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Channel

WhatsApp

WhatsApp reaches customers on the app they already check constantly. Climails connects to the official WhatsApp Cloud API — template messages for proactive outreach and session messages for replies.

5 min read

What you'll need

  • A WhatsApp Business account and a connected phone number
  • Approved message templates for proactive sends
  • Opt-in from each recipient

Template vs. session messages

  • Template messages: pre-approved by WhatsApp; required to start a conversation or message outside the 24-hour window.
  • Session messages: free-form replies allowed within 24 hours of the customer's last message.
Proactive marketing must use an approved template. Plan templates ahead — approval isn't instant.

Set it up

  1. 1

    Connect WhatsApp Cloud API

    Link your WhatsApp Business number in the channel settings.

  2. 2

    Add approved templates

    Register the templates you'll use for outreach, with their variables.

  3. 3

    Send

    Use a WhatsApp step in an automation/campaign, or POST /v1/messages with channel "whatsapp".

Conversations & consent

Only message people who opted in to WhatsApp. Inbound replies open a 24-hour session window during which you can send free-form messages.

Frequently asked questions

Why must I use templates?

WhatsApp requires pre-approved templates for business-initiated messages to prevent spam. Free-form text is only allowed inside an open session.

What's the 24-hour window?

After a customer messages you, you can reply freely for 24 hours. After that, you need a template again.

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WhatsApp channel via Cloud API — Climails