A shared inbox that captures every lead
Send on the official WhatsApp Business Cloud API, assign threads across the team with SLA, and watch every new number become a CRM contact automatically.
Communication & Marketing · Cloud API, shared inbox & broadcasts
WhatsApp as a business channel, not a personal phone
In most markets the real sales conversation happens on WhatsApp, and in most companies it happens on a rep's personal number. That is fine until the rep is on leave, leaves the company, or a customer says something in a thread nobody else can see.
Dolfin360 WhatsApp Business connects through the official Cloud API and puts those conversations in a shared team inbox. Every new number becomes a CRM contact automatically, so the thread is attached to a record that survives the rep. Assignment, SLA timers and template broadcasts turn WhatsApp into a channel you can staff, measure and hand over — while the customer experience stays exactly the informal, fast thing they already prefer.
One shared inbox
Conversations are assigned, not owned. SLA timers, internal notes and handover mean nothing is stranded on one person's phone.
Every number becomes a contact
A first message creates or matches a CRM contact, so the thread sits alongside the deal, the ticket and the quotation from day one.
Templates and broadcasts
Approved message templates, segmented broadcasts built from live CRM data, and delivery and read reporting back on the record.
A team inbox with real ownership
Assignment, SLA timers, internal notes and clean handover.
Incoming conversations route by rule — round-robin, by territory, by product interest captured in the first message — and land in a queue with a visible SLA timer. An agent can leave an internal note that the customer never sees, mention a colleague to pull them in, or hand the thread over with its full history intact.
Because the thread is attached to a CRM contact, the agent answering at 9pm can see the open deal, the last quotation and the unresolved support ticket without asking the customer to repeat themselves.
- 01Rule-based assignment — round-robin, territory or interest
- 02SLA timers per queue — with escalation when a thread ages
- 03Internal notes & mentions — invisible to the customer
What is inside WhatsApp Business
Sending and receiving through Meta's supported business API.
Assignment rules, queues, SLA timers and handover.
Every new number creates or matches a CRM contact.
Submit, track and use approved message templates.
Audiences built from live CRM data at send time.
Per campaign and per contact, on the record.
Broadcasts built from live CRM segments
Approved templates, real segments, reporting on the contact record.
Build the audience from the CRM rather than a stale CSV: everyone at a given pipeline stage, in a territory, with a quotation older than fourteen days. The segment is evaluated when you send, so the list is current by definition.
Send through approved Cloud API templates, then read delivery, read and reply rates — not just in aggregate, but on each contact, so the next person to open that record can see the broadcast went out and what came back. Conversation-based charges are metered transparently at the published rate.
- 01Live CRM segments — evaluated at send, never a stale list
- 02Approved templates — managed through the Cloud API
- 03Per-contact reporting — delivery, read and reply on the record
From first message to attributed revenue
Message arrives
A new number messages you; a CRM contact is created or matched instantly.
Route
Assignment rules put the thread in the right queue with an SLA timer running.
Convert
The agent sees the full record, answers, and opens a deal without switching tools.
Nurture
The contact joins live segments for future broadcasts, reported on the record.
What a shared inbox is worth
Platform facts and published rates — not customer-measured outcomes.
“Our reps were already selling on WhatsApp. The difference now is that when one of them leaves, the conversation stays with the company.”
Put WhatsApp on your CRM in an afternoon
Connect a Cloud API number, import templates, and start with a shared inbox.
WhatsApp Business questions
Yes — Dolfin360 connects to your own number through Meta's official Cloud API, so the sending identity and template approvals stay yours. Onboarding walks through number registration, display-name approval and template submission.
Each billable conversation consumes 2 credits at the published rate, on top of whatever Meta charges your own account. Your plan includes a monthly credit grant and duration packs add bonus credits; there is no per-agent charge for inbox access.
Nothing is lost. Threads belong to the shared inbox and the CRM contact, not to an individual, so reassignment carries the full history. This is the main reason teams move off personal numbers.
Try WhatsApp Business free for 14 days
No credit card. It shares data with every other module the moment you turn it on.