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WhatsApp connection & templates

Published and maintained by Adtro Media

Settings > WhatsApp connection manages the WhatsApp Business account for the whole business:

  • Connect/Reconnect links your Meta WhatsApp Business account; Re-check readiness verifies the setup.
  • Template Submission & Approval: messages you start (rather than reply to) must use a Meta-approved template — submit and track them under Advanced setup.

Which number a particular storefront sends as is set on that storefront, in its own settings.

A second number can be a staff line: under Advanced setup > Accounts, set its "Used for" to Staff line (HR assistant). It then answers only enrolled staff — see the "Staff on WhatsApp" topic. Your only customer number cannot be switched.

This screen is setup you do once. The two things you do with the connection every day live elsewhere: replying to a customer is Messages, and sending to many customers at once is Campaigns > Broadcasts.

Faster: iBot inside your dashboard can walk you through this — or do it for you. Open Assistants and just ask.