Start new whatsapp conversation with approved templates by trigger | Community
Skip to main content
Answered

Start new whatsapp conversation with approved templates by trigger

  • May 24, 2023 7:41 AM UTC
  • 6 replies
  • 866 views

I am looking for a way to automatically start new Whatsapp conversations—using approved Templates (triggered by events that are synced from the product to IC).

I know that this is not possible with the current Whatsapp integration and that only 1:1 conversations can be started via the Inbox.

Does anyone have any ideas on how I could implement this? Has a workaround perhaps been found?

If not, an external solution would also be conceivable. I would be grateful for any advice.

Best answer by Jacob Cox

Hi @MichaelS !

Any setup like this would require the sending of a WhatsApp message through the Intercom public REST API. Currently, the API doesn’t have this ability so I’m not terribly hopeful of their being a 3rd party solution out there for this workflow. I’ll flag having the ability to send WhatsApp messages via our API as a Feature Request with our Product Team though!

View original

6 replies

Shauna
Intercom Team
Forum|alt.badge.img+6
  • Intercom Team
  • May 30, 2023 1:54 PM UTC

Adding in @Milan, @Nathan Sudds & @Kevin Bendixen in case they can advise 🙏🏼


Jacob Cox
Intercom Team
Forum|alt.badge.img+5
  • Sr. Technical Support Engineer
  • Answer
  • Jun 4, 2023 3:46 PM UTC

Hi @MichaelS !

Any setup like this would require the sending of a WhatsApp message through the Intercom public REST API. Currently, the API doesn’t have this ability so I’m not terribly hopeful of their being a 3rd party solution out there for this workflow. I’ll flag having the ability to send WhatsApp messages via our API as a Feature Request with our Product Team though!


  • New Participant
  • Sep 6, 2023 2:54 PM UTC

I have a question relating to a prior step in this process:

I’ve verified my Whatsapp-account, linked it to the Intercom application and built a few message templates within WhatsApp Manager. Somehow I’m still not able to choose this channel even though (I think) the requirements to do so are met.

Obvious screenshot as superfluous proof.


Alberto Alvo
  • New Participant
  • Jan 16, 2025 11:21 PM UTC

It would be very helpful to have the feature to use the REST API to send a whatsapp outbound message using a template,  This is a feature most platforms have.

Ive added the feature request here, please help me upvote it:

 

 


  • New Participant
  • Feb 10, 2025 2:42 PM UTC

Hey ​@MichaelS,

not sure if this fits your use case, but you can use Series to start a WhatsApp Conversation.

When starting the Series you have to select the Template which has to be used. Within this Series you can also select your triggers and create the path, the user should be guided through.


Tarek Khalil
Forum|alt.badge.img+1
  • Active User
  • Oct 18, 2026 10:34 AM UTC

Hey ​@MichaelS,

Old thread, so this is an update for people landing here later.

Florian's Series answer is the native route and it still works: a Series can have a WhatsApp step with an approved template, triggered by events you send from your product, and Intercom bills those as Bulk WhatsApp Sent usage. Marketing templates to US numbers are blocked, and recipients must have opted in.

If your trigger lives in your own backend and you'd rather just call an endpoint, Octopods has one (full disclosure, I am part of the company, and it's third-party). You POST to an approved template's endpoint with the destination phone and variables, and replies land in Intercom (it opens an intercom conversation if there wasn't one already).

One small nuance: Meta allows one active registration per number, so you'd connect the number to Octopods instead of Intercom's own WhatsApp channel, and as far as I know Intercom's Series would then not send from it. Pick one per number.

Hope this helps!