WhatsApp integration

WhatsApp straight from Meta, inside your sales CRM.

If you would rather not use a middleman, connect your WhatsApp Business number to DialSathi directly through Meta's WhatsApp Cloud API. Agents send approved templates after a call, managers run campaigns, and replies come back into the lead's conversation.

What comes across

What WhatsApp Cloud API (Meta) sends to DialSathi.

  • Template messages sent from the lead or the app
  • Bulk campaigns to filtered lead lists
  • Sent, delivered, read and failed status on each message
  • Incoming replies threaded into the lead's conversation
  • Click-to-WhatsApp ad chats turned into leads
How it works

Four steps, no manual work.

  1. 1

    Connect your number

    Add your WhatsApp Business Account details from Meta to DialSathi.

  2. 2

    Add templates

    Templates approved in Meta are added so agents can pick them.

  3. 3

    Send

    Agents send one tap after a call; managers send campaigns to filtered lists.

  4. 4

    Track and reply

    Status updates and replies come back to the lead.

Setup guide

Connect WhatsApp Cloud API (Meta) in a few minutes.

Available on: Click to WhatsApp in both plans · bulk & API as add-ons.

  1. In Meta Business, set up a WhatsApp Business Account and a phone number on the Cloud API.
  2. In DialSathi, open WhatsApp settings, choose Meta Cloud API and enter your phone number ID and a permanent access token. Credentials are stored encrypted.
  3. Copy DialSathi's status / reply webhook URL into your Meta app's WhatsApp webhook settings.
  4. Add your approved templates, then send a test to your own number.

Stuck? Our team sets up integrations for you during onboarding. Talk to us.

FAQ

WhatsApp Cloud API (Meta) questions.

Do I need approved templates?

Yes. WhatsApp requires an approved template to start a conversation with a customer. Templates are approved in your provider or Meta account, then added in DialSathi so agents can send them in one tap.

Who bills the WhatsApp message charges?

Your WhatsApp provider bills you directly for conversations and messages, on your own account. DialSathi does not add a margin on message charges.

Can agents see customer replies?

Yes. Incoming messages are threaded into the lead's WhatsApp conversation, so any agent can pick it up.

Which plans include WhatsApp?

Click to WhatsApp is included in both plans. Bulk WhatsApp, WhatsApp automation and the Business WhatsApp API are add-ons available with either plan.

Get started

See WhatsApp Cloud API (Meta) working in DialSathi.

Book a 30-minute demo and we'll connect it with you, using a sample of your own leads.