known as the straightforward messaging app owned by Facebook. This commonly used app is targeted at the consumer, which is why the messaging giant developed a solution for businesses as well. While small businesses are able to simply download the WhatsApp Business app, WhatsApp has developed a scalable API for medium to large businesses.

WhatsApp Business empowers brands to improve their customer experience. The API allows for one-to-one interaction with customers at scale. The WhatsApp Business API represents an ideal solution for a deeper level of customer care and offers opportunities for sending proactive notifications. Other features developed for companies are automated responses like greeting or away messages, as well as the option to list useful information such as opening hours and locations.

The implementation of WhatsApp Business reduces pressure on your customer service team, increases sales, and removes friction within the purchase process. As a business, you can use your verified WhatsApp Business profile as an extenstion of your brand and earn recognition and trust from your customer

2.1. The benefits of WhatsApp Business

WhatsApp is very accessible and user-friendly which is why many businesses use WhatsApp Business to increase customer satisfaction and lower the pressure on their customer care team.

Other than being a efficient communication channel, WhatsApp Business improves customer experience and therefore your business. How? We’ve listed 5 benefits.

  • Reduce friction: WhatsApp reduces friction with your customer: it helps to deliver immediate, personalized and two-way conversations. Let your backend system support a context rich customer relationship, during any customer step such as placing and canceling orders, and providing customer service.
  • Backup plan: As a business, you don’t need to worry about messages not getting through if your customer’s handset doesn’t accept WhatsApp messages. WhatsApp Business allow you to reach your customers using SMS as a failsafe, ensuring that messages are always delivered!
  • Secure messages: Messages are encrypted end-to-end. This means it’s secure to exchange sensitive information like boarding passes or account details with confidence.
  • Improved analytics: WhatsApp uses powerful metrics to boost campaign performance and to help you better understand and engage with your customers. Check on tracked deliveries and read rates to keep an eye on ROI, customer response, and satisfaction levels.
  • Keep it personal: Finally, the messaging channel offers improved loyalty and increased engagement with your customers. It will help you build better relationships and differentiate yourself from the competition by sending rich, personalized messages with endless possibilities.


2.2. WhatsApp Business features

WhatsApp Business has created a few specialized features for businesses to add extra value to their service.

  • Business account: With a WhatsApp business account, you can help customers to learn more about your company by filling out your business information, including your business website, address and opening hours.
  • Bring your own number: While it may seem trivial, the phone number is one of the core elements for a WhatsApp Business Account. Though outside the app, the API supports mobile, landline, and toll-free phone numbers, which can be really handy for companies who prefer leveraging their existing hotline number to handle WhatsApp inquiries.
  • Quick replies & away messages: The Quick replies feature lets you save and reuse messages you frequently send so you can easily answer common questions without losing valuable time. If you are unable to answer inquiries, you can set an away message so your customers know when to expect a response. You can also create a greeting message to introduce your customers to your business.
  • Statistics: To provide you with insight, WhatsApp gathers statistics on the number of messages sent, delivered, and read successfully. This will help you improve your customer care strategy.


2.3. WhatsApp content types

Within WhatsApp Business you can easily choose from multiple content types to share with your customer.

Ultimate guide to WhatsApp Business - Whatsapp Business content types

2.4. WhatsApp for customer communication

WhatsApp Business API is the gateway to better customer communication. Companies will improve on customer engagement and it will help them gain trust and enable them to create long-term relationships with their customers. Working with WhatsApp Business will help you:

#1 Deliver better customer service

Offer always-on support and send useful notifications with Saysimple as your WhatsApp Business solution partner

#2 Be where your customers are

Customers want to connect with businesses on a familiar platform that is fast and reliable. WhatsApp is the most used channel for consumers worldwide and 90% of those customers say they want to engage through messaging. This makes WhatsApp the ideal channel for businesses to be where their customers are at.

Businesses using WhatsApp Business API can communicate with their customers in two ways:

Ultimate guide to WhatsApp Business - Whatsapp Business types of communication

2.5. WhatsApp Message templates

A WhatsApp message template enables businesses a way to proactively reach out to their customers. You can create different message templates, depending on your business needs.

WhatsApp template example saysimple

Types of templates:

  • Simple, text-only notifications Such as account statuses or delivery reminders.
  • Rich media notifications: Such as e-receipts, boarding passes, and onboarding videos.
  • Interactive notifications with buttons: That direct customers to perform an action such as visiting your site, contacting your support team, or scheduling appointments.

Once your interactive message templates have been created and approved, you can use them in notification messages as well as customer service messages. There are 2 types of predefined buttons:

1. Call-to-Action — Allows your customer to call a phone number and visit a website

2. Quick Reply — Allows your customer to return a simple text message


2.6. WhatsApp Customer Care window

When a customer replies to one of your messages, a 24-hour support window opens and during that time you can freely and authentically communicate with that customer without using WhatsApp-approved message templates.

When responding during the 24-hour window, WhatsApp allows businesses to use automation. But only if an escalation path leads to a customer care agent. Escalation paths include a phone number, email, web support or a support form, among other things. There may be cases, especially when you’re using WhatsApp for customer service, that you need more than 24 hours to process an inquiry or answer a question. When this happens, you might need to send a message template to re-engage with that specific customer, prompting them to answer it, thereby activating the “support window” again.

To handle a situation like this, you might consider creating template messages like this one:

Ultimate guide to WhatsApp Business - Whatsapp Business template examples


2.7. WhatsApp Business opt-in

Opt-ins play a crucial role in WhatsApp business-to-customer interactions, and they must be active – that is to say, they must be triggered by user actions like entering a phone number or checking a box to indicate consent. This can be done on any channel that your business uses to communicate with customers: your website, app, email, SMS, retail location, etc.

It is your responsibility to collect and store customer opt-ins, ensuring that every customer you communicate with on WhatsApp Business has agreed to receive messages from your business. This even includes existing customers, who have to explicitly agree to receive WhatsApp messages from you. In the following pages, we’ll explain and give best practices for using opt-ins.

Ultimate guide to WhatsApp Business - Whatsapp Business opt-in gathering example

Let’s start with how to collect opt-ins. The important thing is to make opt-ins easy and accessible, and to explain to customers how your company uses WhatsApp.

Get your customers to opt-in

Your customers already want to talk to you on WhatsApp, so promoting the app on your relevant customer touchpoints will most probably increase your subscribers. Make sure you clearly communicate how you will use this channel (remember, no spam!) and make your opt-in simple for your customers and staff.

Increase opt-ins, avoid opt-outs

It’s essential to stick to your use cases and make this channel relevant for your customers. Your team should be ready to take messages from your customers without hesitation! Make sure you set guidelines on how your agents will support your customers on WhatsApp to sustain and boost your growth.

Ultimate guide to WhatsApp Business - OnWhatsapp Business SPAM is a no-go

Here is a simple set of guidelines on how to gather opt-ins.

  • The opt-in must be an active opt-in: This means it must be triggered by a user action, such as entering a phone number or checking a box to indicate consent
  • Clear messaging: Any messaging used in the opt-in form must be clear so the user knows exactly what they are signing up for and what type of information they will receive once they have consented
  • Keep it visual: The user must be asked to opt-in via a visual element (checkbox or similar) shown next to the WhatsApp name and logo on your chosen third party channel
  • User control: The user should be able to control what number is used through an explicit action (e.g. editing). In addition, you must state what information will be received next to the User Interface elements. It should make specific reference to the information being sent as messages on WhatsApp.

Ultimate guide to WhatsApp Business - Receive updates through WhatsApp


2.8. Privacy by default

Today’s customers gravitate toward trustworthy brands that deliver personalized and frictionless experiences. Unfortunately businesses from corporate and enterprise levels have a serious problem when it comes to trustworthiness – a majority of customers don’t trust them to securely manage their data or respect their privacy. For instance, 68% of consumers feel concerned about their security on the internet. Most of them are nervous about banking/financial transactions and online shopping.

Here are four solutions to your customers’ privacy concerns.

1. Verification badge: Badges are used to reassure customers they are communicating with a verified business account they can trust.

2. Two-factor Authentication: 2FA is used to help customers verify their identity to the business for important transactions.

3. End-to-end encryption: WhatsApp’s end-to-en encryption protects conversations. The only people who can view an exchange are the customer and the business with all messages/media auto deleted after a set period of time.

4. Secure & Trustworthy: Since WhatsApp Business requires companies to pass a approval process before creating a branded business profile, customers can rest assured knowing that business accounts on the platform are verified and thus trustworthy. WhatsApp is continuously adding new security features, such as disappearing messages to make it possible for users to choose a period of time (1 hour, 1 day, 1 week, 1 month or 1 year) for messages to automatically disappear.


WhatsApp in the Customer Journey

With WhatsApp Business your entire customer journey can be conversational: from the discovery phase, to the purchase phase, to the postpurchase phase. By using your messaging channels effectively, you will acquire, support, and retain loyal customers. During the customer journey you want to reduce friction where possible. A cohesive customer experience across the whole customer journey is imperative!

The key thing is to focus on how WhatsApp can help your business:

  • Leverage your Customer Experience (CX) as a primary channel for specific demographics. Understanding your own customers will give you insights on what channels should be prioritized based on age and/or location.
  • Replace traditional channels that do not deliver the pursued results anymore, like webfo rms and email. If they are hindering your CX, replace them with WhatsApp or other digital communication channels
  • Complement your existing channels, where they lack multimedia functions (e.g. SMS and email), speed (e.g. Interactive Voice Reponse (IVR)), email, website, personalization (e.g. website) and more. For example, WhatsApp can be integrated into your Interactive Voice Response tree to deflect customer calls to WhatsApp, instead of the contact center.


3.1.  Awareness phase

Consumers expect a smooth experience and outstanding support across every stage of the customer journey. In the Discovery stage, customers discover the brand and its products, and expect to find clear, concise, relevant information across all channels. This phase is important for customer engagement. Considering that over 81% of the consumers want to contact the company to ask about a product or service prior to purchase.

Engage your customers

WhatsApp Business offers a user-centric channel where the customer drives the conversation and not the business. Which is why there’s no point in spamming customers with product information just because the company has seen some website activity from that individual. Instead companies can add easy, non-intrusive WhatsApp conversation starter buttons for key content, which lets customers get product information at their own pace

Ease friction

The main friction point in Discovery is findinginformation on relevant products without a helping hand. While shopping online, customers can become easily overwhelmed by the sheer volume of products options. WhatsApp Business helps personalize interactions to reduce friction in the Discovery phase.

Ultimate guide to WhatsApp Business - Whatsapp in the customer journey

How WhatsApp reduces friction for main pain points in the awareness phase (pain points information from Facebook IQ). Finally, to optimize CX we recommend mapping out your business’ customer journey, checking which customer channels are currently used and creating an overview ofthe pain points inside the journey.

When considering using WhatsApp Business, you need to find out h ow communication channels can add value to your company. You can also decide to add WhatsApp Business to your existing channels or slowly replace them.

Following these steps will help you gain insights in your current customer journey and it will show you how WhatsApp Business is helpful to reduce friction. In the end it should result in a higher customer engagement and it will increase sales.


3.2. Purchase phase

The Purchase stage might be the trickiest phase in the buying process. Long wait times, clunky or inefficient point-of-sale systems, multiple web forms, and transaction failures can make the path to purchase unnecessarily cumbersome.

Abandoned shopping carts no more

As consumers consider which products they want, any number of factors – from unclear delivery options or shopping carts that don’t save items, to hidden charges or too many clicks to finalize a purchase – can keep them away from completing the purchase. It’s no wonder that a key issue in online shopping remains abandoned shopping carts: After the consumer has become aware of the products and considered them for purchase by adding items to their shopping carts, they don’t follow through to checkout.

Preven purchase friction

How can companies prevent purchase friction to convert sales in a faster way? According to the data shown iin figure 5.1 over 74 % of consumers already expect to make a purchase via a social messaging app There are areas where WhatsApp has no influence, like how checkout processes are built, but the messaging application is perfect for providing proactive communications. Helping customers find theinformation they need, e.g. shipping costs, and provide automated, conversational shopping experiences that can simplify the purchasing process.


WhatsApp-powered personalized shopping is on the rise, a trend triggered primarily by mobile first shoppers—largely Generation Z and Millennials—who are falling out of love with traditional touch points such as websites and email. Instead, they are demanding a more personalized service delivered to their smartphones via messaging. Personalized shopping or a product finder help customers in their request for a more personalized service.

Personalized shopping

For retailers, the deployment of conversational commerce will help to deepen customer relationships and compete with businesses who are still using traditional CX channels. From fashion ecommerce and cosmetics retail to sourcing everyday household items, customers can request information and order goods using their preferred messaging platforms. Personalized buying journeys are powered by chat bots for simple requests or human agents acting as ‘personal shoppers’ for more bespoke service.

Product finder

For consumers, a product finder may help them filter the otherwise overwhelming sea of choices based on their preferences in a conversational setting. Shoppers can avoid browsing through hundreds of pages, and instead see the products they are interested in quickly and efficiently.


Example 1: Guided Selling with WhatsApp Not everyone has time to browse all your product choices. The use of interactive buttons (1) and lists (2) are a great way to narrow down choices and help Emma get what she needs. By showing where she can purchase shoes (3) , Emma has everything she needs to buy the running shoes she needs.

Ultimate guide to WhatsApp Business - Guided selling via WhatsApp Business

Example 2: Order via WhatsApp With WhatsApp ordering food is simple. Restaurants can share the menu as PDF (1) or URL, customize the order with extra information via Interactive Buttons (2), confirm the order (3) and track delivery (4). All of this with a personalized connection using media and branded stickers (5).

Ultimate guide to WhatsApp Business - Receiving order via WhatsApp example

Sending order confirmations

WhatsApp Business is a two-way communication channel that is useful for customers to ask questions right away on the chat app, instead of sending an email or calling the contact center. It also means that companies can send time-sensitive messages that the customer needs to check out right away. Replacing existing email content, such as order or shipping confirmation

Being a two way street, it is possible for companies to engage with the customer and to provide extra useful information in the conversation. Such as order and payment details, delivery updates, and tracking URLs.

This means that the “order confirmation” message can be more than a “Thank you for your business” and instead an overview of the purchase.

Ultimate guide to WhatsApp Business - Sending order confirmations via WhatsApp Business

Messaging is a clever way of engaging the customer right away and opening an actual channel of conversation, instead of sending an email that probably won’t be opened or read (remember: only 25% of emails are opened). The same principle applies other kinds of notifications about the customer’s order, lik e order cancellations or any other r elated changes.

In case of an order cancellation, the notification can be automatically sent when the customer or shop owner cancels the order. The customer may receive a list of which products were cancelled and the message could also provide information on how the payment will be refunded.

Case study: Crisp

WhatsApp gives Crisp the opportunity to interact quickly and personally with its customers, and makes it possible to remove friction at various points in the customer journey.

Ultimate guide to WhatsApp Business - Example of received template

Crisp is also a high roller when it comes to WhatsApp templates. They use WhatsApp templates to manage customer expectations by sending them proactive notifications regarding order updates and delivery. And if something is wrong after delivery, customers can easily take action by getting in touch via WhatsApp.

3.3. Post purchase phase

Once payment is completed, consumers expect rapid ful fillment and status updates, including purchase information and delivery timeslots—and support for their product or service. Post-purchase friction occurs when consumers experience unexpected barriers to receiving products or services, or are unable to easily access the guidance needed to use or repurchase the product.

No matter the industry, Post-purchase customer service is essential for sustainable growth. When consumers face difficulties with a newly purchased product or service, such as struggling with delivery tracking, missing packages, or even damaged items, a proactive communications strategy must be in place.

Just as it is important for consumers to shop and browse on their own terms, it is equally vital for consumers to be able to return their purchases easily and to be rewarded for their loyalty.

WhatsApp Business is a great fit for customer support; over 75% of consumers want to get product or service support via messaging. Companies can handle a wide range of use cases—from complaints to proactive notifications to keep the customer up-todate every step of the way, to help reduce costs and increase customer service efficiency.

WhatsApp offers the possibility for:

  • Customers to send photos and PDFs of their query, enabling a more efficient and personalized customer support experience.
  • Agents to address multiple customer service issues at once, increasing agent efficiency, via the platform.
  • Companies to shift user inquiries away from more costly channels, like voice calls. (call deflection).

Ultimate guide to WhatsApp Business - WhatsApp API vs. Non API

Customer centricity is key

Most brands get it by now: creating a delightful customer experience is key to their success. And today, customers demand service how, when, and where they want it. According to market analyst Gartner, “a superior CX is one of the few remaining means of sustainable competitive differentiation.” Meaning customers want a cohesive, frictionless experience, regardless of their channel of choice.

Customers don’t want to call companies for support, and they certainly don’t want to navigate through tortuous IVR systems. They just want answers via their preferred channel. The place where they can get a quick response to their questions as shown in the example where Marc wants to know where his suit is . WhatsApp accelerates the uptake of chat messaging as a customer service channel.

Ultimate guide to WhatsApp Business - Customer action vs. brand action canceling a order

Service notifications

While shipping notifications have become rather a standard practice for companies selling products and/or services online, appointment scheduling for parcel delivery can still be hard . With WhatsApp, companies can easily allow parcel appointment scheduling from booking to cancellation and rescheduling, whenever needed.

At the same time, appointment scheduling and updates can also be applied to a service. For example, as a means of engagement, automotive dealers can send inspection reminders to drivers, inviting them to book a service, for instance a car inspection, directly on WhatsApp.

From there on, customers can acquire information about the inspection costs and timeframe, while scheduling the appointment directly on WhatsApp.

Ultimate guide to WhatsApp Business - Customer action vs. brand action ordering

WhatsApp call-to-actions for customer engagement

Like in the Discovery phase, where customers want to receive product information on WhatsApp, companies can apply call-toactions (CTAs) on their websites in the PostPurchase phase. CTAs are curated content to engage new and existing customers. It is a place where customers can interact with your brand and buy your product.

A CTA button on the website will lead the consumer to WhatsApp. This is a great way to engage with customers who need more personalized information from a brand, such as tips, fashion advice, tutorials, and more. While it’s not permitted to broadcast newsletters and unsolicited content on WhatsApp, it is possible to use WhatsApp for what it is: a user-centric channel, where consumers receive videos and tips without friction as shown in the example.

Ultimate guide to WhatsApp Business - WhatsApp cta for customer engagement

Building WhatsApp entry points

Now that we know how WhatsApp Business works and how it pays off in the customer journey, it is time for companies to start building WhatsApp entry points in different places. Companies need to develop a strategy to let customers know this new channel is available for every step in their journey.

To create awareness for the new messaging channel, we encourage companies to get creative in spreading the news that customers can use WhatsApp to converse with their business. Here is a quick overview on how companies can create awareness via paid and organic methods:

Ultimate guide to WhatsApp Business - WhatsApp entry points

4.1. WhatsApp click-to-chat buttons

To initiate a conversation via WhatsApp, a company should integrate conversation starter buttons on their website. By building these entry points, a website visitor can simply click a button to request more information about a product, or to get relevant content like tips, tutorials, advice etc. On the agent side, when the customer clicks “Chat with us” button, that customer’s phone number is collected and a link is created that starts a chat with them. By clicking the link, the chat automatically opens.

Getting started

Fortunately, adding a Click-to-chat button is as easy as you would imagine. This function works with links. Your company can create its own link using<number> where <number> is the full phone number in international format.

After creating your own link, you are able to design the link as a button and then use it on your website. To best assess where to place these conversation starter buttons, review your monthly traffic to decide on targeted placements.

Ultimate guide to WhatsApp Business - WhatsApp click-to-chat example

WhatsApp Click to Chat Button Scenario

Underneath is a Click-to-Chat scenario so you can see how easy it is from both the customer and agent sides. Here you’ll see how Marc goes from searching for a pressure cooker, through to the purchase and confirming a delivery date/time via WhatsApp.

Ultimate guide to WhatsApp Business - WhatsApp click-to-chat button scenario

4.2. WhatsApp call deflection

Known as ‘call-to-messaging deflection’, more and more brands are deploying call deflection in WhatsApp Business to enhance their customer support.

This means that companies want to reduce the number of calls that come into the customer care centre and instead redirect them to alternative channels by introducing WhatsApp into their Business. As a result, there is an increase in customer satisfaction and a boost operational efficiency. Critically, it also lowers admin costs, as customers are redirected from expensive voice channels to low-cost messaging channels they already use, such as WhatsApp.

Ultimate guide to WhatsApp Business - Call deflection

Benefits of WhatsApp call deflection

1. Provides better service, as WhatsApp enables customers to share photos, videos, and other media to illustrate customer issues.

2. Improves agent efficiency by shifting customer issues to WhatsApp, where agents can handle more conversations at once.

3. Reduces overall costs of customer service phone operations.


In-depth user flow for WhatsApp call deflection

Ultimate guide to WhatsApp Business - WhatsApp call deflection flow

4.3. WhatsApp chat widget

The best way to add WhatsApp as a chat option on your website is by using a multichannel chat widget. With this, your customers can choose their favorite communication channel on your website. They can choose WhatsApp or another channel, such as live chat, Twitter, Facebook Messenger, or Apple Business Chat. Now your customers can always contact you quickly via their favorite channel. On your end, the messages will end up in one inbox, together with the other communication channels.

Ultimate guide to WhatsApp Business - WhatsApp chat widget

You get to keep a nice and clean overview without having to continuously switch channels.

4.4. WhatsApp click-to-chat ads

Another way to build a WhatsApp entry point is by using the Click-to-Chat Ads, which are similar to the conversation starter buttons we mentioned earlier. This allows streamlined integration between Facebook advertising and WhatsApp Business. With ads that direct users to WhatsApp, you can add a Send Message button to your Facebook or Instagram ads that will open a conversation thread in, for instance, your Saysimple multichannel inbox. This way, customers are able to connect with your business on WhatsApp after clicking the button on your ad.

Ultimate guide to WhatsApp Business - WhatsApp click-to-chat ads

This combination of Facebook ads linked to a WhatsApp Business account gives marketers the ability to reach their target audience with a focused message and personalized follow-through via the largest chat app in the world. Click-to-Chat ads are an easy way to leverage Conversational Marketing first-hand, linking f rom your Facebook Ads and enabling your customer to discover your products and services with a solicited message

💡 “ 9 out of 10 consumers prefer using messaging to communicate with businesses and 56 percent would rather message customer service than speak on the phone. Chat apps have become a core communications channel. And WhatsApp, the world’ s largest chat app, became the leader in powering these interactions.”

WhatsApp Integration & Rollout

Now that you understand the strategy and specifics of WhatsApp Business, it’s time to think about two major steps: integration and rollout.

As mentioned at the start of this guide, small businesses can simply download WhatsApp Business. However, for medium to large business the WhatsApp Business API needs to be integrated. Though it’s possible to integrate directly with WhatsApp, their strategy has been focused on working with official partners to leverage integration and services to enterprises across the globe. This means that every business has to go through an approval and business verification process to request access to WhatsApp Business.

Ultimate guide to WhatsApp Business - WhatsApp entry points

At Saysimple, we are here to help you throughout the process of approval, onboarding, adoption, and technical installation. With our officially supported messaging API, you’ll have access to a feature-rich, scalable, and GDPR compliant solution.

Consider this

What we see is that many companies are still testing the waters. They look for ways to integrate appropriately without huge costs and developer investment, whilst also planning how to test and converse with customers via WhatsApp. What you need to consider is whether you prefer to keep the service inhouse or if you want to have a third party run it for you.

Maintaining your WhatsApp integration requires hosting, scaling, monitoring, and even troubleshooting WhatsApp software clients and third party databases in your own cloud infrastructure, and an official provider like Saysimple will take care of all of that eliminating the operational overhead of maintaining your own WhatsApp integration. in your own cloud infrastructure.

Taking this into consideration, let’s look at 3 ways that you can integrate WhatsApp Business today.

3 ways to integrate WhatsApp Business

1. Download WhatsApp Business app

You may prefer to keep WhatsApp conversations separate from your core systems. This is perfect for small businesses with less developer resources and where the customer service is managed by one person. It’s a way to get started with WhatsApp as a low-threshold product until your company matures enough to justify a deeper integration. If that’s the case, the best choice is to download the WhatsApp Business app ready for your company to utilize, without the need to integrate with the WhatsApp API.

2. Integrate WhatsApp in a chat collaboration tool / shared team inbox

For medium sized companies there is the option to integrate WhatsApp Business into your customer management software with the provider’s API. With a WhatsApp Business account you can receive messages from WhatsApp in collaboration tool without the necessity to integrate with the WhatsApp API, perfect if your client service team consists of multiple people.

3. Integrate one or multiple systems

If you want to access other customer data and functionalities, the WhatsApp Business API can be integrated into CRM, contact center, collaboration tools, ERP systems, and more. While the integration digs deeper into existing platforms, it allows for enhanced speed and personalization levels, as it’s possible to access a user’s data stored on the CRM and utilize it as the basis for the conversation. The Saysimple shared team inbox is a perfect example and allows you to manage in- and outbound WhatsApp conversations at scale.

Rollout strategy

Once you have integrated WhatsApp, it’s time to plan your rollout. Your customers expect your WhatsApp channel to work flawlessly, that questions will be answered without any delay and that the content shared is relevant. While there may be a few hiccups—no rollout is ever perfect—there are a few strategies we advise you to follow to avoid mishaps.

1. Internal testing

Once you have finished the integration of the WhatsApp Business API with your internal systems and you are ready to start messaging with your customers over WhatsApp, test the channel with your team first.

2. External test group

Select a few test users to whom you want to rollout WhatsApp Business internally. This will enable you to intercept mistakes, questions and technical bugs that your team didn’t predict beforehand. For example, an external user may ask completely different questions to the ones you have prepared for, prompting the creation of a new conversation flow entirely. When rolling out to a sample of your customer base, you may consider between 1 to 5% of your users.

3. Phased rollout

While you expand your WhatsApp Business rollout to all of your users, you’re still in the learning phase and need to improve constantly. Depending on your capabilities, e.g. number of staffed agents, chatbots available, etc., you may consider a phased rollout

4. WhatsApp is up and running

Facebook/WhatsApp is monitoring activity on the platform. Here are a few tips to keep it running:

  • Don’t send spam
  • Make quick replies
  • Use WhatsApp message templates
  • Response time: within 24 hours maximum
  • Use smart routing so that questions end up with the right agent

WhatsApp Business policy

We kindly suggest that you make yourself familiar with them in order to avoid having your message templates getting rejected.

WhatsApp general policy

Generally, this policy gives enterprises the framework for how WhatsApp operates. The main implication here regarding message templates is that “advertising, marketing or promotional messages are not permitted, unless authorized by us (WhatsApp) in writing.” WhatsApp Business Policy Find the complete policy here:

WhatsApp commerce policy

This policy lets you know that “all messages and media related to your goods or services, including any descriptions, prices, fees, taxes and/or any required legal disclosures, to constitute product listings. Product listings must comply with these policies, and applicable law and regulation.” WhatsApp Commerce Policy A list of prohibited items and WhatsApp’s complete commerce policy:

Overall statement of WhatsApp:

WhatsApp monitors activity on the platform. Once they detect that a company has violated any of WhatsApp’s guidelines or policies, they reserve the right to limit or remove your business access.

About Saysimple

Saysimple is a Software-as-a-Service (SaaS) company, revolutionizing the way companies get and stay in touch with their customers through new and emerging channels. Our Customer Communications Management platform provides customer contact and marketing professionals with the technology they need to manage inbound- and outbound customer conversations. We help our customers shift to effortless customer experiences on all channels and at every touch point on their customer journey.

Your WhatsApp Business onboarding partner

With the officially supported Saysimple messaging API you’ll have access to a feature rich, scalable, and GDPR compliant solution. With Saysimple, we guide you through the entire WhatsApp Business API approval, onboarding, adoption process and technical installation.

Our API can be integrated into any system you’re currently running. Alternatively, we can also offer a shared team inbox which gives you access to the WhatsApp Business Solution without developer efforts. The platform also provides possibilities to integrate other messaging channels. All in one screen.



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