WHATSDESK

Setup & User Guide

2026-06-21

This guide walks you through connecting your WhatsApp Business account and using every feature of WhatsDesk. WhatsDesk runs on the official Meta WhatsApp Business Cloud API β€” no third-party gateways, so there is no risk of your number being banned and your customers' data is never routed through unofficial services.
✨ What merchants love most
πŸ‘‹ Hi there! βœ“βœ“
Live chat
A two-way inbox to chat with customers β€” text, media and emoji. Free inside the 24h window.
πŸ“¦ order ⚑ πŸ’¬
Automations
Order, payment, shipping & delivery updates, sent automatically on your store events.
πŸ“© …? ⚑ Auto-reply instant Β· free
Auto-replies
Instant welcome and out-of-hours messages, in the customer's language. Free, inside the window.
πŸ›’ abandoned ⏰ πŸ’¬ Your cart β†’ checkout βœ…
Abandoned cart recovery
Win back unfinished checkouts with a reminder and a one-tap link straight to the cart.
πŸ“£ πŸ’¬ {first_name}… πŸ’¬ {first_name}… πŸ’¬ {first_name}…
Campaigns
Broadcast to a customer tag or schedule a message β€” personalised with each customer's name.
Where is my order? πŸ€– ✨ πŸ“¦ Order #1042 Β· out for delivery
AI agent
An assistant that answers from your real order & product data, never inventing. Bring your own key.
On this page
1. How it works2. Connect your WhatsApp Business account3. Message templates4. Automatic messages (Automation)5. Conversations (live chat)6. Direct messages (Pro)7. Opt-in (customer consent)8. Settings9. Analytics (Pro)10. AI agent, selling and forms (Pro)11. Abandoned cart recovery12. Campaigns (broadcasts & scheduled)13. Auto-replies, quick replies & opt-out14. Plans

1. How it works

Store events (a new order, a fulfillment, a tracking update…) flow from Shopify into WhatsDesk, which sends the message through Meta's official Cloud API to your customer's WhatsApp. You connect your own WhatsApp Business number, so messages are billed by Meta directly to you (no markup).

Shopify store order / fulfillment WhatsDesk rules Β· templates Meta Cloud API official WhatsApp Customer WhatsApp

Meta charges per message by template category and the recipient's country; the replies you send inside the 24h window are free. Example rates for United States (per message, in USD):

Message typePer message
Marketing (promotions)$0.0250
Utility (order & shipping updates)$0.0040
Authentication (codes)$0.0135
Service (your replies within 24h)Free
So ~100 order-update (utility) messages β‰ˆ $0.40. Example rates only β€” they are subject to change and vary by the recipient's country. For up-to-date rates, see WhatsApp pricing.

2. Connect your WhatsApp Business account

In your Meta app, open WhatsApp β†’ API Setup and copy these values into WhatsDesk β†’ Connection:

After saving, WhatsDesk shows a Callback URL and a Verify token. Paste both into your Meta app β†’ WhatsApp β†’ Configuration (the Webhooks section) and subscribe to the messages field. This is what lets you receive replies and delivery statuses.

Tip: a brand-new number starts with a low sending limit (250 conversations/day) that grows automatically as your quality stays good.

3. Message templates

WhatsApp requires approved templates to start conversations (anything outside the 24-hour window). In WhatsDesk β†’ Templates you can sync the ones already approved on Meta, or create new ones (they go to Meta for approval, usually minutes).

HEADER (text or image) Hi {{1}}, your order {{2}}… BODY Β· variables {{1}} {{2}} FOOTER (optional) Button
Templates have three categories: Marketing, Utility (order & shipping updates) and Authentication. There is no "Service" template β€” service messages are your free replies inside the 24h window (in Conversations) and need no template.

4. Automatic messages (Automation)

Under Automation you create rules that fire on store events. Each rule = one event + one approved template + variable mapping.

Events: New order β†’ staff / New order β†’ customer / Order paid / Order fulfilled / Tracking update (fires when tracking is added) / Order delivered / Order cancelled / Refund created / New customer.

  1. Pick the event and the template.
  2. Fill each template variable ({{1}}, {{2}}…) with placeholders. You can mix free text and several placeholders inside a single variable β€” e.g. put the whole message in {{1}} like "your order {order_number} ships to {customer_first_name}". Placeholders include {order_number}, {order_total}, {products}, {customer_first_name}, {tracking_url} and more. The live preview updates as you type.
  3. Optional filters: countries, customer languages, customer tags, specific customers.
  4. Require opt-in: only send to customers who gave consent (Β§7). Marketing always needs explicit opt-in; transactional updates (order, shipping) generally rely on the consent implied by the purchase β€” you decide with this toggle.
Free plan: 1 automation rule. Pro: unlimited.

5. Conversations (live chat)

Conversations is a WhatsApp-Web–style inbox for two-way chat. You can reply with text, emoji and media within the 24-hour customer service window (the window opens each time the customer messages you).

24h window β€” free text + media OK Outside β€” templates only ⬇ customer replies β†’ opens 24h
Replies you send inside the 24h window go as free-form messages and are free (no cost, no cap). WhatsDesk only uses a paid template when you reply outside the window β€” so answering active customers costs nothing.

Outside the window you can only send templates. If you set a default template (Settings, Β§8), WhatsDesk lets you type free text any time and delivers it through that template. Click a contact's name to see their Shopify profile, recent orders and products.

6. Direct messages (Pro)

Direct message lets you send a 1:1 WhatsApp to any customer: search by name, email or phone, pick the number, type your message β€” it's delivered via your default template, so it works even outside the 24h window.

7. Opt-in (customer consent)

For proactive marketing, capture consent. WhatsDesk offers four opt-in surfaces β€” no theme code needed, you add the block from Shopify's editors:

Cart all plans Checkout Plus only Thank-you all plans Account all plans

Opt-in is also captured automatically from an order attribute or customer tag named whatsapp_optin.

8. Settings

9. Analytics (Pro)

Analytics shows conversations and Meta cost over 7/30/90/365 days, broken down by month and day. Meta bills per delivered template by category and country β€” see Meta's pricing.

10. AI agent, selling and forms (Pro)

Pro unlocks four features that set WhatsDesk apart:

πŸ€– AI customer agent

An assistant that reads each incoming WhatsApp message and drafts a reply grounded in your real store data β€” order status, tracking, product search, store policies β€” it never invents. You bring your own Anthropic API key (from console.anthropic.com), so you only pay Anthropic for usage. Two modes: Copilot (it suggests a reply in Conversations; you tap Send, Edit or Dismiss) and Autopilot (it answers automatically inside the 24h window β€” free). Set it up in Settings β†’ AI customer agent: enable, paste your key, pick mode and model, and optionally add a brand voice and an FAQ/policy note. It replies in the customer's language.

πŸ“ˆ Revenue attribution

WhatsDesk credits the revenue it helped create: when an order arrives from a customer you'd messaged on WhatsApp in the previous 7 days, that order is attributed to WhatsApp. See the total in Analytics β†’ Β«Revenue from WhatsAppΒ». Nothing to configure.

πŸ›οΈ Conversational catalog

Sell straight from the chat. In Conversations, tap the πŸ›οΈ button, search your catalogue and pick a product β€” WhatsDesk drops a tidy message (title, price and link) into the composer for you to send. Inside the 24h window this is free.

πŸ“‹ WhatsApp Flows

Send an interactive in-chat form β€” returns request, COD confirmation, NPS survey, lead capture. Build and publish a Flow in WhatsApp Manager β†’ Flows, paste its Flow ID (and a button label and message) into Settings β†’ WhatsApp Flows, then send it from the inbox with the πŸ“‹ button. The customer's submitted answers are logged in the conversation (and feed the AI agent).

11. Abandoned cart recovery

One of the highest-ROI uses of WhatsApp. When a shopper starts a checkout but doesn't finish, WhatsDesk sends a reminder with a one-tap link straight back to their cart.

πŸ›’ abandoned ⏰ πŸ’¬ Your cart β†’ checkout βœ…
  1. In Settings β†’ Abandoned cart, enable it and set the delay (minutes after the checkout).
  2. Pick the template per language β€” it must include {{1}} (the recovery link) in the body or a URL button.
  3. WhatsDesk tracks checkouts, marks them complete when the order arrives, and only messages the ones left unfinished past the delay.
Respects opt-out and (when required) opt-in, and is sent in the customer's checkout language. Needs the read_products/read_orders permissions and the checkout webhooks (active after the app is deployed).

12. Campaigns (broadcasts & scheduled)

Reach many customers at once, or schedule a message for later β€” from the Campaigns page.

πŸ“£ πŸ’¬ {first_name}… πŸ’¬ {first_name}… πŸ’¬ {first_name}…
Broadcasts respect consent: when opt-in is required, only customers who opted in (and haven't opted out) receive them. Marketing needs explicit consent.

13. Auto-replies, quick replies & opt-out

Make the inbox effortless and always-on.

πŸ“© …? ⚑ Auto-reply instant Β· free

Auto-replies

Send a welcome on a customer's first message and an away notice outside your business hours (split shifts supported, in your store timezone). Configure a version per installed language in Settings β†’ Auto-reply; the customer gets it in their language. They go inside the 24h window, so they're free.

Quick replies

Save canned answers (with a shortcut and a language) and insert them into the chat with one tap on the ⚑ button β€” no retyping.

Automatic opt-out (STOP)

If a customer replies STOP / unsubscribe (in any language), WhatsDesk unsubscribes them automatically, confirms it, and stops proactive messages to that number β€” protecting your number's reputation. START re-subscribes.

14. Plans

Free: 1 number, two-way live chat, quick replies, welcome auto-reply, 1 automation, templates, opt-in & STOP compliance, message log. Pro ($7.99/mo or $79.99/yr): the AI agent, abandoned-cart recovery, campaigns, out-of-hours away messages, conversational catalog, WhatsApp Flows, revenue attribution, unlimited automations, direct messages, analytics, multiple numbers, multi-language and priority support. You always pay Meta separately for the messages themselves.