Marketing & EmailUSClient messages from the company's WhatsApp Business number land in the CRM, the manager replies from the CRM, and order updates go out as messages approved by Meta.
WhatsApp Business Platform is Meta's official way for a company to talk to clients from its own business number at scale: incoming messages, replies, media, buttons, and outgoing notifications. Many companies already keep the number on a phone and answer by hand, so the conversation lives in one manager's device and never reaches the CRM. We connect the client's WhatsApp Business account to their CRM: a message from a client becomes a conversation in the CRM attached to the right contact or a new lead, the manager replies from the CRM and the client sees an ordinary WhatsApp message, and the CRM sends updates about an order or an appointment using messages the company registered and Meta approved. The connection follows WhatsApp's rules: a reply in any wording is possible within a day after the client's last message, and outside that window only an approved message may be sent. This page is about the client's own WhatsApp Business number and Meta business account — we set up and connect it, the number and the conversations stay with the company.
Before the WhatsApp number lives on the owner's phone; when he is busy, clients wait, and nobody else sees the conversation.
After every incoming message appears in the CRM as a conversation attached to the contact, any manager on shift replies from the CRM, and the client sees a normal reply from the same business number.
Before a manager writes to each client by hand that the order is packed and the parcel number is such-and-such, and forgets half of them.
After when the order changes status in the CRM, the client receives an approved WhatsApp message with the parcel number; the delivery status of that message is written back to the deal.
Before the receptionist calls every client the day before and reaches a third of them.
After the day before the visit the client receives an approved WhatsApp message with the time and address and two buttons — confirm or reschedule; the answer goes into the CRM and the receptionist calls only those who asked to move the visit.
Before at night and on weekends messages pile up and clients go to a competitor who answered.
After the assistant replies within the open conversation window — answers about hours, availability and how to order from the CRM data — and when the question is about price or a complaint, it hands the conversation to a manager with a summary. Nothing is sent to a client outside the window except approved messages.
For those who want to check: each point links to the official documentation page it comes from.
WhatsApp Business Platform is Meta's official product for companies to communicate with customers at scale from a business number.
Source: developers.facebook.com ↗ checked 2026-09-28The platform lets a connected system send and receive messages of many kinds — from plain text to media and interactive messages with buttons — and the messages to customers are encrypted.
Source: developers.facebook.com ↗ checked 2026-09-28The platform itself informs the connected system about incoming messages, the delivery status of outgoing ones, and changes to the account — so a message reaches the CRM without polling.
Source: developers.facebook.com ↗ checked 2026-09-28Pre-registered messages are the only kind that can be sent to a customer outside the conversation window that opens after the customer writes.
Source: developers.facebook.com ↗ checked 2026-09-28The same registered message can exist in several languages under one name, so a client gets the confirmation in his own language.
Source: developers.facebook.com ↗ checked 2026-09-28WhatsApp opens a conversation window of 24 hours after a client's message or call, and every new message from the client resets it; while the window is open the company may reply in its own words, and once it closes only messages registered in advance and approved by Meta may be sent. So a first message from the company — a reminder, a confirmation, a promotion — is always an approved message, and it must be prepared and registered ahead of time, with a wait for Meta's review. Meta also limits how many different phone numbers a company may write to first within a rolling day; the limit is set for the whole business portfolio and shared between all its numbers, starts small for a new portfolio and grows automatically as the quality of the messaging is confirmed. A number used in the WhatsApp Business app on a phone must be moved to the platform to take part, and the phone app then no longer serves that number. Approved messages are grouped into categories that affect how Meta charges the company; we take this into account when planning which messages to register, and the terms themselves are set by Meta, not by us.
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WhatsApp Business is a trademark of its owner. CoreviaFlow is not affiliated with it unless stated otherwise. Screenshots are taken from public vendor materials; the source is shown under each one.
