WhatsApp integration

Real WhatsApp, straight into the thread.

Not a screenshot of a chat pasted into a note. The WhatsApp Business API connected to your account, so a traveller’s message arrives on the trip thread and your reply goes back to their phone.

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WhatsApp integration overview

Messages on the record

Every WhatsApp message about a trip lands on that trip’s thread, beside the emails and the dashboard questions.

Replies from the thread

Answer in Portal; the traveller gets a WhatsApp. Your team works one inbox, not a shared phone.

Inquiries through it

A WhatsApp message that reads like a new request is parsed into a brief on Autopilot, the same as the form or an email.

How it is set up

A Business API number is provisioned for your account. Setup is done with you, once.

Messages are matched to a contact and their open trip. Unknown senders become new inquiries.

Read and reply in the 3-way inbox. Templates cover the messages WhatsApp requires them for.

The Support relay runs on the same connection during Traveling, if you switch it on.

ConnectWhatsApp Business

+254 ··· 8810Your business number

Connected

Official APINot a phone in a drawer

Your name on itMeridian Travel Co.

The number your clients already message.

Who is this?Matching

+81 ··· 4417Matched · Mira Sato, TK-1184

+254 ··· 6620Matched · Rift Valley GS

+44 ··· 9031New · creates a contact

The message finds its trip on its own.

ThreadNairobi — 9 nights

Any chance of a later checkout on day 6?

Asking the camp now — back to you within the hour.

Answered from the trip. Delivered on WhatsApp.

Add the relayWhile travelling

Traveller ↔ ground teamNeither gets the other’s number

Routine handledPickups, vouchers, times

Urgent reaches youOnly when it should

Escalate

The same number, working while you sleep.

WhatsApp integration is part of Portal. Start free on Showcase, and switch on what you need as the trips come in.

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