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WhatsApp Business API

WhatsApp Business API Services

WhatsApp can be one part of a customer journey. Before promising a messaging rollout, we check eligibility, provider access, template requirements and how conversations reach the right team.

  1. 01 Confirm

    Confirm business eligibility, the chosen provider and the available API or platform features.

    part of the conversation

  2. 02 Map

    Map opt-in, templates, routing, escalation and customer expectations for each message type.

  3. 03 Connect

    Identify which CRM, support or campaign systems need to exchange conversation state.

Scope

What this work covers

For teams evaluating WhatsApp notifications or two-way customer messaging alongside an existing CRM or support process.

  1. 01

    Access and provider check

    Confirm business eligibility, the chosen provider and the available API or platform features.

  2. 02

    Journey design

    Map opt-in, templates, routing, escalation and customer expectations for each message type.

  3. 03

    Integration scope

    Identify which CRM, support or campaign systems need to exchange conversation state.

  4. 04

    Consent and templates

    Map opt-in records and message templates to the intended use case.

  5. 05

    Agent handoff

    Define when an automated flow should transfer a conversation to a person.

  6. 06

    Delivery reporting

    Decide which delivery, response and outcome events must be visible.

Process

How we would begin

Start with a bounded problem and validate the approach before broad rollout.

  1. 01

    Verify

    Confirm provider access and applicable messaging rules.

  2. 02

    Design

    Define message triggers, consent and human response ownership.

  3. 03

    Pilot

    Test a narrow flow with delivery and handoff checks.

  4. 04

    Review

    Check message delivery, opt-out and support handoff with a limited audience.

What You Get

A scope you can review

The exact deliverables are confirmed against your systems, access and goals.

  • Provider and access brief

    The verified provider, account access and platform constraints for this engagement.

  • Conversation map

    Opt-in, templates, handoff and escalation for the chosen customer use case.

  • Integration specification

    The events and customer records that must move between messaging and other systems.

  • Eligibility checklist

    Provider, account and approval requirements documented before integration work.

Best Fit

Who this helps

  • Support teams

    Plan a customer conversation with clear routing to a person.

  • Marketing teams

    Check messaging eligibility and opt-in before designing a campaign.

  • CRM owners

    Define what conversation context should be stored or synchronized.

  • Customer experience teams

    Keep conversations useful while respecting customer preference and access rules.

Make the work inspectable

We agree on the inputs, limits and review criteria before claiming a result. The first phase should produce concrete artifacts your team can inspect.

  1. 01Provider and access brief
  2. 02Conversation map
  3. 03Integration specification

FAQ

Frequently asked questions

Ask us directly

Is Multivariate a WhatsApp Business API provider?

Provider status and access must be confirmed for the specific engagement. We do not present an unverified direct-provider relationship.

Can it connect to a CRM?

That depends on the selected provider and the CRM’s available integration methods; both are checked during scoping.

Can we start sending messages immediately?

Only after provider access, account setup, applicable template approval and customer consent are confirmed.

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