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		<title>WhatsApp Auto-Responder</title>
		<link>https://help.privyr.com/knowledge-base/whatsapp-auto-responder/</link>
				<pubDate>Thu, 05 Jun 2025 04:52:59 +0000</pubDate>
		<dc:creator><![CDATA[Kenny Tong]]></dc:creator>
		
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				<description><![CDATA[You can set up Privyr's WhatsApp Auto-responder to instantly message new leads on WhatsApp. Any new lead you receive via your integrations will be immediately and automatically messaged from your own WhatsApp number, even when you're busy or offline...]]></description>
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<p>You can set up <strong>Privyr&#8217;s WhatsApp Auto-responder </strong>to instantly message new leads on WhatsApp. Any new lead you receive via your <strong><a rel="noreferrer noopener" aria-label="integrations (opens in a new tab)" href="https://help.privyr.com/knowledge-base/integrations/" target="_blank">integrations</a></strong> will be immediately and automatically messaged from your own WhatsApp number, even when you&#8217;re busy or offline.</p>



<p>All messages are sent from your existing WhatsApp Business number, so you can view and continue all conversations directly in the <strong><a href="https://business.whatsapp.com/products/business-app" target="_blank" rel="noreferrer noopener" aria-label=" (opens in a new tab)">WhatsApp Business app</a></strong> on your phone or laptop.</p>



<p><a href="https://www.privyr.com/blog/how-to-set-up-whatsapp-auto-responder-with-privyr/"><strong>Privyr&#8217;s Auto-Responder</strong></a> works through WhatsApp&#8217;s official APIs (Privyr is a verified Meta Business Partner), keeping your WhatsApp account and data safe while complying with WhatsApp&#8217;s Terms and Conditions. Auto-Responder is a part of <a href="https://www.privyr.com/blog/the-complete-whatsapp-automation-guide/"><strong>comprehensive WhatsApp Automation</strong></a> toolkit you can access with Privyr. </p>



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<iframe title="Automatically WhatsApp new leads with Privyr | Privyr Tutorial | WhatsApp Auto-Responder" width="643" height="362" src="https://www.youtube.com/embed/xyKALeCtP7s?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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<figure class="wp-block-image"><img src="https://help.privyr.com/wp-content/uploads/2025/06/WhatsApp-Autoresponder-Alert-to-Message-Flow-Annotated-1.jpg" alt="" class="wp-image-5142" srcset="https://help.privyr.com/wp-content/uploads/2025/06/WhatsApp-Autoresponder-Alert-to-Message-Flow-Annotated-1.jpg 808w, https://help.privyr.com/wp-content/uploads/2025/06/WhatsApp-Autoresponder-Alert-to-Message-Flow-Annotated-1-286x300.jpg 286w, https://help.privyr.com/wp-content/uploads/2025/06/WhatsApp-Autoresponder-Alert-to-Message-Flow-Annotated-1-768x807.jpg 768w, https://help.privyr.com/wp-content/uploads/2025/06/WhatsApp-Autoresponder-Alert-to-Message-Flow-Annotated-1-48x50.jpg 48w, https://help.privyr.com/wp-content/uploads/2025/06/WhatsApp-Autoresponder-Alert-to-Message-Flow-Annotated-1-57x60.jpg 57w, https://help.privyr.com/wp-content/uploads/2025/06/WhatsApp-Autoresponder-Alert-to-Message-Flow-Annotated-1-95x100.jpg 95w" sizes="(max-width: 808px) 100vw, 808px" /></figure>



<h2>Connecting your WhatsApp Business Number to Privyr</h2>



<p>To use the WhatsApp Auto-Responder, connect your WhatsApp Business number to Privyr using your Facebook account. The setup process takes around 5-10 minutes.</p>



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<iframe title="Automatically WhatsApp new leads with Privyr | Privyr Tutorial | WhatsApp Auto-Responder" width="643" height="362" src="https://www.youtube.com/embed/xyKALeCtP7s?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<p class="wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info">You need a <strong><a href="https://app.privyr.com/subscription/manage">Privyr subscription</a></strong>, a <strong><a rel="noreferrer noopener" aria-label="Facebook account (opens in a new tab)" href="https://www.facebook.com/" target="_blank">Facebook account</a></strong>, and a phone number logged into the <strong><a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://business.whatsapp.com/products/business-app" target="_blank">WhatsApp Business App</a></strong> to set up and use the WhatsApp auto-responder.</p>



<figure class="wp-block-image"><a href="https://www.privyr.com/signup?utm_source=help-guide&amp;utm_medium=banner&amp;utm_campaign=wa-autoresponder" target="_blank" rel="noreferrer noopener"><img src="https://help.privyr.com/wp-content/uploads/2025/09/WhatsApp-Auto-Responder-Banner-1024x347.jpg" alt="" class="wp-image-5552" srcset="https://help.privyr.com/wp-content/uploads/2025/09/WhatsApp-Auto-Responder-Banner-1024x347.jpg 1024w, https://help.privyr.com/wp-content/uploads/2025/09/WhatsApp-Auto-Responder-Banner-300x102.jpg 300w, https://help.privyr.com/wp-content/uploads/2025/09/WhatsApp-Auto-Responder-Banner-768x260.jpg 768w, https://help.privyr.com/wp-content/uploads/2025/09/WhatsApp-Auto-Responder-Banner-50x17.jpg 50w, https://help.privyr.com/wp-content/uploads/2025/09/WhatsApp-Auto-Responder-Banner-60x20.jpg 60w, https://help.privyr.com/wp-content/uploads/2025/09/WhatsApp-Auto-Responder-Banner-100x34.jpg 100w, https://help.privyr.com/wp-content/uploads/2025/09/WhatsApp-Auto-Responder-Banner.jpg 1291w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>



<p><strong>Steps to Connect:</strong></p>



<ol><li>On the <a rel="noreferrer noopener" aria-label="Web version of Privyr (opens in a new tab)" href="https://www.privyr.com/login" target="_blank"><strong>Web version of Privyr</strong></a>, go to the<strong><a href="https://web.privyr.com/account/meta-conversion-api"> </a><a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://web.privyr.com/automations/whatsapp-responder" target="_blank">WhatsApp Auto-Responder setup page</a></strong> under your <strong>Automations tab &gt; WhatsApp &gt; WhatsApp Auto-Responder</strong></li><li>Click <strong>Set Up Autoresponder</strong></li><li>Select <strong>WhatsApp Business App</strong><ul><li>If you&#8217;re using the regular<strong> WhatsApp App</strong>, you&#8217;ll need to convert your phone number to a WhatsApp Business number by downloading the WhatsApp Business app on your phone and logging in with your existing number.</li><li>If you&#8217;re using <strong>WhatsApp Business API</strong>, that number will not be compatible with Privyr. Please use a number that is logged into WhatsApp Business mobile app instead.</li></ul></li><li>Click <strong>Login with Facebook</strong> and sign in with a Facebook profile that has access to Meta Business Manager (if you have an existing Business Manager account)</li><li>When prompted to <strong>Connect your account to Privyr Pte Ltd.</strong>, click <strong>Get Started</strong></li><li>At the <strong>Fill in your business information</strong> prompt, select or create a Business Portfolio, then click <strong>Next</strong></li><li>When prompted to <strong>Select your setup</strong>, choose <strong>Connect your existing WhatsApp Business app</strong>, then click <strong>Next</strong><ul><li><em><strong>Note:</strong></em> <em>The auto-responder only works with existing WhatsApp Business phone numbers. New numbers are not supported.</em></li></ul></li><li>When prompted to <strong>Enter your WhatsApp Business phone number</strong>, fill in your number then click <strong>Next</strong>. Verify the number if required.<ul><li><em><strong>Note:</strong> Use a phone number that is logged into the WhatsApp Business app on your phone. If you&#8217;re using regular WhatsApp, you can just download the <strong><a rel="noreferrer noopener" aria-label="WhatsApp Business app (opens in a new tab)" href="https://business.whatsapp.com/products/business-app" target="_blank">WhatsApp Business app</a></strong> and log in using your existing number.</em> </li><li><em>Do not select &#8220;Start with a WhatsApp API account&#8221; as it is incompatible with Privyr</em>.</li></ul></li><li>When prompted to <strong>Share your contacts and chats</strong>, open the <strong>WhatsApp Business Application</strong> on your phone. You will receive a WhatsApp message from <strong>Facebook Business</strong>, prompting you to <strong>Scan QR code</strong>. Scan the code to grant Privyr permission to send WhatsApp messages via your account.</li><li> At the <strong>Confirm or edit your WhatsApp Business account</strong> prompt, click <strong>Next</strong></li><li>At the <strong>Review Privyr&#8217;s access request</strong> prompt, click <strong>Continue</strong> </li><li>Once complete, you will see that <strong>You&#8217;re now ready to chat with people on WhatsApp</strong>. Click <strong>Finish</strong> to return to Privyr. </li></ol>



<figure class="wp-block-image"><img src="https://help.privyr.com/wp-content/uploads/2025/12/WhatsApp-Auto-Responder-Steps-2.png" alt="" class="wp-image-5890" srcset="https://help.privyr.com/wp-content/uploads/2025/12/WhatsApp-Auto-Responder-Steps-2.png 800w, https://help.privyr.com/wp-content/uploads/2025/12/WhatsApp-Auto-Responder-Steps-2-72x300.png 72w, https://help.privyr.com/wp-content/uploads/2025/12/WhatsApp-Auto-Responder-Steps-2-768x3214.png 768w, https://help.privyr.com/wp-content/uploads/2025/12/WhatsApp-Auto-Responder-Steps-2-245x1024.png 245w, https://help.privyr.com/wp-content/uploads/2025/12/WhatsApp-Auto-Responder-Steps-2-12x50.png 12w, https://help.privyr.com/wp-content/uploads/2025/12/WhatsApp-Auto-Responder-Steps-2-14x60.png 14w, https://help.privyr.com/wp-content/uploads/2025/12/WhatsApp-Auto-Responder-Steps-2-24x100.png 24w" sizes="(max-width: 800px) 100vw, 800px" /></figure>



<p>Once you&#8217;ve completed the steps, you will see your <strong>Auto-Responder Setup Screen</strong>. After setting up your connection, please continue with <strong><a href="https://help.privyr.com/knowledge-base/whatsapp-auto-responder/#setting-up-your-whatsapp-auto-responder">Setting up your Auto-responder</a></strong>.</p>



<h2>Setting Up WhatsApp Auto-Responder or Automated WhatsApp Sequence</h2>



<p>To configure your auto-responder or Automated WhatsApp Sequence, your WhatsApp Business phone number must be connected to Privyr. If you have not set up the connection yet, please follow the guide on<strong> </strong><a href="https://help.privyr.com/knowledge-base/whatsapp-auto-responder/#connecting-your-whatsapp-business-number-to-privyr"><strong>Connecting your WhatsApp Business number to Privyr</strong></a>.</p>



<p>Once you’ve connected your WhatsApp Business number, you can set up your Automated WhatsApp Sequence to start messaging new leads:</p>



<ol><li>On the <a href="https://www.privyr.com/login"><strong>Web version of Privyr</strong></a>, go to the <a href="https://web.privyr.com/automations/whatsapp-responder"><strong>WhatsApp Auto-Responder setup page</strong></a><strong> </strong>under your <strong>Automations </strong>tab > <strong>WhatsApp </strong>> <strong>WhatsApp Auto-Responder</strong></li><li>Click + <strong>CREATE DEFAULT SEQUENCE</strong></li><li>Select the <strong>WhatsApp Business Number</strong> you’d like to use to send the automated WhatsApp message</li><li>Enter the <strong>Sequence Title </strong>and enter a <strong>Description </strong>about the main goal or use case of your sequence</li><li>Click <strong>CREATE SEQUENCE</strong></li><li>Once the Automated WhatsApp Sequence is created, you can add a step to your Sequence by clicking on <strong>+ ADD STEP</strong></li><li>Select<strong> Automatic WhatsApp Message</strong></li><li>Click <strong>+ CREATE NEW TEMPLATE</strong></li><li>Customise the message you want to send to all new leads received via your integrations<ul><li><em>You can use</em><strong><em> @clientName</em></strong><em> in this message, which will automatically personalise the message with your lead’s name</em></li></ul></li><li>Click on <strong>SUBMIT FOR APPROVAL</strong><ul><li><em>The message template will be submitted to WhatsApp for approval, which usually takes a few minutes up to 24 hours.</em></li></ul></li><li>Click <strong>ADD AS STEP</strong></li><li>You can add further steps where necessary, such as:<ul><li><strong><em>Time Delay: </em></strong><em>Specify the number of hours or days to wait before the next step starts, and receive an alert when the time comes. This is useful for spacing out communications or giving clients time to respond.</em></li><li><strong><em>Automatic WhatsApp Message: </em></strong><em>Add another automated WhatsApp message that you’d like to send to the lead</em></li><li><em>Once the steps have been created, you can tap on the “</em><strong><em>⋮</em></strong><em>” icon at each step to reorder the steps, edit them, or delete them.</em></li></ul></li><li>Click on<strong> Activate Sequence </strong></li><li>Review how many automation credits will be used for each client added to the Automated WhatsApp Sequence, then click<strong> Activate Sequence</strong><ul><li><em>Credits will only be used for WhatsApp messages that are successfully sent.</em></li></ul></li><li>Set the Automated WhatsApp Sequence as the default sequence to automatically send the automated WhatsApp messages to new leads by clicking on Options, and then <strong>Set as default sequence</strong></li><li>That’s it! The “<strong>Default for New Leads</strong>” label will then be shown on the selected Automated WhatsApp Sequence on both the <a href="https://web.privyr.com/content/sequences">Sequences page</a> and <a href="https://web.privyr.com/automation/whatsapp-responder">WhatsApp Auto-Responder page</a>.</li></ol>



<p>This Automated WhatsApp Sequence will be used to automatically send WhatsApp messages to all new leads received via your <a href="https://help.privyr.com/knowledge-base/integrations/">integrations</a> once the message template gets approved by Meta. You can submit a test lead on your connected lead source(s) to ensure it is working as intended.</p>



<p><em>Note that each successful autoresponder message uses 1 automation credit, which is charged based on your </em><a href="https://app.privyr.com/subscription/manage"><em>subscription plan</em></a><em>. You won’t get charged for messages that you manually send and receive on the WhatsApp Business app.</em></p>



<figure class="wp-block-image"><img src="https://help.privyr.com/wp-content/uploads/2026/03/Automated-WhatsApp-Sequences.png" alt="" class="wp-image-5982" srcset="https://help.privyr.com/wp-content/uploads/2026/03/Automated-WhatsApp-Sequences.png 852w, https://help.privyr.com/wp-content/uploads/2026/03/Automated-WhatsApp-Sequences-47x300.png 47w, https://help.privyr.com/wp-content/uploads/2026/03/Automated-WhatsApp-Sequences-768x4910.png 768w, https://help.privyr.com/wp-content/uploads/2026/03/Automated-WhatsApp-Sequences-160x1024.png 160w, https://help.privyr.com/wp-content/uploads/2026/03/Automated-WhatsApp-Sequences-8x50.png 8w" sizes="(max-width: 852px) 100vw, 852px" /></figure>



<figure class="wp-block-image"><img src="https://help.privyr.com/wp-content/uploads/2026/03/Sequence-Default-For-New-Leads-1024x479.png" alt="" class="wp-image-5983" srcset="https://help.privyr.com/wp-content/uploads/2026/03/Sequence-Default-For-New-Leads-1024x479.png 1024w, https://help.privyr.com/wp-content/uploads/2026/03/Sequence-Default-For-New-Leads-300x140.png 300w, https://help.privyr.com/wp-content/uploads/2026/03/Sequence-Default-For-New-Leads-768x360.png 768w, https://help.privyr.com/wp-content/uploads/2026/03/Sequence-Default-For-New-Leads-50x23.png 50w, https://help.privyr.com/wp-content/uploads/2026/03/Sequence-Default-For-New-Leads-60x28.png 60w, https://help.privyr.com/wp-content/uploads/2026/03/Sequence-Default-For-New-Leads-100x47.png 100w, https://help.privyr.com/wp-content/uploads/2026/03/Sequence-Default-For-New-Leads.png 1068w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>



<figure class="wp-block-image"><img src="https://help.privyr.com/wp-content/uploads/2026/03/WhatsApp-Auto-Responder-Default-For-New-Leads-1024x779.png" alt="" class="wp-image-5984" srcset="https://help.privyr.com/wp-content/uploads/2026/03/WhatsApp-Auto-Responder-Default-For-New-Leads-1024x779.png 1024w, https://help.privyr.com/wp-content/uploads/2026/03/WhatsApp-Auto-Responder-Default-For-New-Leads-300x228.png 300w, https://help.privyr.com/wp-content/uploads/2026/03/WhatsApp-Auto-Responder-Default-For-New-Leads-768x584.png 768w, https://help.privyr.com/wp-content/uploads/2026/03/WhatsApp-Auto-Responder-Default-For-New-Leads-50x38.png 50w, https://help.privyr.com/wp-content/uploads/2026/03/WhatsApp-Auto-Responder-Default-For-New-Leads-60x46.png 60w, https://help.privyr.com/wp-content/uploads/2026/03/WhatsApp-Auto-Responder-Default-For-New-Leads-100x76.png 100w, https://help.privyr.com/wp-content/uploads/2026/03/WhatsApp-Auto-Responder-Default-For-New-Leads.png 1060w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>



<h3><span style="text-decoration: underline;">Auto-Remove Clients from the Automated WhatsApp Sequence</span></h3>



<p>You can configure your Automated WhatsApp Sequence to automatically remove clients once a conversation has started, ensuring they don’t continue receiving automated messages unnecessarily. This helps prevent duplicate communication and keeps your interactions more personal and relevant.</p>



<p>In Privyr, clients can be automatically removed from an Automated WhatsApp Sequence if they meet <strong>either or both</strong> of the following conditions:</p>



<ul><li><strong>Client replies to user on WhatsApp</strong> &#8211; If a client responds to any of your messages on WhatsApp, they will also be removed from the sequence. This ensures that once a real conversation begins, automation stops, and you can continue the interaction manually.</li><li><strong>User manually messages clients on WhatsApp </strong>&#8211; If you send a message to the client manually via WhatsApp, they will also be removed from the sequence. This prevents the client from receiving automated follow-ups while you are already communicating with them directly.</li></ul>



<p>You can enable one or both of these conditions depending on your workflow preferences. For example:</p>



<ul><li>Enable both options if you want automation to stop as soon as any two-way interaction happens.</li><li>Enable only the client-reply option if you still want automated follow-ups unless the client responds.</li></ul>



<div class="wp-block-image"><figure class="aligncenter"><img src="https://help.privyr.com/wp-content/uploads/2026/02/View-Automated-WhatsApp-Sequence-History-1.png" alt="" class="wp-image-5969" srcset="https://help.privyr.com/wp-content/uploads/2026/02/View-Automated-WhatsApp-Sequence-History-1.png 838w, https://help.privyr.com/wp-content/uploads/2026/02/View-Automated-WhatsApp-Sequence-History-1-219x300.png 219w, https://help.privyr.com/wp-content/uploads/2026/02/View-Automated-WhatsApp-Sequence-History-1-768x1052.png 768w, https://help.privyr.com/wp-content/uploads/2026/02/View-Automated-WhatsApp-Sequence-History-1-747x1024.png 747w, https://help.privyr.com/wp-content/uploads/2026/02/View-Automated-WhatsApp-Sequence-History-1-36x50.png 36w, https://help.privyr.com/wp-content/uploads/2026/02/View-Automated-WhatsApp-Sequence-History-1-44x60.png 44w, https://help.privyr.com/wp-content/uploads/2026/02/View-Automated-WhatsApp-Sequence-History-1-73x100.png 73w" sizes="(max-width: 838px) 100vw, 838px" /></figure></div>



<h2>Viewing your Automated WhatsApp Sequence History</h2>



<p>When viewing the Automated WhatsApp Sequence, click on the three-dotted (<strong>⋮</strong>) icon next to the Automatic WhatsApp Message step. Then, click on ‘<strong>View Sent Message History</strong>’.</p>



<p>You’ll see each lead you’ve messaged, along with the following details:</p>



<ul><li>WhatsApp Sent Date</li><li>Recipient number</li><li>Privyr Status</li><li>WhatsApp Status<ul><li><strong>Sending: </strong>Message is still being delivered on WhatsApp’s end</li><li><strong>Sent / Delivered / Read:</strong> Message was successfully sent on WhatsApp, with delivery and read status shown if available</li><li><strong>Failed</strong>: WhatsApp could not deliver the message (e.g. no valid WhatsApp account found) </li></ul></li><li>Client Details</li></ul>



<p>Only leads that were successfully auto-responded to will be shown. Leads that weren’t messaged will not appear in this list. Click on a lead to view the full details of the lead.</p>



<figure class="wp-block-image"><img src="https://help.privyr.com/wp-content/uploads/2026/02/Automated-WhatsApp-Sequence-History-1-1024x694.png" alt="" class="wp-image-5970" srcset="https://help.privyr.com/wp-content/uploads/2026/02/Automated-WhatsApp-Sequence-History-1-1024x694.png 1024w, https://help.privyr.com/wp-content/uploads/2026/02/Automated-WhatsApp-Sequence-History-1-300x203.png 300w, https://help.privyr.com/wp-content/uploads/2026/02/Automated-WhatsApp-Sequence-History-1-768x521.png 768w, https://help.privyr.com/wp-content/uploads/2026/02/Automated-WhatsApp-Sequence-History-1-50x34.png 50w, https://help.privyr.com/wp-content/uploads/2026/02/Automated-WhatsApp-Sequence-History-1-60x41.png 60w, https://help.privyr.com/wp-content/uploads/2026/02/Automated-WhatsApp-Sequence-History-1-100x68.png 100w, https://help.privyr.com/wp-content/uploads/2026/02/Automated-WhatsApp-Sequence-History-1.png 1080w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>



<figure class="wp-block-image"><img src="https://help.privyr.com/wp-content/uploads/2026/02/Automated-WhatsApp-Sequence-History-Page-1.png" alt="" class="wp-image-5971" srcset="https://help.privyr.com/wp-content/uploads/2026/02/Automated-WhatsApp-Sequence-History-Page-1.png 971w, https://help.privyr.com/wp-content/uploads/2026/02/Automated-WhatsApp-Sequence-History-Page-1-300x94.png 300w, https://help.privyr.com/wp-content/uploads/2026/02/Automated-WhatsApp-Sequence-History-Page-1-768x241.png 768w, https://help.privyr.com/wp-content/uploads/2026/02/Automated-WhatsApp-Sequence-History-Page-1-50x16.png 50w, https://help.privyr.com/wp-content/uploads/2026/02/Automated-WhatsApp-Sequence-History-Page-1-60x19.png 60w, https://help.privyr.com/wp-content/uploads/2026/02/Automated-WhatsApp-Sequence-History-Page-1-100x31.png 100w" sizes="(max-width: 971px) 100vw, 971px" /></figure>



<p>When viewing a client in Privyr, you’ll also see the Automated WhatsApp Message logged to the client’s timeline.</p>



<figure class="wp-block-image"><img src="https://help.privyr.com/wp-content/uploads/2026/03/Client-Details-Katherine-Smith-Automated-WhatsApp-Sequence.png" alt="" class="wp-image-5979" srcset="https://help.privyr.com/wp-content/uploads/2026/03/Client-Details-Katherine-Smith-Automated-WhatsApp-Sequence.png 908w, https://help.privyr.com/wp-content/uploads/2026/03/Client-Details-Katherine-Smith-Automated-WhatsApp-Sequence-300x252.png 300w, https://help.privyr.com/wp-content/uploads/2026/03/Client-Details-Katherine-Smith-Automated-WhatsApp-Sequence-768x645.png 768w, https://help.privyr.com/wp-content/uploads/2026/03/Client-Details-Katherine-Smith-Automated-WhatsApp-Sequence-50x42.png 50w, https://help.privyr.com/wp-content/uploads/2026/03/Client-Details-Katherine-Smith-Automated-WhatsApp-Sequence-60x50.png 60w, https://help.privyr.com/wp-content/uploads/2026/03/Client-Details-Katherine-Smith-Automated-WhatsApp-Sequence-100x84.png 100w" sizes="(max-width: 908px) 100vw, 908px" /></figure>



<h2>Managing your WhatsApp Connection</h2>



<p>Refer to the relevant sections in our <strong><a href="https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/" target="_blank" rel="noreferrer noopener" aria-label=" (opens in a new tab)">Using WhatsApp Business Automations with Privyr</a></strong> guide for detailed steps on disconnecting and troubleshooting your WhatsApp Business number.</p>



<ul><li><strong><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f517.png" alt="🔗" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <a href="https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/#disconnecting-your-whatsapp-business-number-from-privyr">Disconnecting your WhatsApp Business Number from Privyr</a></strong></li><li><strong><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f517.png" alt="🔗" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <a href="https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/#troubleshooting">Troubleshooting</a></strong></li><li><strong><a href="https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/#unsupported-countries"><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f517.png" alt="🔗" class="wp-smiley" style="height: 1em; max-height: 1em;" /> Unsupported Countries</a></strong></li></ul>
]]></content:encoded>
										</item>
		<item>
		<title>WhatsApp Campaigns</title>
		<link>https://help.privyr.com/knowledge-base/whatsapp-campaigns/</link>
				<comments>https://help.privyr.com/knowledge-base/whatsapp-campaigns/#respond</comments>
				<pubDate>Fri, 24 Oct 2025 08:56:30 +0000</pubDate>
		<dc:creator><![CDATA[Kenny Tong]]></dc:creator>
		
		<guid isPermaLink="false">https://help.privyr.com/?post_type=ht_kb&#038;p=5671</guid>
				<description><![CDATA[Introduction You can set up WhatsApp Campaigns in Privyr to instantly message hundreds or thousands of leads from your connected WhatsApp Business number, without worrying about getting restricted or banned. Whether you’re announcing a new product, promoting a limited-time offer, or following up with existing clients, campaigns make it easy...]]></description>
								<content:encoded><![CDATA[
<h2>Introduction</h2>



<p>You can set up WhatsApp Campaigns in Privyr to <strong>instantly message hundreds or thousands of leads from your connected WhatsApp Business number, without worrying about getting restricted or banned</strong>.</p>



<p>Whether you’re announcing a new product, promoting a limited-time offer, or following up with existing clients, campaigns make it easy to reach large groups of people quickly and safely.</p>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe title="How to Bulk Message with WhatsApp Campaigns | Privyr Tutorial" width="643" height="362" src="https://www.youtube.com/embed/hdVmXrcp2cY?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div><figcaption>How to Bulk Message with WhatsApp Campaigns</figcaption></figure>



<p>You can use WhatsApp Campaigns to:</p>



<ul><li>Bulk send WhatsApp messages to hundreds or thousands of clients at once</li><li>Announce new products, offers, or updates efficiently using pre-approved message templates</li><li>Monitor campaign performance with detailed reports on delivery, reads, failures, and unsubscribes — all in one place</li></ul>



<p>All messages are sent from your existing WhatsApp Business number, so you can view and continue all conversations directly in the <strong><a href="https://business.whatsapp.com/products/business-app" target="_blank" rel="noreferrer noopener" aria-label=" (opens in a new tab)">WhatsApp Business app</a></strong> on your phone or laptop.</p>



<p>As Privyr is a verified Meta Business Partner, our WhatsApp Campaigns work through WhatsApp&#8217;s official APIs. This keeps your WhatsApp account and data safe while complying with the platform&#8217;s Terms of Service. </p>



<blockquote class="wp-block-quote"><p>WhatsApp Campaigns are a part of a <a href="https://www.privyr.com/blog/the-complete-whatsapp-automation-guide/"><strong>comprehensive WhatsApp Automation</strong></a> toolkit you can access with Privyr. </p></blockquote>



<h2>Setting up WhatsApp Campaigns</h2>



<p>To start running WhatsApp Campaigns, simply connect your WhatsApp Business number to Privyr through your Facebook account. The setup process only takes around 5 to 10 minutes.</p>



<p class="wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info">To set up and use WhatsApp Campaigns, you need: a <strong><a aria-label="Facebook account (opens in a new tab)" href="https://app.privyr.com/subscription/manage">Privyr subscription</a></strong>, a <strong><a rel="noreferrer noopener" aria-label="Facebook account (opens in a new tab)" href="https://www.facebook.com/" target="_blank">Facebook account</a></strong>, and a phone number logged into the <strong><a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://business.whatsapp.com/products/business-app" target="_blank">WhatsApp Business App</a></strong>.</p>



<p><strong>Steps to Connect:</strong></p>



<ol><li>On the <a rel="noreferrer noopener" aria-label="Web version of Privyr (opens in a new tab)" href="https://www.privyr.com/login" target="_blank"><strong>Web version of Privyr</strong></a>, go to the<strong><a href="https://web.privyr.com/account/meta-conversion-api"> </a><a href="https://web.privyr.com/automations/whatsapp-campaign">WhatsApp Campaigns setup page</a></strong> under your <strong>Automations tab &gt; WhatsApp &gt; WhatsApp Campaigns</strong></li><li>Click <strong>Set Up Campaign</strong> to get started</li><li>Follow the guide on <strong><a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/#connecting-your-whatsapp-business-number-to-privyr" target="_blank">Connecting your WhatsApp Business number to Privyr</a></strong> to complete your setup</li></ol>



<figure class="wp-block-image"><img src="https://help.privyr.com/wp-content/uploads/2025/12/WhatsApp-Campaigns-Setup-1024x955.png" alt="" class="wp-image-5896" srcset="https://help.privyr.com/wp-content/uploads/2025/12/WhatsApp-Campaigns-Setup-1024x955.png 1024w, https://help.privyr.com/wp-content/uploads/2025/12/WhatsApp-Campaigns-Setup-300x280.png 300w, https://help.privyr.com/wp-content/uploads/2025/12/WhatsApp-Campaigns-Setup-768x717.png 768w, https://help.privyr.com/wp-content/uploads/2025/12/WhatsApp-Campaigns-Setup-50x47.png 50w, https://help.privyr.com/wp-content/uploads/2025/12/WhatsApp-Campaigns-Setup-60x56.png 60w, https://help.privyr.com/wp-content/uploads/2025/12/WhatsApp-Campaigns-Setup-100x93.png 100w, https://help.privyr.com/wp-content/uploads/2025/12/WhatsApp-Campaigns-Setup.png 1180w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>



<p>Once you&#8217;ve completed the steps, you can continue with <strong><a href="#creating-a-whatsapp-campaign">Creating a WhatsApp Campaign</a></strong>.</p>



<h2>Creating a WhatsApp Campaign</h2>



<p>To create a campaign, your <strong>WhatsApp Business phone number</strong> must be connected to Privyr. If you haven&#8217;t connected it yet, please follow the steps for <strong><a href="#setting-up-whatsapp-campaigns">Setting up WhatsApp Campaigns</a></strong>.</p>



<p>Once your setup is complete, you can create a campaign to bulk send messages to your clients. Here are the steps:</p>



<ol><li><strong><span style="text-decoration: underline;">Access the Campaigns Page</span></strong><ul><li>On the&nbsp;<a rel="noreferrer noopener" href="https://www.privyr.com/login" target="_blank"><strong>Web version of Privyr</strong></a>, go to the<strong> <a href="https://web.privyr.com/automations/whatsapp-campaign">WhatsApp Campaigns setup page</a></strong>&nbsp;under your&nbsp;<strong>Automations tab &gt; WhatsApp </strong></li></ul></li><li><strong><span style="text-decoration: underline;">Select WhatsApp Campaigns</span></strong></li><li><strong><span style="text-decoration: underline;">Create a New Campaign</span></strong><ul><li>Click on <strong>&#8220;+ Create Campaign&#8221;</strong></li></ul></li><li><strong><span style="text-decoration: underline;">Configure Your Campaign</span></strong><ul><li><strong>Campaign Name</strong>: Give your campaign a descriptive title</li><li><strong>Sending From</strong>: Select the WhatsApp Business number you want to send the message from</li><li><strong>Recipients</strong>: Choose to send to <strong>All Clients</strong> or filter for <strong>Clients matching specific criteria</strong></li><li><strong>Message Template:</strong> Select an existing message template, or create a new one.<ol><li><em>If you are creating a new message template, you must first submit it to WhatsApp for approval before the campaign can go live. Approval may take up to 24 hours.</em></li><li><em>You can use </em><strong><em>@clientName</em></strong><em> in the message, which will automatically personalise the message with your lead&#8217;s name</em>.</li><li><em> You can also attach an image to your message template, which will be sent to your leads together with the message. </em></li></ol></li></ul></li><li><strong><span style="text-decoration: underline;">Save or Publish Your Campaign</span></strong><ul><li><strong>Save Draft: </strong>If your message template has not been approved yet, or if you wish to publish your campaign at a later time, you can save it as a draft.</li><li><strong>Review &amp; Send: </strong>When you are ready to publish your campaign, click <strong>Review &amp; Send</strong>, then <strong>Proceed</strong> to publish. Your message will be sent to all recipients with a valid WhatsApp number.<ul><li>To send your campaign, you must have enough automation credits for all recipients.</li><li>Credits are only used for messages that are successfully sent. Failed messages do not consume credits.</li></ul></li></ul></li></ol>



<figure class="wp-block-image"><img src="https://help.privyr.com/wp-content/uploads/2025/12/Create-WhatsApp-Campaigns.png" alt="" class="wp-image-5897" srcset="https://help.privyr.com/wp-content/uploads/2025/12/Create-WhatsApp-Campaigns.png 1048w, https://help.privyr.com/wp-content/uploads/2025/12/Create-WhatsApp-Campaigns-124x300.png 124w, https://help.privyr.com/wp-content/uploads/2025/12/Create-WhatsApp-Campaigns-768x1862.png 768w, https://help.privyr.com/wp-content/uploads/2025/12/Create-WhatsApp-Campaigns-422x1024.png 422w, https://help.privyr.com/wp-content/uploads/2025/12/Create-WhatsApp-Campaigns-21x50.png 21w, https://help.privyr.com/wp-content/uploads/2025/12/Create-WhatsApp-Campaigns-25x60.png 25w, https://help.privyr.com/wp-content/uploads/2025/12/Create-WhatsApp-Campaigns-41x100.png 41w" sizes="(max-width: 1048px) 100vw, 1048px" /></figure>



<p><em>Note that each successfully sent automated message uses </em><strong><em>1 automation credit</em></strong><em>, which is charged based on your </em><strong><em><a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://app.privyr.com/subscription/manage" target="_blank">subscription plan</a></em></strong><em>. You will NOT get charged for messages that you manually send and receive on the WhatsApp Business app</em>.</p>



<h2>Monitoring your Campaign Performance</h2>



<p>After your campaign is published, you can track its performance and see how each recipient was handled. Click on a campaign in the <strong>Campaigns List</strong> to view its details.</p>



<figure class="wp-block-image"><img src="https://help.privyr.com/wp-content/uploads/2026/02/WhatsApp-Campaign-with-Image-Attachment-and-Retry-Sending-to-Failed-Recipients-1024x843.jpg" alt="" class="wp-image-5955" srcset="https://help.privyr.com/wp-content/uploads/2026/02/WhatsApp-Campaign-with-Image-Attachment-and-Retry-Sending-to-Failed-Recipients-1024x843.jpg 1024w, https://help.privyr.com/wp-content/uploads/2026/02/WhatsApp-Campaign-with-Image-Attachment-and-Retry-Sending-to-Failed-Recipients-300x247.jpg 300w, https://help.privyr.com/wp-content/uploads/2026/02/WhatsApp-Campaign-with-Image-Attachment-and-Retry-Sending-to-Failed-Recipients-768x633.jpg 768w, https://help.privyr.com/wp-content/uploads/2026/02/WhatsApp-Campaign-with-Image-Attachment-and-Retry-Sending-to-Failed-Recipients-50x41.jpg 50w, https://help.privyr.com/wp-content/uploads/2026/02/WhatsApp-Campaign-with-Image-Attachment-and-Retry-Sending-to-Failed-Recipients-60x49.jpg 60w, https://help.privyr.com/wp-content/uploads/2026/02/WhatsApp-Campaign-with-Image-Attachment-and-Retry-Sending-to-Failed-Recipients-100x82.jpg 100w, https://help.privyr.com/wp-content/uploads/2026/02/WhatsApp-Campaign-with-Image-Attachment-and-Retry-Sending-to-Failed-Recipients.jpg 1151w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>



<h3><strong><span style="text-decoration: underline;">Campaign Details</span></strong></h3>



<ol><li><strong>Campaign Overview</strong><br>The overview shows you a summary of your campaign performance. You can click to view the recipients in each category.<ul><li><strong>Recipients</strong>: All clients you included when setting up this specific campaign</li><li><strong>Sent</strong>: Clients who successfully received the message (these messages consume automation credits, which are charged based on your <a rel="noreferrer noopener" aria-label="subscription plan (opens in a new tab)" href="https://app.privyr.com/subscription/manage" target="_blank">subscription plan</a>)</li><li><strong>Read</strong>: Clients who opened the message (this only counts recipients who have Read Receipts enabled)</li><li><strong>Pending</strong>: Clients whose messages are still being sent</li><li><strong>Failed</strong>: Clients whose messages could not be delivered</li><li><strong><a href="https://help.privyr.com/knowledge-base/whatsapp-campaigns/#unsubscribed-whatsapp-users">Unsubscribed</a></strong>: Clients who opted out of receiving messages. <ul><li>Privyr’s WhatsApp Campaigns support unsubscribe functionality and automatically handle it so that recipients who opt out will no longer receive future marketing messages from you. You don’t need to take any action as Privyr manages this process for you automatically.  </li></ul></li></ul></li><li><strong>Message Template</strong><br>Preview the WhatsApp Template that was sent, and check its current status</li><li><strong>Sent From</strong><br>See which WhatsApp Business number was used to send the campaign, along with its status and quality rating</li><li> <strong>Retry sending to failed recipients</strong><br>Retry sending the message to failed recipients or clients whose messages could not be delivered</li></ol>



<p>You can click on any of the <strong>Campaign Overview</strong> cards to view the list of recipients in that category, along with each recipient&#8217;s:</p>



<ol><li>WhatsApp Sent Date</li><li>WhatsApp number</li><li>Privyr Status</li><li>WhatsApp Status</li><li>Client Details</li></ol>



<figure class="wp-block-image"><img src="https://help.privyr.com/wp-content/uploads/2025/10/2025-10-30_12-50-25-1.png" alt="" class="wp-image-5742" srcset="https://help.privyr.com/wp-content/uploads/2025/10/2025-10-30_12-50-25-1.png 930w, https://help.privyr.com/wp-content/uploads/2025/10/2025-10-30_12-50-25-1-300x162.png 300w, https://help.privyr.com/wp-content/uploads/2025/10/2025-10-30_12-50-25-1-768x414.png 768w, https://help.privyr.com/wp-content/uploads/2025/10/2025-10-30_12-50-25-1-50x27.png 50w, https://help.privyr.com/wp-content/uploads/2025/10/2025-10-30_12-50-25-1-60x32.png 60w, https://help.privyr.com/wp-content/uploads/2025/10/2025-10-30_12-50-25-1-100x54.png 100w" sizes="(max-width: 930px) 100vw, 930px" /></figure>



<ul><li><strong>Privyr Status</strong><ul><li><strong>Sending</strong>: Privyr is attempting to trigger the message</li><li><strong>Sent</strong>: Privyr successfully triggered the message. This does not guarantee delivery on WhatsApp</li><li><strong>Failed</strong>: Privyr could not trigger the message (e.g. no phone number)</li></ul></li></ul>



<ul><li><strong>WhatsApp Status</strong><ul><li><strong>Sending</strong>: Message is still being delivered on WhatsApp’s end</li><li><strong>Sent / Delivered / Read</strong>: Message was successfully sent on WhatsApp, with delivery and read status shown if available</li><li><strong>Failed</strong>: WhatsApp could not deliver the message (e.g. no valid WhatsApp account found)</li></ul></li></ul>



<h2>Unsubscribed WhatsApp Users</h2>



<p>To protect your account, WhatsApp Campaigns in Privyr includes an automatic unsubscribe functionality.</p>



<p>Recipients who opt out will no longer receive future marketing messages from you. You won’t need to take any action if a recipient unsubscribes as Privyr manages this process for you automatically.</p>



<p>This is a WhatsApp safeguard that helps you:</p>



<ul><li>Stay compliant with WhatsApp&#8217;s Terms of Service</li><li>Protect the quality rating of your WhatsApp Business number</li><li>Improve your overall WhatsApp Campaign efficiency</li></ul>



<p>When WhatsApp messages are sent to your recipients through Privyr&#8217;s WhatsApp Campaigns: </p>



<ul><li>Recipients will see an info (<strong>ⓘ</strong>) icon next to the message in WhatsApp.</li><li>By tapping the  (<strong>ⓘ</strong>) button, they can choose options such as <strong>Interested </strong>or<strong> Not Interested</strong>, and then choose to <strong>Stop offers and announcements from {business_name}</strong></li></ul>



<div class="wp-block-image"><figure class="aligncenter is-resized"><img src="https://help.privyr.com/wp-content/uploads/2026/02/WhatsApp-Interested-Not-Interested-Stop-Offer-1024x1024.png" alt="" class="wp-image-5958" width="485" height="485" srcset="https://help.privyr.com/wp-content/uploads/2026/02/WhatsApp-Interested-Not-Interested-Stop-Offer-1024x1024.png 1024w, https://help.privyr.com/wp-content/uploads/2026/02/WhatsApp-Interested-Not-Interested-Stop-Offer-150x150.png 150w, https://help.privyr.com/wp-content/uploads/2026/02/WhatsApp-Interested-Not-Interested-Stop-Offer-300x300.png 300w, https://help.privyr.com/wp-content/uploads/2026/02/WhatsApp-Interested-Not-Interested-Stop-Offer-768x768.png 768w, https://help.privyr.com/wp-content/uploads/2026/02/WhatsApp-Interested-Not-Interested-Stop-Offer-50x50.png 50w, https://help.privyr.com/wp-content/uploads/2026/02/WhatsApp-Interested-Not-Interested-Stop-Offer-60x60.png 60w, https://help.privyr.com/wp-content/uploads/2026/02/WhatsApp-Interested-Not-Interested-Stop-Offer-100x100.png 100w, https://help.privyr.com/wp-content/uploads/2026/02/WhatsApp-Interested-Not-Interested-Stop-Offer.png 1536w" sizes="(max-width: 485px) 100vw, 485px" /></figure></div>



<ul><li>If your recipients choose to <strong>Stop offers and announcements from {business_name}</strong>, they are automatically unsubscribed from your future marketing campaigns (unless they opt back in), which is handled by both Privyr and WhatsApp.</li></ul>



<p>Privyr automatically manages unsubscribed recipients for you:</p>



<ul><li><strong>Viewing Unsubscribed Recipients</strong><br>You’ll see an <strong>UNSUBSCRIBED </strong>category in the<strong> Campaign Overview</strong> section. You can click <strong>UNSUBSCRIBED </strong>to view which recipients opted out.</li></ul>



<div class="wp-block-image"><figure class="aligncenter is-resized"><img src="https://help.privyr.com/wp-content/uploads/2026/02/image-1024x843.png" alt="" class="wp-image-5959" width="567" height="466" srcset="https://help.privyr.com/wp-content/uploads/2026/02/image-1024x843.png 1024w, https://help.privyr.com/wp-content/uploads/2026/02/image-300x247.png 300w, https://help.privyr.com/wp-content/uploads/2026/02/image-768x633.png 768w, https://help.privyr.com/wp-content/uploads/2026/02/image-50x41.png 50w, https://help.privyr.com/wp-content/uploads/2026/02/image-60x49.png 60w, https://help.privyr.com/wp-content/uploads/2026/02/image-100x82.png 100w, https://help.privyr.com/wp-content/uploads/2026/02/image.png 1151w" sizes="(max-width: 567px) 100vw, 567px" /></figure></div>



<ul><li><strong>Automatic Exclusion from Future WhatsApp Campaigns</strong> <br>Any recipient who previously unsubscribed will be automatically excluded from future WhatsApp Campaigns. Privyr will not attempt to deliver the message if we already know the recipient opted out. </li></ul>



<ul><li><strong>Unsubscribing only applies to marketing messages or campaigns </strong><br>Even if they unsubscribe, you can still message and respond to them manually via the WhatsApp Business mobile or desktop app. This ensures you can maintain relationships with interested leads while respecting marketing message preferences.</li></ul>



<h2>Managing your WhatsApp Connection</h2>



<p>Refer to the relevant sections in our <a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/" target="_blank">Using WhatsApp Business Automations with Privyr</a> guide for detailed steps on disconnecting or troubleshooting your WhatsApp Business number.</p>



<ul><li><strong><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f517.png" alt="🔗" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/#disconnecting-your-whatsapp-business-number-from-privyr" target="_blank">Disconnecting your WhatsApp Business Number from Privyr</a></strong></li><li><strong><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f517.png" alt="🔗" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/#troubleshooting" target="_blank">Troubleshooting</a></strong></li><li><strong><a href="https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/#unsupported-countries" target="_blank" rel="noreferrer noopener" aria-label=" (opens in a new tab)"><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f517.png" alt="🔗" class="wp-smiley" style="height: 1em; max-height: 1em;" /> Unsupported Countries</a></strong></li></ul>
]]></content:encoded>
							<wfw:commentRss>https://help.privyr.com/knowledge-base/whatsapp-campaigns/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
							</item>
		<item>
		<title>Using WhatsApp Business Automations with Privyr</title>
		<link>https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/</link>
				<comments>https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/#respond</comments>
				<pubDate>Wed, 29 Oct 2025 04:33:21 +0000</pubDate>
		<dc:creator><![CDATA[Kenny Tong]]></dc:creator>
		
		<guid isPermaLink="false">https://help.privyr.com/?post_type=ht_kb&#038;p=5709</guid>
				<description><![CDATA[Introduction Privyr&#8217;s WhatsApp Automations allow you to automatically send messages to your leads and clients, from your existing WhatsApp Business number, even in bulk. You&#8217;ll be able to view and continue all conversations directly in the WhatsApp Business app you&#8217;re already using on your phone or laptop. These automations can...]]></description>
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<h2>Introduction</h2>



<p>Privyr&#8217;s WhatsApp Automations allow you to automatically send messages to your leads and clients, from your existing WhatsApp Business number, even in bulk. You&#8217;ll be able to view and continue all conversations directly in the <strong><a href="https://business.whatsapp.com/products/business-app" target="_blank" rel="noreferrer noopener" aria-label=" (opens in a new tab)">WhatsApp Business app</a></strong> you&#8217;re already using on your phone or laptop.</p>



<p>These automations can be used in different ways, for example:</p>



<ul><li><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f4e3.png" alt="📣" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <strong><a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://help.privyr.com/knowledge-base/whatsapp-campaigns/" target="_blank">WhatsApp Campaigns</a>:</strong> Send WhatsApp messages in bulk to selected leads or clients.</li><li><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f916.png" alt="🤖" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <strong><a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://help.privyr.com/knowledge-base/whatsapp-auto-responder/?utm_source=help-guide&amp;utm_medium=link&amp;utm_campaign=whatsapp-automations" target="_blank">Lead Auto-Responder</a>:</strong> Automatically send WhatsApp message to new leads from any of your sources as soon as they arrive.</li><li><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f464.png" alt="👤" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <strong><a href="https://help.privyr.com/knowledge-base/whatsapp-contact-import/">WhatsApp Contact Import</a></strong>: Automatically import contacts to Privyr whenever a new WhatsApp conversation is initiated by you or a lead.</li><li><a href="https://help.privyr.com/knowledge-base/whatsapp-chat-monitoring/"><strong><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f440.png" alt="👀" class="wp-smiley" style="height: 1em; max-height: 1em;" />WhatsApp Chat Monitoring:</strong></a><strong> </strong>Access your team’s WhatsApp conversation history with their leads and clients, directly within Privyr.</li></ul>



<p>As a verified Meta Business Partner, Privyr&#8217;s WhatsApp Automations work through WhatsApp&#8217;s official APIs, keeping your WhatsApp account and data safe while complying with the platform&#8217;s Terms of Service. </p>



<h2>Connecting your WhatsApp Business Number to Privyr</h2>



<p class="wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info">To set up and use WhatsApp Automations, you need: a <strong><a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://app.privyr.com/subscription/manage" target="_blank">Privyr subscription</a></strong>, a <strong><a rel="noreferrer noopener" aria-label="Facebook account (opens in a new tab)" href="https://www.facebook.com/" target="_blank">Facebook account</a></strong>, and a phone number logged into the <strong><a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://business.whatsapp.com/products/business-app" target="_blank">WhatsApp Business App</a></strong>.</p>



<p>First, open the setup screen of the WhatsApp Automation you want to use and begin the setup. Here are the links:</p>



<ul><li><strong>WhatsApp Campaigns</strong><ul><li><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f517.png" alt="🔗" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <strong><a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://web.privyr.com/automations/whatsapp-campaign" target="_blank">Setup screen</a></strong></li><li><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f4d6.png" alt="📖" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <strong><a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://help.privyr.com/knowledge-base/whatsapp-campaigns/" target="_blank">Help guide</a></strong></li></ul></li><li><strong>WhatsApp Auto-Responder</strong><ul><li><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f517.png" alt="🔗" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <strong><a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://web.privyr.com/automations/whatsapp-responder" target="_blank">Setup screen</a></strong></li><li><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f4d6.png" alt="📖" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <strong><a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://help.privyr.com/knowledge-base/whatsapp-auto-responder/" target="_blank">Help guide</a></strong></li></ul></li></ul>



<p>Connecting your WhatsApp Business number to Privyr using your Facebook account takes around 5 to 10 minutes. Here are the steps:</p>



<ol><li>Select <strong>WhatsApp Business App</strong><ul><li>If you&#8217;re using the regular<strong> WhatsApp App</strong>, you&#8217;ll need to convert your phone number to a WhatsApp Business number by downloading the WhatsApp Business app on your phone and logging in with your existing number.</li><li>If you&#8217;re using <strong>WhatsApp Business API</strong>, that number will not be compatible with Privyr. Please use a number that is logged into WhatsApp Business mobile app instead.</li></ul></li><li>Click <strong>Login with Facebook</strong> and sign in with a Facebook profile that has access to Meta Business Manager (if you have an existing Business Manager account)</li><li>When prompted to <strong>Connect your account to Privyr Pte Ltd.</strong>, click <strong>Get Started</strong></li><li>At the <strong>Fill in your business information</strong> screen, select or create a Business Portfolio, then click <strong>Next</strong></li><li>When prompted to <strong>Select your setup</strong>, choose <strong>Connect your existing WhatsApp Business app</strong>, then click <strong>Next</strong><ul><li><em><strong>Note:</strong></em> <em>The auto-responder only works with existing WhatsApp Business phone numbers. Selecting a new number here is not supported.</em></li></ul></li><li>When prompted to <strong>Enter your WhatsApp Business phone number</strong>, fill in your number then click <strong>Next</strong>. Verify the number if required.<ul><li><em><strong>Note:</strong> Use a phone number that is logged into the WhatsApp Business app on your phone. If you&#8217;re using regular WhatsApp, you can just download the <strong><a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://business.whatsapp.com/products/business-app" target="_blank">WhatsApp Business app</a></strong> and log in using your existing number.</em> </li><li><em>Do not select &#8220;Start with a WhatsApp API account&#8221; as it is incompatible with Privyr.</em></li></ul></li><li>At the <strong>Confirm or edit your WhatsApp Business account</strong> screen, click <strong>Next</strong></li><li>At the <strong>Review Privyr&#8217;s access request</strong> prompt, click <strong>Continue</strong></li><li>When prompted to <strong>Share your contacts and chats</strong>, open the <strong>WhatsApp Business Application</strong> on your phone. You will receive a WhatsApp message from <strong>Facebook Business</strong>, prompting you to <strong>Scan QR code</strong>. Scan the code to grant Privyr permission to send WhatsApp messages via your account.</li><li>Once complete, you will see that <strong>your account is connected to Privyr</strong>. Click <strong>Finish</strong> to return to Privyr. </li></ol>



<figure class="wp-block-image"><img src="https://help.privyr.com/wp-content/uploads/2025/10/2025-09-26_12-28-10-copy.png" alt="" class="wp-image-5710" srcset="https://help.privyr.com/wp-content/uploads/2025/10/2025-09-26_12-28-10-copy.png 1632w, https://help.privyr.com/wp-content/uploads/2025/10/2025-09-26_12-28-10-copy-99x300.png 99w, https://help.privyr.com/wp-content/uploads/2025/10/2025-09-26_12-28-10-copy-768x2333.png 768w, https://help.privyr.com/wp-content/uploads/2025/10/2025-09-26_12-28-10-copy-337x1024.png 337w, https://help.privyr.com/wp-content/uploads/2025/10/2025-09-26_12-28-10-copy-16x50.png 16w, https://help.privyr.com/wp-content/uploads/2025/10/2025-09-26_12-28-10-copy-20x60.png 20w, https://help.privyr.com/wp-content/uploads/2025/10/2025-09-26_12-28-10-copy-33x100.png 33w" sizes="(max-width: 1632px) 100vw, 1632px" /></figure>



<p>After setting up your connection, please continue with <strong><a href="https://help.privyr.com/knowledge-base/whatsapp-auto-responder/#setting-up-your-whatsapp-auto-responder">Setting up your automation</a></strong>.</p>



<h3>Limitations After Enabling Automations For WhatsApp Business</h3>



<p>Once your account is connected for automations through WhatsApp Coexistence, certain features in your WhatsApp Business app will be disabled. These changes are part of <a rel="noreferrer noopener" aria-label="WhatsApp's built-in safeguards (opens in a new tab)" href="https://faq.whatsapp.com/1655751878365653/?helpref=uf_share" target="_blank">WhatsApp&#8217;s built-in safeguards</a> to protect your account, while ensuring automated sending works reliably.</p>



<p>You will gain access to WhatsApp-approved automated sending tools, such as <a href="https://help.privyr.com/knowledge-base/whatsapp-campaigns/" target="_blank" rel="noreferrer noopener" aria-label="WhatsApp Campaigns (opens in a new tab)">WhatsApp Campaigns</a>. However, some features will no longer be available, including sending WhatsApp Broadcast Lists and editing previously sent messages.</p>



<p>These limitations are imposed by WhatsApp and are expected when an account enables automations.</p>



<p>If you disconnect your number from WhatsApp Automations, these functionalities will be re-enabled.</p>



<h2>Disconnecting your WhatsApp Business Number from Privyr</h2>



<p>To disconnect your number, open the <strong>WhatsApp Business App</strong> on your phone and follow these steps:</p>



<ol><li>Tap on <strong>&#8216;&#8230;&#8217;</strong> options</li><li>Go to your <strong>Settings</strong></li><li>Select <strong>Account</strong></li><li>Select <strong>Business Platform</strong></li><li>Tap on <strong>Privyr Pte. Ltd</strong></li><li>Tap on <strong>Next</strong> to disconnect your number</li></ol>



<p>Disconnecting can take up to 5 minutes. You can go to the <strong><a rel="noreferrer noopener" href="https://web.privyr.com/automations/whatsapp-responder" target="_blank">WhatsApp Auto-Responder</a> </strong>or<strong> <a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://web.privyr.com/automations/whatsapp-campaign" target="_blank">Campaigns setup page</a></strong> to confirm that you are no longer connected to Privyr. You can set it up again using another number if you wish.</p>



<figure class="wp-block-image"><img src="https://help.privyr.com/wp-content/uploads/2025/06/image-9.png" alt="" class="wp-image-5138" srcset="https://help.privyr.com/wp-content/uploads/2025/06/image-9.png 1634w, https://help.privyr.com/wp-content/uploads/2025/06/image-9-228x300.png 228w, https://help.privyr.com/wp-content/uploads/2025/06/image-9-768x1012.png 768w, https://help.privyr.com/wp-content/uploads/2025/06/image-9-777x1024.png 777w, https://help.privyr.com/wp-content/uploads/2025/06/image-9-38x50.png 38w, https://help.privyr.com/wp-content/uploads/2025/06/image-9-46x60.png 46w, https://help.privyr.com/wp-content/uploads/2025/06/image-9-76x100.png 76w" sizes="(max-width: 1634px) 100vw, 1634px" /></figure>



<h2>Troubleshooting</h2>



<p>If you are having trouble connecting your WhatsApp Business number to Privyr, please check that you fulfil the following requirements.</p>



<p><strong><span style="text-decoration: underline;">Requirements</span></strong></p>



<ul><li>You are connecting a phone number that is logged in to the <strong><a rel="noreferrer noopener" aria-label="WhatsApp Business (opens in a new tab)" href="https://business.whatsapp.com/products/business-app" target="_blank">WhatsApp Business mobile app</a></strong>, and NOT the regular personal WhatsApp app or WhatsApp Business API</li><li>You are using WhatsApp Business app version&nbsp;<strong>2.24.17</strong>&nbsp;or higher</li><li>Your WhatsApp phone number&#8217;s country code is supported. View the list of <a href="https://help.privyr.com/knowledge-base/whatsapp-auto-responder/#unsupported-countries"><strong>unsupported countries</strong></a> below.</li><li>Your phone number is not banned on WhatsApp</li></ul>



<h2>Unsupported Countries</h2>



<p>Meta currently supports automations through WhatsApp Business numbers in most countries. However, some countries and regions are not supported by WhatsApp yet. You can view Meta&#8217;s latest list of unsupported countries <a rel="noreferrer noopener" href="https://developers.facebook.com/docs/whatsapp/embedded-signup/custom-flows/onboarding-business-app-users/#unsupported-countries" target="_blank"><strong>here</strong></a>. </p>



<p>WhatsApp Business account numbers with country codes from the following countries are not supported as of 23 October 2025:</p>



<ul><li>Nigeria</li><li>South Africa</li></ul>



<p>If your country is not supported yet, you can try connecting a different WhatsApp number from a supported country.</p>
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							<wfw:commentRss>https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
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		<item>
		<title>WhatsApp Contact Import</title>
		<link>https://help.privyr.com/knowledge-base/whatsapp-contact-import/</link>
				<pubDate>Tue, 13 Jan 2026 08:00:27 +0000</pubDate>
		<dc:creator><![CDATA[Kenny Tong]]></dc:creator>
		
		<guid isPermaLink="false">https://help.privyr.com/?post_type=ht_kb&#038;p=5910</guid>
				<description><![CDATA[Introduction You can connect your own WhatsApp Business number to Privyr to automatically import contacts to Privyr whenever a new WhatsApp conversation is initiated by you or a lead. This automatically creates the leads in your Client List so you can automatically keep track of them. As a verified Meta...]]></description>
								<content:encoded><![CDATA[
<h2><strong>Introduction</strong></h2>



<p>You can connect your own WhatsApp Business number to Privyr to automatically import contacts to Privyr whenever a new WhatsApp conversation is initiated by you or a lead. This automatically creates the leads in your Client List so you can automatically keep track of them.</p>



<p>As a verified Meta Business Partner, Privyr’s WhatsApp Contact Import works through WhatsApp’s official APIs, keeping your WhatsApp account and data safe while complying with WhatsApp’s Terms of Service.</p>



<h2><strong>Setting Up WhatsApp Contact Import</strong></h2>



<p>To start using WhatsApp Contact Import, simply connect your WhatsApp Business number to Privyr through your Facebook account. The setup process only takes around 5 to 10 minutes.</p>



<p><em>To set up and use WhatsApp Contact Import, you need: a </em><a href="https://app.privyr.com/subscription/manage"><em>Privyr subscription</em></a><em>, a </em><a href="https://www.facebook.com/"><em>Facebook account</em></a><em>, and a phone number logged into the </em><a href="https://business.whatsapp.com/products/business-app"><em>WhatsApp Business App</em></a><em>.</em></p>



<p><strong>Steps to Connect:</strong></p>



<ol><li>On the <a href="https://www.privyr.com/login">Web version of Privyr</a>, go to the<a href="https://web.privyr.com/account/meta-conversion-api"> </a><a href="https://web.privyr.com/integration/whatsapp">WhatsApp Contact Import setup page</a> under your <strong>Automations </strong>tab &gt; <strong>WhatsApp </strong>&gt; <strong>WhatsApp Contact Import</strong></li><li>Click <strong>CONNECT WHATSAPP NUMBER</strong> to get started</li><li>Follow the guide on <a href="https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/#connecting-your-whatsapp-business-number-to-privyr">Connecting your WhatsApp Business number to Privyr</a> to complete your setup</li></ol>



<figure class="wp-block-image"><img src="https://help.privyr.com/wp-content/uploads/2026/01/image-1024x846.png" alt="" class="wp-image-5911" srcset="https://help.privyr.com/wp-content/uploads/2026/01/image-1024x846.png 1024w, https://help.privyr.com/wp-content/uploads/2026/01/image-300x248.png 300w, https://help.privyr.com/wp-content/uploads/2026/01/image-768x635.png 768w, https://help.privyr.com/wp-content/uploads/2026/01/image-50x41.png 50w, https://help.privyr.com/wp-content/uploads/2026/01/image-60x50.png 60w, https://help.privyr.com/wp-content/uploads/2026/01/image-100x83.png 100w, https://help.privyr.com/wp-content/uploads/2026/01/image.png 1168w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>



<p>Once you’ve completed the steps, you can decide how leads should be created in Privyr for each WhatsApp Business number:</p>



<p><strong>• Inbound Messages:</strong> Create a new lead whenever someone messages your WhatsApp number for the first time.</p>



<p><strong>• Outbound Messages:</strong> Create a new lead whenever you send a message to someone new from your WhatsApp number.</p>



<p><em>Note that no lead will be created if the phone number matches an existing client in your Privyr account</em>.</p>



<h2><strong>Managing your WhatsApp Connection</strong></h2>



<p>Refer to the relevant sections in our <a href="https://help.privyr.com/knowledge-base/whatsapp-auto-responder/#">Using WhatsApp Business Automations with Privyr</a> guide for detailed steps on disconnecting or troubleshooting your WhatsApp Business number.</p>



<ul><li><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f517.png" alt="🔗" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <a href="https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/#disconnecting-your-whatsapp-business-number-from-privyr">Disconnecting your WhatsApp Business Number from Privyr</a></li><li><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f517.png" alt="🔗" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <a href="https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/#troubleshooting">Troubleshooting</a></li><li><a href="https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/#unsupported-countries"><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f517.png" alt="🔗" class="wp-smiley" style="height: 1em; max-height: 1em;" /> Unsupported Countries</a></li></ul>
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		<title>WhatsApp Chat Monitoring</title>
		<link>https://help.privyr.com/knowledge-base/whatsapp-chat-monitoring/</link>
				<comments>https://help.privyr.com/knowledge-base/whatsapp-chat-monitoring/#respond</comments>
				<pubDate>Fri, 23 Jan 2026 08:35:31 +0000</pubDate>
		<dc:creator><![CDATA[Shuni Lim]]></dc:creator>
		
		<guid isPermaLink="false">https://help.privyr.com/?post_type=ht_kb&#038;p=5933</guid>
				<description><![CDATA[Access to your salespeople's WhatsApp conversations with their leads, directly in Privyr.]]></description>
								<content:encoded><![CDATA[
<h2><strong>Introduction</strong></h2>



<p><strong>WhatsApp Chat Monitoring</strong> gives you access to your team’s WhatsApp conversation history with their leads and clients, directly within Privyr.</p>



<p>With this official WhatsApp integration, you can:</p>



<ul><li><strong>See every conversation</strong> between your salespeople and their clients in real time</li><li><strong>Connect multiple WhatsApp Business numbers</strong> – which only takes a few minutes</li><li><strong>Train your team</strong> based on real conversations and provide targeted coaching</li><li><strong>Coordinate better</strong> when multiple team members are talking to the same lead</li><li><strong>Ensure quality and compliance</strong> by reviewing actual chat histories</li></ul>



<p>As a verified Meta Business Partner, Privyr’s WhatsApp Chat Monitoring works through WhatsApp&#8217;s official APIs, keeping your team’s WhatsApp accounts and data safe while complying with the platform&#8217;s Terms of Service.</p>



<h2><strong>Enabling WhatsApp Monitoring for Your Account</strong></h2>



<p>WhatsApp Chat Monitoring is a paid add-on to the Privyr Ultimate plan. To enable this feature for your account, please <strong><a href="https://www.privyr.com/contact-sales/?utm_source=help-guide&amp;utm_medium=link&amp;utm_campaign=wa-monitoring">contact our sales team here</a></strong>.</p>



<h2><strong>Connecting Your Team’s WhatsApp Numbers</strong></h2>



<p>Once enabled, you can start connecting your team members’ WhatsApp Business numbers, which generally only takes a few minutes. To do so:</p>



<ol><li>On the Web version of Privyr, go to your <strong>Automations </strong>tab.</li><li>Navigate to the <strong>WhatsApp Automations</strong> section.</li><li>Find <strong>WhatsApp Chat Monitoring</strong> and click <strong>Configure</strong>.</li><li>Click <strong>Add New Number</strong>.</li><li>Choose <strong>WhatsApp Business App </strong>in the pop-up.</li><li>Click <strong>Login with Facebook </strong>and follow the on-screen instructions.</li><li>Your team member will need to:<ul><li>Scan a QR code to verify the connection.</li><li>Accept and grant permissions to share their client conversations with your Privyr account.</li></ul></li></ol>



<p><strong>Note:</strong> This is an official WhatsApp integration. Team members must be using the WhatsApp Business app (not the regular WhatsApp app) to connect their number to WhatsApp Monitoring.</p>



<h3><strong>Verifying successful connection</strong></h3>



<p>Once connected to Privyr, team members can verify the connection in their WhatsApp Business App:</p>



<ol><li>Open <strong>WhatsApp Business</strong> on their phone.</li><li>Go to <strong>Settings &gt; Account &gt; Business Platform</strong>.</li><li>They’ll see <strong>Privyr Pte. Ltd.</strong> listed, confirming the official integration.</li></ol>



<p>After connecting, you’ll see the team member’s number listed in your <strong>WhatsApp Monitoring</strong> setup page. Privyr will start tracking conversations for all numbers listed on this page, as long as they are linked to leads in your account.</p>



<h2><strong>Viewing WhatsApp Conversations</strong></h2>



<p>There are two ways to view your team’s WhatsApp conversations directly in Privyr:</p>



<ol><li>View on any Client Details page</li><li>View on Consolidated Activity Timeline</li></ol>



<h3><strong>Viewing on Client Details</strong></h3>



<p>To view your team’s WhatsApp chats with a specific client by:</p>



<ol><li>Open any client on Privyr web.</li><li>Tap the <strong>View WhatsApp Chats </strong>button.</li></ol>



<figure class="wp-block-image"><img src="https://help.privyr.com/wp-content/uploads/2026/01/image-1024x686.jpeg" alt="&quot;View WhatsApp Chats&quot; button on Client Details screen" class="wp-image-5941" srcset="https://help.privyr.com/wp-content/uploads/2026/01/image-1024x686.jpeg 1024w, https://help.privyr.com/wp-content/uploads/2026/01/image-300x201.jpeg 300w, https://help.privyr.com/wp-content/uploads/2026/01/image-768x515.jpeg 768w, https://help.privyr.com/wp-content/uploads/2026/01/image-50x34.jpeg 50w, https://help.privyr.com/wp-content/uploads/2026/01/image-60x40.jpeg 60w, https://help.privyr.com/wp-content/uploads/2026/01/image-100x67.jpeg 100w, https://help.privyr.com/wp-content/uploads/2026/01/image.jpeg 1373w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>



<p>A pop-up will appear, allowing you to scroll through the conversation as it appeared in WhatsApp. The chat log will show all messages since the date the WhatsApp number was connected to Privyr.</p>



<p><strong>If multiple team members are talking to the same client:</strong></p>



<ul><li>You’ll first see a summary showing which team members have chatted with this client.</li><li>You can click on any team member’s number to view their conversation history with the client.</li></ul>



<figure class="wp-block-image"><img src="https://help.privyr.com/wp-content/uploads/2026/01/multiple-whatsapp-chats-detected-for-lead-in-privyr-1024x686.jpg" alt="multiple whatsapp chats detected for lead in privyr" class="wp-image-5939" srcset="https://help.privyr.com/wp-content/uploads/2026/01/multiple-whatsapp-chats-detected-for-lead-in-privyr-1024x686.jpg 1024w, https://help.privyr.com/wp-content/uploads/2026/01/multiple-whatsapp-chats-detected-for-lead-in-privyr-300x201.jpg 300w, https://help.privyr.com/wp-content/uploads/2026/01/multiple-whatsapp-chats-detected-for-lead-in-privyr-768x515.jpg 768w, https://help.privyr.com/wp-content/uploads/2026/01/multiple-whatsapp-chats-detected-for-lead-in-privyr-50x34.jpg 50w, https://help.privyr.com/wp-content/uploads/2026/01/multiple-whatsapp-chats-detected-for-lead-in-privyr-60x40.jpg 60w, https://help.privyr.com/wp-content/uploads/2026/01/multiple-whatsapp-chats-detected-for-lead-in-privyr-100x67.jpg 100w, https://help.privyr.com/wp-content/uploads/2026/01/multiple-whatsapp-chats-detected-for-lead-in-privyr.jpg 1373w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>



<p>This gives you the full context, making it easy to align on what has been said or promised.</p>



<h3><strong>Viewing on Activity Timeline</strong></h3>



<p>All WhatsApp chat sessions are automatically summarized and logged to your team’s Activity Timeline, so you can easily review everything at a glance.</p>



<figure class="wp-block-image"><img src="https://help.privyr.com/wp-content/uploads/2026/01/image-1-1024x689.jpeg" alt="WhatsApp Conversations on Activity Timeline" class="wp-image-5943" srcset="https://help.privyr.com/wp-content/uploads/2026/01/image-1-1024x689.jpeg 1024w, https://help.privyr.com/wp-content/uploads/2026/01/image-1-300x202.jpeg 300w, https://help.privyr.com/wp-content/uploads/2026/01/image-1-768x517.jpeg 768w, https://help.privyr.com/wp-content/uploads/2026/01/image-1-50x34.jpeg 50w, https://help.privyr.com/wp-content/uploads/2026/01/image-1-60x40.jpeg 60w, https://help.privyr.com/wp-content/uploads/2026/01/image-1-100x67.jpeg 100w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>



<p>To view WhatsApp chats across all leads and team members:</p>



<ol><li>Go to your <strong>Activity Timeline</strong> on Privyr web.</li><li>You’ll see WhatsApp Conversations listed alongside other follow-up activities.</li><li>Apply <strong>Filters</strong> to view only <strong>WhatsApp Conversations</strong>. You can also filter conversations by date or team member.</li><li>Each timeline entry will show:<ul><li>The number of messages exchanged in that session</li><li>Who initiated the conversation</li><li>Whether the lead or your team member responded</li></ul></li></ol>



<p>This gives you a complete overview of all WhatsApp activity across your entire team and client base.</p>



<h2><strong>Which WhatsApp chats are tracked</strong></h2>



<p>Once a team member’s WhatsApp Business number is connected to Privyr, chats are automatically logged only when the phone number is linked to an existing lead in Privyr.</p>



<p>This prevents your team member’s personal conversations (with family members or personal contacts) from being accessed through Privyr.</p>



<p>If a WhatsApp conversation isn’t linked to a lead, the chat will not be logged or visible in Privyr, ensuring your team’s privacy.</p>



<h3><strong>Tracking All Conversations</strong></h3>



<p>If your team uses dedicated business numbers, and you want all leads from WhatsApp to be tracked automatically, you can enable our <a href="https://help.privyr.com/knowledge-base/whatsapp-contact-import/"><strong>Automatic WhatsApp Contact Import</strong></a> feature.</p>



<p>This will automatically create a new lead in Privyr whenever a new WhatsApp conversation is initiated by you or a prospect.</p>



<h2><strong>Managing your WhatsApp Connection</strong></h2>



<p>Refer to the relevant sections in our <strong><a href="https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/" target="_blank" rel="noreferrer noopener" aria-label=" (opens in a new tab)">Using WhatsApp Business Automations with Privyr</a></strong> guide for detailed steps on disconnecting and troubleshooting your WhatsApp Business number.</p>



<ul><li><strong><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f517.png" alt="🔗" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <a href="https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/#disconnecting-your-whatsapp-business-number-from-privyr">Disconnecting your WhatsApp Business Number from Privyr</a></strong></li><li><strong><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f517.png" alt="🔗" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <a href="https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/#troubleshooting">Troubleshooting</a></strong></li><li><strong><a href="https://help.privyr.com/knowledge-base/using-whatsapp-business-automations-with-privyr/#unsupported-countries"><img src="https://s.w.org/images/core/emoji/12.0.0-1/72x72/1f517.png" alt="🔗" class="wp-smiley" style="height: 1em; max-height: 1em;" /> Unsupported Countries</a></strong></li></ul>



<p>Once a number is disconnected, Privyr will no longer have access to new conversations from that number.</p>
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