WhatsApp Integration 10/7/24
Why did we build this feature?
While many Team Engine customers use email and text to reach their workforce, some employees may never check these channels, missing out on important updates. Without an email address or reliable phone for texts, vital information can be overlooked, leading to misunderstandings and feelings of being undervalued.
Businesses using the H-2B visa program often rely on WhatsApp to communicate with workers before they arrive in the U.S. Previously, this had to be done outside Team Engine using personal phones. Some of our customers, especially those with Latino employees, even carried separate phones for work and personal WhatsApp messages.
Our new WhatsApp messaging tool solves these challenges, offering more ways to engage your workforce. You can now expect the same features you already depend on—scheduled and recurring messages, group announcements, automations, and more—through WhatsApp.
What Can this integration do?
- Meta Login
- You will need a Meta account to connect WhatsApp to Team Engine. Ideally, your meta account will have access to your company's Meta Business Portfolio, though if you do not have this account we can create one for you.
- WhatsApp Number Storage
- Employee profiles in the directory now have a field to store WhatsApp numbers, and all international numbers are supported.
- Employee 1:1 Messaging
- The feature initiates conversations using a templated message. Recipients must reply to this template to receive the message generated by the user.
- Employee Announcements
- The feature initiates conversations using a templated message. Recipients must reply to this template to receive the message generated by the user.
- Employee Automations
- This feature registers all customer automations as templates with Meta. Then, when an automation comes due, the message is sent out to recipients. WhatsApp recipients will receive automation content instantly since the automation has been registered as a template.
Limitations of this build
- WhatsApp messaging only works for single-org accounts.
- Depending on when you became a customer, setting your account up for WhatsApp entails either changing your account's phone numbers or running the risk of a brief disruption in message delivery.
- Once your account is set up, logging into WhatsApp locks you into your current phone numbers.
- Employee messaging only.
Setup Instructions
As of today, our customer success pros will guide you through setting this integration up for your account. If you are a customer with only a single organization, you can navigate to the Team Engine settings menu and email our team. They will be in touch each step of the way and guide you through the setup process!