Every WhatsApp chat, on the record
Two-way WhatsApp messaging that lives inside Leadify, with AI-assisted replies and approved templates that keep you compliant.
How it works
WhatsApp is where a lot of customers actually want to talk. Leadify connects to the WhatsApp Business API so your team sends and receives messages without leaving the CRM, and every thread attaches to the right contact. AI drafts replies you can approve in a tap.
Two-way messaging in the CRM
Read and reply to WhatsApp threads right on the contact record.
- Inbound messages route to the matching contact
- Full conversation history on the timeline
- Send from a shared team number
- Media, receipts, and read status included
AI-assisted replies
Leadify drafts a contextual response your agent can send or edit.
- Suggestions grounded in the contact's history
- Tone and language matched to the thread
- One-tap approve or edit before sending
- Auto-reply for common questions after hours
Approved templates
Stay within WhatsApp's rules using pre-approved message templates.
- Manage your template library in Leadify
- Merge contact fields into template variables
- Send outside the 24-hour window compliantly
- Track template delivery and response
Where teams use it
Built for real revenue work.
Lead qualification on chat
A new inbound WhatsApp message opens a thread on the contact, and AI drafts qualifying questions for the rep to send.
Appointment reminders
Approved templates go out ahead of a booking, and replies land back on the record for the team to see.
After-hours coverage
When your team is offline, AI answers common questions and flags anything that needs a human in the morning.
“Customers message us on WhatsApp at all hours. Now every chat sits on the contact, the AI drafts most replies, and nothing falls through the cracks overnight.”
FAQ
Questions, answered.
Do I need a WhatsApp Business API account?
Yes. The integration uses the official WhatsApp Business API, so you'll need an approved business number. Our team helps you get provisioned during setup.
Why do I have to use templates?
WhatsApp requires pre-approved templates to message a contact outside a 24-hour window after their last reply. Leadify manages your template library and merges in contact fields so you stay compliant.
Can AI reply on its own?
You choose. AI can draft replies for an agent to approve, or auto-reply to common questions after hours. Sensitive threads can always be set to require a human.
Is the whole conversation saved?
Every inbound and outbound message, including media and read receipts, is logged to the contact's timeline so any team member sees the full history.
Meet customers on WhatsApp
Connect WhatsApp to Leadify and keep every conversation on the record.