One number, the whole team
Your company’s WhatsApp stops living on one phone: the whole team answers from one inbox, and every chat arrives with its customer record and its owner.
CRM for WhatsApp
A CRM for WhatsApp is software that keeps every WhatsApp conversation next to the customer’s details and lets several people handle the same number without getting in each other’s way. In Aipiter, your company’s number is connected through the official WhatsApp Business platform; chats arrive in a shared inbox, everyone who writes in has a record with their number already confirmed and their full history, and every conversation shows its owner.
What happens to each message
Three things happen every time someone writes to your company’s number.
The message shows up in «Conversations» with its channel, its contact, who is handling it and the latest activity. A filter separates what «Needs attention» from what is «In progress» and from what is already «Resolved».
If the number was not in your panel yet, the first message creates the record with it, marked as confirmed by the channel. If the person was already there, because you imported them or added them by hand, the conversation joins their «Activity», alongside their bookings and their tasks.
«Take conversation» puts the chat in one person’s hands and their name moves to «Assignee». If the agent was answering, «Pause AI» stops it in that conversation until somebody presses «Resume AI».
None of these pieces depends on a particular phone or on who carries it in their pocket.
We connect your company’s number through Meta’s official WhatsApp Business platform, and each team member answers it from their own account. Your customers keep writing to the same number as always.
Each row in «Conversations» shows the contact, the status, the assignee and the last activity. The filter separates «Need attention», «In progress» and «Resolved», and anything without an owner shows as «Unassigned».
The record is created with the number the customer writes from, and the agent notes their name and language if they give them. In the lists, phone numbers are hidden.
When you take a conversation, your name becomes the assignee and the whole team sees where it stands. No more chats nobody answers, and no more double replies.
Each conversation shows whether the agent is handling it: «AI active», «AI paused» or «AI off · A person is handling it». Its steps stay in «Assistant activity», and how it decides is explained in WhatsApp assistant.
Each reply shows whether it was delivered and read, from «Accepted by Meta» to «Read». Voice notes, photos and documents are passed to a team member, who reviews them calmly.
From the phone to the inbox
While a single person answers from their phone, everything fits in their memory. Problems start when two or three people answer: the phone changes hands several times a day, someone asks who replied to a customer and nobody knows what was left open yesterday. With two of those signs, a CRM joined to WhatsApp saves time from the first week.
The free app is fine to start with, but it is still a phone and knows nothing about your customers outside the chat. With the number connected to the official platform, messages move to a team inbox, each chat joins a record and the agent replies with your business information. What the API involves is in WhatsApp Business API.
Each sector uses WhatsApp in its own way, and the record keeps what really happens in the chat:
An opt-out from messages is recorded per channel and respected from that moment, access or erasure requests are noted in the record and each account sees what its role allows. The measures are in security; what data we process and why, in the privacy policy.
Yes. The number is connected through Meta’s official WhatsApp Business platform, and we guide you through the sign-up. What it involves is explained in WhatsApp Business API.
Everyone on your team with access to the inbox, each with their own user and role. Each conversation shows who is looking after it.
Nothing. They write to the usual number from their WhatsApp; what changes is how you answer it.
WhatsApp lets you reply freely for a full day from the customer’s last message. After that it only accepts templates approved by Meta, the ones used by appointment reminders and WhatsApp campaigns.
Yes, from the customer’s record with «Add task»: what to do, when it is due and who is responsible. It shows in «Follow-ups».
Their opt-out is recorded for WhatsApp, someone on the team receives the chat and the agent does not write to them again, as the WhatsApp Business policy requires.
They stay in the inbox and in the records. That person loses access and a colleague takes over their conversations.
In the demo we open the inbox with chats like the ones in your sector, share conversations out across the team and explain how your number gets connected.
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