WhatsApp, ready to run.
The WhatsApp integration is how you chase a document from someone who will never open an email. Floowed asks for what is missing, reads the photograph they send back, and carries on with the case.
What it does.
What Floowed reads from WhatsApp
- Replies to a message we sent
- Photographs of documents, which is usually how they arrive
- The answer to a question, in the customer's own words
What it writes back
- The request for what is missing
- A reminder, on the schedule your rules set
- Confirmation once the case clears
WhatsApp is stricter than email and the rules shape the design. You can only message someone freely for twenty-four hours after they last wrote to you; outside that window every business-initiated message must use a template Meta has approved in advance. So chases are templated by necessity, and the conversation that follows is free. Plan the templates before the operation goes live.
A new trade account application, from signup to approved customer.
- Gather
A business applies for a trade account through a HubSpot form. The case opens with the application and the files already uploaded to Google Drive.
- Interpret
We read the business registration and the owner's ID, and check them against the application.
- Chase
The business permit is missing, so we send an approved template on WhatsApp. The owner replies with a photo of it, and we read it.
- Decide
Your account rules run in the deterministic policy engine. An applicant outside them goes to sales operations to decide.
- Act
We create the customer in Xero, update the HubSpot record, and confirm the account on WhatsApp.
Used in the same case
The connection, in detail.
How it connects.
- 1
Connect WhatsApp
Using a system user access token with whatsapp_business_messaging and whatsapp_business_management. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
More in Communication.
Questions
Does Floowed integrate with WhatsApp?
Yes, through the WhatsApp Business Platform's Cloud API, on a business number you own, directly with Meta or through a Solution Partner.
How does the WhatsApp integration connect?
You bring a WhatsApp Business number and a system user access token with messaging permissions. We send and receive on it, so the conversation stays under your brand.
What can Floowed do over WhatsApp?
Chase what a case is missing, read the photo that comes back, and confirm when it clears. In a lot of markets a photographed document over WhatsApp is how the document arrives.
Are there rules about messaging customers?
Yes. Free-form messages can only go out within 24 hours of the customer's last message. Outside that window, only templates Meta has approved can be sent, so chases start from a template.
Is WhatsApp data secure?
Messages pass through Meta, and your Solution Partner if you use one, so we treat what crosses it as personal data: minimized and retained to your schedule.
What does the WhatsApp integration cost?
Nothing extra. Integrations are included, and you pay for the work Floowed does on a case. Start free with $80 of credits, no card and no sales call. Meta charges for delivered template messages separately.
Start with WhatsApp. Add the rest.
Free to try, no card, no sales call. Your first $80 of credits is on us.