WhatsApp intake
Turn business messages into reviewed project records
Connect an official WhatsApp Business number, review incoming messages and media, and confirm what each becomes.
Status: planned for batch B7 — not yet available
The problem
Client instructions and supplier quotes arrive in chats and never reach the project record.
How it works
- Connect your WhatsApp Business account
- Review messages in an inbox beside suggested records
- Confirm enquiries, instructions, quotes or evidence
- Send only previews you approve
Evidence you can check
- Original messages stay as immutable evidence
- A chat reply alone never counts as contract approval
Honest limitations
- Personal chats and existing groups are not accessed
- Manual forwarding and exported-chat import are available alternatives
- Provider messaging fees are separate
See all connected workflow steps.
See it with your own documents
Request a live demo. We will reply personally — no automated sequences.