Agencies
One workspace per client, one login for your agency
Connect each client’s existing WhatsApp number by QR code, keep every client in a separate workspace, give your staff and the client’s staff the right roles, and reply from one inbox together.
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In short
Marketing and customer-service agencies can use whatsappx.si to manage several clients’ WhatsApp numbers without mixing them up: each client gets its own workspace with its own connected number, contacts and team roles, and your staff switch between workspaces from one account. You scan the WhatsApp number the client already has, your team replies from one inbox, and keyword auto-replies handle common questions. It is a shared inbox, not a bulk-broadcast tool.
What does a typical day look like for an agency on whatsappx.si?
This is an illustrative example, not a description of any real customer.
Imagine a small agency that handles customer service for three clients: a dental clinic, an online furniture store and a tutoring centre. Each client has its own WhatsApp Business number, linked to its own whatsappx.si workspace by scanning a QR code, the same way WhatsApp Web is linked.
In the morning an account manager opens the furniture store’s workspace, sees the overnight questions in one list with unread counts, assigns two delivery questions to the agent covering that client and answers a product question herself. A keyword auto-reply has already sent the returns policy to anyone who wrote “return”.
Later she switches to the clinic’s workspace. The clinic’s receptionist is an agent there and only sees chats assigned to her; the agency’s staff are admins and see everything. The tutoring centre’s founder created that workspace himself, so he is its owner and invited the agency’s staff as admins.
In the afternoon the agency’s developer checks the webhook that forwards the furniture store’s incoming messages into a ticketing tool the agency already uses.
No phone or password was shared between clients, and no client’s chats are visible from another client’s workspace.
Which whatsappx.si features matter most for an agency?
The parts of the product that solve agency problems: separation, access control and handing work to the right person.
A separate workspace for every client
One account holds several workspaces. Each has its own connected number, contacts, automations and members, with data separated per workspace.
Owner, admin and agent roles
Whoever creates a workspace is its owner. If a client wants control, they create it and invite your agency as admins. Limit agents to assigned chats. Email invites expire and can be resent or revoked.
Assignment and live updates
Assign each conversation to one person. Everyone sees new messages live, so it is clear who is handling each customer.
Keyword auto-replies per client
Set keyword-triggered replies for each client’s common questions, switch them on or off and see how often each one runs. Keep each client’s FAQs as knowledge-base articles your team can search. AI replies to customers are coming soon, not available yet.
REST API and webhooks
An additional feature for agencies with a developer: use API keys with the REST API and forward incoming messages to your own tools with outbound webhooks.
Official API for clients who need it
An additional way to connect: link a client’s number through Meta’s WhatsApp Business Platform with Embedded Signup, and create message templates and sync them with Meta.
How do you set up whatsappx.si for a new client?
Create a workspace for the client
Add a new workspace named after the client. Whoever creates it becomes its owner, so if the client should own it, ask them to create it and invite you. Keep every client in its own workspace from the start.
Connect the client’s WhatsApp number
Have the client scan the QR code from the WhatsApp or WhatsApp Business app under Linked devices; recent chat history syncs in. If the number is brand new, have the client use it normally for 15–20 days before linking it. For the official WhatsApp Business Platform, use Meta Embedded Signup in the app and verify the number.
Invite the people who will reply
Send email invites to your account managers and, if the client wants, their own staff, as admins or agents. Only the owner can add admins.
Add auto-replies and knowledge articles
Create keyword auto-replies for the client’s common questions and write their FAQs as knowledge-base articles your team can search while replying.
Connect your own tools, if needed
Generate an API key and point an outbound webhook at your ticketing or reporting system.
Agree sending rules with the client
Write down that only people who opted in are contacted and that messages go out in batches of 5–10 at a time. Share the number-safety rules below with the client.
QR-linked number or official API: which should a client use?
| Feature | QR-linked number (linked device) | Official WhatsApp Business Platform |
|---|---|---|
| Works with the number the client already has | Yes | Depends on Meta’s rules for that number |
| Setup | Scan a QR code from the phone | Meta Business account, Embedded Signup, phone verification |
| Recent chat history syncs in from the phone | Yes | Not applicable or not documented |
| Shared inbox and keyword auto-replies | Yes | Yes |
| Approved message templates synced with Meta | No | Yes |
| Phone must be used at least every 14 days | Yes | No |
| Per-message charges from Meta | No | Yes, billed by Meta by category and market |
| Suited to high volume or messaging outside the 24-hour window | No | Yes |
| Bulk broadcast campaigns in whatsappx.si | No | No |
QR-linked numbers use WhatsApp’s linked-device feature: up to four linked devices per account, logged out if the phone is unused for more than 14 days (WhatsApp Help Center). Meta charges for the Business Platform per delivered message (Meta for Developers). whatsappx.si does not offer bulk broadcasts on either connection.
What are the honest limits for agencies?
No bulk broadcasts. whatsappx.si is a shared inbox for conversations with people who contacted a business or agreed to hear from it. It has no campaign or broadcast tool. WhatsApp states its products “are not intended for bulk or automated messaging” and that this has always violated its Terms of Service (WhatsApp Help Center). If a client’s brief is “blast our list every week”, whatsappx.si is the wrong tool, and the honest answer is to say so.
Linked-device rules apply to QR numbers. Up to four linked devices per account, logged out if the primary phone is unused for more than 14 days (WhatsApp Help Center). Someone must keep using WhatsApp on the client’s phone.
Opt-in is the client’s responsibility, and yours as their agency. WhatsApp’s Business Messaging Policy allows contacting only people who gave their number and opted in, and opt-outs must be honored (policy).
The official API is a second way to connect, not a different product. For a client that needs approved templates, messaging outside the 24-hour customer service window, or higher volume, connect their number through Meta’s WhatsApp Business Platform. Meta charges its own per-message fees on that connection, billed separately by Meta.
No built-in CRM or ad-platform integrations. Client reporting, CRM sync and lead hand-off go through the REST API and webhooks, which means some developer time on your side.
Frequently asked questions
Can multiple people use the same WhatsApp Business number for a client?
Can an agency keep each client’s WhatsApp chats separate?
Can my client’s WhatsApp Business account be banned for using third-party tools?
Do I need customer opt-in before sending WhatsApp messages on a client’s behalf?
How many devices can I link to a client’s WhatsApp Business account?
Can an agency run bulk WhatsApp campaigns for clients with whatsappx.si?
Related
Feature
Team collaboration
Let several people reply from one WhatsApp number at the same time. Assign chats, set owner, admin and agent roles, invite by email and run multiple workspaces.
Feature
Connect by QR code
Link the WhatsApp or WhatsApp Business number you already use by scanning a QR code, like WhatsApp Web. Recent chats sync and your team replies from one inbox.
Feature
Shared inbox
Answer customer WhatsApp chats as a team: one shared inbox with search, assignment, unread counts and live updates. Connect by QR code or the official API.
Feature
API and webhooks
Send WhatsApp messages, list conversations and contacts, and receive incoming messages by webhook from your shared inbox. Bearer keys, signed webhooks, SSE.
Feature
Official WhatsApp Business Platform
Connect Meta’s official WhatsApp Business Platform inside whatsappx.si: Embedded Signup, number verification, several numbers and templates synced with Meta.
Feature
Keyword auto-replies
Keyword auto-replies for WhatsApp: answer common questions instantly on the number you already use, with an on/off switch and a run count for every rule.
Glossary
Linked device
A linked device is a companion (WhatsApp Web, desktop, tablet or another phone) connected to the WhatsApp on your primary phone, usually by scanning a QR code.
Glossary
Opt-in
Opt-in is a person’s permission to receive WhatsApp messages from your business. Meta requires it before you message anyone, and opt-outs must be honored.
Bring your team into one WhatsApp inbox
Create a workspace, connect a number by QR code or the official API, and invite your teammates.