Roles and two-factor
Owner, manager and agent roles, two-factor authentication with recovery codes, and every screen scoped to your workspace.
Alerts
The system that knows sends the message
Point your core banking or payments system at one endpoint and the approved template goes out when a statement is ready or a payment is due.
- One endpoint and one workspace key, with the amounts and dates filled into the template as variables
- Document headers carry a statement PDF up to 100 MB, so it arrives in the chat rather than behind a login
- Signed webhooks push delivery and read status back, so your system has a record that the notice was received
Applications
Collect what is missing without another email thread
An application that stalls for one document does not need a call. Ask in the chat, and the answer arrives where the rest of the conversation already is.
- Attachments up to 100 MB in the accepted WhatsApp types, kept in a workspace media library your team can search
- A WhatsApp Form collects structured details across multiple screens, with answers exported to CSV for your own system
- Every exchange sits in one thread with a recorded hand-off, so whoever picks it up can see what has already been asked
AI Agent
Answer rates and requirements from your own terms
Upload your product sheets, rate tables and eligibility criteria. The agent answers from that material alone and never invents a figure.
- A non-negotiable contract underneath your instructions forbids inventing prices, names, dates or promises
- It escalates to a person the moment someone raises a complaint, a refund, or anything billing, medical or legal
- Every turn is traced step by step, so why it said what it said can be answered afterwards
Campaigns
Tell people about a product without annoying the rest
Segment by tag, send a real test first, and let the platform refuse anything a customer has opted out of.
- Marketing templates never reach an opted-out or blocked contact, and the check runs before the send rather than after
- Sending is paced per number, sixty a minute by default, to keep your number inside Meta's limits
- Failures are broken down by Meta error code with plain-English labels, not a number you have to look up
The controls around it
What matters when the conversations carry money and personal data.
One owner per conversation
Replies are refused while a teammate holds a chat, so two people never give a customer two different answers.
Consent enforced, not assumed
Marketing opt-outs are read from WhatsApp itself and honoured automatically. Utility and authentication messages still go through.
Events back to your systems
Four signed webhook events with HMAC-SHA256, five retries over about 21 minutes, and a delivery log of every attempt.
Put your WhatsApp number to work, free for 7 days
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