WhatsApp Integration
Meet your customers where they already are — WhatsApp.
SteadyOps WhatsApp Integration lets you message customers, send invoices, book appointments, and get AI-powered auto-replies — all from one inbox.
The old way vs the SteadyOps way
The old way
Your customers text on WhatsApp but your CRM only tracks email and phone. Messages get lost, follow-ups get missed, and you're copying data between apps.
The SteadyOps way
SteadyOps connects WhatsApp to your CRM. Every message is logged, AI can auto-reply, and it all shows up in your unified inbox alongside SMS and email.
How it works
Get started in minutes
Connect your WhatsApp Business account
Link your WhatsApp Business number to SteadyOps in under 5 minutes. All incoming and outgoing messages sync to your unified inbox automatically.
Messages arrive in your unified inbox
WhatsApp messages appear alongside SMS and email in one inbox. See the full conversation history with each customer — across all channels — in one thread.
AI processes and auto-replies
AI reads incoming WhatsApp messages, classifies intent (new lead, appointment request, invoice question), and auto-replies with your approved templates when appropriate.
Everything logs to your CRM
Every WhatsApp conversation is linked to the customer's CRM record. No manual copying. Search past messages, track response times, and see the full communication history.
Key capabilities
AI auto-replies
AI responds to common WhatsApp messages — appointment requests, pricing questions, and service inquiries — using your approved templates and knowledge base.
Media sharing
Send and receive photos, videos, PDFs, and documents via WhatsApp. Share estimates, invoices, job photos, and receipts directly in the chat.
24-hour messaging window compliance
SteadyOps handles WhatsApp's 24-hour response window automatically. Template messages are used outside the window to stay compliant with Meta's policies.
Pre-approved template messages
Create and manage WhatsApp template messages for appointment reminders, invoice links, review requests, and follow-ups. Templates are submitted to Meta for approval directly from SteadyOps.
Unified inbox across channels
WhatsApp, SMS, and email in one inbox. See every customer conversation in one place. Reply from whichever channel the customer prefers.
Event-triggered WhatsApp messages
Send WhatsApp messages automatically when events happen: appointment reminder, invoice sent, job completed, review request. Connect to your workflow automations.
Real-world scenario
See it in action
The scenario
A homeowner sends a WhatsApp message at 8 PM: 'Hi, I need a quote for backyard landscaping. Can you come look at it this week?' AI auto-replies within seconds: 'Thanks for reaching out! I'd be happy to schedule an estimate. Are mornings or afternoons better for you?' The conversation continues until a visit is booked.
The result
The lead is captured, the appointment is booked, and the customer's info is in the CRM — all before the owner checks their phone. The competitor who only has a contact form on their website never gets the inquiry.
WhatsApp Integration is included in every paid plan
No add-on fees. No per-feature pricing. WhatsApp Integration is part of the SteadyOps platform starting at $49/mo.
Frequently asked questions
Yes. SteadyOps connects to the WhatsApp Business API, which requires a WhatsApp Business account. We walk you through setup if you do not have one yet.
Yes. You can connect your existing WhatsApp Business number to SteadyOps. All existing conversations continue seamlessly.
WhatsApp Business API charges per conversation (not per message). Costs vary by region and conversation type. SteadyOps passes through Meta's rates with no markup.
Yes. The AI can detect the customer's language and respond in kind. Spanish, French, Portuguese, and 20+ other languages are supported.
Try WhatsApp Integration free for 7 days
No credit card. No contracts. No per-user fees. Start using WhatsApp Integration in under 5 minutes.