01
ASSISTANT ANSWER
Bring your WhatsApp number
Use an eligible business number and connect it in Meta’s dashboard. Business verification is not a prerequisite for getting the first inbound workflow running.
WhatsApp setup guide
Put the same Usherdesk assistant on WhatsApp Business.
Bring your own WhatsApp number and connect it in Meta’s dashboard. Customers receive answers from the same approved content and return to one customer record across WhatsApp and the website.
ASSISTANT ANSWERAPPROVED SOURCEOWNER ASSIGNED
Website enquiry
Answered by AI
UsherdeskWorkspace · Example customer team
Usherdesk AI activeAR
SM
Sofía Martín
Website widget · Product page
TODAY, 02:03
Can our sales and support teams share one WhatsApp number?
Usherdesk AI assistantDISCLOSED AI
Yes. Your team can work from one shared inbox and assign each conversation with the captured details attached. Which team would you like to start with?
Approved source · team-workflows.html
Sales. We receive around 80 enquiries a week. Could someone call me tomorrow?
Captured by Usherdesk AIHuman requested
SalesAround 80 / weekCall tomorrow
A person can reply with the full context…
Your number, one assistant
Connect your WhatsApp number, use the same approved answers on the website, and keep one customer record across both channels.
The product sequence
WhatsApp setup takes about 20 minutes in Meta’s dashboard, and business verification is not required to start.
Usherdesk AI assistant
Visible to the customer. Grounded in the content your business approves.
02
APPROVED SOURCE
Allow about 20 minutes
Complete the number setup in Meta’s dashboard, then test a real inbound question and confirm who owns the conversation when a person is needed.
03
OWNER ASSIGNED
Keep one customer record
When the same customer returns on WhatsApp, Usherdesk keeps the conversation history and captured lead details together. A person can take over from the shared inbox with the earlier context intact.
What is visible in the product
The answer, lead details, and hand-off stay connected.
- The same assistant across website and WhatsApp
- Answers from business-approved content
- One customer record across both channels
- A full-context hand-off to a person or team
Before you begin
Questions worth answering.
Is the WhatsApp Business API the same as the WhatsApp Business app?
No. The API is the infrastructure used to connect customer conversations to a team workflow. The familiar app is primarily built around one phone and one account experience.
What should we prepare for setup?
Prepare an eligible WhatsApp number and the person who can approve account access. Business verification is not required to start; then decide who owns a new enquiry on day one.
Can a small team use it without a complex support operation?
Yes. Start with the website widget, a small set of approved content, and a clear person or team for conversations that need human judgement.
Start with the website widget
Paste your site URL and let the assistant answer the next visitor.