WhatsApp notifications let your AI agent send automated messages to callers after a call — confirming bookings, sharing follow-up details, or sending a callback reminder. This article covers both types of WhatsApp in VoiceForge Pro and how to set up outbound messages to callers.
Two types of WhatsApp in VoiceForge Pro
WhatsApp is used in two distinct ways — configured separately:
What outbound WhatsApp messages do
When a call ends and the agent has captured the caller's number, the integration can automatically send the caller a WhatsApp message. Common use cases:
- Booking confirmation — "Hi Marcus, your appointment is confirmed for Thursday 15 May at 2pm."
- Address and directions — send your business address or a Google Maps link after a visit is booked
- Callback confirmation — "Thanks for calling. We have your details and will call you back within 2 hours."
- Quote follow-up — send a written record of what was discussed during a quote call
- Price list or menu — follow up with a link to your services
Connecting WhatsApp
Outbound WhatsApp messages use the WhatsApp Business API. VoiceForge Pro handles the API connection — you just need to authorise your WhatsApp Business account.
- Go to IntegrationsNavigate to Agents → Edit → Integrations and find WhatsApp Business in the list.
- Click Connect WhatsAppA Meta/WhatsApp Business authorisation window opens. You'll need a WhatsApp Business account — not a personal WhatsApp. Create one free at business.whatsapp.com.
- Authorise and select your numberSign in and select the phone number you want to send messages from. Callers will see messages arrive from this number.
- Configure message triggersToggle on the events that should trigger a message — booking confirmed, callback registered, or both.
- Sync your agentClick Sync to Voice Agent. The next call where the agent captures a number will trigger a WhatsApp message.
What callers receive
Messages are personalised with the caller's name and appointment details automatically:
Your appointment is confirmed:
📅 Thursday 15 May at 2:00 PM
We look forward to seeing you. If you need to reschedule, just reply here.
— The Acme Plumbing team
Thanks for calling Acme Plumbing. We have your details and will call you back within 2 hours.
If it's urgent, feel free to reply here.
Using a personal WhatsApp number
The outbound integration requires a WhatsApp Business account. Personal WhatsApp numbers cannot send automated messages via the API. If you currently use a personal WhatsApp for business:
- Create a free WhatsApp Business account using your existing business mobile number
- Your existing WhatsApp chats and contacts carry over — no disruption
- You can continue using it as a personal messaging app alongside automated outbound messages
Note for agencies
Connect each client's own WhatsApp Business account to their agent — not your agency's. Messages arrive from their business name and number. Your agency is invisible to their customers. Walk the client through the connection flow during onboarding.