What the WhatsApp Business integration does

WhatsApp Business is a finance or commerce platform used by customer communication teams to manage messages, contacts, templates, and delivery events. In Beam, it becomes a controlled action point: agents can retrieve the context they need, make an approved update, and hand unusual cases to a person. The exact objects and permissions depend on the connector configuration, so use the capability evidence in the migration record when defining a workflow.

How Beam agents use WhatsApp Business

A workflow starts with an event such as a customer message or delivery event needs routing. The agent checks messages, contacts, templates, and delivery events in WhatsApp Business, applies the workflow rule, performs the permitted update, and records the result. If the data is incomplete or the requested action falls outside the connector's permissions, the agent routes the case for review instead of guessing.

Example workflows

• When a customer message or delivery event needs routing, a Beam agent reads messages, contacts, templates, and delivery events in WhatsApp Business, updates the next record, and routes exceptions to the responsible owner.

• When a workflow request arrives, a Beam agent retrieves messages, contacts, templates, and delivery events from WhatsApp Business, applies the agreed rule, and records the outcome for customer communication teams.

• After a status, approval, or delivery event changes, a Beam agent checks messages, contacts, templates, and delivery events in WhatsApp Business, sends the next notification, and leaves an auditable handoff.

Operational value

• Fewer manual handoffs between WhatsApp Business and the systems around it.

• A clearer audit trail for messages, contacts, templates, and delivery events and exception handling.

• More consistent movement from a customer message or delivery event needs routing to the next owner or system.

Before you build

Confirm the supported messages, contacts, templates, and delivery events, authentication scopes, and availability for your Beam workspace. Keep exception handling explicit: the agent should pause and route a case when required data or permissions are missing.