General

Connect your WhatsApp channel

Connect WhatsApp by opening Connect → WhatsApp in your dashboard and linking your WhatsApp Business number. Your agent then replies from that number to anyone who messages it.

Last reviewed 29 September 2026

What you need first

You need a WhatsApp Business number — either a dedicated number for your business or your existing business line. A personal WhatsApp account is not the right fit for customer conversations.

How to connect it

Open Connect → WhatsApp and follow the on-screen steps to link the number. When the link is confirmed, send a test message from your own phone to check the agent answers.

What your customers see

They message your business number exactly as they do today and get a reply from your business. There is no app to install and no new number for them to learn.

If WhatsApp isn't available on your plan yet

WhatsApp is live, and more channels — including email — are rolling out. If a channel you want isn't showing in Connect, tell us which one you need and we'll confirm when it's ready for your account.

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Still stuck? milly.patterson@agenttrac.ai — we reply within one working day.

What you need first

How to connect it

What your customers see

If WhatsApp isn't available on your plan yet

Did this answer your question?

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