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WhatsApp integration

An agent that works on WhatsApp too

Ipster answers the messages customers send to your WhatsApp number and sends a WhatsApp during a phone call when that is quicker. Phone and WhatsApp know each other, so the customer does not have to tell their story twice.

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More about the WhatsApp agent

Ipster and WhatsApp, directly connected

What the agent does

What the agent does on WhatsApp

You connect your number and choose what the agent may do.

Answer messages

The agent replies to the messages customers send to your WhatsApp number, following the instructions in your prompt.

Look at a photo

If the customer sends a photo, the agent can look at it.

Phone and WhatsApp know each other

If someone who has just sent a message calls, the agent knows what it was about. It works the other way round too. The link works on phone number.

Send a WhatsApp during the call

The phone agent can send the caller a WhatsApp, for example to ask for a photo or document, or to send information afterwards. What the caller sends back comes into the conversation live.

A template after 24 hours

If the customer wrote more than 24 hours ago, the agent sends an approved template. It hears whether the message was delivered or whether the number cannot receive WhatsApp.

Take over live

You read along, give the agent an instruction or take over the conversation and type yourself, including photos and files.

What a call looks like

From message to answer, without manual work

  1. 1

    Your customer sends a message

    Ipster replies on your WhatsApp number.

  2. 2

    The agent helps

    It answers the question and can look at a photo if the customer sends one.

  3. 3

    Your customer calls afterwards

    The phone agent knows what the message was about.

  4. 4

    You take over

    You read along, give an instruction or take over the conversation and type yourself.

What you see in Ipster

  • Conversation · By Ipster

    The WhatsApp conversation in your conversation history

  • Link · By Ipster

    Linked to the phone call from the same number

  • Template · By Ipster

    Outgoing message in the conversation history

You decide

You stay in control

Choose how to connect

With your own number via Meta, alongside the WhatsApp Business app or with a number from Ipster.

Choose the templates

Decide which approved templates the agent may use after 24 hours.

Take over when you want

Read along live, give the agent an instruction or take over the conversation. You can always hand it back.

How to connect it

Connected in three steps

01

Connect your number

Log in via Meta and choose your number, connect alongside the WhatsApp Business app, send a connection link to your Facebook administrator or use a number from Ipster.

02

Set up the agent

Write the prompt and add the same tools as for any other agent, such as your calendar or CRM.

03

Choose the templates

Tick the approved templates the phone agent may send if the customer wrote more than 24 hours ago.

If you use the number alongside the WhatsApp Business app, open that app at least once every 14 days. Otherwise Meta disconnects the link.

More integrations

Ipster also works with

Slack

Messaging

HubSpot

HubSpot

CRM

Autotask

Helpdesk

Zendesk

Zendesk

Helpdesk

Shopify

Shopify

E-commerce

Sparklayer

E-commerce

Frequently asked questions

About the WhatsApp integration

You connect through Meta: you log in with your Facebook account and choose your number. Does someone else manage the Facebook business account? Then you send a connection link, which that person uses to connect themselves without an Ipster account. If you do not have your own number, you can use a number from Ipster, without a Meta account.

Yes. You connect the number alongside the app and keep the app. The agent replies, and if you send something yourself from the app, you take over that conversation and the agent goes quiet. That lasts until 6 hours after your last message, or until you hand the conversation back in the dashboard.

Then WhatsApp no longer allows a free message, only an approved template. If the agent sends a WhatsApp during a phone call, it picks a template that you have ticked. It then hears whether the message was delivered or whether the number cannot receive WhatsApp. In that case it can switch to SMS or email.

Yes. If the customer sends a photo, the agent can look at it. If the agent asks for a photo or order number via WhatsApp during a phone call, what the customer sends comes into the conversation live.

Yes. If someone calls after a WhatsApp conversation, or sends a message after a phone call, the agent knows about that conversation. The link works on phone number within the same organisation, and only if the conversation was less than 24 hours ago and had real content. A plain greeting such as "Hi" does not count.

Yes. In an ongoing WhatsApp conversation you can read along, give the agent an instruction or take over the conversation and type yourself, including photos and files. You can always hand it back, and it happens automatically after 6 hours.

Let your agent work on WhatsApp too

Book a demo and see how Ipster replies on WhatsApp and links phone and messages together.

Book a demoView all integrations

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