WhatsApp

Sends automated messages, manages approved templates, and handles customer media flows through the WhatsApp Business API to keep your conversations in sync with your CRM.

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Why use Ceven?

  1. AI native WhatsApp integration

    • Describe the outcome and Ceven picks the right WhatsApp calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your WhatsApp data, across all 17 of its actions.
  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke WhatsApp access.
    • Per user and per environment credentials instead of shared keys.
  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in WhatsApp, when, and on whose behalf.
    • The agent pauses and asks when WhatsApp is unclear instead of plowing ahead.
  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach WhatsApp.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every WhatsApp action to support review and sign off.

Supported tools

Every action Ceven's agents can run on WhatsApp, and when to use it.

Send message
Use this to send a standard text message to a user who has messaged you within the last 24 hours.
Send template message
Send a pre approved template to a user. Use this for marketing or to restart conversations outside the 24 hour window.
Send interactive buttons
Send a message with up to 3 quick reply buttons for fast user decisions.
Send interactive list
Send a structured menu of up to 10 options for users to choose from.
Send reply
Send a message that references a specific previous message ID to create a threaded conversation.
Upload media
Upload an image, video, or document to WhatsApp servers to get a media ID for sending.
Send media by ID
Send a file using a media ID from a previous upload to improve delivery speed.
Create message template
Submit a new message template for WhatsApp approval. Required for outbound business initiated messages.
Get template status
Check if a submitted template is approved, rejected, or pending review.
Get message templates
Pull a list of all existing templates and their current approval states.
Get media
Retrieve a temporary download URL for a media file sent by a user.
Get business profile
Pull the public details of the business account including address and website.
Get phone numbers
List all phone numbers registered to the WhatsApp Business Account.
Delete message template
Permanently remove an old or unused template from the account.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Send contacts
Send contacts whatsapp number. note: the message will be delivered to the recipient only if they have initiated a conversation first.
Send location
Send a location message to a whatsapp number. note: the location will be shared with the recipient only if they have texted first.
Send media
Send a media message to a whatsapp number. note: the media will be delivered to the recipient only if they have texted first.
Send media by
Send media using a media id from previously uploaded media. this is more efficient than sending media by url as the media is already on whatsapp servers. use upload media action first to get the media id. note: the media will be delivered t

20 actions · scroll to see them all

Frequently asked questions

No. This integration only supports WhatsApp Business accounts through the official API. Personal accounts do not provide the API access required for an AI agent to send or receive messages programmatically. You must first register a business phone number through a Meta Business account and verify your business identity. Once your WhatsApp Business Account is active and connected via OAuth, Ceven can manage your messages. If you currently use the WhatsApp Business App on a mobile device, you will need to migrate that number to the API, which involves a transition process that disables the mobile app in favor of API based tools.
WhatsApp enforces a strict 24 hour customer service window. When a user sends a message to your business, you have 24 hours to respond with a free form message. If you try to send a standard message after this window closes, the API will return an error and the message will fail. To reach a customer after 24 hours, you must use a pre approved message template. These templates are reviewed by Meta to ensure they are not spam. Once the user replies to a template message, the 24 hour window resets, allowing your agent to send free form replies again.
Templates are structured messages with placeholders for variables. Because WhatsApp wants to prevent spam, every template must be submitted for review before it can be used to initiate a conversation. The review process usually takes a few minutes to a few hours. If a template is rejected, it is often because it contains too many promotional words or lacks a clear purpose. Ceven allows you to create and monitor these templates directly. Once a template is marked as approved, your workflow can trigger it automatically based on events in your other SaaS tools without further manual intervention.
Yes. WhatsApp uses a tiered messaging limit system based on the quality of your conversations and the volume of messages you send. New accounts typically start at Tier 1, which limits the number of unique customer initiated conversations you can start in a rolling 24 hour period. As you send more high quality messages and avoid being blocked or reported by users, Meta automatically increases your tier. If your message quality score drops because users are marking your messages as spam, WhatsApp may throttle your sending limits or even suspend your business account entirely.
Yes. When a customer sends a media file, WhatsApp provides a media ID. Ceven uses the Get Media action to request a temporary download URL from the WhatsApp servers. This URL is only valid for 5 minutes, so the agent is designed to fetch the file immediately and move it to your permanent storage, such as Google Drive, AWS S3, or a CRM attachment field. This ensures that you do not lose customer photos or documents once the short lived WhatsApp download link expires. The agent can also check media metadata to verify file types before processing.
Ceven uses the Meta OAuth flow to connect to your WhatsApp Business Account. When you start the connection, you are redirected to Facebook to log in and select which business account and phone numbers you want to grant access to. Meta then provides Ceven with an access token that is scoped only to the permissions you approved. We store this token encrypted and use it to sign every API request. You can revoke this access at any time through the Business Settings in your Meta dashboard, which immediately cuts off the agent access without requiring you to change any passwords.
If a customer blocks your number, any attempt to send a message through the API will result in a delivery failure notification. Ceven monitors these delivery statuses in real time. You can build a workflow that detects these failures and updates the customer status in your CRM to prevent further automated attempts. This is critical for maintaining a high quality score with Meta. If your agent continues to try and message blocked users, it could trigger a spam flag on your account. We recommend setting up a failure handler that flags the lead as unreachable.
Yes. The integration supports both interactive buttons and interactive lists. Buttons are best for simple choices like yes or no, or confirming an appointment. They allow for a one tap response that is very high converting. Interactive lists are better for more complex selections, such as picking a product from a category or selecting a reason for a support ticket. Both of these features require the user to have messaged you first within the 24 hour window. You cannot initiate a conversation with a list or button unless it is part of a pre approved template.

Alternatives to WhatsApp

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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