Lets the Salesfinity AI Companion send WhatsApp Business messages and read message threads on request, with approval before every send.
What the WhatsApp integration does
Salesfinity's WhatsApp integration lets the AI Companion send messages through your WhatsApp Business account and read recent conversation threads when you ask. It is connected through Composio at the assistant level, and every outbound message requires your approval before it is sent. Salesfinity does not place WhatsApp calls; the dialer places phone calls, and WhatsApp here is a messaging channel the Companion can use alongside them.
Messaging
Send a text message to a number in your WhatsApp Business account
Send an approved message template where one is required by WhatsApp's rules
Read recent messages in a conversation thread
Check whether a prospect has replied
Outbound messaging on WhatsApp is governed by Meta's business messaging policies, including messaging windows and template approval. Those rules apply here exactly as they do when you message from WhatsApp directly.
Common use cases
Following up in the channel a prospect actually uses
In many regions, WhatsApp is where business conversations happen and email is ignored. After a connected call, ask the Companion to draft a short WhatsApp follow-up referencing what was discussed, review it, and approve the send.
Confirming a meeting the day before
A prospect booked a meeting on a call last week. Ask the Companion to send a short confirmation message and then check the thread for a reply, so the rep knows before the slot whether to expect them.
Reading back a thread before dialing again
Before a second attempt, ask the Companion what the prospect last said over WhatsApp. Calling someone who already answered a question in writing without acknowledging it is a fast way to lose the conversation.
How to connect WhatsApp to Salesfinity
In Salesfinity, open Settings → Integrations.
Select WhatsApp from the Composio-connected apps and choose Connect.
Authorize access to your WhatsApp Business account and select the phone number to use.
Confirm the connection returns to Salesfinity and shows as active.
Ask the AI Companion to read a recent thread to verify access before sending anything.
Frequently asked questions
Will the Companion message prospects without asking me?
No. Every outbound WhatsApp message requires your explicit approval. The Companion shows the recipient and the exact message text before sending.
Does the WhatsApp integration sync contacts into Salesfinity?
No. It does not import contacts or create calling lists. Contacts for the dialer come from a native CRM integration, a CSV upload, or List Builder.
Can I send bulk WhatsApp campaigns from Salesfinity?
No. This is for individual messages you approve, not bulk campaigns. Bulk business messaging on WhatsApp is subject to Meta's own rules and tooling, and Salesfinity does not provide a broadcast feature.
Do I need a WhatsApp Business account?
Yes. The integration operates through your own WhatsApp Business account and its approved sending number. A personal WhatsApp account is not supported.
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