WhatsApp and Instagram
Customer chats, on the customer's record
Connect WhatsApp Business and Instagram, and every conversation lands next to the customer's contacts, deals and invoices, so anyone on the team can pick it up.
Free for up to 3 users. No credit card required.
How does messaging work in Slateo?
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You connect your own WhatsApp Business account and Instagram account to Slateo. Messages from customers appear on their record in Slateo, and your team replies from there. When someone new messages you on WhatsApp, Slateo creates a lead for them, so no enquiry gets lost.
Connect
Your accounts, connected in minutes
Connect WhatsApp Business and Instagram from Slateo's settings through Meta's own sign-up. Create WhatsApp message templates in Slateo and see when Meta approves them.
New enquiries
Every new WhatsApp number becomes a lead
When someone you don't know messages you on WhatsApp, Slateo creates a lead with their number and the conversation. Link them to an existing customer in one step if you already know them.
See customers →
Instagram DMs next to everything else
Direct messages from a customer's Instagram account show on their record, alongside WhatsApp, calls and emails. Reply from Slateo once they've written to you.
Broadcasts
One message to the right customers
Send an approved WhatsApp template to every customer with a given status, like all active customers, and see who it reached and why any message failed.
Also in messaging
Delivery status
See whether each WhatsApp message was sent, delivered, read or failed.
Templates any time
Message a customer with an approved template even when they haven't written recently.
Full timeline
Messages sit with the customer's calls, emails, meetings and notes.
For restaurants
Restora uses the same WhatsApp connection for guest messages and bookings.
Included on every plan
WhatsApp and Instagram messaging are on every plan, including Free. Meta may charge for some WhatsApp messages under its own pricing.
Questions
Do I need a WhatsApp Business account?
Yes. Slateo connects to your own WhatsApp Business account through Meta's sign-up, so messages go out from your business number.
Why can't I send a normal message to every customer?
WhatsApp only allows free-form messages within 24 hours of the customer's last message. After that you send an approved template, which Slateo lets you pick and fill in.
What happens when a new number messages us?
Slateo creates a lead with the number and the conversation, so you can reply and later link it to an existing customer if you know them.
Can I message many customers at once?
Yes. A WhatsApp broadcast sends an approved template to every customer with the statuses you choose, and shows the result for each one.
Does Slateo work with Instagram?
Yes. Connect your Instagram account and direct messages from customers show on their record, where you can reply.
Bring customer chats into one place.
Connect WhatsApp and Instagram in minutes. No credit card required.