WhatsApp Business
The WhatsApp Business integration lets you chat with your leads directly from Tripdocks using your existing WhatsApp Business number. Inbound messages from leads automatically open a conversation thread in the CRM, and your team can reply without leaving Tripdocks.
You can connect multiple WhatsApp Business numbers to a single company account and optionally route each number to a specific team.
Supported Providers
Tripdocks connects to WhatsApp via three providers. Choose the one your business already uses, or sign up for one:
| Provider | Best for |
|---|---|
| Meta Cloud API | Businesses that manage their own WhatsApp Business Platform account directly through Meta |
| AiSensy | Businesses using AiSensy as their BSP (Business Solution Provider) |
| Gupshup | Businesses using Gupshup as their BSP |
Step 1 — Open the WhatsApp Integration Settings
- 1In Tripdocks, go to Settings > Integrations.
- 2Find the WhatsApp Business card and click Manage (or Set Up if this is your first number).
- 3Click Add Number to begin connecting a business number.
Step 2 — Enter Your Provider Credentials
Select your provider and fill in the credentials it requires:
Meta Cloud API
You’ll need the following from your Meta Developer App:
- Phone Number ID — Found under your WhatsApp Business Platform app > API Setup.
- WhatsApp Business Account ID (WABA ID) — Found in the same section.
- Permanent Access Token — Generate a System User token in Business Settings > System Users with the
whatsapp_business_messagingpermission. We recommend a permanent token (not a temporary one that expires). - Phone Number — The E.164 formatted number, e.g.
+919876543210.
AiSensy
- API Key — Found in your AiSensy dashboard under Developer Settings.
- Phone Number — Your AiSensy-registered business number in E.164 format.
Gupshup
- API Key — Found in your Gupshup dashboard under Account Settings.
- App Name — Your Gupshup app name (used to identify the sender).
- Phone Number — Your Gupshup-registered business number in E.164 format.
Step 3 — Configure the Webhook at Your Provider
After saving your credentials, Tripdocks will display a Webhook URL unique to this number. You need to register this URL with your provider so that inbound messages and status updates are forwarded to Tripdocks.
Meta Cloud API
- 1In your Meta Developer App, go to WhatsApp > Configuration.
- 2Under Webhook, click Edit and enter the Webhook URL shown in Tripdocks.
- 3For the Verify Token, enter any string you like — Tripdocks accepts any value here.
- 4Click Verify and Save.
- 5Under Webhook Fields, enable:
messages
message_status_updates(optional, for delivery receipts)
AiSensy
- 1In your AiSensy dashboard, go to Settings > Webhook.
- 2Paste the Webhook URL from Tripdocks into the webhook endpoint field and save.
Gupshup
- 1In your Gupshup dashboard, open your app and go to Settings > Webhook.
- 2Paste the Webhook URL from Tripdocks and save.
Step 4 — Assign a Team (Optional)
If you have multiple teams in Tripdocks, you can route this WhatsApp number to a specific team. When a new conversation comes in on this number, it will be visible to members of the assigned team by default.
Leave this blank to make the number available to all teams.
Step 5 — Activate the Number
Toggle the number to Active and save. Tripdocks will now start receiving inbound messages on this number.
How It Works
Inbound Messages
When a lead sends a WhatsApp message to your business number:
- 1Your provider forwards the message to Tripdocks via the webhook.
- 2Tripdocks finds or creates a conversation thread for that lead.
- 3If no lead record exists for that phone number, a new lead is created automatically.
- 4Your team sees the conversation appear in real time in the Chat section — no page refresh needed.
Outbound Messages
To send a message to a lead:
- 1Open the lead’s profile or go to Chat.
- 2Select the conversation and type your message.
- 3Click Send. Tripdocks routes it through the connected provider to the lead’s phone.
24-hour rule: WhatsApp restricts outbound messages to conversations that had inbound activity within the last 24 hours. Outside this window, you must send a pre-approved template message. Template message support is coming soon.
Message Delivery Status
For providers that support it (Meta Cloud API), Tripdocks shows delivery and read receipts inline in the conversation thread.
Managing Multiple Numbers
You can connect as many business numbers as needed — for example, one per regional office, or one per team. Each number is configured independently and can use a different provider.
To add another number, go to Settings > Integrations > WhatsApp Business and click Add Number.
Disconnecting a Number
To remove a number, open its settings in Settings > Integrations > WhatsApp Business, scroll to the bottom, and click Remove. This deletes the number’s configuration and webhook from Tripdocks. Existing conversation history is preserved but the number will no longer receive messages.
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