WhatsApp/Resources
Explore WhatsApp guides, answers, and setup workflows.
Browse campaign playbooks, API tutorials, and policy answers to connect your WhatsApp numbers, launch approved templates, handle customer replies, and track revenue.
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Plan a campaign
The Basics of WhatsApp MarketingLearn how outbound broadcasts, approved templates, two-way replies, and in-chat Flows work together across your customer lifecycle.WhatsApp Marketing Launch GuidePrepare your first WhatsApp broadcast with verified opt-ins, approved templates, reply routing for your team, and conversion tracking.How to Grow Your WhatsApp Subscriber ListCapture opted-in subscribers from checkout, web forms, QR codes, and click-to-WhatsApp ads while tracking acquisition sources and consent.A WhatsApp Ecommerce Campaign BlueprintConnect your product catalog and audience segments to run back-in-stock alerts, abandoned-cart reminders, and attributed checkout flows.
Create a useful customer experience
How to Write Effective WhatsApp TemplatesWrite WhatsApp templates that pass Meta review, pick the right template category, add quick-reply or URL buttons, and preview variable fallbacks.14 Ways to Personalize WhatsApp MarketingTailor WhatsApp campaigns using purchase history, browse triggers, live catalog items, and localized offers that lead directly to checkout.12 Practical WhatsApp Campaign ExamplesAdapt twelve ready-to-use campaign playbooks for product launches, cart recovery, and re-engagement, complete with sample template copy.Practical AI Tactics for Email, SMS and WhatsAppDraft template variants, segment audiences, answer product questions in chat, and analyze campaign conversions across email, SMS, and WhatsApp.
Measure and grow
How to Benchmark WhatsApp Marketing PerformanceTrack delivery, read, reply, and conversion rates by audience cohort and template category to spot drop-offs and improve campaign return.How to Calculate WhatsApp Marketing ROIEstimate WhatsApp campaign ROI from Meta's per-message rates, average order value, contribution margin, and attributed revenue.How to Scale WhatsApp MarketingExpand your WhatsApp sending volume while protecting your number's quality rating with audience segmentation, frequency caps, and automated replies.How to Choose a WhatsApp Marketing PlatformCompare WhatsApp platforms on WABA ownership, template management, inbox handoff, revenue attribution, transparent pricing, and number migration.
Coordinate channels and seasons
How to Coordinate Email and WhatsApp MarketingCoordinate email and WhatsApp sends in one journey by syncing channel consent, pausing follow-ups after a purchase, and deduplicating attribution.Email Lessons for SMS and WhatsApp MarketingTranslate your email segmentation, lifecycle triggers, and A/B testing habits into concise, conversational SMS and WhatsApp campaigns.How to Build a WhatsApp Campaign CalendarMap out seasonal retail dates, regional holidays, and template approval lead times so your campaigns are approved before peak traffic.Build Customer Loyalty on WhatsApp During Peak SeasonKeep peak-season shoppers coming back with conversational gift finders, proactive shipping updates, self-serve return flows, and restock alerts.
Build and operate WhatsApp
Prepare a WhatsApp AI agent and handoffConnect your product knowledge base and order lookup tools to answer customer questions automatically and escalate complex chats to a human agent.Authoring WhatsApp templatesCreate a WhatsApp template of your own, by duplicating one from Bird's catalog or starting from scratch, then write each language, submit it for review, and send it.Business-scoped user IDsWhy WhatsApp contacts reach you without a phone number, what a business-scoped user ID is, and how to ask a contact to share their number.Design a WhatsApp calling journeyRequest in-chat call permission, route inbound and outbound WhatsApp voice calls to your team, and follow up in the same conversation thread.Connect click-to-WhatsApp ads to business outcomesCapture referral metadata from Facebook and Instagram click-to-WhatsApp ads, qualify leads in chat, and attribute completed orders to the originating campaign.Connect a WhatsApp commerce journeyShare product recommendations in chat, guide shoppers to checkout, and send order and shipping updates in the same WhatsApp thread.WhatsApp eventsTrack outbound message delivery, read receipts, and failure reasons through the events API and real-time webhooks.WhatsApp groupsRun a conversation with several customers at once in one WhatsApp chat: what groups are for, who can create them, and how people join by invite link.Launch a useful WhatsApp campaignSegment opted-in contacts, schedule approved marketing templates, route customer replies to your inbox, and measure attributed sales.WhatsApp logSearch and filter outbound WhatsApp messages in the dashboard to inspect delivery statuses, event timelines, and error details.WhatsApp service messagesCompare the nine free-form message formats available inside the 24-hour customer service window, including how Bird fetches media URLs and handles failed downloads.WhatsApp audio messagesSend a voice note or audio clip by URL on WhatsApp, check the file size and format limits, and download inbound audio messages from contacts.WhatsApp contact cardsSend up to five formatted contact cards in a single WhatsApp message, include fields that render a tappable message button, and parse contact cards shared by customers.WhatsApp document messagesSend a PDF, spreadsheet, or other file by URL on WhatsApp, its size and filename limits, and how to read an inbound document.WhatsApp image messagesSend a photo or graphic by URL on WhatsApp, its size and caption limits, and how to read an inbound image a contact sent you.WhatsApp interactive messagesSend reply buttons, list menus, link buttons, media carousels, and location or contact requests inside an open customer service window.WhatsApp media carouselsSend two to ten swipeable WhatsApp cards, each with its own image or video and buttons, and read which card the recipient acted on.WhatsApp contact info requestsAsk a WhatsApp recipient to share a phone number with a single button, and read the contact card they send back.WhatsApp link buttonsSend a WhatsApp message with one call-to-action button that opens a URL, and see what a tap does and does not report back.WhatsApp list menusPresent up to ten selectable options grouped into sections in a WhatsApp list menu, and capture the option your customer selected from their reply.WhatsApp location requestsAsk a WhatsApp recipient to share their location with a single button, and read the coordinates that come back as an inbound message.WhatsApp reply buttonsSend up to three tappable quick-reply buttons on a WhatsApp message and read which one the recipient chose from the reply.WhatsApp location messagesSend a pin with a latitude and longitude on WhatsApp, its coordinate and text limits, and how an inbound location shared by a contact reads back.WhatsApp plain text messagesSend a plain-text WhatsApp message with an optional link preview, check character limits, and handle incoming text replies.WhatsApp sticker messagesSend a WebP sticker by URL on WhatsApp, its size limits for static and animated stickers, and how to read an inbound sticker.WhatsApp video messagesSend a video clip by URL on WhatsApp, its size and caption limits, and how to read an inbound video a contact sent you.Plan a WhatsApp migration from 360dialog to BirdMove your WABA, partner app integrations, webhooks, and native Flows from 360dialog to Bird without losing active customer conversations.Plan a WhatsApp migration from Infobip to BirdTransition your WhatsApp senders, Moments journeys, Conversations queues, and SIP or WebRTC call routing from Infobip to Bird.Plan a WhatsApp migration from Twilio to BirdMap Twilio Content SIDs, Messaging Services, status callbacks, and Studio or Flex workflows to Bird templates, senders, and webhooks.Plan a WhatsApp migration from Wati to BirdTransfer Wati broadcast tags, shared-inbox routing, tracked link domains, and opt-out lists into Bird while keeping lead and order context intact.Build a focused WhatsApp FlowBuild multi-step forms that open directly inside WhatsApp to collect bookings, preferences, or lead details without sending customers to an external web page.Opt-outs and keywordsHow Bird answers STOP and START on your numbers, how a suppression or an opt-out preference stops your sends, and how to change the replies or add keywords of your own.WhatsApp overviewHow Bird WhatsApp works: send templates from a Bird-managed or your own number, receive messages, track delivery, and find each guide.WhatsApp phone numbersThe two kinds of WhatsApp sender: Bird-managed numbers that need no setup, and a number of your own connected through Embedded Signup.Use read acknowledgements, typing and reactionsShow customers that their message was read, display a typing indicator while your app or AI agent prepares a reply, and send or receive emoji reactions.Receiving WhatsApp messagesReceive inbound WhatsApp messages in your webhook endpoint or dashboard inbox, download customer media files, and match replies to prior sends.Receiving WhatsApp audioRead an inbound WhatsApp audio message, tell a recorded voice note from an attached file, and fetch the audio a contact sent you.Receiving WhatsApp contact cardsParse contact cards shared from a customer's address book and distinguish them from phone numbers submitted through a contact-info request button.Receiving WhatsApp documentsRead an inbound WhatsApp document, its filename and caption, and fetch the file a contact sent you without trusting the name they gave it.Receiving WhatsApp imagesReceive inbound WhatsApp photos with their captions and download the stored image file using your API key.Receiving WhatsApp interactive repliesCapture which quick-reply button, list menu option, or carousel card a customer tapped so your application can route the next step.Receiving WhatsApp locationsRead an inbound WhatsApp location, the place name and address it sometimes carries, and the pin that answers a location request you sent.Receiving WhatsApp text messagesReceive plain-text replies from WhatsApp contacts via webhooks or the API, including context when the customer quotes an earlier message.Receiving WhatsApp stickersRead an inbound WhatsApp sticker, tell an animated one from a static one, and fetch the WebP file a contact sent you.Unsupported WhatsApp message typesRead an inbound WhatsApp message whose content the API does not model, including catalog orders and system notices, and handle a content type added later.Receiving WhatsApp videoRead an inbound WhatsApp video message, its stored media reference and caption, and fetch the clip a contact sent before it expires.Sending WhatsApp messagesSend approved WhatsApp templates and free-form service messages over the API, understand how asynchronous acceptance and delivery webhooks work, and see when messages are billed.Resolve a WhatsApp customer-service requestRoute incoming WhatsApp inquiries to the right agent or queue, track the 24-hour reply window, and link customer identity to your CRM or helpdesk.WhatsApp templatesBrowse approved WhatsApp templates in your workspace, inspect their categories, approved languages, and variable placeholders, and send them via the API.WhatsApp authentication templatesSend a one-time passcode over WhatsApp with an authentication template, including the copy-code button and the business verification gate.WhatsApp marketing templatesSend a promotional WhatsApp message with a marketing template, including the business account you need and the opt-out expectation.WhatsApp utility templatesSend order updates, appointment reminders, and account notices over WhatsApp with a utility template, and fill its variables correctly.WhatsApp metricsHow to read the WhatsApp Metrics page in the Bird dashboard: delivery and failure rates, accepted volume, latency, and the per-dimension breakdowns.
WhatsApp explained
How do click-to-WhatsApp ads differ from WhatsApp campaigns?Click-to-WhatsApp ads bring new prospects from Facebook and Instagram into a chat, while WhatsApp campaigns reach opted-in contacts with outbound templates.Do I need Meta verification before connecting a WhatsApp number?You can connect and send from your own WhatsApp number before Meta verifies your business, but the number itself must complete phone verification during setup.How do I change my WhatsApp business display name?Submit the new display name on your number's profile for Meta review. Your current name stays visible until approval, and a pending request cannot be canceled.How do I check whether WhatsApp will accept a phone number?Run Bird's WhatsApp number precheck before purchasing a number to confirm whether Meta will accept it for onboarding.How do I choose a WhatsApp Business API provider?Compare WhatsApp providers on account ownership, per-message markups, API setup, delivery webhooks, and number migration support.How does WhatsApp Embedded Signup work?See how Embedded Signup links your Meta Business Portfolio and WhatsApp Business Account to Bird, who needs admin access, and which setup steps follow.How is WhatsApp Business API messaging billed?Understand Meta's delivered-message charges, category rules, free entry points and provider fees before estimating a WhatsApp API bill.What are WhatsApp interactive messages, and which one should I use?Compare quick-reply buttons, list menus, and URL buttons by option limits and see which format fits your customer prompt.What is a WhatsApp click-to-chat link, and how do I build one?Build a WhatsApp link with your international number and optional encoded text, or create a short link whose prefilled message can change after publishing.What is a WhatsApp message template?Use approved WhatsApp content outside the service window, check which language can send, and create a fresh draft when you need to change a submitted version.What is the 24-hour customer service window on WhatsApp?Reply with free-form WhatsApp content within 24 hours of the customer's message or call, and use an approved template when that conversation window closes.What is WhatsApp opt-in?Learn what Meta requires in a WhatsApp opt-in prompt, how to store permission records, and why an inbound customer message differs from marketing consent.Is a WhatsApp AI agent the same as MCP access?A customer-facing AI agent answers shoppers and support inquiries in WhatsApp, while MCP access lets your internal AI tools query and manage your Bird workspace.WhatsApp Business app vs API: which do I need?Choose the WhatsApp Business app for hands-on conversations or the API for software-driven messaging, delivery events and team workflows.Is WhatsApp calling the same as a telephone call?WhatsApp Business Calling connects voice calls over data inside the WhatsApp thread with in-chat call permission, rather than dialing over the public phone network.Is a WhatsApp campaign the same as a group?A campaign sends private one-to-one messages to each recipient, while a group brings multiple participants into a shared chat thread.What is the difference between a failed and a rejected WhatsApp message?Distinguish messages blocked before sending from messages that failed during delivery, check the error code, and pick the right retry or fix.How are WhatsApp Flows different from automation journeys?WhatsApp Flows collects structured form inputs inside the chat, while an automation journey orchestrates follow-up messages, routing, and backend actions.Does a WhatsApp read count as a conversion?A read receipt confirms that the customer opened your message, whereas a conversion tracks a completed action like a checkout, booking, or lead form.Why can a WhatsApp Business Account or number stop sending?A WhatsApp number can hit a rate limit, account restriction, or ban. See how to check your sender status in Bird and when to submit an appeal in Meta.Why was my WhatsApp template rejected?Check the rejection reason for each language to tell a Meta policy rejection apart from a formatting error, then edit and resubmit your template.
Account, policy and delivery help
WhatsApp account restrictions and appealsFind WhatsApp quality, restriction and ban states in Meta and Bird, request a review, and understand what Bird support can change.WhatsApp authentication-international ratesWhy authentication codes to some countries cost more, what Meta checks before charging the higher rate, and how you learn your start times for each market.WhatsApp business verificationUnderstand business verification, number verification and the requirements shown for your account.The WhatsApp customer service windowThe 24-hour customer service window on WhatsApp: when it opens, when it resets, and why reaching someone outside it takes an approved template.Marketing templatesHow a marketing template sends over Meta's Marketing Messages API, what the business account's onboarding status means, and where marketing is limited.Number quality and messaging limitUnderstand the quality rating and messaging allowance reported for your business, and the steps that protect your ability to reach customers.Why pre-verification fails, and when to try againCheck the verification route, code lifetime and retry timing when a code does not arrive.WhatsApp template guidelinesWhat Meta allows in a WhatsApp template: per-component character limits, variable rules, the review timeline, and the reasons templates get rejected.
Choose the task you are working on
WhatsApp marketingLaunch targeted promotional campaigns, track conversions, and handle customer replies.WhatsApp APISend templates and service messages from your app and track real-time delivery webhooks.WhatsApp conversationsRoute customer inquiries to your support team with order context and AI assistance.Meta business agentResolve common questions from your approved knowledge base and escalate complex requests to agents.WhatsApp coexistenceKeep using your Business app while adding API sends on the same number.WhatsApp groupsInvite customers and specialists into a shared group chat.
Keep the next step connected
WhatsApp platformSee how messaging, templates, flows, calling, and inbox tools work together.WhatsApp FAQsGet direct answers on number setup, Meta verification, templates, and pricing.Compare platformsCompare WhatsApp providers on pricing, onboarding, and migration paths.Get startedConnect your number, submit your first template, and test a live reply.
Put it into practice.
Continue with the documentation, guides and examples for this topic.
Watch the guideConnecting WhatsApp to Bird: from buying a number to a live channelUse the toolWhatsApp message builderFollow the learning pathBuild your first integration
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Connect your WhatsApp number and launch your first workflow.
Connect your WhatsApp number, get your first templates approved, and test outbound delivery and customer replies in your workspace.