Scope
This guide covers setup & configuration for WhatsApp Campaigns. Availability depends on your tenant package, role and configured providers.
Purpose
Run template-led WhatsApp campaigns and lifecycle messages.
Connect business provider, number health and approved templates.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- Open the correct tenant and confirm the project or workspace that owns this capability.
- Connect business provider, number health and approved templates.
- Connect or select the required source records and owners.
- Create a safe test configuration before using live customer or campaign data.
- Inspect delivery, read, reply, failure and conversation context.
- Use consent, approved templates, caps and kill switches.
Verify the result
Inspect delivery, read, reply, failure and conversation context. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Use consent, approved templates, caps and kill switches. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.