WhatsApp in Brixi
WhatsApp is where your customers actually reply, so Brixi gives you two ways to bring it into the CRM. Which one you need depends on whether you want to capture conversations your team already has, or send at scale with templates, automation, and AI agents.
| Approach | Best for | What you get |
|---|---|---|
| WhatsApp Web Sync (Chrome extension) | Sales users who chat from their personal or team WhatsApp | Conversations and contacts synced into Brixi from WhatsApp Web — no Meta setup needed. |
| WhatsApp Business number linking | Teams sending campaigns, automated messages, or AI-agent replies | A verified business number connected via the Meta Cloud API — Inbox, campaigns, workflows, agents, and reports. |
The two aren't mutually exclusive: many teams sync individual sellers' chats with the extension while running campaigns and AI agents from a linked business number.
What a Linked Business Number Enables
| Area | What you can do |
|---|---|
| Inbox | View and reply to WhatsApp conversations linked to contacts. |
| Contacts and deals | Send WhatsApp follow-ups directly from a contact or deal page. |
| Campaigns | Send approved WhatsApp templates to selected contact segments — see WhatsApp Campaigns. |
| Workflows | Trigger automated WhatsApp messages on lead creation, stage change, or inactivity. |
| AI Agents | Attach an agent to auto-reply to inbound messages — see Assign an AI Agent. |
| Reports | Monitor sent/received counts, active conversations, and agent activity. |
Start Here
- Just want your chats in the CRM? Install the Chrome extension — you'll be syncing in a few minutes.
- Setting up a business number? Use phone number linking for the guided Meta login flow, or direct linking with a system user if your team manages its own Meta App and wants a connection that never expires.
- Number connected but something's off? The WhatsApp troubleshooting guide covers the common failures — including why a number doesn't show up in Meta's picker.
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