WhatsApp on Autopilot — and Live when it matters

• In BigLead, go to Settings → Integrations → WhatsApp and click Connect WhatsApp.
• Meta's official popup opens — log in with your Facebook, pick (or create) your WhatsApp Business Account and phone number, and add a payment method for Meta's messaging charges.
• Finish the popup and you're connected — BigLead wires up everything behind the scenes, including two-way messaging.

Note: Use a number that isn't active on the WhatsApp mobile app (or migrate it). Meta bills message costs directly to you — BigLead never touches that payment.

• Go to Settings → WhatsApp Templates → New template.
• Write your message using {{1}} for the lead's name and {{2}} for the project name — BigLead fills them automatically on every send. Add quick-reply buttons like "Yes, interested" or an image header for marketing messages.
• Watch the live WhatsApp preview, then submit. Meta reviews templates (usually minutes to a few hours) — track the status on the same page and click "Use as welcome" once approved.

Note: Utility templates approve faster and cost less than Marketing ones. Avoid salesy wording — that's the #1 rejection reason.

• Every new lead now gets your welcome message within seconds of arriving — from any source: Facebook ads, website forms, or manual entry.
• In Settings → Integrations → WhatsApp → Reply automation, add qualify keywords (e.g. yes, interested, call me) and pick a qualified stage.
• When a lead replies with a keyword — or taps a quick-reply button — they're automatically moved to that stage and the assigned agent is alerted instantly.

Note: Bulk CSV imports never auto-message — that's deliberate, to protect your number's quality rating from spam reports.

• Open Live Chat from the sidebar — every WhatsApp conversation appears with unread counts, sorted by latest.
• Reply in real time with delivery and read ticks, just like WhatsApp. Admins see all conversations and can assign any conversation to an agent — assigned agents see only their own chats.
• If a lead sends a photo or document, download it straight to your device with one click.

Note: WhatsApp's 24-hour rule: you can type freely for 24 hours after the lead's last message. After that, BigLead switches the composer to your approved template — one send re-opens the conversation when they reply.