WhatsApp Channel Team number Real-time

WhatsApp chats Right inside SSCV2!

Your agents chat with customers on WhatsApp, right in the Agent Desktop. With your existing number, linked once by QR code, and every conversation lands on the right contact in SSCV2.

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Who's writing?

Name and company from the CRM as soon as the message arrives.

What's it about?

Link the chat to an opportunity, lead, quote or case, or create a lead right away.

And then?

The conversation lands in SSCV2 as an activity on its own.

Features

The channel your customers already use

Engage WhatsApp brings every conversation into the SSCV2 Agent Desktop: logged, matched, in real time.

Media and voice messages

Send images, videos, audio and documents, and receive stickers, contact cards and locations too. Voice messages can arrive with a text transcript.

Team number or personal number

One number for the whole team, or one per agent. Everyone sees their own unread messages.

Internal notes

Notes on a conversation for the team. They never reach the customer or the CRM.

Lead or opportunity from the chat

Turn an enquiry into a lead or opportunity on the spot, linked to the chat.

Away message

Outside your business hours, Engage replies automatically, at most once every eight hours per conversation.

Privacy built in

Turn CRM logging off per chat, exclude numbers entirely, set a retention period and erase per number under GDPR.

How It Works

From number to record

Step 1

Connect your number

Scan the QR code under "Linked devices" in the WhatsApp app. Personal or as a team number.

Step 2

Messages arrive in the CRM

Incoming messages appear in the Agent Desktop, with the sender identified right away.

Step 3

Reply and log

Agents reply with text and media without switching apps. The conversation lands as an activity on the right contact.

FAQ

Frequently Asked Questions

Do we need the WhatsApp Business API or approval from Meta?

No. You link your existing number by QR code: no application, no templates, no 24-hour window.

Can the whole team work on one number?

Yes. A team number is visible to all assigned agents, each with their own read status. Whoever takes on a contact assigns it to themselves, so it is clear who replies.

What goes into the CRM, and what doesn't?

Each conversation is logged as an activity on the contact; after eight hours of silence a new entry starts. Single chats or numbers can be excluded. Internal notes stay within the team and never reach the CRM.

What about data protection?

You decide how long messages are kept, and you can erase all data of a number (GDPR). Media are not publicly accessible, only to signed-in agents.

What does it cost?

CHF 10 per user per month in Standard, CHF 14 in Professional, 10 user minimum, billed annually. Try it free for 30 days, no credit card.

Get started

Ready to bring WhatsApp into SSCV2?

Start for free or book a personal demo: we'll show you how Engage WhatsApp brings customer conversations into SSCV2.

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