WhatsApp

When your Crewshal server offers it:

1. On Settings or in setup, select Connect WhatsApp. You can type your own WhatsApp number first.
2. In Meta's window, sign in, pick or create the business and the WhatsApp account, and add and verify a number. Meta may ask for a payment method. This part belongs to Meta and you cannot skip it.
3. When the window closes, Crewshal shows a checklist: Token, Webhook, Number, Template and Allowed sender. Each failed step has Retry.

WhatsApp works when the token, webhook and number are done.

Only allowed numbers reach the CEO. Crewshal ignores and logs messages from other numbers.

• When you typed your number, it becomes the allowed sender.
• Otherwise Crewshal shows a 6-character claim code. Send it from your phone to the business number within 15 minutes. It works one time.

Add other members' numbers in the WhatsApp card on Settings.

Meta lets a business write freely only within 24 hours after your last message. Outside that window, Crewshal uses an approved template message, agent_update by default: "There is an update on your request". Reply to it to continue. Until the template is approved, write to the business number first to open the window.

One WhatsApp number serves the whole team. Each worker signs its messages with a bold name line, such as *🟣 Maya · Sales*.

• Write @maya draft the newsletter, maya: … or /ask maya …. Maya owns the work and answers.
• Reply to a worker's message to answer that worker.
• Send /team to see the team and tap a name. Send /who to see who answers, and /back to return to the CEO.
• A message without a name stays with the worker you talked with in the last 15 minutes.

An admin can give a worker its own number for a customer-facing line, such as "Acme Sales". Meta accepts only a business or department name for it, and each number has its own 24-hour window.

• Meta can hold back template messages under its own limits. Then Crewshal does not resend the same template for 24 hours. The words wait and follow when you write.
• Crewshal drops queued messages that are older than 72 hours.
• Only owners and admins can set up WhatsApp.

An admin can also enter the phone number id, business account id, access token, app secret and verify token by hand in the WhatsApp card.