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Don’t let your WhatsApp
live on one phone.

You connect your official WhatsApp Business account; the customer’s message lands on the team’s shared screen. The reply window counts down on screen, and when it closes you carry on with an approved template.

No credit card neededFree foreverInstant setup

WhatsApp module features

From connecting the account to what happens after the reply window closes, all of it inside Workinno.

01

Official account connection

You connect your own WhatsApp Business account through Meta’s own sign-up flow. Your number stays yours and the message fee goes straight to Meta. Because the account stands in your name, disconnecting is all it takes if you want to move on.

WhatsApp Business
+1 555 •• •• 12
connected
ConnectionWhose
Number ownershipyours
Message feeMeta
02

The 24-hour reply window

WhatsApp allows free-form messaging for 24 hours after a customer writes to you. Workinno shows that time above the conversation and does not try to send once it runs out. Since the time left is written above the conversation, you see in advance when to switch to a template.

Window open
24 hours from the last message
6 hrs left
StatusWhat happens
While the window is openfree-form messaging
While the window is closedapproved template
03

Approved templates

When the reply window closes, you reach the customer with templates Meta has approved. You keep your templates in a library in your workspace and pick one from the conversation screen. Because the template is ready, order and appointment news is not late.

TemplateStatus
shipping_infoapproved
appointment_reminderapproved
campaign_septemberin review
04

Photos, documents and voice

You open the photo, document and voice message your customer sent inside the conversation, and you send yours from the same screen. File size is capped at 16 MB on the WhatsApp side. Because the attachment stays inside the conversation, it is filed together with the customer’s record.

scratched-lid.jpg
from the customer
1.8 MB
warranty-card.pdf
you sent it
Attachment typeLimit
Photo · document · voice16 MB
05

Messages with buttons and cards

Instead of plain text you can send the customer a message with buttons, and a row of cards when you have several options to offer. Because the customer taps instead of typing, the answer comes in one touch. The choice comes back to you as a ready answer, so you reach the outcome without stretching the conversation.

Pick a day for the appointment
message with buttons
Tuesday 10:00Wednesday 14:00Another day
What the customer pickedResult
Wednesday 14:00reply received
06

Quoted replies and reactions

In long conversations you show which message you are answering by quoting it. For short confirmations, leaving a reaction on the message is enough. Quotes and reactions show on the WhatsApp side too, so the customer never has to ask which message you replied to.

Order no 7412
the quoted message
Reaction left
the customer sees it too
ShortcutWhat for
Quoted replylong threads
Reactionquick confirmation
07

Read receipts

When you open the conversation, the message is marked as read on the WhatsApp side. The customer sees on their own screen that the message has been seen. A waiting customer reads from that mark that your answer is on the way.

Sarah Miller
14:06 · read
ConversationMark
Before it is openeddelivered
After it is openedread
08

The number matches the customer record

If the incoming number matches a record in your customer list, the conversation gathers under that person. When there is no match, whether a new record opens for WhatsApp is chosen in the settings. Because the conversation sits on the record, you read the history on the customer’s card rather than on a phone.

Sarah Miller
Lotus Furniture · customer
matched
Incoming numberResult
In the recordsadded to the card
Not in the recordsdepends on the setting
09

Verifying the incoming message

Every notification from Meta arrives with its signature, and Workinno does not accept the message before verifying it. A request that fails verification never lands in your conversation. Only messages that genuinely come from WhatsApp enter your inbox.

Signature verified
message taken into the inbox
Incoming requestDecision
Signature is validaccepted
Signature is invalidrejected
10

Disconnecting

Once you disconnect the account, no new WhatsApp message arrives. Your earlier conversations stay in your workspace. Even if you move the number elsewhere, you do not lose your history with the customer.

Disconnected
no new message arrives
Older conversations
stay in your workspace
After disconnectingStatus
Incoming message flowstopped
Past conversationsstill there

What the WhatsApp connection changes

WhatsApp sits on one person’s phone
The conversation is on the workspace’s shared screen
When that person is away the conversation is out of reach
Everyone on the team sees the same conversation
Who wrote what to which customer is invisible
Every conversation has a clear owner
You learn the reply window is over only when the message fails
The reply window counts down on screen
Finding an old conversation means digging through a phone
The conversation is filed on the customer’s record
The number and the customer record live in separate worlds
The incoming number matches the existing customer
FAQ

Frequently asked questions

Can I use my own number?

You do. You connect your own WhatsApp Business account; the number and the account stay in your name.

Can my personal WhatsApp account be connected?

No. What gets connected is a WhatsApp Business account; a personal account is not used in this flow.

What exactly is the 24-hour window?

After a customer writes to you, you message freely for 24 hours. Once it runs out, free-form messages are not sent and you carry on with an approved template.

Who approves the template?

Approval is on Meta’s side. You keep your templates in your workspace and pick an approved one from the conversation screen.

Can several people handle the same number?

They can. The conversation is on the team’s shared screen; who is on it shows from the conversation owner.

Where does the photo the customer sends land?

It lands inside the conversation and you open it there. On the WhatsApp side, file size is capped at 16 MB.

Who do I pay the message fee to?

Straight to Meta. Workinno does not put a message fee in between; the connection runs through your own account.

If I disconnect, are the old conversations deleted?

They are not. No new message arrives, but your past conversations stay in your workspace.

LAST STEP

When your customer writes, let the team see it.

Connect your account and let the conversation gather on one shared screen. No message stranded on a single phone.

Free forever
No credit card neededFree foreverInstant setup
WhatsApp · Features · Workinno