Update: AesthetixCRM now supports WhatsApp Coexistence, allowing you to use the WhatsApp Business App and AesthetixCRM at the same time with the same phone number.
WhatsApp Coexistence (also called dual-platform messaging) allows you to:
Continue using your WhatsApp Business App on your mobile device
Send and receive WhatsApp messages inside AesthetixCRM
Use one WhatsApp phone number across both platforms simultaneously
This means you do not lose access to the WhatsApp app when connecting WhatsApp to AesthetixCRM.
Inside AesthetixCRM, you can:
View WhatsApp conversations in the unified inbox
Store WhatsApp chats on contact records
Trigger workflows and automations from WhatsApp messages
Send approved WhatsApp templates
Track reporting and engagement metrics
Even after enabling WhatsApp integration, you can still use the WhatsApp Business App for:
Manual 1-to-1 messaging
Groups
Status updates
Voice calls
Messages will sync between the app and AesthetixCRM.
To successfully connect WhatsApp to AesthetixCRM, you must have:
A WhatsApp Business App number
The latest version of the WhatsApp Business App installed
A phone number from a supported country/region
One WhatsApp number per AesthetixCRM sub-account
Personal WhatsApp numbers are not supported.
Visit Settings in Aesthetix CRM
Go to Settings
Click WhatsApp
Subscribe - Aesthetix CRM's current WhatsApp for Business subscription is $29/month. Once subscribed, you’ll be directed to a setup page.
Choose WhatsApp Coexistence when prompted
Open your WhatsApp Business App
Scan the QR code displayed in AesthetixCRM
Sign in with Facebook – You’ll need to connect your WhatsApp Business account through Facebook.
Continue as yourself – Allow Facebook to connect your personal profile to the WhatsApp for Business setup.
Select your Business Account – Choose the business account you’d like to link to WhatsApp.
Enter your business address – Fill in the required information, such as your business location.
If you already have a WhatsApp account, you can connect it.
Important Note: If you connect an existing account, all previous WhatsApp chat history will be lost. Additionally, you will no longer be able to use the WhatsApp mobile app with that account.
For these reasons, it is highly recommended to create a fresh WhatsApp Business account.
Select a phone number to associate with your WhatsApp Business account.
Verify the number – Enter a phone number, then choose a verification method (text message or phone call).
If using a Twilio number, please note that text message two-factor verification will not work. You will need to use the phone call verification method.
Once your phone number is verified, you’ll receive a confirmation message stating that you’re now ready to start chatting with customers through WhatsApp.
Message Limits: A business can send up to 250 messages initiated by the business per phone number. These limits may expand over time as your business gets approved for additional messages.
After setup, you’ll see your WhatsApp number in the integration section. You can add additional numbers if needed.
Create Templates – These are required for WhatsApp automation, especially when integrating WhatsApp into your lead nurture workflows.
Templates need to be approved by Facebook. Once approved, they are categorized based on the type of message (e.g., marketing, utility).
Pricing: Message pricing varies based on the template category.
To create a template:
Select one of the available categories (currently marketing or utility).
Customize the message using headers, footers, and custom variables (e.g., inserting a customer’s first name).
Submit the template for approval.
Once the setup is complete, WhatsApp messages will work inside the Aesthetix CRM inbox like other messaging tools. Here are key points to note:
If a customer has not initiated a message in the past 24 hours, you will need to use a template to start the conversation.
Once the conversation is initiated, you can chat with the customer freely for 72 hours.
You can reply to inbound WhatsApp messages directly from the CRM inbox
Outbound messages must use approved WhatsApp templates
Templates can be sent via:
Workflows
Campaigns
Manual sends from contact records
Free-form outbound messages outside the 24-hour window are not allowed (Meta policy)
Please be aware of the following limitations:
Templates must be sent from AesthetixCRM, not the WhatsApp app
Only one WhatsApp number can be connected per sub-account
Some regions and countries are not currently supported
Media handling and formatting may differ slightly between platforms
As the integration evolves, we’ll continue to improve WhatsApp’s functionality within Aesthetix CRM, particularly by embedding WhatsApp into lead nurture workflows to streamline communication even further.
We hope this guide helps you set up your WhatsApp integration. If you encounter any issues, please reach out to support for further assistance.
