Resources
Practical guidance for getting started, connecting WhatsApp and planning your first workflows.
Connecting Meta WhatsApp Business
The platform connects to the official Meta WhatsApp Business Platform. Before going live you will typically need:
- A Meta Business account for your organisation.
- A phone number that can be registered on the WhatsApp Business Platform and is not in use on the WhatsApp or WhatsApp Business app.
- Business verification with Meta where required for your messaging volume.
- Approved message templates for any messages you start outside the 24-hour customer service window, such as broadcasts and reminders.
Our team guides you through the connection during onboarding. Meta's requirements change from time to time, so we confirm the current steps with you.
Frequently asked questions
What is ConversaPRO?
ConversaPRO is a WhatsApp-powered business automation platform. It combines a shared inbox, CRM, automations, Dynamic Forms, Smart Links and AI assistance so teams can run customer conversations and the business processes behind them in one place.
Is it only a chatbot?
No. AI agents are one part of the platform. ConversaPRO also includes a multi-user inbox, CRM and pipelines, a workflow builder, structured forms, approvals, broadcasts and integrations.
Can multiple users handle one WhatsApp number?
Yes. Your whole team can work from the same WhatsApp Business number, with conversation assignment, ownership, unread states and internal notes.
Can AI hand over to humans?
Yes. You set confidence thresholds and escalation rules. When the AI is unsure, or a customer asks for a person, the conversation is routed to your team. While a human is handling it, AI replies and automations are paused.
Can forms be sent through WhatsApp?
Yes. Dynamic Forms are shared as Smart Links, which can be sent in a WhatsApp conversation, by automation or by email.
Can form links expire?
Yes. Smart Links can be set to expire after a period, to be used only once, and to require OTP verification.
Can I duplicate templates?
Yes. Using a template creates a copy in your own workspace. The original system template is preserved.
Can templates be customised?
Yes. Your copy is fully independent. You can change fields, validation, logic and branding, and publish your own versions.
Does it support branches?
Yes. You can set up branches and teams, each with their own users, queues and permissions.
Is tenant data isolated?
Yes. Each organisation has its own workspace and a tenant-specific database, and access is enforced on the server with role-based permissions.
Can it integrate with existing systems?
Yes. ConversaPRO provides API access and workflow actions for connecting to your existing systems. Talk to us about specific integrations.
What is required to connect Meta WhatsApp Business?
You need a Meta Business account, a phone number that can be registered on the WhatsApp Business Platform, and business verification with Meta where required. Our team guides you through the connection during onboarding.