Business account and number
Connect an eligible WhatsApp Business account and the numbers intended for the operation.
WHATSAPP BUSINESS GUIDE
Understand the official WhatsApp Business Platform.
Use this guide to distinguish the WhatsApp app from the official business platform and plan a responsible customer operation.
What you can operate
Customer consent
Document the lawful basis and customer expectations before starting business messages.
Message templates
Use Meta-approved templates when the platform requires a business-initiated message.
Conversation workflows
Continue replies through automation, Sofia Sales AI or a human team.
Platform charges
Keep Meta WhatsApp charges separate from the Sofia Sales Chat subscription.
Quality and policy
Monitor the operation and follow current Meta platform rules and account quality requirements.
Plan the official channel
Start with the account, number, permissions and customer expectations that define a responsible operation.
Business account and number
Use an eligible business account and a number intended for the official WhatsApp Business Platform.
Connection and permissions
Complete Meta onboarding, review the assets being shared and keep administrative access under business control.
Customer consent
Record how customers agreed to receive messages and make opt-out instructions easy to understand.
Build the messaging workflow
Connect templates, replies and operational ownership instead of treating each message as an isolated action.
Approved templates
Create the templates needed for business-initiated conversations and keep their purpose and category accurate.
Replies and routing
Route incoming replies to automation, Sofia Sales AI or the person responsible for the outcome.
Human handoff
Transfer complex or sensitive conversations with the available context so the customer does not need to restart.
Operate and improve
Use quality, delivery and outcome signals to improve the workflow while following current platform rules.
Quality monitoring
Review account quality and customer feedback before increasing campaign volume.
Useful measurement
Measure replies, completed actions, transfers and failures alongside message delivery.
Current policy source
Confirm time-sensitive requirements in Meta documentation before changing production messaging behavior.
Frequently asked questions
Is this the same as the WhatsApp Business app?
No. The official WhatsApp Business Platform is designed for business messaging through approved integrations, APIs and team workflows.
Are Meta charges included in Sofia Sales Chat?
No. Meta WhatsApp charges are separate from the Sofia Sales Chat subscription and follow Meta's current pricing and terms.
Can AI handle every conversation without a person?
The operation defines what Sofia Sales AI may handle. Complex, sensitive or out-of-scope requests should follow the configured human handoff path.