3. Connect WhatsApp to Converso

Connect WhatsApp so your team can manage messages alongside other customer conversations in Inbox. Each workspace can connect to one WhatsApp number.

Open Settings → Channels with an Admin account and a plan that includes WhatsApp. Complete the provider prerequisites before starting the connection.

Converso connection

1. Find the intended workspace card under Channels.
2. Select Connect WhatsApp.
3. Complete the connection flow in the Meta window.
4. Wait for Converso's connection setup to finish.
5. Inspect the number, connection status and any warning on the card.
6. Use Refresh templates and verify the available templates.

Connection checks

If the flow fails, read WhatsApp was not connected and use Try again after addressing the reported problem. A connected number is only one part of sending successfully. Also check:

• Your business approval in Converso.
• The selected template's availability and status.
• Any channel-health warnings.

Disconnection

Use Disconnect on the workspace's WhatsApp card and confirm the action. This removes the active connection; it is not the same as disabling AI while continuing human messaging. To change who responds, use the agent's live switch and Inbox handling controls instead.

Related guides: Templates, Messaging, Permissions.