Prepare the WhatsApp Business setup
The customer connects their own WhatsApp Business Account. Agree the appropriate messaging permission, template and timing for the booking context. Meta bills WhatsApp messages directly; engine and other channel costs are separate. Review the current cost breakdown.
Include the details someone needs to attend
Use the confirmed date, time zone, address or meeting link and any essential preparation. Identify the business clearly. Offer a straightforward reply route if the customer cannot attend, and define whether that reply reaches a person or an approved automated flow.
Keep replies connected to the booking
Match the message to the appointment identifier. A cancellation should stop future reminders for that appointment, while rescheduling should replace the old details. Do not count an arbitrary reply or a message read receipt as an attendance confirmation.
Handle delivery and opt-out exceptions
A template may not be available for every situation, and a customer may not receive or answer a message. Agree how failed delivery and requests to stop are handled. Add another channel only when approved, and keep the opt-out consistent across the configured follow-up. Read the complete reminder workflow.
Is WhatsApp messaging included in the engine starting price?
No. The starting price covers the AI engine per processed lead. WhatsApp message charges are billed directly by Meta through the customer's connected account; check the current commercial terms before launch.