Zoho CRM Integration with WATI can be done with any version of Zoho CRM, but to install the plugin you need the Zoho Professional Plan or higher


:::info
Zoho CRM Integration with WATI can be done with any version of Zoho CRM, but to install the plugin you need the Zoho Professional Plan or higher

:::

## Introduction

WATI has native integration with Zoho CRM. You can download the WATI app from the [Zoho CRM Marketplace](https://marketplace.zoho.com/app/crm/whatsapp-business-extension-for-zoho-crm)

## Features

Using the WATI Integration with Zoho CRM, you have access to the below features:

* [Send template/notification messages to Leads/Contacts/Deals](https://wati.brainfish.ai/articles/how-to-send-template-message-using-zoho-crm-extension-sOaf7arXH0)
* [Send automatic WhatsApp Notifications to Leads/Contacts/Deals from Workflows](https://support.wati.io/articles/how-to-send-template-message-using-zoho-crm-workflow-916kmQYd0q)
* [Chat with your leads/contacts on WhatsApp with 2-way chat integration](https://support.wati.io/articles/wati-embedded-team-inbox-in-zoho-Dzjyd7wqoL)
* [Create leads/contacts automatically on Zoho CRM when a new user messages on WATI](https://support.wati.io/articles/how-to-get-contact-attributes-from-wati-into-zoho-crm-leadscontacts-D5eJnmzFQQ)
* [Get Notifications for new messages on WATI on Zoho CRM](https://support.wati.io/articles/get-notifications-for-new-messages-on-wati-on-zoho-crm-R2KM9rCsAW)

For Zoho trial editions, please visit <https://www.zoho.com/crm/help/feature-availability-trial.html> for Feature Availability & Limits on different editions.

**Setup WATI Plugin on Zoho CRM**

[https://youtu.be/ah7FKw3xmIg](https://youtu.be/ah7FKw3xmIg)

## How to Integrate Zoho CRM with WATI?


1. Navigate to our Extension on the Zoho App Marketplace and click "Install"

    ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/aee8ce92-db59-4f73-8b80-97cb439d1f92/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=37e7fbf9013de1afa001c96e96a84f6b326bed08f7303a0aaa9a7031d522bf4b&X-Amz-SignedHeaders=host&response-content-disposition=attachment)
2. Confirm the installation and click "Install"

    ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/93ec819e-162b-495f-941c-3b9e1e2e6189/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=06d91af8ce4f9b4e164f7239bd493259621f906755cb63873b7884ff208173ae&X-Amz-SignedHeaders=host&response-content-disposition=attachment)
3. Agree to the terms and click "Continue to Install"

    ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/83195d18-c466-445a-992d-164220224eef/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=d60a65b1bf292c8a029f484775bb1c74ddee500a01f4c3a4af87e5ee3c0674a0&X-Amz-SignedHeaders=host&response-content-disposition=attachment)
4. Install for the users that you want to install for

    ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/981564e3-e7c9-4340-8235-cf3bd3fbe5dc/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=8c75ee6179b2b9b6e4e6653d87bab425291551c58c45ac37430049165ac27cad&X-Amz-SignedHeaders=host&response-content-disposition=attachment)
5. After installing you will be automatically redirected to Settings. If you have an existing WATI account --> Select the "Existing WATI user" option and click on the "Next" button If you're a new user select the "New to WATI" option and click on the "Next" button. You will need to go through a short registration process and then you will be able to use the plugin

    ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/c6bbc90e-6856-4e0e-81a8-b32f8e270fdf/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=bd21b51dff792d20a1c3da1cb80b4c32c150e09d08603b61761648b378a524f0&X-Amz-SignedHeaders=host&response-content-disposition=attachment)
6. On "Settings", please add the **API Endpoint URL** and **Bearer Token** and click **"Save"**


:::info
You will find the API Endpoint URL and Bearer Token on your WATI Account --> API Docs Page

:::

 ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/c326c914-b8a6-40cf-a376-44a6881ecb8c/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=e8b4605246a55dc7bd1f34e7e4d3826e3c83211f9c0f2b91dc37db37df8344f1&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

## Advanced Setup

Let's take a look at some advanced options:


1. **Automatically create a lead or contact if there is no data in Zoho CRM**
2. **Convert first-time visitors to Lead/Contact**

### Automatically create a lead or contact if there is no data in Zoho CRM

This feature will work only if we connect our Zoho CRM from the WATI app (described below).

Contact will be automatically added to Zoho CRM if:

* The user added a new contact manually from the Contacts page in WATI
* User added new contact via Import Contacts function from Contacts page in WATI
* User Upload contact file when sending Broadcast in WATI


1. Turn on "**Automatically create lead or contact if there is no data in Zoho CRM"**, select **Convert first-time visitors to Lead/Contact** and enter Lead Source name (can leave WATI by default).

   The Lead source will be applied for Leads only. Contacts don't have a Lead Source field.

   Lead Source won't be applied for first-time visitors contacts (this feature is described below), it will be "WATI" always regardless of what we have set in the "Lead Source" field

    ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/cc28259b-f39b-4fcf-aead-18e18b63dbef/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=55dbeaa0c9aec00f8eb1975d921f9fcc5570b1544ce2ca4c47e82bf324ea5c8e&X-Amz-SignedHeaders=host&response-content-disposition=attachment)
2. Click on the "Save" button --> Import will be started (if contacts/leads are empty in your Zoho CRM). Import will take some time if the WATI environment has a huge amount of contacts

   If you have any Leads or Contacts in Zoho - Import will not start. You need to clear all your Leads/Contacts first

    ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/ead7a226-b157-4bc4-8075-e5e666eb95e1/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=bf4ae286dc2b5122ef045f5a600b8a5738832166ac6281ee7cae02429058df50&X-Amz-SignedHeaders=host&response-content-disposition=attachment)
3. After import contacts will be added to Contacts/Leads (depending on what you chose during setup).

As you can see Lead Source is WATI as we specified.

 ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/69e29603-6441-4781-a930-48874df47a30/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=4713c4d0633ff5ccaa79391b21080a8cc06fa35faa0fca6a6a8954e42b55e2c0&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

### Convert first-time visitors to Lead/Contact

We have to connect our Zoho CRM from the WATI app to make this feature work.


1. Open the "**Integration**" page in WATI and click on Zoho integration:

    ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/a65c25b2-11f0-4b50-a1c8-06d6d6fa6ab9/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=905f2aecd88aa54350ebe289042489926c5171b3391fa9318daea60ba1790160&X-Amz-SignedHeaders=host&response-content-disposition=attachment)
2. Click on the "**Connect With Zoho CRM**" button

    ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/2c57ca70-3a34-4909-ab0d-ce102a17e290/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=9205b6444deb27d48153cbe256d49ace6f4e8a6e92afb7af571aaaee276ebb24&X-Amz-SignedHeaders=host&response-content-disposition=attachment)
3. Check out the warning and click on the "**Connect**" button Remember that a Zoho account can only have one WATI integration, else, the old integration will be replaced with the new one and some data may be lost

    ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/adde91cc-72b8-46cb-96e2-cf74a78ac01f/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=d2ee14c85c50ad2b2f9f6084419bdbc9ae011475fc48a55aa605fd961029683f&X-Amz-SignedHeaders=host&response-content-disposition=attachment)
4. Log in with your Zoho account

    ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/d6950716-b659-43be-9277-24489ad8711e/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=16b846ff32d26b21da4d91d0bdce83cd73c05080dacad369cbb9cfccdce6853f&X-Amz-SignedHeaders=host&response-content-disposition=attachment)
5. Check what data Zoho will have access to and click on the "**Accept**" button

    ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/f5bff30a-2edd-4e97-88f7-2652c55e4365/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=fb318e69c7ff18b7610f48d3aff5dc84c2b99788e384359275294b1f4e746b5b&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

You will be redirected back to WATI with the connected Zoho CRM organization

You can easily remove your integration by clicking on the remove button.

 ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/6f7fe421-0964-4eb5-9103-5016079386fe/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=27c500e5bfb5f2c9aeacab0886bf7ac8b6654b1231ef95c83139691153a98925&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

## Testing the Integration

As mentioned above, new WATI contacts will be imported into Zoho when added via the contacts page (manually or imported a file) or imported contact file when sending Broadcast.


1. Let's convert first-time visitors to Contacts. Select the appropriate setting

    ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/0290117f-82ee-4a97-a63b-85b3d50bc3c7/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=e06fce68884353c16cd9ae7ef4e127353044f51a2e790ead9d0a6837ec7ef77a&X-Amz-SignedHeaders=host&response-content-disposition=attachment)
2. Go to the Contacts page in WATI and click on the "**Add Contact**" button

    ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/e0628bc9-ba8f-4d76-bc26-6f4ec45e4a49/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=da6135fc207cce8c4bfddc9882f6742f84111b69d462c54fa1b9dd9a6340545f&X-Amz-SignedHeaders=host&response-content-disposition=attachment)
3. Fill Name and Phone number and click on the "**Save**" button

    ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/3b74eea4-91d5-4b80-a1fc-7e26a93456dd/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=2b4fbda701f60bf1e9bab83ede76d63dcbc8e4fab24db7b43b778e5f937bd958&X-Amz-SignedHeaders=host&response-content-disposition=attachment)
4. Go to Contacts in Zoho to make sure if created contact was successfully added

    ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/86421312-6d65-4c24-8476-7b3e91d77e4f/a62c1e52-c070-4d78-ae11-d1410f807719/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T162441Z&X-Amz-Expires=3000&X-Amz-Signature=d3cac6a36a61c2044d3b68ff3ec5fcd17e5ec1046a85ca20658c88d5ecb214dd&X-Amz-SignedHeaders=host&response-content-disposition=attachment)




Zoho CRM Integration: A Step-by-Step Guide to Connecting Zoho with WATI

Cloud API

Understanding Wati APIs and their usage limits

Are your file attachment names appearing as null or untitled?

Where can I find the WATI API Endpoint URL and Bearer Token?

Where can I find WATI API Documentation?

How can I add webhooks using WATI or WhatsApp API Gateway?

Can I send OTP on WhatsApp?

How to track Template Messages using Webhooks

How to use Wati Payment APIs

WATI APIs

Integrating Wati with AiTrillion

Integrating Wati with Twilio 

Integrating Wati with Yotpo SMS & Email app

How to integrate Wati with KPay Payment Gateway

Integrating WATI with Bitrix24

Integrating PayTab Payment Gateway with Wati

ActiveCampaign Integration

How to import leads and contacts from Salesforce? 

Salesforce Integration

Klaviyo Integration

Create a Contact in WATI when a new contact is created in Klaviyo

Klaviyo

Set up your payment configuration on WhatsApp

Payment

WATI LeadSquared Integration

LeadSquared WhatsApp Integration: Capture All New WhatsApp Contacts To LeadSquared

WhatsApp Templates for Leadsquared

LeadSquared

Make.com Integration (Formerly Integromat)

Make.com / Integromat

Integrating Wati with Calendly (via Pabbly)

Zapier Integration

Zapier Native Integration

Zapier Webhook Integration

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Hubspot Integration

HubSpot WhatsApp Integration: Capture New WhatsApp Contacts To HubSpot For Free [Deprecated]

Create contact in HubSpot when new user messages your WhatsApp number

Hubspot

WooCommerce Integration

What are fixed variables for Woocomerce integration?

How to use pre-defined variables in WooCommerce?

WooCommerce

WATI Embedded Team Inbox in Zoho

Why is my Zoho integration not working?

How to get Contact Attributes from WATI into Zoho CRM Leads/Contacts?

How to send template message using Zoho CRM Workflow?

Get Notifications for new messages on WATI on Zoho CRM

Convert first time visitors to Zoho Lead/Contact using Zoho Flows

Assign chats in WATI based on Lead owner in Zoho CRM

Create a contact in WATI when a new lead comes into ZOHO CRM

Zoho

WhatsApp Shop Plugin

Add-on: Google Spreadsheet WhatsApp Message Sender

Add-on: Google Sheet Automation

Why Google Sheet Automation is not working?

Why Whatsapp Message Sender is not working?

How to trigger Whatsapp Shop using Templates

Google Sheets

Google Calendar Integration

WhatsApp and Razorpay Integration

Measure ROI for Broadcast Campaigns

How to Integrate Shopify app to Wati paid account

Shopify Integration for TRIAL user

Variables available for Wati Shopify app integration

How to use pre-defined variables in Shopify?

How to setup Cash On Delivery Automated message in Shopify app

How to add/import Shopify Contacts into WATI

Why are my Cash on Delivery Messages (COD) not sending in Shopify?

Cash On Delivery and Abandoned Cart analytics in Shopify app

How to Add Product Images in Abandoned Cart, Cash On Delivery & Order Confirmation Messages

How to enable checkout flow for Shopify catalog orders

Additional Custom Parameters Available for Wati Shopify App Customers

Enable Support for Your Shopify Stores Third Party Checkout Providers

Overview of Optin tools available in Wati Shopify app

How to include Discount coupon in Shopify Automated messages

Shopify

Integrating Wati with Calendly

Wati & Eber Integration: Overview

Connecting Wati to Eber: A Step-by-Step Guide

Syncing Welcome Message & Members 

How to Send WhatsApp Reward Confirmations Using Eber and Wati

Integrating Wati with Eber

How to Integrate Wati with Kylas CRM

WATI Integrations

WATI Integrations and API's

How to Contact WATI Customer Support Team

Standard Customer Support

Basic Customer Support

Premium Customer Support

Types of Support Available at WATI

Service Add-On: Premium Onboarding Assistance

Service Add-On: Technical Account Manager (TAM)

Service Add-On: Professional Services

Customer Support and Premium Services 

Auto replies and OOO messages

Get started with WATI

How to add operators and create teams

WhatsApp account profile set-up

Introduction to Team Inbox

How to create a template message?

How to send a broadcast?

Overview

How to add contacts?

Create your first chatbot in WATI

Connect your number in WATI

Get Started with WATI in 10 steps

What is the difference between Whatsapp Business and WATI?

Get your own WATI custom Sub-domain

Creating click-to-chat link

How do I scan the QR Code on WATI Trial?

WhatsApp Chat Button Integration

Backup WhatsApp Chats

How To Import WhatsApp Chats

Explore our Free trial

Book a demo with WATI Team

Try our product

Understanding WhatsApp Coexistence Embedded Signup: Common issues and how to resolve them

Wati Broadcasts and MM Lite 

General FAQs: Marketing Messages Lite (MM Lite) 

Migrating from On-Premise WhatsApp Business API to WhatsApp Cloud API

How to Apply for Official WhatsApp Business Account (Blue Tick Verification)

How to access WhatsApp Manager?

Everything you need to know about your WhatsApp Manager

How to check WhatsApp Business Account (WABA) Status?

WhatsApp Manager ID (WABA)

Why your WhatsApp Business Account(WABA) may get banned or restricted and how to avoid it?

How to appeal to facebook if Business actually follows WhatsApp Commerce policies?

How to subscribe to account update web-hooks?

WhatsApp Commerce Policy Rejection (CPR)

Does Facebook Business Verification Required?

Why is Facebook Business Verification required?

Where to find the Facebook Business Manager ID?

How to check whether your business is verified?

What are the steps to get Facebook Business Verification?

What documents are required for Facebook Business Verification?

What if it says that my business is ineligible for verification?

How can I contact Facebook Team for Business Verification Issues?

Why your business can't be verified?

Meta Business Verification not required to Increase your Messaging Limit

Facebook Business Verification

Getting Free WhatsApp Business Phone Numbers from Meta

Steps to use phone number that has been registered with Whatsapp Business before

How can I create a QR Code for my WhatsApp Number?

How to add WhatsApp number to Facebook or Instagram pages

Migrate your phone number to WATI from another BSP

Phone Number Connection Status

Phone Number Disconnected

How should I choose a phone number for WhatsApp?

Phone Number

General FAQs: Display Name

Guidelines to choose your Display Name

How to change your display name on WATI

Display Name

What are possible common errors in embedded signup flow?

Embedded Sign Up

How to Change the Connected Phone Number/Business Portfolio

Marketing Messages Lite (MM Lite)

Manage Multiple WhatsApp Numbers in a Single Wati Account

General FAQs: Wati

Introducing WhatsApp Coexistence

Onboarding to WhatsApp Coexistence (Coex) via Wati

Set up your WATI account

Triggering the AI Support Agent (KnowBot) from a Chatbot flow

AI Support Agent (KnowBot)

AI Support Agent (KnowBot) Advanced Settings (Rules)

​AI Support Agent (KnowBot)

Whatsapp Flows

Custom Attributes for Whatsapp Flows

Understanding Built-In Automation Rules: Out of Office (OOO) and Welcome Message 

How to create a Rule for keywords

How to create an automation rule?

Learn more about Triggers

Learn more about Actions in Rules

Learn more about Filters in Rules

How to Automatically Assign a Chat to the Last Assignee

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