QuiQ WhatsApp CRM
Setting up Quiq WhatsApp CRM
Connect your WhatsApp Business Account, get a template approved, and start messaging from the same record as everything else.
Prerequisites
- An existing WhatsApp Business Account and a registered phone number — QuiQSol connects to one you already have, it doesn't provide the number itself.
- Access to whoever manages that WhatsApp Business Account, since connecting it requires approving the link on Meta's side.
1. Connect your WhatsApp Business Account
Go to Settings → WhatsApp and connect your existing WhatsApp Business Account and phone number. QuiQSol doesn't provide the number itself — you're linking an account you already control.
2. Build and submit a message template
Broadcasts and many automated messages need a Meta-approved template first. Build one with your variables and any media header, and submit it for review without leaving QuiQSol — approval happens on Meta's side, usually within a day or two.
3. Turn on the options that fit how you use it
Also under Settings → WhatsApp:
- Automatic ticket creation for new conversations, if you want an unanswered WhatsApp thread to become a Help Desk ticket rather than sitting unattended.
- Post-conversation ratings, if you want a rating request sent automatically when a chat is closed.
4. Message and broadcast
Reply to inbound conversations directly, or send an approved template to a real CRM segment as a broadcast. Opt-out (STOP) and opt-in (START) keywords are handled automatically — you don't need to scrub lists by hand.
5. Everything logs to the Contact automatically
Every WhatsApp message — inbound or outbound — attaches to the same Contact record as that person's emails, tickets, and deals. There's nothing extra to do here; it's the default behavior, not an integration you configure.