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WhatsApp Integration

Softalon
May 31, 2025
WhatsApp

WhatsApp Business Integration

Connect WhatsApp to Softalon and manage all your WhatsApp conversations from one unified inbox. Receive and respond to client messages directly within Softalon, and let your AI assistant handle incoming inquiries automatically β€” booking appointments, answering questions, and escalating to your staff when human help is needed.

Key Features

  • Unified Inbox: Receive and respond to WhatsApp conversations directly in Softalon
  • AI Assistant: Automatically replies to incoming messages, answers common questions, and books appointments
  • Appointment Booking via Chat: Clients can book appointments directly through the conversation
  • Smart Escalation: AI handles routine inquiries and escalates to your staff when human attention is needed
  • 24/7 Availability: AI responds instantly, even outside business hours

Send WhatsApp Messages via Workflows

Use the Send WhatsApp Message node in the workflow builder to send outbound messages directly from your WhatsApp Business number. Send appointment reminders, booking confirmations, follow-ups, and custom notifications β€” all white-labeled under your salon's name.

WhatsApp outbound messages require a pre-approved message template. Templates are created and managed through Meta's WhatsApp Manager, where you define the message content, language, and any dynamic variables (like client name or appointment time). Once approved by Meta, the template becomes available in Softalon's workflow builder for you to use.

When a client replies to an outbound message, the reply lands in your unified inbox and your AI assistant picks it up automatically β€” turning a one-way notification into a live, two-way conversation.

Benefits

  • Manage all client messages from one place instead of switching between apps
  • Never miss a message β€” AI responds instantly around the clock
  • Convert more inquiries into bookings with automated appointment scheduling
  • Free up staff time by letting AI handle routine questions
  • Send reminders and notifications directly from your WhatsApp number β€” no generic senders

Getting Started

To connect WhatsApp:

  1. Navigate to Settings > Integrations
  2. Find WhatsApp and click Connect
  3. Link your WhatsApp Business account
  4. Configure your AI assistant settings
  5. (Optional) Create message templates in WhatsApp Manager for outbound workflow messages

Your AI assistant will begin handling incoming WhatsApp conversations immediately.

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