WhatsApp setup

WhatsApp is the heart of NextGen CRM — here’s how to connect your number.

What you need

• A phone number you control (it will become your business’s WhatsApp number).
• A Meta (Facebook) business account — the wizard creates one if you don’t have it.

Connect via Embedded Signup

1. In NextGen CRM go to Settings → Channels → WhatsApp → Connect.
2. A Meta window opens (Embedded Signup): log in, pick or create your business, and verify your phone number.
3. Done — incoming messages now appear in your NextGen CRM inbox.

Note

Incoming customer messages are always free. Outgoing template messages outside the 24-hour window are metered per your plan’s quota.

Click-to-WhatsApp

Every plan gets a wa.me link and QR code for your number — put it on your website, invoices or shop window. Conversations started by the customer open a free 24-hour service window.

Troubleshooting

• Number already in use on WhatsApp app: you must delete the regular WhatsApp account on that number first (Meta requirement).
• Verification SMS not arriving: try the voice-call option in the Meta dialog.