Plan account and message requirements
Identify the business account, number, provider and workflow. Current platform requirements, approved templates where needed and messaging permissions must be checked before the implementation is activated.
WhatsApp Business Integration
Connect the conversation to the customer journey.
WhatsApp Business Platform integration for approved enquiry and service workflows. We connect the conversation to website context and business records, with explicit consent, account setup and human handoff requirements.
A permission-aware conversation
- 01
Choose
The customer selects an appropriate contact path.
- 02
Connect
Approved messages and replies relate to the right record.
- 03
Continue
A person can take over with useful context.
An example journey, shaped around your requirements.
Start with the real need
A WhatsApp button and an integrated workflow do different jobs.
A click-to-chat link lets a visitor open a conversation. A Business Platform integration can connect message events and approved workflows to other systems. The right scope depends on what the business needs to do after the conversation begins.
Keep context and human ownership
Map contacts, message status and follow-up responsibilities. A useful integration makes failed delivery and unresolved conversations visible rather than treating an API request as a completed customer interaction.
The next person should know why the customer contacted you.
Scope shaped around your business
What the work can include.
The final deliverables depend on the brief. These are the areas we review together before the build starts.
01
Workflow and channel review
Separate click-to-chat needs from Business Platform automation.
A clear integration boundary.
02
Provider and account planning
Review supported setup, permissions and commercial responsibilities.
Accounts and recurring charges identified.
03
CRM and website mapping
Connect approved message events to relevant records and source context.
Useful customer history.
04
Consent and template flow
Implement the agreed permission-aware journey and supported message patterns.
Requirements checked with the provider.
05
Status and failure handling
Record delivery feedback and route exceptions for review.
Visible outcomes and recovery.
06
Human handoff and operation
Define takeover, stop/pause controls and ownership of conversations.
A documented operating procedure.
Before we begin
Decisions that shape the result.
A useful conversation resolves the requirements, responsibilities and trade-offs before they become surprises.
Which channel capability is needed?
A website contact link may be enough for a small enquiry flow. API workflows add setup and ongoing obligations.
Discuss before build: Start from the actual volume and process.
Who owns the business number?
Provider setup and existing usage can affect the integration plan.
Discuss before build: Review the current account before making changes.
Which messages are appropriate?
Customer expectations and current platform rules affect allowed follow-up.
Discuss before build: Agree the purpose, consent and template requirements.
From brief to working release
A clear path through the work.
The scope and milestones are agreed around the project. Each stage has something concrete to review.
- 01
Discover
Understand the audience, objective, content and current systems.
A shared brief. - 02
Design
Review the information, interface and important journeys.
A concrete design to assess. - 03
Build & verify
Implement the agreed scope and check the complete journeys.
A release with acceptance evidence. - 04
Launch & improve
Plan the switch, handover and ongoing responsibilities.
Ownership after launch.
Good questions
A clearer starting point.
Answers to the practical questions that often come before a project brief.
Can you add WhatsApp to a website?
Yes. A simple click-to-chat link or a deeper Business Platform integration can be scoped according to the required workflow.
Are you claiming to be a Meta partner?
No. This service describes integration work. Any provider or partner relationship should be verified directly before selecting a provider.
Are messaging fees included in development?
Development and provider or platform charges are separate unless the quotation explicitly says otherwise. Current rates and account requirements are checked with the chosen provider.
Can messages be sent automatically to every form submission?
Only within the agreed consent and platform requirements. A form submission alone should not be treated as permission for unrelated marketing messages.
Can a team member take over?
The handoff can be designed around the selected inbox or CRM. The available features depend on the platform and integration scope.
Have an idea worth building?
Let’s turn it into something your customers can actually use — and your business can grow with.