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Resources/Integrations/WhatsApp

Communication

📱 WhatsApp integration

Verified July 15, 2026

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Connect WhatsApp once and every agent in your squad can work in it for you, with exactly as much access as you decide to give, and a receipt for every call it makes.

What your squad can do in WhatsApp

  • Look things up, get business profile; get media info; get message templates, and more.
  • Do real work, create message template; send contacts; send interactive buttons; send interactive list, and more.
  • Run it on a schedule: any of the 17 available tools below can be part of a scheduled task or a mission.

How to connect

  1. In your dashboard, open Integrations and find WhatsApp.
  2. Click Connect.
  3. Sign in to WhatsApp in the window that opens and approve. You land back on the Integrations page with the account live.

If the connection ever expires, the card shows Reconnect; one click re-authorizes the same account with the same settings.

Multiple accounts: connect as many as you need (say, yours and a client's). One is primary. Agents use it unless a mission says otherwise.

Access levels

This app connects with standard access. Every agent can still be individually allowed, scoped, or denied from the Integrations page.

Every tool, in plain terms

The 17 tools agents use in WhatsApp through Mission Control, and the lowest access level that includes each. Agents discover these themselves. You never have to name a tool; asking in plain language is enough.

ToolWhat it doesAccess level
Create message template
WHATSAPP_CREATE_MESSAGE_TEMPLATE
Create a new message template for the WhatsApp Business Account.All levels
Delete message template
WHATSAPP_DELETE_MESSAGE_TEMPLATE
Delete a message template from the WhatsApp Business Account by name.All levels
Get business profile
WHATSAPP_GET_BUSINESS_PROFILE
Get the business profile information for a WhatsApp Business phone number.All levels
Get media info
WHATSAPP_GET_MEDIA_INFO
Get metadata and download URL for uploaded WhatsApp media.All levels
Get message templates
WHATSAPP_GET_MESSAGE_TEMPLATES
Get all message templates for the WhatsApp Business Account.All levels
Get phone number
WHATSAPP_GET_PHONE_NUMBER
Retrieve detailed information about a specific WhatsApp Business phone number.All levels
Get phone numbers
WHATSAPP_GET_PHONE_NUMBERS
Retrieve all phone numbers registered to your WhatsApp Business Account.All levels
Get template status
WHATSAPP_GET_TEMPLATE_STATUS
Get the status and details of a specific message template.All levels
Send contacts
WHATSAPP_SEND_CONTACTS
Send contacts WhatsApp number. Note: The message will be delivered to the recipient only if they have initiated a conversation first.All levels
Send interactive buttons
WHATSAPP_SEND_INTERACTIVE_BUTTONS
Send an interactive button message with up to 3 reply buttons to a WhatsApp user.All levels
Send interactive list
WHATSAPP_SEND_INTERACTIVE_LIST
Send an interactive list message to a WhatsApp number.All levels
Send location
WHATSAPP_SEND_LOCATION
Send a location message with coordinates, name, and address to a WhatsApp user.All levels
Send media
WHATSAPP_SEND_MEDIA
Send a media message to a WhatsApp number.All levels
Send media by id
WHATSAPP_SEND_MEDIA_BY_ID
Send media using a media ID from previously uploaded media.All levels
Send message
WHATSAPP_SEND_MESSAGE
Send a text message to a WhatsApp user. Important: The recipient phone number must be registered on WhatsApp and must have initiated a conversation with your business within the last 24 hours, OR you must use a template…All levels
Send template message
WHATSAPP_SEND_TEMPLATE_MESSAGE
Send a template message to a WhatsApp number.All levels
Upload media
WHATSAPP_UPLOAD_MEDIA
Upload media files (images, videos, audio, documents, stickers) to WhatsApp servers.All levels

What agents can't do in WhatsApp (yet)

  • Business API rules apply. Messaging outside the 24-hour customer-service window requires approved templates, an agent can't free-form message a customer who hasn't written to you recently.
  • If something you need is missing, there's usually a path: add the service's API key under Settings → Custom integrations and your agents can call it directly. See custom integrations & secrets. You can also ask your lead agent to open a ticket describing what it needs.

Using it in missions

Just ask in plain language: “check WhatsApp for …”, “create … in WhatsApp”, “every Monday, … ”, and the agent finds the right tool, runs it, and reports back with a receipt in your Runs ledger. Anything outward-facing (sending, posting, publishing) that a mission didn't clearly authorize comes back to you as a ticket first.

Troubleshooting

Agent saysWhat's happeningFix
"WhatsApp isn't connected"No active connection (or this agent is denied)Connect on the Integrations page; check the agent's per-app policy
"The connection has expired"WhatsApp ended the authorization (they all do periodically)Click Reconnect on the account, same settings, one click
"I'm not allowed to do that"The action is above the account's access level, or the agent is scoped downRaise the level under Manage, or adjust that agent's policy
It did something unexpectedThe ask was ambiguous (e.g. matched an existing item)Be explicit, "create a NEW …", and give agents a working folder where relevant