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WhatsApp Business Overview

YSUITE WhatsApp Business gives your team a shared inbox for customer conversations, campaign broadcasting, and bot- and flow-based automation — all connected to your CRM contacts.

Requires the WhatsApp module and a connected WhatsApp Business Account (WABA).

What's included

Feature Description
Sender IDs & WABA Onboarding Connect a WhatsApp Business Account via Meta's embedded signup
Templates Pre-approved message templates for outbound messaging
Campaigns Broadcast template messages to contact lists
Scheduled Campaigns Run a campaign automatically on a recurring basis
Team Inbox (WhatsApp Chats) Shared team inbox for two-way conversations
Flows Interactive multi-step in-chat forms for data collection and self-service
Bots No-code automated conversations bound to Forms fields and templates

Module pages

How it fits together

  • Contacts from the CRM are your messaging audience.
  • Templates must be approved by Meta before use in campaigns, bots or flows.
  • Campaigns and Scheduled Campaigns send a template to a selected list of contacts.
  • Team Inbox receives replies — threads are assigned to team members for follow-up.
  • Bots and Flows automate structured conversations before or instead of a human agent.
  • Automations can trigger WhatsApp messages based on CRM events (e.g. deal created, form submitted).

Sender IDs

A Sender ID is your connected WhatsApp Business phone number. You can have multiple Sender IDs — for example, one per brand or region. Connect and configure them under Settings → Communication → Sender ID — see Sender IDs & WABA Onboarding.