Chat

The Chat module allows you to contact your customers directly from AlgorithmX without needing to use the WhatsApp application. Use the platform to choose the WhatsApp Business number you want to send from, find available contacts, and manage conversations in one workspace.

Before you start

Make sure the following setup is complete:

• A WhatsApp Business number is connected through the Meta / WhatsApp integration.
• The customer you want to contact has been added through the Contacts module.

Only connected business numbers are available for chat, and contacts must exist in the platform before they can appear in the conversation list.

Select the phone number

Use the Phone Number selector at the top of the Chat page to choose the WhatsApp Business number you want to use for the conversation.

If multiple WhatsApp Business numbers are connected, they appear in the selector. Choose the number that represents the business identity you want the customer to receive messages from. The selected number controls the sending identity for the active chat session.

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Choose the connected WhatsApp Business number used to send messages. Phone numbers are obscured for privacy.

Add and find contacts

Before starting a conversation, add the customer from the Contacts module. After the contact is saved, it becomes available in Chat and can be found using the contact search field.

To find a customer:

1. Open the Contacts module.
2. Add the customer and save the required profile information.
3. Return to Chat.
4. Search for the customer in the contact list.
5. Select the contact to open the conversation.

Adding contacts first keeps customer records organized and makes conversations available for future audience management, campaigns, and follow-up activity.

Conversation workspace

The Chat workspace is divided into three main areas:

• Phone Number selector: Choose the connected WhatsApp Business number used for the chat.
• Conversation list: Search for contacts and select an existing conversation.
• Conversation panel: Review the message history and send new messages to the selected customer.

The conversation panel displays incoming and outgoing messages with their timestamps. Date separators help you follow the history of longer conversations.

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Search the conversation list, select a contact, review the message history, and send a reply from one workspace. All names and messages shown are fictional.

Send a message

After selecting a contact and opening the conversation:

1. Review the existing conversation history.
2. Enter your message in the message field.
3. Select Send to deliver the message through the selected WhatsApp Business number.

You can continue managing the conversation from AlgorithmX without switching to the WhatsApp application.

Conversation availability

Contacts added through the Contacts module appear in the Chat contact list and can be selected for communication. If a contact does not appear, verify that:

• The contact was saved successfully.
• The correct WhatsApp Business number is selected.
• The customer information includes the phone number required for WhatsApp communication.
• The Meta / WhatsApp connection is active.