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WhatsApp

WhatsApp campaigns and conversations, on your CRM.

CloudOffix WhatsApp connects Marketing Cloud to the official WhatsApp Business API, so you send template campaigns and notifications and handle two-way conversations on the same contact record as email, sales and service.

Capabilities

Everything WhatsApp, in one platform

Template campaigns

Send approved WhatsApp template messages to segments built from your CRM data.

Notifications

Confirmations, reminders and status updates go out on WhatsApp the moment a record changes.

Shared team inbox

Your team answers two-way WhatsApp conversations together in one shared inbox.

Linked to every record

Each conversation is linked to the contact and to the related lead, deal, candidate or ticket.

AI on WhatsApp

AI assistants and agents answer on WhatsApp and hand the conversation to a person when needed.

Opt-in handling

Opt-ins and opt-outs are recorded on the contact, so you message only people who agreed.

How it works

From opt-in to conversation

01

Connect your WhatsApp Business number

Link your number through the official WhatsApp Business API and manage your message templates in CloudOffix.

02

Collect opt-ins

Capture consent on forms, at events or in conversations and store it on the contact record.

03

Send campaigns and notifications

Target a segment or trigger a template message from a marketing automation journey or a record change.

04

Handle the replies

Replies land in the shared inbox, linked to the contact, where AI or your team picks them up.

AI

Where AI helps. People decide.

AI assistants and agents answer common questions on WhatsApp around the clock, qualify leads and book follow-ups, then hand the conversation to your team with the full history.

Your team decides what goes out: you approve templates, choose audiences and step into any conversation.

Across CloudOffix

WhatsApp wherever you work with people

FAQ

WhatsApp questions

01

Does CloudOffix use the official WhatsApp Business API?

Yes. CloudOffix connects to the official WhatsApp Business API, so campaigns, notifications and conversations run on approved templates and verified business numbers.

02

Can several team members answer WhatsApp messages?

Yes. Conversations arrive in a shared inbox where your team assigns, answers and hands them over, all linked to the contact record.

03

Can WhatsApp be a step in a marketing automation journey?

Yes. Add WhatsApp steps next to email and SMS steps in your journeys and trigger them from contact behavior or record changes.

04

Can an AI agent answer customers on WhatsApp?

Yes. AI assistants and agents answer on WhatsApp and hand the conversation to a person whenever needed.

Bring WhatsApp into Marketing Cloud.

Start a free trial or book a demo to see WhatsApp campaigns, the shared inbox and AI agents working on your CRM.

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