Overview
Configure WhatsApp to send automated messages, respond intelligently, and include WhatsApp in multi-channel campaigns. Learn how to connect and configure WhatsApp with ContactSwing. This guide shows you how to set up and use WhatsApp integration effectively.What is WhatsApp integration?
WhatsApp integration lets you connect your platform directly with WhatsApp, enabling automated messaging, AI-driven interactions, and customer engagement through a familiar interface. π€ With ContactsWing actions, you can send messages directly to WhatsApp contacts and create AI-powered WhatsApp agents that handle conversations intelligently and efficiently. πKey features
1. Direct messaging via actions
Send WhatsApp messages directly using ContactsWing Actions:- Trigger messages based on user actions or events.
- Use pre-approved templates or fully custom messages.
- Great for reminders, updates, confirmations, and alerts.
- Fully integrated in the Actions section of the dashboard.

2. AI-powered WhatsApp agents
Create smart AI agents that respond automatically to WhatsApp messages:- Customers can message your WhatsApp number directly.
- AI agents trained with custom prompts or workflows respond instantly.
- Seamless fallback to human agents when needed.

Benefits of WhatsApp integration
1. Enhanced customer experience
WhatsApp is a widely used platform, ensuring your messages reach customers where theyβre most responsive.- Much higher open and reply rates than SMS or email.
- Personalized AI-driven conversation experience.
2. 24/7 AI availability
AI agents operate round-the-clock, improving response times and reducing manual load.3. Scalable conversations
- Manage large volumes of chats simultaneously.
- Smooth handover to live agents when needed.
4. Centralized control
Manage all WhatsApp activity from one dashboard:- Track conversations and message status.
- Monitor agent performance.
- Continuously optimize workflows and responses.
Use cases
- Customer support: Instant replies to FAQs. π¬
- Sales engagement: Real-time lead follow-ups. π
- Appointment & event reminders
- Order & delivery tracking
- Broadcast promotions (using templates)
Step-by-step guide
1
Navigate to the Actions tab
Navigate to the Actions tab in the dashboard.
2
Choose a WhatsApp action
Choose WhatsApp Messaging or Create WhatsApp AI Agent.
3
Configure the action
Configure messages or agent prompts using easy-to-use editors.
4
Test and launch
Test, launch, and track results instantly. π