Connect WhatsApp requests to a workflow with an owner.

A working API connection starts with the right business account, phone number and supported provider arrangement. We establish who owns each account, which permissions are available and who will keep control after handover.

Bring the systems you want to connect and the exact action required: creating an enquiry record, looking up an approved order status or placing a message in a team inbox. We verify that the interfaces support that action before committing to the integration.

For an illustrative order-status connection, the workflow might use a customer number, order reference and approved status. Decide which system is the source of truth, how a customer is matched and when the request needs a person.

Map the provider, inbox, automation service and destination system. Restrict access and logging to what the workflow needs, and agree the handling of attachments, retention and privacy requests. Supplier responsibilities and applicable messaging permissions need to be assessed for the actual use.

A successful test message is only one acceptance check. An integration also needs to recognise duplicate events, record delivery outcomes, flag rejected messages and recover from an unavailable provider without repeating the business action.

We agree representative tests before release. These can include a changed order, an unknown customer, a missing template and a repeated notification. Credentials, account access, operating instructions and escalation ownership form part of the agreed handover.

The proposal identifies the connections, acceptance checks, documentation and initial support included in a fixed implementation fee. A 50% deposit is payable on acceptance; remaining payment and completion terms are defined in the proposal.

Meta messaging charges, provider subscriptions, hosting and usage costs are separate. We estimate the intended message mix using current supplier terms and confirm what your business will need to maintain.