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Communications·guide·Version 1

WhatsApp messaging

Choose a WhatsApp sender, use approved templates for business-initiated messages, and keep replies on one Bow Chat thread.

Sending on WhatsApp

WhatsApp is one of the senders available once Messaging CPaaS is installed. Choosing it does not change how a campaign is built: the audience, composer, schedule, suppression and delivery record are the same for every channel.

What differs is the sender, and WhatsApp senders come in three classes.

Sender classWhat it isWhen it is ready
Customer-connected numberA number your organization already owns and has connectedReady as soon as the connection is active
Boni-managed numberA Boni number enabled for your workspaceReady only when Boni has explicitly enabled it for that workspace
Allocated DIDA number allocated to you from Boni inventoryNot usable until allocation and channel setup are complete

A connected number stays yours. Connecting it to Boni gives the workspace permission to send and to receive replies through it; it does not transfer ownership of the number.

Business-initiated messages need an approved template

WhatsApp itself requires that a business-initiated message use a template the channel has approved in advance. Free-form replies are possible only inside an open conversation started by the customer.

In practice this means:

  • Build and get approval for the template before you plan the send, not on the day.
  • Variables in a template are filled per recipient from the audience record.
  • A campaign to a cold audience is always a template send.

Replies come back to one place

Replies land in the Bow Chat conversation for that contact, so the campaign, the reply and the follow-up sit on one thread rather than in a separate campaign tool. Where CRM is enabled, that conversation is visible on the relationship record.

Suppression is enforced centrally across channels, so a contact who has opted out is excluded regardless of which channel a later campaign uses. Consent for WhatsApp contact is your responsibility as the sender; Boni enforces the suppression decision but cannot supply consent you do not have.

Before your first send

CheckWhy
The sender is readyAn allocated DID that is still being set up cannot send
The template is approvedAn unapproved template will not deliver
The audience is the one you meantAudience is chosen once and recorded on the campaign
Applicable channel charges are understoodWhatsApp messaging carries channel charges confirmed during setup

Related: Communications overview, Channel availability, Email.

WhatsApp messaging | Documentation | Boni