{"id":37852,"date":"2025-09-07T07:55:21","date_gmt":"2025-09-07T07:55:21","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%ae%d8%b7%d9%88%d8%a7%d8%aa-%d8%a5%d8%b1%d8%b3%d8%a7%d9%84-%d8%b1%d8%b3%d8%a7%d9%84%d8%a9-%d8%a5%d9%84%d9%89-%d8%a7%d9%84%d8%b9%d9%85%d9%8a%d9%84-%d8%b9%d8%a8%d8%b1-whatsapp-%d9%85%d8%a8%d8%a7\/"},"modified":"2026-01-13T08:03:38","modified_gmt":"2026-01-13T08:03:38","slug":"steps-to-send-a-message-to-a-client-via-whatsapp-directly-from-his-profile","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/steps-to-send-a-message-to-a-client-via-whatsapp-directly-from-his-profile\/","title":{"rendered":"Steps to send a message to a client via WhatsApp directly from his profile"},"content":{"rendered":"<ol>\n<li dir=\"ltr\" style=\"text-align: left;\" data-start=\"89\" data-end=\"131\">From the main menu, go to <strong data-start=\"115\" data-end=\"128\">Clients<\/strong>.<\/li>\n<li dir=\"ltr\" style=\"text-align: left;\" data-start=\"135\" data-end=\"166\">Select <strong data-start=\"142\" data-end=\"163\">Client Settings<\/strong>.<\/li>\n<li dir=\"ltr\" style=\"text-align: left;\" data-start=\"170\" data-end=\"246\">In the <strong>Clients Settings<\/strong> tab, enable <strong>Send Client Details Via Messaging Apps<\/strong>.<\/li>\n<li dir=\"ltr\" style=\"text-align: left;\" data-start=\"250\" data-end=\"362\">Go to <strong data-start=\"256\" data-end=\"283\">Manage Messages and Platforms<\/strong>, then select <strong data-start=\"297\" data-end=\"309\">WhatsApp<\/strong> from the dropdown menu below <strong>social media options<\/strong>.<\/li>\n<li dir=\"ltr\" style=\"text-align: left;\" data-start=\"366\" data-end=\"538\">Write your message, and click the icon next to the message field to insert variables (such as the client\u2019s name) so they are automatically included in the message text.<\/li>\n<li dir=\"ltr\" style=\"text-align: left;\" data-start=\"542\" data-end=\"631\">Open the profile of the customer you want to message from<strong> &#8220;Manage Clients&#8221;<\/strong>, then click <strong data-start=\"607\" data-end=\"628\">Send via WhatsApp<\/strong>.<\/li>\n<\/ol>\n<article class=\"text-token-text-primary w-full focus:outline-none scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\" dir=\"auto\" tabindex=\"-1\" data-turn-id=\"be3d5b3b-5d85-4f81-b1f7-5f3d3dd7166e\" data-testid=\"conversation-turn-66\" data-scroll-anchor=\"true\" data-turn=\"assistant\">\n<div class=\"text-base my-auto mx-auto pb-10 [--thread-content-margin:--spacing(4)] @[37rem]:[--thread-content-margin:--spacing(6)] @[72rem]:[--thread-content-margin:--spacing(16)] px-(--thread-content-margin)\">\n<div class=\"[--thread-content-max-width:32rem] @[34rem]:[--thread-content-max-width:40rem] @[64rem]:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group\/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\" tabindex=\"-1\">\n<div class=\"flex max-w-full flex-col grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"b892de60-229b-455c-a0ea-e841aa6fd5d4\" data-message-model-slug=\"gpt-5\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose dark:prose-invert w-full break-words light markdown-new-styling\">\n<p data-start=\"633\" data-end=\"815\" data-is-last-node=\"\" data-is-only-node=\"\"><strong data-start=\"633\" data-end=\"642\">Note:<\/strong> The client\u2019s mobile number must be saved in his profile for the <strong data-start=\"711\" data-end=\"732\">Send via WhatsApp<\/strong> option to appear. For more details on how to add a new client, visit this <a href=\"http:\/\/docs.daftra.com\/en\/tutorial\/adding-a-client\/\">guide<\/a>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"flex min-h-[46px] justify-start\"><\/div>\n<div class=\"mt-3 w-full empty:hidden\">\n<div class=\"text-center\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<div class=\"pointer-events-none h-px w-px\" aria-hidden=\"true\" data-edge=\"true\"><\/div>\n","protected":false},"author":29,"featured_media":0,"template":"","categories":[2132],"tags":[4002,2401],"class_list":["post-37852","tutorial","type-tutorial","status-publish","hentry","category-client-settings","tag-whatsapp","tag---en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Steps to send a message to a client via WhatsApp directly from his profile - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/steps-to-send-a-message-to-a-client-via-whatsapp-directly-from-his-profile\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Steps to send a message to a client via WhatsApp directly from his profile - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"From the main menu, go to Clients. 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