Customer Pro is a team workspace built on top of the official WhatsApp Business Cloud API. It gives a business one place to talk to customers on WhatsApp — with several people sharing the same number, an AI agent covering the hours nobody is online, and a record of every message.
It is not a WhatsApp client. Your messages travel over Meta's own API using your own WhatsApp Business number, which means Meta's rules about templates, approval and messaging windows apply to you exactly as written.
The five things it does #
Almost everything in the product is one of these five jobs. The rest of the documentation is a closer look at each.
A shared inbox
Every conversation on your number, visible to the whole team, with assignment, archiving and case types so two people do not answer the same customer.
Broadcast campaigns
Send an approved template to a list of contacts and watch delivered, read and failed counts land per recipient.
AI agents
An assistant that answers on its own, calls your APIs mid-conversation, and hands the thread to a human the moment one replies.
A product catalog
Products and collections customers browse inside WhatsApp, and the carts they send back as orders.
A REST API
Everything above, drivable from your own code, with scoped keys and signed outbound webhooks.
Payments
Request money over WhatsApp through your own Razorpay account, with the payment landing in your bank.
How the pieces connect #
The relationships below trip people up more than any individual screen, so they are worth reading once:
- A WhatsApp account is a phone number you connected from Meta. Everything else hangs off it — conversations, campaigns and API keys can all be scoped to one number.
- A contact is a person you can message. A conversation is the thread with that contact. Contacts exist without conversations; conversations cannot exist without a contact.
- A template is a message Meta pre-approved. You need one to start a conversation. Inside an open conversation you can send free text.
- A campaign is one template sent to many contacts at once. It cannot use an unapproved template.
- An AI agent is bound to one or more WhatsApp numbers and answers inbound messages on them, unless a human has taken the thread over.
What you need before you start #
-
A Meta Business account with a WhatsApp Business Account (WABA)
Created at business.facebook.com. This is where your number, templates and quality rating live. -
A phone number not currently on the WhatsApp consumer app
A number registered to normal WhatsApp or WhatsApp Business (the mobile apps) has to be migrated off before the Cloud API can use it. -
A system user access token
Generated in Meta Business Settings. This is the credential Customer Pro uses to send on your behalf.
If you have all three, connecting a number takes about five minutes.