WhatsApp Integration with Prospect AI
Modified on: Wed, 2 Apr , 2025
TABLE OF CONTENTS
Connect with Leads Where They Already Are — Instantly.
WhatsApp is now fully integrated with Prospect AI, allowing you to engage your leads and clients in real time using one of the world’s most trusted and widely used messaging platforms. Send personalised messages, automate conversations, and drive conversions — all within the Prospect AI system.
Connecting WhatsApp to Prospect AI
To activate WhatsApp inside your account, simply reach out to our team. We’ll walk you through the setup process, including linking your official WhatsApp Business number to your Prospect AI dashboard. Once verified and approved, you’ll be able to send messages directly from within the platform.
Sending Messages on WhatsApp
WhatsApp uses two types of conversations:
- Business-Initiated Conversations (Template Messages):
These are pre-approved message templates used to reach out to a contact after 24 hours of inactivity. Templates must be submitted for approval before sending. - User-Initiated Conversations (2-Way Chat):
If a lead or client messages you first, you have a 24-hour window to engage in unlimited back-and-forth messaging at no extra charge. After this window, another template message is required to reopen the conversation.
Creating & Using Message Templates
To initiate a new conversation after 24 hours, you must use an approved WhatsApp template message. This could be a reminder, promotion, update, or any type of proactive message.
- You can submit and manage templates directly in the Prospect AI platform.
- Templates typically take 1–2 business days for approval.
- Once approved, they can be sent via automation or manually triggered.
24-Hour Rule: How It Works
- Once a template message is delivered and responded to by the contact, you enter a 24-hour live chat window.
- During this period, you can send unlimited messages back and forth at no additional cost.
- If the 24-hour window expires, you must send another template message to re-initiate the conversation.
WhatsApp Pricing
Prospect AI’s WhatsApp messaging is powered by Meta’s official WhatsApp Business API. Below is the estimated pricing structure:
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Conversation Type
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Meta Cost (USD)
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Usage Notes
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|---|---|---|
Note: You will be billed based on the type of conversation that starts when your message is delivered, and the location of the user/business. Click here to see a more comprehensive pricing guideline.
There is also a $10/month platform access fee to maintain your WhatsApp API connection.
Frequently Asked Questions (FAQs)
Q: If a contact sends me a WhatsApp message and then an SMS, can I reply to both?
Yes — you can choose which channel to respond on. Inbound messages are clearly labelled and colour-coded by channel within your dashboard. Just make sure to select the correct channel (WhatsApp or SMS) before replying.
Q: I’m seeing a message that the maximum number of phone numbers is already linked. What does this mean?
Meta allows a maximum of two phone numbers per WhatsApp Business Account (WABA). If you’ve reached this limit, you’ll need to delete one number or request additional capacity from Meta.
Q: Why did my message fail with a “Message Undeliverable” error?
There are a few common reasons:
- The recipient’s number is not registered with WhatsApp.
- You attempted to send an authentication template to a user with a +91 (India) number — this is currently restricted.
WhatsApp’s quality filter blocked the message to protect user experience (see: Per-User Marketing Template Message Limits).
Q: What does it mean if a message fails because the user is part of an “experiment”?
Starting June 14, 2023, WhatsApp began limiting marketing template messages to ~1% of users unless:
- An active customer service window exists,
- An open marketing conversation already exists,
- Or an open free-entry conversation exists.
If your message is blocked by this rule, it won’t be delivered — but you won’t be billed.
Q: What are Per-User Marketing Template Message Limits?
To initiate a new conversation after 24 hours, you must use an approved WhatsApp template message. This could be a reminder, promotion, update, or any type of proactive message.
Q: Why does my customer only see my number, not my business name?
You must verify your business with Meta through Business Manager to display your brand name in chat. Verification also unlocks 1,000+ daily business-initiated messages. Contact us to help you submit your verification.
Q: What happens if the number I want to use is already connected to WhatsApp?
This typically means:
- You’re currently using the number with the WhatsApp app. To migrate, delete the WhatsApp account from your phone (Settings > Account > Delete Account).
- Your number is linked to another WhatsApp provider. In this case, we’ll guide you through creating a new WABA and migrating your number.
⚠️ Note: Once connected to the WhatsApp Business API, you cannot use the number on the WhatsApp app anymore, and chat history will not transfer.
Q: How do I verify my WhatsApp Business number?
Once your number is added, you can verify it using:
- SMS – Receive a code via text.
- Phone Call – Receive a call with a code on your forwarded number.
Q: Can I change my number after it's verified?
No — once a number is linked and verified with the WhatsApp Business Platform, it cannot be changed without redoing setup.
Q: I’m not receiving the OTP during verification. What should I do?
- Make sure your number is correct and in international format.
- Check that your carrier is not blocking OTP delivery.
- Retry after a few minutes or choose the phone call option instead.
Q: What happens if my setup fails?
Check the following:
- Your number is not already registered to WhatsApp.
- Your business details are accurate.
- Try switching to a different verification method.
Q: Can I manage my WhatsApp profile from Prospect AI?
No — profile details (such as your business description, image, etc.) can only be updated inside the WhatsApp Business Manager, not through the CRM.
Why use the WhatsApp Business Platform instead of the app?
Feature | WhatsApp App | Business Platform |
Message Automation | ❌ | ✅ Advanced CRM workflows |
Team Access | ❌ | ✅ Multi-user support |
Template Messaging | ❌ | ✅ Pre-approved outbound templates |
CRM Integration | ❌ | ✅ Fully integrated with Prospect AI |
Q: Can I switch back to the WhatsApp Business app later?
No — once migrated to the WhatsApp Business Platform, a number cannot be reverted to the WhatsApp app.
Q: What is the WhatsApp Coexistence Feature?
This allows businesses to use their existing WhatsApp app number in parallel with CRM-powered workflows using WhatsApp Cloud API — if setup correctly. Contact us if you’re interested in enabling this.
Q: What app version is required to integrate with the platform?
You must use WhatsApp Business App version 2.24.17 or newer to ensure compatibility during the initial verification process.
Ready to Activate WhatsApp Messaging?
Our team will help you integrate your number, get your templates approved, and start using WhatsApp in your automations, nurturing sequences, and live chat — all managed directly inside Prospect AI.
📩 Contact Support or Book a Demo to get started.
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