You can send and receive WhatsApp messages directly from Aircall Workspace once your account and number are enabled for WhatsApp in Aircall. This guide explains how agents can start conversations, select WhatsApp as a messaging channel, send voice messages and send messages using templates or custom text.
Important: To use WhatsApp in Aircall, your organization must have WhatsApp in Aircall added to its subscription. Only agents with assigned WhatsApp in Aircall licenses can send WhatsApp messages.
Accessing WhatsApp in Aircall
When WhatsApp is enabled, agents will access the WhatsApp channel similarly to how they use SMS in Aircall. Agents can start a message in two ways:
Option 1: Start a new conversation
Steps:
- Click the Start a conversation icon.
- Select the relevant Aircall number.
- Enter the recipient’s phone number.
- Click Message to open the Conversation view.
Option 2: From the customer’s conversation view
Agents can navigate directly to an existing customer conversation and start the message there.
For more details on messaging, see Aircall Workspace – Sending Messages.
Selecting WhatsApp in Aircall
Once an admin connects a number to WhatsApp in Aircall and its status shows Online, agents will see the WhatsApp capability available for that number.
Steps:
- In the Conversation view, select WhatsApp from the channel drop-down.
- Choose the appropriate Aircall number from the sender drop-down. WhatsApp-enabled numbers will be clearly indicated.
Note: If a number is not enabled for SMS/MMS or WhatsApp, an error message will appear.
Important: Agents without a WhatsApp in Aircall license can view WhatsApp conversations but cannot send messages. They should contact an admin to obtain a license.
If an Aircall number goes Offline (for example, if Meta removes the capability), the WhatsApp channel will no longer be visible in the Aircall Workspace.
Sending a WhatsApp message
Once WhatsApp and a WhatsApp-enabled Aircall number have been selected, agents can send messages based on the type of conversation. For more information on this, please visit: WhatsApp in Aircall - Templates vs Custom Messages
Steps:
- In the Conversation view, select WhatsApp and the correct Aircall number.
- Depending on the conversation history, you may send:
- A custom message (if within the 24-hour customer service window)
- A message template (if the 24-hour window has expired)
Sending a template message
If a template is required:
- Click Select a template.
- A pop-up will display previews of available templates.
- Select the desired template to populate the message field.
- Edit any variables as needed, ensuring all fields have valid entries.
- Click Send to deliver the message.
For details on templates and custom messages, see WhatsApp in Aircall: Creating and approving messaging templates
Sending a custom message
If you are within the 24-hour customer service window:
- Type your message in the message field.
- Click Send to deliver it to the customer.
Tip: When a customer sends or replies to a message, a new 24-hour messaging window begins (or refreshes). During this window, you can send unlimited custom messages to that customer.
For more information on this, please visit: WhatsApp in Aircall – Templates vs Custom Messages.
Using WhatsApp audio messages
You can now send and receive audio messages directly through WhatsApp in Aircall. This feature makes communication faster, more personal, and easier to understand, especially when tone or sound is important to the conversation.
Why use audio messages
Audio messages provide an efficient and personal way to communicate with customers. They allow users to express tone, emotion, or demonstrate sounds that may not come across clearly in text. This is especially useful for customer support situations where the issue involves audio cues, such as troubleshooting sound devices or hardware.
How audio messages appear in Aircall
Audio messages fit seamlessly into the Aircall conversation view, ensuring that your team can manage WhatsApp communications within a single interface. This keeps all interactions, including audio, text, and media, in one organized place.
How to send an audio message
Steps:
- Open the Aircall Workspace and select the WhatsApp conversation where you want to send an audio message.
- Click the microphone icon to start recording.
- Record your message directly within Aircall.
- Listen to your recording to ensure it sounds as intended.
- Click Send to share your audio message.
Tip: Audio messages are ideal for cases where customers need to describe or demonstrate a sound issue, such as reporting noise from a device or explaining a malfunction.
Using WhatsApp with external numbers in Aircall
You can connect external numbers to Aircall for use with WhatsApp, but there are several important conditions to be aware of before proceeding.
Requirements and setup process
To use an external number with Aircall and WhatsApp, follow these steps.
Steps:
-
Add the external number to your Aircall account
Contact the Customer Support team and request to add the number as an external number. You will be asked to provide proof of ownership or other required documentation. -
Remove the number from its existing WhatsApp account
The number must be unlinked from any existing WhatsApp registration before it can be added to Aircall. -
Register the number in the Aircall dashboard
Once the number is added to your account, you can register it using the same process as any other Aircall number.
Important: The verification call for WhatsApp will not follow Aircall’s call distribution flow. It will be received by the system where the number is currently registered. Make sure you are able to answer the verification call directly from that system.
Note: When moving the number, all existing WhatsApp chat history will be lost.
Key considerations
- Aircall can connect external numbers to WhatsApp after support has created them in your account.
- The verification call will not appear in Aircall; it will only ring through the number’s original carrier or provider.
- You must be ready to receive and answer the verification call outside of Aircall.
By following these steps and precautions, you can successfully connect your external number to Aircall for use with WhatsApp.
Compliance
To learn about WhatsApp in Aircall compliance requirements, see WhatsApp in Aircall – Compliance.