Connect WhatsApp to Helmior

To connect WhatsApp, click Connect on WhatsApp under Settings → Integrations and choose your business and phone number in Meta's sign-up screens. Every conversation with that number can then feed a pipeline. There's no need to mention Helmior, because every message sent to the number is meant for it.

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How WhatsApp is different

On the other chat apps, Helmior joins your team's group. On WhatsApp, Helmior answers on a WhatsApp Business number. Each person who writes to that number starts a conversation, and a conversation can be bound to a pipeline like a channel.

That makes WhatsApp a good fit for field teams who photograph a job and send it, and for customer conversations that should become records.

Before you start

  • You need to be an admin in Helmior.
  • You need a Meta Business account (Business Manager) and a phone number that can be registered on the WhatsApp Business Platform (the Cloud API).
  • A number that's already active in the regular WhatsApp or WhatsApp Business app may need to be migrated or deregistered first. Meta's sign-up screens explain the options for your number.

1. Connect WhatsApp

  1. In the Helmior dashboard, go to Settings → Integrations.
  2. Under Workspaces, find WhatsApp and click Connect.
  3. Meta opens its sign-up screens. Choose (or create) your business, then choose (or add and verify) the phone number.
  4. Finish, and you're sent back to Helmior with WhatsApp Connected.

Using your own Meta app? If the Connect button asks for a token instead, paste a system user access token from Meta Business Settings that can manage your WhatsApp Business account.

2. Bind a conversation

A conversation exists once somebody writes to the number, so there's nothing to pick until then. Send the number a message from the phone you'll use, then bind that conversation to a pipeline. See Bind a channel to a pipeline.

3. Add your teammates

A person appears in Organization → Add person once they've messaged the number. Add them there so Helmior acts on what they send. See Add people so Helmior recognises them.

Talking to Helmior on WhatsApp

Just send a message to the number. You don't need to mention it:

new job 14 Park Road — boiler service, Thursday
  • Photos and documents are read, with or without a caption. A photo on its own counts as a message.
  • Each message is handled on its own, so send one update per message.

Frequently asked questions

Does Helmior work in WhatsApp groups?

No. It works in one-to-one conversations with your business number.

Why didn't a message Helmior tried to send arrive?

WhatsApp only lets a business send free-form messages within 24 hours of the person's last message. Outside that window, WhatsApp may block announcements until the person writes again.

Who pays for WhatsApp messages?

WhatsApp Business Platform pricing is set by Meta and billed to your Meta business account.

Still stuck? Email support@helmior.com with a screenshot of what you see, and a person will answer.