Outreach · WhatsApp
WhatsApp Business, approved templates.
BetaSequences that switch channel when someone prefers WhatsApp. Chats log to the record.
Work session · Tuesday
Reply to Noah · case studyWren draft ready
Call Priya · 4:00callback she asked for
Sam Iyer · LinkedIn notestep 3
Arjun · WhatsAppsend the deck
Karan · Telegramfollow-up
Inbox health
sam@brightpath-io.example98 · sending 60/day
hello@getkilo.examplewarming · day 9
team@tandemhq.examplepaused · bounces 4.8%
The problem and how Workloom solves it
The problem
Half the conversation happens where the CRM can’t see.
In many markets buyers answer on WhatsApp, not email. Those chats live on one rep’s phone and never reach the record.
With Workloom
WhatsApp as a step, logged like the rest.
A Weave step sends an approved WhatsApp Business template, and the chat logs to the same record as email and calls.
How it works
WhatsApp outreach, step by step.
Approved templates
Messages start from WhatsApp Business templates approved by Meta.
Switch channel
When someone prefers WhatsApp, the sequence moves there.
Chats on the record
Replies log to the person, beside their email and calls.
Questions
The questions that come up on every demo.
When can I use WhatsApp?
WhatsApp outreach is in development. Email, calls and LinkedIn steps work today.
Will WhatsApp messages sit on the same record?
Yes. They will log to the person’s record, beside their email, calls and visits.
How is WhatsApp priced?
Per message. The app shows the price before you send.
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