CRM for WhatsApp
Your customers are on WhatsApp. Now your CRM is too.
Customer chats land in PromptLab’s shared Inbox, on the right account. Reply from the CRM, and ask the assistant from your phone.
Ravi Menon
Vardon Coatings
Hi, can you send the CoA for batch 2291? QA is holding the delivery.
PDFCoA-2291.pdf
Here you go — next batch ships Thursday.
Thanks! Can we get pricing for 5 t next quarter?
In PromptLab
Vardon Coatings
WhatsApp thread on the account · task: quote 5 t for Q1
A day on WhatsApp, with PromptLab
Connect a WhatsApp sender on your own Twilio number, and the whole team works from one Inbox.
08:00
Your digest arrives on WhatsApp
Link your own WhatsApp to PromptLab and the day's digest comes to you there.
09:12
Ravi asks for a certificate
His message lands in PromptLab's shared Inbox, on the Vardon Coatings account, next to email.
09:20
You reply from the CRM
The answer goes out from your business number, and the PDF stays on the thread.
11:05
He asks for next quarter's price
You turn the message into a task, so the quote doesn't get lost in the chat.
Next day
Outside the 24-hour window
WhatsApp only allows free-form replies for 24 hours, so PromptLab sends an approved template instead.
17:45
Ask the assistant from your phone
“What's still open with Vardon?” — PromptLab's assistant answers right in WhatsApp.
Step 1
Pick your number
Choose a WhatsApp-enabled Twilio number in PromptLab.
Step 2
Point Twilio at PromptLab
Paste the webhook address PromptLab shows into your Twilio sender.
Step 3
Start talking
Messages arrive in the shared Inbox; replies go out from your number.
Frequently asked questions
Do I need a Twilio account?
Yes. The shared Inbox connects to a WhatsApp sender on your own Twilio number. New senders have to be verified with Meta before they can message customers.
Can I use my personal WhatsApp for customers?
Not for the shared Inbox — it uses a WhatsApp Business sender. You can link your personal WhatsApp to PromptLab's assistant to get your digest and ask it questions.
Can I message a customer who hasn't written in a while?
WhatsApp allows free-form messages within 24 hours of the customer's last message. Outside that window, you send a template message approved through Twilio.
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