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WhatsApp for leads

Reply to every new lead on WhatsApp in seconds

Connect your own WhatsApp Business number through Meta's Cloud API. When a lead comes in with a phone number, CappsAI sends your approved template straight away, picks the right one for the service they asked about, and notes it on the lead.

Free plan, no card needed.

What you get

Your number, your templates

Use your own WhatsApp Business number and the templates Meta approved for you; import them in one click.

Fills in the details

Choose what goes in each {{1}}, {{2}}: the lead's first name, the service they asked about, your business name, a product link or any lead field.

The right message per service

Rules by keywords, a default template, and a template with the product's link when a lead asks about something you sell online.

Once per lead, noted

Each new lead gets one automatic message; it's recorded on the lead and the lead moves to Contacted.

Send from the lead too

Open a lead and send any approved template, filled in for them, or ask the AI assistant to WhatsApp them.

A log of every message

See what was sent, to whom and when, and Meta's reason if a message didn't go through.

How it works

  1. Connect your WhatsApp Business number (Phone Number ID and a permanent access token).
  2. Import your approved templates and choose what fills each variable.
  3. Switch on automatic messages: new leads hear from you in seconds.

Which plan includes it

WhatsApp messages work on every plan with your own Meta WhatsApp Business account; Meta charges for messages under its own pricing. Compare plans

Questions

Do I need a WhatsApp Business API account?

Yes: a WhatsApp Business number on Meta's Cloud API, with message templates approved in WhatsApp Manager. CappsAI connects to it with your Phone Number ID and access token.

Will it message people who didn't ask?

No. It only messages new leads who gave a phone number, once each, and you can require a WhatsApp consent tick on your form.

Why does Meta say a template doesn't exist?

The template must be approved in the same WhatsApp Business Account as your number, with the same name and language as in CappsAI.

Start with the free plan

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