Whatsapp business ultimate guide: tools, features, and best practices

WhatsApp Business API
Jun 30, 2021
10
min read
Written by
Pim
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Reaching customers where they already are has never been more important. With billions of people using WhatsApp every month, WhatsApp business has quickly become one of the most effective channels for everyday communication. It gives teams a simple way to connect with customers, answer questions faster, and create a smoother experience across every stage of the journey.

For many ecommerce and service-based teams, the challenge isn’t using WhatsApp — it’s knowing how to use it well. From handling high message volumes to keeping conversations organised, it can feel overwhelming without the right tools and guidance.

In this ultimate guide, we’ll walk you through how WhatsApp business works, why it matters, and how you can use it to support customers in a more scalable and structured way. You’ll also see where a platform like Trengo can help you manage conversations, automate routine tasks, and keep your team in control — even on the busiest days.

Let’s take it step by step and explore how WhatsApp business can help you build stronger customer relationships.

What is WhatsApp Business?

WhatsApp business is a dedicated version of WhatsApp built for companies that want a simple and reliable way to communicate with customers. It comes as a free mobile app for Android and iOS and is designed to help small and medium-sized teams organise conversations, set expectations, and respond faster.

Why do businesses use it?

Most customers already rely on WhatsApp in their daily lives. WhatsApp business uses this familiarity to create a smooth communication experience. It offers tools like quick replies, labels, and basic automation to help teams manage incoming messages without switching between multiple channels.

Where it fits in your workflow

If you’re managing product questions, delivery updates, or everyday support requests, WhatsApp business can act as a direct line between your team and your customers. And when combined with a platform like Trengo, you can route messages to the right team member, automate repetitive tasks, and keep all conversations in one shared inbox.

In short, WhatsApp business gives companies an accessible way to build stronger, more responsive customer communication.

WhatsApp business app vs WhatsApp business api

Not every business communicates in the same way, and WhatsApp offers two different solutions to match these needs: the WhatsApp business app and the WhatsApp business api. Both help you connect with customers, but they serve very different workflows.

Why are there two versions?

As WhatsApp became part of everyday communication, many teams started using it informally for customer support and quick updates. To make this easier and more structured, WhatsApp introduced dedicated business tools. The app is designed for small teams that need simple, on-the-go communication. The api, on the other hand, supports companies that manage high message volumes and need advanced automation.

WhatsApp business app: simple and mobile-friendly

The WhatsApp business app is built for small and medium-sized teams that want to manage conversations directly from their phone or desktop. It is free to use and lets you:

  • Respond to customers in a familiar interface
  • Set up quick replies and labels
  • Manage basic customer information
  • Log in from up to five devices (with one smartphone as the primary device)

However, it comes with limitations. You can’t control team access, you don’t have shared inbox features, and the app isn’t built for large volumes of customer conversations. As a result, many growing teams quickly outgrow the app when communication becomes more complex.

WhatsApp business api: built for scaling teams

The WhatsApp business api is designed for companies that receive many customer messages and need more control, automation, and collaboration. It does not come as a standalone app. Instead, it connects to a customer engagement platform like Trengo.

With the api, you can:

  • Give your entire team access to one shared inbox
  • Automate conversation routing
  • Send notifications at scale
  • Integrate WhatsApp into your CRM or ecommerce tools
  • Manage high-volume support with better oversight

This makes the api the preferred option for growing ecommerce brands, service providers, and any business that needs structured, multi-agent support.

Why your business should use WhatsApp?

If you’re deciding whether WhatsApp business is worth adding to your communication channels, the short answer is yes. It offers a direct and familiar way for customers to reach you, and it helps teams respond faster without adding extra complexity. Many businesses use it to improve customer service, build trust, and stay connected throughout the buying journey.

For small businesses, WhatsApp business can be a game-changer. It’s free to start, easy to manage, and lets you reach people on an app they already use every day. You can send quick updates, share photos, answer questions in real time, and keep customers informed without relying on email or phone calls. This personal, conversational style often leads to stronger engagement and repeat customers.

Larger teams benefit too. With the whatsapp business api, companies can integrate WhatsApp into their existing systems and manage everything from one place. This means your team can handle high message volumes, automate routine tasks, and get insights that help improve customer experience. Even with more structure and automation, the interaction still feels personal — something customers value.

In short, WhatsApp business gives both small and large companies a simple and effective way to stay connected with customers and deliver support that feels fast and human.

Here’s the top 6 WhatsApp business features

1. Create a business profile

WhatsApp business lets you set up a professional profile that customers can trust. You can add your business name, description, contact details, website, and location. This helps customers find the information they need quickly and builds credibility from the first interaction.

2. Set business hours

You can set your operating hours directly in the app. This helps customers understand the best time to reach you and gives your team clearer boundaries. It also sets the right expectations for response times, especially during busy periods.

3. Use automated responses

Automated messages make it easier to stay responsive, even when you’re not available. You can set:

  • greeting messages to welcome new customers
  • away messages to let them know when you’re offline
  • quick replies to speed up responses to common questions

These tools help maintain a consistent experience and reduce repetitive typing for your team.

4. Showcase your catalog

The catalog feature allows you to display products or services directly inside WhatsApp. Customers can browse photos, read descriptions, and check prices without needing to visit another website. It’s a simple way to guide customers through their options and reduce back-and-forth messaging.

5. Organise conversations with labels

Labels help you sort chats into meaningful groups, making it easier to follow up and keep track of customer progress. Common examples include:

  • new customer
  • returning customer
  • awaiting payment
  • awaiting delivery

This keeps your inbox organised and ensures no conversation slips through the cracks.

6. View messaging statistics

WhatsApp business gives you basic analytics to understand how your messages perform. You can see how many were sent, delivered, and read. These insights help you assess customer engagement and improve your communication over time.

How can WhatsApp business enhance your customer service?

Customer service plays a major role in how customers perceive your brand. WhatsApp business offers several features that help teams communicate faster, personalise conversations, and resolve issues with less effort.

1. Instant communication

WhatsApp business makes real-time conversations easy. Customers can message you the moment they have a question, and your team can respond instantly. This immediacy builds confidence and helps customers feel supported at every step.

2. Personalised customer experience

You can tailor your messages based on each customer’s preferences, past conversations, or purchase history. Addressing people by name and understanding their context makes every interaction feel more human and personal.

3. Easy access to information

With the catalog feature, customers can browse products, view prices, and explore details directly inside WhatsApp. They get answers faster, and your team spends less time repeating the same information.

4. Efficient problem resolution

Quick replies and automated messages help you respond faster, even during busy hours or outside your working schedule. This consistency reduces waiting times and improves your overall support experience.

How to use WhatsApp business for sales and marketing

WhatsApp business isn’t only a support channel — it’s also a valuable tool for driving sales, sharing updates, and keeping customers engaged.

Product promotions

Send personalised messages about new arrivals, limited-time offers, or seasonal deals. Because WhatsApp is a direct channel, customers are more likely to see and respond to these updates.

Customer engagement

Share helpful content such as short tips, tutorials, or relevant insights. These small touches keep your brand top of mind and encourage ongoing engagement.

Customer feedback

Use quick surveys or simple question prompts to gather feedback. It’s an easy way to understand what your customers appreciate and where you can improve.

Order updates

Automated notifications help customers stay informed about their order status. Sending confirmation, shipping, and delivery updates makes the buying process feel transparent and reliable.

Abandoned cart reminders

Send a gentle reminder to customers who left items in their cart. A short, friendly message can often bring them back and turn a missed opportunity into a completed sale.

How to set up WhatsApp Business?

Setting up WhatsApp business is straightforward. With just a few steps, you can create a professional presence and start supporting customers right away.

Step 1: Download and install the app

Start by downloading the WhatsApp business app from your device’s app store. Once installed, verify your phone number by entering the correct country code and mobile number.
It’s usually best to use a dedicated number for your business to keep personal and work conversations separate.

If you already use WhatsApp for personal chats, you can transfer your history to the business app. WhatsApp will guide you through the process so nothing gets lost.

Step 2: Create your business profile

Your business profile helps customers recognise you instantly. Add your business name, select the most relevant category, and upload your logo.
You can also include your address, a short description, email, and website links. These details help customers learn more about your business at a glance.
Don’t forget to set your business hours so customers know when they can expect a reply.

Step 3: Set up key features

WhatsApp business includes helpful tools that make communication smoother. You can create:

  • greeting messages to welcome new customers
  • away messages to manage expectations when you’re not available
  • quick replies to answer common questions faster

A simple example might be:
“Hi there! Thanks for reaching out. Our team will get back to you within 24 hours.”

If you sell products or services, create a catalog to showcase what you offer. Add photos, descriptions, and prices so customers can browse without leaving the app.

Finally, explore features like labels, filters, and chat organisation tools. They help you stay on top of conversations and provide consistent support — even on busy days.

Automating customer interactions with WhatsApp business and Trengo

Automation becomes far more powerful when you connect WhatsApp business with Trengo. Instead of managing conversations manually across different tools, Trengo centralises everything in one shared inbox and gives your team the workflows, automation, and AI tools needed to respond faster and more consistently.

Chatbots

Trengo’s chatbot helps you handle high message volumes without overwhelming your team. It can answer FAQs, collect customer details, guide users through simple steps, and hand over complex conversations to a human agent when needed. This ensures customers receive instant support at any time of the day.

Automated responses

Inside Trengo, you can set automated greetings, away messages, and quick replies that work seamlessly with WhatsApp business. These messages help customers get essential information right away, such as business hours, delivery updates, or processing times, without waiting for manual replies.

Workflow automation

Trengo’s automation flows let you build smart workflows that trigger actions based on customer behaviour. For example, you can:

  • Send follow-up messages to customers who didn’t respond
  • Route conversations to the right team automatically
  • Assign messages based on agent availability or workload
  • Tag high-priority conversations for faster attention

These workflows help teams stay organised and reduce repetitive manual tasks.

CRM integration

Trengo integrates with popular CRM systems and centralises WhatsApp conversations alongside other channels. Every message and customer detail is stored in one place, helping your team understand the full context of each interaction. This makes it easier to personalise support, track history, and maintain consistent communication.

Best practices for using WhatsApp business

When used well, WhatsApp business can help you engage customers, build trust, and support them throughout their journey. Here are some practical ways to make the most of it.

Engaging customers with personalised messages

Tailoring your messages to each customer’s situation helps conversations feel more human. You can create templates for common questions while still keeping the tone friendly and personal.

For example:
“Hi there, thanks for reaching out. Our standard delivery time is between 30–60 minutes. This gives our team enough time to prepare your order and get it to you safely. We’ll update you as soon as it’s on the way.”

Quick replies make this even easier. They let you send pre-written answers with one tap, saving time without sounding robotic. Adding emojis or a friendly tone can make the message feel warmer — just keep it balanced so it remains professional.

Using the catalog feature to showcase products and services

The catalog is a simple way to present your products or services directly inside WhatsApp. Keep it updated with clear photos, accurate descriptions, and pricing so customers can browse without switching channels.
You can highlight new arrivals, seasonal items, or best-sellers by placing them at the top. When customers ask about a product, you can share a catalog item instantly — giving them all the details they need in one place.

Creating themed collections for occasions like holidays or special events can also inspire customers and increase sales.

Staying compliant with WhatsApp’s terms of service

Always make sure customers have opted in before sending messages. They should also have a clear and easy way to opt out. This protects your business from compliance issues, especially around GDPR, and prevents your messages from feeling intrusive.

Avoid sending too many notifications. Focus on quality over quantity — one helpful update a week is often more effective than daily promotions.

Never request or share sensitive information like payment details through WhatsApp. Direct customers to secure payment options or your website instead.

Finally, keep your business profile complete and up-to-date. Accurate information builds trust, and customers are more likely to engage with a brand that looks reliable and professional.

Final words

WhatsApp business has become one of the simplest ways for customers to connect with the brands they trust. When paired with a platform like Trengo, it becomes even more powerful — helping your team automate routine tasks, stay organised, and deliver fast, personal support at scale. Whether you’re just starting or looking to optimise your current setup, the right tools can make every conversation smoother and more consistent.

If you want to see how WhatsApp business works inside Trengo, you can explore all features in action. Book a free demo and discover how your team can communicate smarter, not harder.

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