Solutions · WhatsApp
Your WhatsApp Business number, run by your whole team
How a chat flows
From the first message to your team
Step 1
Customer writes
- Text, image or button reply
- Arrives on your own number
Step 2
Automation answers
- Chatbot keywords or flow
- AI reply from your FAQs
Step 3
Rich reply
- Template with buttons
- Catalog or WhatsApp Flow form
Step 4
Team in the inbox
- Hand-over pauses the bot
- Labels, notes and delivery ticks
Examples
What it looks like on the phone
Demo Store
Business account
Order update
Thanks for your order, Asha! 🛍️ Order ORD-1042 · ₹1,249 Payment: cash on delivery
10:02
1. The order arrives
A customer orders from your online store. CloudVisan sends the confirmation on WhatsApp straight away, so nobody on your team has to.
Keep scrolling to play the chat. An example with a fictional shop.
What you get
WhatsApp capabilities
Available in the product todayBuild with steps assembled from existing stepsOn the roadmap not in the product yet
- Available
Shared team inbox
WhatsApp and Messenger conversations in one place, with search, labels, notes, media and template replies.
- Available
Template and campaign controls
Build templates for Meta review, send approved ones to a phonebook, and see sent, delivered, read and failed per recipient.
- Available
WhatsApp Flows
Forms that open inside the chat for addresses, lead details or feedback, with every submission readable in the workspace.
- Available
Catalog and carousel templates
Send approved catalog and carousel templates from a campaign or a workflow step, using the catalog your own Meta account owns.
- Available
Connect the number your way
Sign up with Meta inside CloudVisan, bring a number you already set up with Meta, or link a WhatsApp number by scanning a QR code. The WhatsApp Business Account stays yours.
Getting connected
Three ways to connect a number
- 1
Meta embedded sign-up
Sign in with Facebook inside CloudVisan and pick or create the WhatsApp Business Account and number. The account is created in your Meta Business Portfolio.
- 2
A number you already set up with Meta
Already use WhatsApp through Meta? Connect that number with the details from your Meta account. Your access key can be replaced but never read back on screen.
- 3
QR-linked number
For smaller teams, link a WhatsApp number by scanning a QR code, where your plan includes QR numbers.
Messaging is charged by Meta to your Meta account under Meta's pricing. Template categories, approval and any per-message charges are Meta's decisions, not CloudVisan's.
Ownership
What stays yours
Your Meta assets stay yours
You connect your own Meta Business Portfolio, WhatsApp Business Account, phone number and catalog. CloudVisan is software you use with them, not a reseller of them.
Two separate bills
Meta bills WhatsApp messaging to your Meta account. Your CloudVisan subscription is billed separately, and so is any voice-AI or payment provider you connect.
Workspaces are isolated
Chats, contacts, templates, connections and recordings are kept separate for your workspace on our servers, not only hidden on screen.
Secrets are not shown back
Keys and passwords you give CloudVisan can be replaced but never read back on screen, and connection secrets are stored scrambled.
Sessions in secure cookies
Sign-in sessions live in an http-only cookie, and changing the password ends every existing session.
No approval claims
CloudVisan does not claim Meta partner status or approval it has not been granted, and features that need Meta to enable them for your number say so.
See CloudVisan on your own WhatsApp number
Access is by invitation while we onboard businesses one at a time. Tell us about yours and we will set up a workspace.