Table of Contents
At a Glance #
The WhatsApp module has nine sub-areas:
- Phone Numbers — manage which WhatsApp numbers are connected, plus their quality/health status.
- Chat — real-time messaging with contacts.
- Message Templates — pre-approved templates required for outbound messaging, with AI-assisted content generation.
- Campaigns — bulk broadcast messages to lists of contacts. Open them from WhatsApp → Campaigns in the sidebar (9.4).
- Business Profile — the about/description/address/picture/display-name your customers see on WhatsApp, opened per-number from a row button on Phone Numbers rather than its own sidebar item (9.5).
- Usage & Costs — estimated monthly message volume and cost by template category (9.6).
- Catalogs — browse and edit the Meta product catalogs connected to your WhatsApp Business Accounts, and share products in chat (9.7).
- Forms — build multi-page forms customers fill in inside WhatsApp, with reusable data lists, seat reservations, a response inbox and statistics (9.8).
- Connect your current number — keep using the WhatsApp Business app on your phone while Peikly adds campaigns, a team inbox and automation (9.9).
Prerequisite for all WhatsApp features: A connected Meta Platform (see Section 8).
Which option should I choose? #
| Use Case | Best Option | Why |
|---|---|---|
| One-to-one reply to a customer | 9.2 WhatsApp Chat | Best for real-time conversation and support handling |
| First outbound message to a contact | 9.3 WhatsApp Message Templates | Required outside the 24-hour session window |
| One message to many contacts | 9.4 WhatsApp Campaigns | Built for audience selection, scheduling, and tracking |
| Keep using my number in the WhatsApp Business app and add Peikly | 9.9 Connect the Number You Already Use | Keeps your number, chats and app; Peikly adds campaigns and a team inbox |
| Ongoing lead or support thread | WhatsApp Chat or 10.3 Email Conversations | Choose based on customer responsiveness and channel preference |
Common Use Cases #
- Welcome a new lead after a form or inbound message.
- Send reminders for appointments, deliveries, or bookings.
- Re-engage inactive contacts with a promotion or follow-up.
- Run abandoned-cart recovery when timing matters.
