Published November 24, 2025.
Written by Lucian Naidoo.

Tips for using WhatsApp in your Business Communications

Are you looking to use the WhatsApp channel for business messaging for your customer communications? Here are a few tips to help get you started with the WhatsApp Business Platform once you have selected a messaging provider.

Trust and Setup Essentials for WhatsApp:

Your company branding and online presence should be uniform; ensure that you carry the same brand name for your business on your website domain and email address. You will need to have a Meta Business Suite account set up before you can enjoy the benefits of WhatsApp business messaging. To maximise trust and credibility in your brand, once you have completed the Meta business verification process you will unlock the Green Tick, a verified badge, providing assurance to customers that your business has been approved to send communications via the WhatsApp business messaging channel.

Creating a WhatsApp Business Profile:

A prerequisite for setting up your business profile is to register a valid business mobile phone number dedicated for your WhatsApp business messaging. Your business profile is your business information page on WhatsApp and includes the following information: your business address, a description of your business, the industry you operate in, your business contact telephone number and email address. You will need to ensure that these details are kept current. Be professional, clear, and concise for logos, business descriptions, and other important business information. In addition, set up a professional Greeting Message and an Away Message to instantly manage customer expectations outside of business hours or during holidays.

Getting the most out of your customer engagements:

With a comprehensive business profile set up for your business will give your customers the confidence to engage with you. It will allow them to initiate a chat with you through Click-to-WhatsApp Ads and website widgets – allowing you to start a conversation with a customer about your product or service. WhatsApp allows you to create vibrant product catalogues that perfectly encompass your brand, boosting sales and customer engagement.

Messaging automation compliance is key:

Always obtain explicit customer consent (opt-in) before initiating any WhatsApp business conversation. For broadcast business messaging using the WhatsApp channel for marketing purposes, segmenting your customer base will allow you to tailor your messages to a specific customer audience. To ensure that your messaging campaigns are optimised for engagement, setting up a chat automation function will allow you to answer general queries faster, without losing the personal touch. The WhatsApp Business Platform (an API solution) allow for the scaling of messaging automation and integration with your CRM or contact management system.

Using pre-approved messages templates:

Meta has strict content policies in place to ensure compliant messaging practices by businesses using the WhatsApp channel for broadcasting business messaging. During the set-up process, or before a new messaging campaign, a business will need to have their message content templates pre-approved by WhatsApp before they can engage with customers. Template Messages are used for marketing, utility, or authentication communication purposes.

Ready to get started with WhatsApp business messaging? Contact Kero today!

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