Integrations · Messaging & email

WhatsApp in the conversation.

The messaging app most of the world already has open, and for many businesses the only channel customers actually use. Connect it once and your copilot works with conversations, contacts, message templates and delivery receipts without leaving the thread — and your workflows can act on it while the customer is still typing.

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WhatsApp
Messaging & email
01 · COPILOT

Ask for it in plain language. It does the WhatsApp part.

Copilot rides inside the inbox. With WhatsApp connected it reads conversations, contacts, message templates and delivery receipts and acts on them from the same panel as the conversation — no second tab, no copying an order number across.

  • Send media
  • Send message
  • List qr codes
  • Send contacts
  • Send location
  • Send media by

What a specific connection exposes is decided by WhatsApp, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch. WhatsApp also has a first-party Cloodot integration with its own settings screen — the two are independent, and you can run either or both.

02 · WORKFLOWS

Something happens in WhatsApp. A workflow starts.

Once WhatsApp is connected, its events show up in the workflow editor's trigger picker, and the fields the event carries become variables every later step can read — so the message you send is written from what actually happened.

  • Message Status Updated

The picker is the authority on which events your WhatsApp connection publishes — these are the kinds that apps of this sort emit.

03 · THE AI AGENT STEP

One step that decides which WhatsApp tools to call.

A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.

You declare the output

The rows you name become the variables downstream steps read, so a branch can test what WhatsApp said.

You cap the effort

A step budget and a model tier per node — the loop stops where you told it to.

Only what you switched on

The loop can call the WhatsApp tools you left enabled and nothing else.

What teams do with it

Two ways WhatsApp earns its connection.

01

It is a channel first, an app second

A WhatsApp Business number connected to Cloodot puts every conversation in the shared inbox, threaded by customer, answered by your AI agent or your team. That is the integration most people mean — not a tool your copilot calls.

02

Broadcasts that read like a message, not a mailshot

Approved templates go to a saved segment with every variable personalized, and the replies land back in the same inbox rather than a campaign report nobody answers.

Setup

Connect WhatsApp in about a minute.

  1. 1

    Open Settings → Apps

    It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.

  2. 2

    Find WhatsApp in Browse

    The catalogue runs to hundreds of apps and is searchable. Connect WhatsApp from its card.

  3. 3

    Authorize with your own WhatsApp account

    You sign in on WhatsApp's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.

  4. 4

    Choose the tools it may call

    Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.

WhatsApp questions.

How do I connect WhatsApp to Cloodot?
Open Settings → Apps in Cloodot, switch to Browse, and search for WhatsApp. Connecting it opens WhatsApp's own sign-in and consent screen; when you come back, the app is listed as Connected and your copilot can use it. Nothing is installed and no keys are pasted into Cloodot. WhatsApp also has a first-party Cloodot integration with its own settings screen — the two are independent, and you can run either or both.
What can Cloodot do in WhatsApp?
Work of this kind: send media; send message; list qr codes; send contacts; send location; send media by. The exact list depends on what your WhatsApp account is allowed to do — Settings → Apps shows every tool the connection actually exposes.
Can I limit which WhatsApp tools Cloodot may use?
Yes. Open the connection and every tool it exposes is a switch, searchable by name. A tool you switch off is out of reach from the next question onward, so a read-only WhatsApp connection is a matter of leaving the writes off.
Can an event in WhatsApp start a Cloodot workflow?
Yes. Events like message status updated appear in the workflow editor's trigger picker once WhatsApp is connected, and the event's own fields become variables the rest of the workflow can read.
Who in my team can connect WhatsApp?
Anyone in the organization — Apps is not restricted to admins and owners, because which apps a copilot can reach is part of doing the job. The connection carries the permissions of the WhatsApp account that authorized it, so a messaging & email connection is only ever as broad as the account behind it.
See it on your own inbox

Try the whole thing, today.

Start free. Connect a channel, train an agent on your own content, and you'll have a working deployment in your inbox the same afternoon.