Answer WhatsApp from the same inbox as email.
Customers message businesses on WhatsApp the way they used to call. When those chats live on one person’s phone, nobody else can see them and none of it reaches the CRM. UnifyLoop puts WhatsApp in the shared inbox, on the contact’s record next to their emails, deals, and calls, so anyone on the team can pick up the conversation.
- Connection
- Your own Meta app
- Message fees
- Paid to Meta, no markup
- Setup
- About 40 minutes, guided
- 24-hour window
- Enforced in the reply box
Your number, your Meta account, Meta’s prices
UnifyLoop connects through your own Meta app on the WhatsApp Cloud API. The number and the account stay yours, and Meta bills you directly for messages; we add nothing on top. Setup takes about 40 minutes. A 12-step guide in the app walks you through Meta’s screens, with a direct link and a way to check your work at each step.
- A 12-step setup guide inside the app, about 40 minutes start to finish
- Message templates sync from your Meta account
- Meta bills you directly; UnifyLoop adds no markup
- Sent, delivered, and read ticks on the messages you send
Meta’s rules, handled before you trip on them
WhatsApp has rules a busy team can easily break. Once a customer messages you, you can reply freely for 24 hours; after that, only a template Meta has approved can go out. The reply box knows which applies and offers your templates when the window has closed. Meta also doesn’t deliver marketing templates to US numbers right now, so UnifyLoop stops those before they send and suggests a utility template instead.
- Free-form replies inside the 24-hour window, approved templates outside it
- Opt-ins and opt-outs tracked on the contact; a STOP reply opts them out
- Automated WhatsApp messages wait for 8am–9pm in the recipient’s timezone
- Contacts you’ve chatted with are marked as on WhatsApp; numbers Meta refused are flagged
A shared inbox, not a shared phone
Assign a chat to someone, snooze it until tomorrow morning, or close it when it’s done, and undo if you clicked too fast. Keyboard shortcuts move through the queue. “Summarise with AI” catches you up on a long chat, and “Draft with AI” writes a reply for you to edit; it never sends on its own. Saved replies cover the questions you answer every day, and automations can send an approved template when a form comes in or a meeting is booked.
- Assign, snooze, close, and reopen, with undo
- Keyboard shortcuts: j and k to move, e to close, r to reply
- “Summarise with AI” and “Draft with AI”; a person always presses send
- Automations that send approved WhatsApp templates
Why do I need my own Meta app?
It keeps the number and the WhatsApp account in your name, and Meta bills you directly with no markup from us. The trade-off is setup: about 40 minutes in Meta’s developer screens. The guide in UnifyLoop links straight to each screen and helps you check each step before moving on.
Can I keep using the WhatsApp Business app on my phone?
Not on the same number. A number can be in the WhatsApp Business app or connected here, not both. Moving it means deleting its WhatsApp account on the phone first, and the chat history on that phone is lost, so decide which number your team should answer before you start.
Can I message leads who haven’t messaged me first?
Only with a template Meta has approved. For US numbers that means utility templates (order updates, appointment reminders, and the like), because Meta currently doesn’t deliver marketing templates to US numbers. In practice, WhatsApp works best as a channel your customers start and your team answers.
Does it handle group chats or WhatsApp calls?
No. UnifyLoop handles one-to-one chats between your business and a customer. Group chats and WhatsApp calling aren’t supported.
Step 3 of the customer journey.
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