06 · WhatsApp Integration

WhatsApp, without losing the paper trail.

Your clients answer WhatsApp and ignore email. The problem is that those conversations live on personal phones and leave when the employee does. Turia One connects WhatsApp Business to the client record, so the channel stays convenient and the history stays yours.

Official WhatsApp Business API, not a personal phone
Every message logged on the client timeline
Template reminders for documents and dues

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WhatsApp Activity

LIVE

76%

Replied within the hour

Document request · Nexa Retail Replied
Payment reminder · Aperture Co Read
Deadline notice · Orbit Labs Replied
Draft approval · Vertex Delivered
Onboarding kit · Meridian No reply 2d

Sent this week

1,842

Reply rate

76%

Avg. response

38 min

76%

Reply rate vs 21% on email

38 min

Average client response time

Conversations lost with staff

Capabilities

What WhatsApp Integration actually does for you.

Official Business API

Messages go out on your verified business number, so clients see your brand and you keep the history.

Logged on the record

Every inbound and outbound message attaches to the client, visible to anyone with permission.

Approved templates

Pre-approved templates for document requests, deadline notices and payment reminders, personalised per client.

Bulk with control

Send a deadline notice to a whole client segment, with opt-outs and rate limits respected.

Shared team inbox

Assign conversations, hand them over, and see who replied — no more “who answered this?”.

Triggered messages

A task moving stage or an invoice going overdue can fire the right WhatsApp message on its own.

How it runs

Four steps, and then it looks after itself.

Configuration is a one-off. After that the module runs on your schedule and only asks for a human when something genuinely needs one.

1
Connect

Link your WhatsApp Business account and verify your number.
2
Template

Build and submit the message templates you send most.
3
Automate

Attach templates to task and billing triggers.
4
Own the history

Conversations stay on the client record regardless of staff changes.

Who leans on this

WhatsApp Integration in your industry

All industries

Accounting Firms

Recurring compliance, statutory deadlines and document chasing — handled without heroics.

Digital Marketing Agencies

Retainers, campaign calendars, approvals and client reporting without the chaos.

EdTech

High-volume enquiry handling, counsellor follow-up and cohort operations.

FAQ

WhatsApp Integration, answered

Still unsure whether it fits how your team actually works? Ask us the awkward version of the question — we would rather answer it now than after you have migrated.

Talk to us

Do we need a separate WhatsApp number?

You need a number registered to WhatsApp Business API. It can be a new number or an existing business line that is not already on the consumer app.

Are template approvals handled?

Templates are submitted through the platform and their approval status is visible before you try to use them.

What happens when an employee leaves?

Nothing is lost. Conversations sit on the client record, not on a personal device, and can be reassigned instantly.

Can clients reply and be routed automatically?

Replies land in the shared inbox and route by client owner, team, or a rule you define.

Put WhatsApp Integration to work this week.

Start with this module alone, or switch on the rest of the platform alongside it. Either way, setup takes minutes rather than a quarter.