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How WhatzCRM Works

WhatzCRM works by connecting your official WhatsApp number and routing all communication through the CRM dashboard.


High-Level Flow

  1. Customer sends a WhatsApp message
  2. Message reaches Meta WhatsApp Cloud API
  3. Webhook sends event to WhatzCRM
  4. Message appears in the shared inbox
  5. Agent replies from dashboard
  6. Conversation is saved under the contact

Why This Matters

  • No messages are lost
  • All agents see the same context
  • Complete customer history is maintained