Choose a narrowly defined job before choosing the automation. A basic Business app greeting, an incoming API keyword reply and an outbound template campaign are different tasks with different configuration and permission requirements.
WhatsApp CRM and Marketing start on Growth: US$12/month · ₹999/month in India. AI credit, purchased team seats and Meta/provider message charges are separate. Email and Store remain admin-only beta; Commerce is not a new purchasable plan.
First decide whether you need a basic greeting/away message in the Business app, an incoming keyword response on the Cloud API or an outbound campaign. For Repli, check the connected business number and eligible plan; do not assume the account connection finishes every other setup step.
Next, confirm the recipient’s permission and the messaging window. Write one answer or choose the approved template for the intended purpose. Use the detailed auto-reply and broadcast guides for controls rather than combining them into an unrestricted messaging promise.
Finally, test with an authorized contact and verify what actually happened: rule match, send result, provider receipt or a separately confirmed booking. Investigate a missing result instead of assuming every enabled automation worked. AI answers need review and available credit.
Obtain explicit permission for the WhatsApp messages the recipient expects and honor opt-outs. The customer-service window opens or resets with each user message and lasts 24 hours. Outside it, use an appropriate approved template; template approval does not replace consent or guarantee delivery.
This is a setup guide, not a free WhatsApp CRM offer, policy certification or delivery guarantee. An official API connection does not grant a verified badge, unrestricted outreach or error-free AI answers.
This is a setup guide, not a free WhatsApp CRM offer, policy certification or delivery guarantee. An official API connection does not grant a verified badge, unrestricted outreach or error-free AI answers.
Choose Business app basics, an incoming rule or an outbound campaign.
Obtain permission and check number/plan readiness.
Configure the chosen task and validate its content and inputs.
Test the actual outcome and maintain a direct human/contact path.
No. Connection readiness, task configuration, recipient permission, template approval, message eligibility and actual delivery are separate checks.
Obtain explicit permission for the WhatsApp messages the recipient expects and honor opt-outs. The customer-service window opens or resets with each user message and lasts 24 hours. Outside it, use an appropriate approved template; template approval does not replace consent or guarantee delivery.
WhatsApp CRM and Marketing start on Growth: US$12/month · ₹999/month in India. AI credit, purchased team seats and Meta/provider message charges are separate. Email and Store remain admin-only beta; Commerce is not a new purchasable plan.
WhatsApp opt-in and consent records
WhatsApp Business Platform pricing — Delivered-message billing depends on recipient market and category; consult the current rate card and account invoice.
Cloud API getting started — Account and number prerequisites; Meta controls availability and approval.
WhatsApp Business Messaging Policy — Consent, acceptable use and messaging restrictions still apply.