WhatsApp integration blueprint

Run a WhatsApp chatbot and sync everything back to your website

This implementation model mirrors the unified inbox pattern used by platforms like GoHighLevel: one thread, one CRM record, one automation layer across channels.

Phase 1: WhatsApp channel ingestion

  • - Connect Meta WhatsApp Cloud API webhook endpoint to receive inbound events.
  • - Normalize WhatsApp payloads into the same conversation schema as website chat.
  • - Store sender, message direction, delivery state, and timestamps in one timeline.

Phase 2: Unified AI and reply pipeline

  • - Run the same AI prompt and business rules for web and WhatsApp channels.
  • - Generate response via AI engine and send outbound reply through WhatsApp API.
  • - Persist both inbound and outbound messages to dashboard conversation history.

Phase 3: CRM and automation sync

  • - Auto-create/update leads when WhatsApp intent or contact details are detected.
  • - Trigger follow-up and abandonment automations from WhatsApp events.
  • - Expose channel-specific analytics while preserving unified pipeline metrics.

Phase 4: Team inbox controls

  • - Add assignment, tagging, SLA timers, and handoff to human agent.
  • - Support internal notes and channel-aware status tracking.
  • - Provide one inbox view similar to GoHighLevel conversation model.

What this gives your B2B SaaS operations

Capability
Impact
Unified inbox
Website and WhatsApp messages in one conversation feed
AI channel continuity
Same business context and policy engine across channels
Automation hooks
Retry, alerts, and follow-up flows triggered from WhatsApp events
Operational reporting
End-to-end logs for delivery, response quality, and conversion
Billing continuity
Paddle handles secure checkout while additional payment options are being added
Back to integrationsOpen dashboard