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WhatsApp gives your AI Employees a direct, high-engagement channel to reach contacts where they’re most active. Available on Growth and Scale plans, the WhatsApp integration lets Echelon send outreach messages, manage reply threads, and run automated sequences — all coordinated by the AI Manager alongside your email and SMS activity. This page walks you through connecting WhatsApp and explains what your AI Employees can do once it’s live.
WhatsApp is available on the Growth and Scale plans only. If you’re on the Starter plan, upgrade to Growth to unlock WhatsApp and SMS. Visit dashboard.echeloncrm.app/auth to manage your plan.

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How WhatsApp works in Echelon

Once connected, Echelon routes WhatsApp messages through your AI Employees in the same way it handles email — the AI Manager decides when to reach out, assigns the task to the right AI Employee, and tracks every conversation in your CRM. Replies from contacts are read and responded to automatically, and contacts can be enrolled in WhatsApp sequences that run alongside or independently of your email workflows. All WhatsApp conversations are logged in your Echelon dashboard so you have a complete view of every interaction.

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Connect WhatsApp to your workspace

1

Open your workspace settings

Log in to your Echelon dashboard at dashboard.echeloncrm.app/auth and go to Settings → Integrations.
2

Select WhatsApp

Under the Channels section, click WhatsApp to open the connection panel.
3

Follow the authorization flow

Complete the authorization steps to link your WhatsApp business number to your Echelon workspace. Make sure you have access to the phone number you want to connect before starting.
4

Confirm and test

Once authorized, your WhatsApp number appears as active in the Integrations panel. Send a test message from the dashboard to confirm everything is working before enrolling contacts.
You need a WhatsApp business number to connect to Echelon. A standard personal WhatsApp account cannot be used as a workspace channel.

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What AI Employees can do via WhatsApp

Your AI Employees treat WhatsApp as a first-class communication channel. The AI Manager coordinates WhatsApp activity with the rest of your pipeline so contacts receive consistent, timely communication regardless of the channel.

Outreach

AI Employees send personalized first-touch WhatsApp messages to new contacts, drawing on CRM data to tailor each message to the individual.

Replies

When a contact responds on WhatsApp, your AI Employee reads the message and sends a contextually appropriate reply, keeping the conversation moving automatically.

Sequences

Enroll contacts in multi-step WhatsApp sequences that deliver messages on a schedule or based on engagement triggers — the same way email sequences work.

Cross-channel coordination

The AI Manager can run email and WhatsApp touchpoints in parallel or in sequence, choosing the right channel for each step based on your workflow configuration.

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Plan comparison for WhatsApp

FeatureStarterGrowthScale
WhatsApp outreach—YesYes
AI Employee WhatsApp replies—YesYes
WhatsApp sequences—YesYes
Full automation builder—YesYes
WhatsApp tends to have higher open and response rates than email. Consider using it for time-sensitive outreach, appointment reminders, or follow-ups where speed matters.

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Tips for WhatsApp messaging

WhatsApp is a conversational channel. Long first-touch messages perform poorly. Keep outreach messages brief and focused on a single call to action.
The AI Manager can coordinate both channels. A common pattern is sending an initial email, then following up on WhatsApp if there’s no reply after a set number of days.
All WhatsApp threads are stored in your Echelon CRM. Check them regularly to understand how contacts are responding and refine your AI Employee configurations accordingly.
Contacts can block or report WhatsApp numbers. Configure your sequences to space messages appropriately and avoid over-contacting the same person in a short window.