Product · WhatsApp and SMS

Text from the lead.Replies land right back on it.

Send SMS and WhatsApp messages from any lead's page, start from a template or a suggested reply, and see every reply on the lead's timeline and in your Inbox. Opt-outs, consent, send hours and number warm-up are handled for you.

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SMS and WhatsApp on Essentials, Growth and Scale

SMS ConversationDelivered

Meridian HealthNina Alvarez · from your workspace number

142 / 1,600

Preview (final body)First text to this lead

Hi, it's Nina from Acme Sales. Is Thursday at 10 still good for the demo? Reply STOP to opt out.Opt-out line added for you

SMSWhatsAppUse TemplateSuggest replyAttachSend

How it works

From linked number to first reply in four steps

No separate texting app. Your team works both channels from the lead.

Link WhatsApp

Scan a QR code from WhatsApp's Linked Devices screen, the same way WhatsApp Web connects. One shared company number, plus a personal one per person.

Connect Company WhatsApp

Use your SMS number

Texts go from your workspace's SMS-capable phone number. Save templates with first name, last name and lead name tags.

New Template

Write from the lead

Pick the contact, type or start from a template, or ask for a suggested reply. The first text to a new lead shows its opt-out line before you send.

SMS

Answer in one place

Replies are matched to the contact and land on the lead's timeline and in the Messages tab of your Inbox.

Inbox → Messages

One conversation, start to finish

Text, reply, follow up. The lead's timeline keeps both channels.

Scroll to follow Nina Alvarez confirming a demo with Meridian Health.

PreviewedNina writes the text. The opt-out line is added to the preview.

DeliveredThe status moves from Queued to Delivered.

RepliedThe reply lands on the lead and in the Inbox.

Followed upNina sends the agenda on WhatsApp from the company number.

SMS ConversationWhatsApp sent

Meridian Health+1 617 555 0190

142 / 1,600

ThreadSMS

Hi, it's Nina from Acme Sales. Is Thursday at 10 still good for the demo? Reply STOP to opt out.

Yes, Thursday works. Can you send the agenda first?

Status

QueuedDeliveredReply matched to the leadInbox · Messages

Meridian HealthActivity

WhatsApp · Company WhatsApp · Agenda.pdfNow

SMS · Reply receivedInbox

SMS · Nina AlvarezQueuedDelivered

Call · Tom Fischer · Callback RequestedMon

Lead · CreatedLast week

sample values

What's in WhatsApp and SMS

Everything a rep who texts all day needs

SMS conversation

Every text sent and received on the lead, with delivery status on each outgoing message.

Opt-outs handled

A reply of STOP blocks further texts and confirms it. START turns texts back on.

SMS templates

Save templates by category and share them with the team. Name tags are filled in when the text is sent.

Consent and send hours

Texts to leads without consent, or outside allowed hours in the lead's time zone, are blocked.

WhatsApp by QR code

Link a company number and personal numbers by scanning a code, no setup project needed.

Number protection

Warm-up limits, hourly and daily caps and a pause between sends help keep your number in good standing.

Suggested replies

Ask the AI for a suggested reply in the SMS or WhatsApp composer, then edit before you send.

One Inbox

SMS and WhatsApp replies arrive in the Messages tab of your Inbox and on the lead's timeline.

A closer look

Three things teams switch for

SMS compliance

Opt-outs and consent are checked before every text

The first text to a new lead gets your opt-out line, "Reply STOP to opt out." by default. Opt-out keywords block further texts, and sends to leads without consent or outside allowed hours are refused.

Edit the opt-out wording, up to 80 characters
Opt-out keywords include STOP, UNSUBSCRIBE, CANCEL, END and QUIT
Texts to US numbers need an approved A2P 10DLC registration
Only the lead can undo an opt-out, by replying START

Essentials, Growth and Scale.

Send check · Meridian HealthAllowed

Opt-out statusSubscribed

ConsentGranted

Lead's local time10:14

Opt-out lineAdded to first text

A2P 10DLC (US)Not needed (non-US number)

sample values

WhatsApp safety

Warm-up limits that protect your number

A newly linked number starts slow and earns its limit. Each account card shows Sent today and Sent this hour against the caps, and copy-paste blasts to many people are blocked.

First 7 days: 20 messages a day
Days 7 to 14: 80 a day
After 14 days: 200 a day and 30 an hour by default
At least 3 seconds between sends

Company WhatsAppConnected · 14 of 200 today

Raj Malhotra · Personal6 of 80 today

Tom Fischer · PersonalDisconnected

Reconnect

Blocked: same message to 3 contacts within 10 minutes.sample values

Texting at scale

Many leads, still one text at a time

To text a list, add a Send SMS step to a workflow and let the trigger pick the leads. Each send goes through the same opt-out, consent and send-hour checks as a text from the lead page.

Trigger on a status change, form or call outcome
Hold steps inside a send window
Wait for a reply before the next step

WorkflowActive

1Trigger: Lead Status Changed → Qualified2Send SMS3Wait for Event: reply · 24 h4Call Task

Goal: Reply Received

Works with the rest of Pitch2Sale

A text is never a dead end

Leads Every text and WhatsApp message sits on the lead's timeline.Inbox SMS and WhatsApp replies in the Messages tab.Calling SMS goes from the same workspace numbers you call from.Workflows Send SMS steps text many leads with the same checks.Compliance Consent per lead and channel, with send-hour rules.Deal Coach A short SMS draft from the lead's history.Reports Texts count in the Activities tab with calls and emails.Email Switch channels on the same lead without losing the thread.

FAQ

Questions about WhatsApp and SMS

Which plans include WhatsApp and SMS?

Both are on Essentials, Growth and Scale.

Do you support the official WhatsApp Business API?

Numbers connect by QR code, like WhatsApp Web. There is no screen to connect an official WhatsApp Business (Cloud API) number yet, so template messages and the 24-hour session window are not available.

Can I send a WhatsApp broadcast?

No. A QR-linked number cannot message five or more people in one send, and the same text to many contacts in a short time is blocked.

How do I text a whole list?

Use a Send SMS step in a workflow. The lead page sends one text at a time.

Can I send pictures by SMS?

Not from the app. WhatsApp messages can carry images, video, audio and documents.

Can I text US numbers?

Only with an approved A2P 10DLC registration. Registration is not available in the app yet; contact support. Texts to non-US numbers are not affected.

Which number do texts come from?

Your workspace's first SMS-capable number. Choosing a number per text is not supported yet.

Does my phone need to stay online for WhatsApp?

Yes. A QR-linked number depends on the phone staying online with WhatsApp installed. If it drops, click Reconnect and scan again.

Send the next text from the lead.

Get started, link WhatsApp with a QR code, and your first reply lands on the lead.