WhatsApp Business integration
A shared WhatsApp Business inbox for the team, campaign sends on approved templates, and invoices delivered where customers actually read.
Customers reply on WhatsApp in minutes and to email in days — but the business number lives on one phone, invisible to the team and disconnected from customer records.
Zaffre Axon connects WhatsApp Business to the suite: a shared inbox the team works from, campaigns on approved templates, and documents like invoices sent straight to the customer’s chat.
The WhatsApp integration turns the business number into a team surface. Incoming conversations are visible and answerable by the people responsible, not trapped in one pocket, and the thread sits beside the customer’s CRM record.
Outbound is template-driven and compliant: campaigns send on approved message templates to chosen audiences, and transactional documents — most usefully invoices — deliver into the chat where payment conversations actually conclude.
Because the channel is wired to the suite, context follows the conversation: who the contact is, what they owe, which deal they belong to. Replies become actions instead of screenshots forwarded between departments.
How it works
- 1
Connect the number
Link your WhatsApp Business account to the workspace.
- 2
Work the shared inbox
The team reads and replies from one place, with customer context alongside.
- 3
Send on templates
Campaigns and notifications go out on approved templates to selected audiences.
- 4
Deliver documents
Invoices and updates send into the customer’s chat directly from their records.
Frequently asked questions
- Can multiple team members handle the same WhatsApp number?
- Yes — conversations land in a shared inbox the team works from together, instead of living on one phone.
- Can invoices be sent over WhatsApp?
- Yes. Customer invoices send into the chat directly from the billing record, alongside PDF and email delivery.
- Does it support bulk or campaign messaging?
- Campaigns send on approved templates to selected audiences, in line with WhatsApp Business messaging policies.
- Is the chat linked to customer records?
- Conversations sit beside the CRM and billing context for the contact, so replies turn into actions without switching systems.